Customer Success Revenue Growth

Rachael Scott

Customer Success / Revenue Teams Implementing / Upselling Commercial Systems to Commercial Teams / C-suite / Company Owners / Sales and Marketing

LEADERSHIP VALUES

Humility, Extreme Ownership, Humor, Personal & Professional Development, Stewardship, Details Matter

PROFESSIONAL PROFILE

I’m a visionary leader in customer success, over 4 years experience. I come from a medical background where patient services were at the forefront of my role. I’m known for high-impact client retention strategies, automation expertise, and dynamic team leadership. I excel in fast-paced, high-growth environments, driving record-breaking retention and revenue growth. I believe that team health, collaboration, and deep customer insight are the backbone of a thriving company. I build ecosystems of success.

AREAS OF EXPERTISE

Client Communication & Training, Customer Success & Onboarding, Process Automation & Workflow Optimization, Retention & Churn Reduction, Revenue Growth & Profitability, CRM & Data-Driven Decision Making, Customer Marketing, Team Leadership & Cross-Functional Collaboration, Content Marketing, Upsell Marketing, Corporate Strategy/Planning, New Product Launches, CRM, Advanced Analytics

EXPERIENCE

7 Figure Flipping Sept 2020 - Present

Director of Customer Success – 7 Figure Flipping Oct 2023 - Present

Customer Success Manager – 7 Figure Flipping Sept 2020 – October 2023

7 Figure Flipping (7FF) is a premier mastermind and coaching platform that helps real estate investors scale their businesses through education, mentorship, and strategic networking. I was initially brought in to optimize customer success and retention, leveraging data-driven insights to enhance member engagement and streamline operations. As a key driver of marketing technology adoption, I led the implementation and strategic use of HubSpot, Zapier and other automation tools to improve lead nurturing, client onboarding, and overall customer experience. My expertise in CRM optimization and process automation not only increased efficiency but also drove revenue growth, improved retention, and expanded team capacity, leading to my promotion to Director of Customer Success, where I now oversee member experience, revenue generation, and scalable systems.

Roles & Responsibilities:

●Oversee a 8 million dollar, 350 client portfolio, leading a high-performing team of six while overseeing the entire department.

●Implemented company-wide automation that streamlined processes, cutting manual workload and boosting operational efficiency.

●Accelerated client speed-to-value, optimizing onboarding and engagement strategies for faster ROI and long-term satisfaction.

●Boosted upsells and cross-sells by aligning customer needs with tailored product/service

Achievements:

●Founded and launched an exclusive alumni program for 4+ year tenured clients, reinforcing long-term loyalty and repeat business.

●Drove a 74% retention rate—outperforming industry benchmarks and securing revenue stability.

●Reclaimed 3% of previously lost clients, enhancing profitability through personalized engagement strategies.

●Built a data-driven content and service delivery system from the ground up, enabling personalized client experiences, improving engagement, and optimizing customer success strategies.

North Atlanta Dermatology Jan 2015 - Sept 2020

Patient Care Advocate and Certified Medical Assistant

●Ensured seamless patient experiences, addressing concerns with empathy and precision.

●Managed inventory, procurement, and organization, streamlining clinic operations.

●Supported physicians in clinical procedures and conducted diagnostic tests to enhance patient care quality.

●Managed patient virtual services, online booking system and patient portal.

AWARDS & RELATED WORK

●Employee of the Year, 2023 – Recognized for unparalleled client retention & team leadership.

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●Member of Customer Success Collective – Staying ahead in customer engagement, strategy, and innovation.

●HubSpot Super Admin Certified – 4+ years expertise in CRM automation & integrations.

●Inbound Marketing Content Marketing Email Marketing Social Media Marketing SEO (HubSpot)

●Asana Workflow Specialist AI for Work Badge Asana Foundations Skill Badge

●NEPQ Sales Training Certified – Master of persuasive client conversations and high-converting sales techniques.

●38+ Years of Tech & Systems Mastery – Automation, process efficiency, and scaling success.

●Certified Medical Assisting, EKG and Phlebotomy – Medical Institute of Northeast Georgia, Braselton, GA

EDUCATION

Medical Institute of Northeast Georgia March 2014

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