Proactive TAM & CSAT Owner

About

Professional Summary

Dynamic and client-focused professional with over 10 years of experience in Client Success, Program/Implementation Management, and Operations across IT services, software, and hospitality industries. Proven ability to lead teams, manage onboarding and transitions, improve client satisfaction, and strengthen retention. Skilled in cross-functional collaboration, process improvement, and delivering tailored solutions that drive both client and organizational success. Recognized for proactive problem-solving, relationship building, and exceptional communication.

Professional Experience

MSP (2022-Present)
Client Success Manager

  • Lead client success initiatives, overseeing a team of Client Experience Representatives to ensure top-tier support and detailed ticket trend analysis.
  • Developed and launched the customer success campaign, improving client/end-user satisfaction and delivering proactive “tips & tricks” resources.
  • Partner with internal teams and department heads to address issues permanently and implement tailored IT solutions.
  • Manage client onboarding, ensuring seamless transitions and effective coordination across teams, deadlines, and deliverables.
  • Strengthen long-term client relationships, resulting in increased retention and overall satisfaction.

Software Company (2021-2022)
Implementation Program Manager

  • Served as the primary point of contact for pharmacy software implementation projects.
  • Managed a team of lead/support installers, coordinating schedules, travel, expenses, and payroll.
  • Led client onboarding calls to establish go-live dates, capture requirements, and manage third-party vendor integrations.
  • Oversaw data validation and software transition processes to ensure accuracy and compliance.
  • Collaborated with technical teams and IT managers to provide pre- and post-go-live support.

Technology Solutions Provider (2019-2021)
FastTrack Onboarding Manager (Microsoft)

  • Drove deployment and onboarding of Microsoft 365 Defender workloads, including Advanced Threat Protection.
  • Partnered with SMEs to facilitate client workshops and deliver full workload deployments.
  • Presented onboarding overviews to C-suite stakeholders to align technical outcomes with business objectives.
  • Supported EMEA and APJ global teams during incubation/pilot phases of Microsoft 365 Defender.
  • Contributed to internal hiring as a member of the Blueprint Interview Panel.

Hospitality Management Company (2018-2019)
Operations Manager

  • Oversaw day-to-day operations and a team of 3 employees, ensuring smooth business functions.
  • Managed invoicing, payroll, QuickBooks, and client agreements for consultants and hotel partners.
  • Coordinated travel arrangements and maintained consultant performance reporting for leadership review.

Event Management Firm (2016-2018)
Meeting & Travel Coordinator

  • Coordinated large-scale client events with 10,000+ attendees, managing logistics for housing, transportation, catering, and exhibit halls.
  • Served as on-site event lead, ensuring flawless execution of client programs.

Hotel & Hospitality Company (2016)
Group Rooms Coordinator

  • Managed group bookings, room blocks, and event billing, while liaising with catering and banquet teams.
  • Oversaw third-party travel accounts and revenue calls with senior management.

Hotel & Hospitality Company (2015-2016)
Sales & Marketing Coordinator

  • Assisted sales leadership with contracts, event proposals, and reporting.
  • Supported group event planning, ensuring client satisfaction from booking through execution.

Education

Bachelor of Science in Hospitality, Travel, and Tourism (2010 – 2013)

Core Skills

  • Client Success & Relationship Management
  • Program & Project Management
  • Onboarding & Implementation
  • IT Services & Software Deployment
  • Process Improvement & Change Management
  • Team Leadership & Mentorship
  • Data Analysis & Reporting
  • Event & Operations Management
  • Cross-Functional Collaboration

Technical Skills

  • Microsoft 365 Security & Defender Suite
  • Microsoft Products (Teams, Office, Word, Excel, PowerPoint, Project, Outlook, etc.)
  • Sales and Marketing Tools (HubSpot, Salesforce, etc.)
  • CRM & Ticketing Systems (ConnectWise, ZenDesk, etc.)
  • QuickBooks Excel (Advanced)
  • Event Planning Software & Scheduling Tools (Monday.com, Microsoft Project, Trello, etc.)
  • Hospitality Computer Software (OnQ, OnQ FM, OnQ RM, Delphi, SalesPro, and R&I)

Location

Dallas

Salary

$95,000

About the Company 

Bowman Williams is a national specialized staffing firm for Cloud Service Providers and Managed Service Providers. Ranked by Forbes as one of America’s top 200 Best Staffing Firms in America, we are a good resource for candidates looking to advance their careers in the Cloud Solutions and Services industry.

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