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About
Customer Success / client services leader in an expert-network/SaaS environment who owns enterprise accounts end-to-end (onboarding through renewal) and drives land-and-expand growth. Demonstrated measurable impact across renewals (2.5x expansion), rapid user adoption (1 to 20+ users in 3 months), and cross-functional product/data initiatives (refreshing millions of physician profiles to cut delivery time in half and support 125% QoQ growth). Strong in translating customer feedback and campaign analytics into product and workflow improvements that create long-term champions.
Experience
Client Solutions Manager - Life SciencesOffice Hours
Senior Client Solutions Associate – Life SciencesOffice Hours
Client Solutions Associate - Life SciencesOffice Hours
Benefit Services Sales InternArthur J. Gallagher Insurance & Co
External Vice PresidentTaiwanese American Student Association
External Affairs CommitteeUndergraduate Women in Economics at Berkeley
Education
University of California, Berkeleybachelor, Economics (2024)
Key Strengths
Drove renewal expansion from $20K to $50K (2.5x) by delivering strong onboarding and service
Scaled account adoption from 1 user to 20+ users in 3 months via referral-led expansion and frequent touchpoints
Built and maintained enterprise stakeholder maps using structured spreadsheets and external/internal data sources
Managed conflicting stakeholder priorities by aligning with budget owner during contract gap, resulting in 2x renewal
Led cross-functional data refresh initiative (millions of physician profiles) to improve deliverability and speed
Improved delivery speed for physician expert requests by ~50%, contributing to 125% QoQ segment growth
Translated repeated customer feedback into a prioritized product feature (data export/download) that increased champion advocacy
Used campaign analytics to diagnose funnel drop-off and revise messaging, recruiting 10 additional gastroenterologists to complete a 30-expert sample
Reference Highlights
Strongly Recommended
Grew book of business 3x
Tripled accounts in 18 months
Led 10+ successful annual contract renewals
Achieved up to 2x upfront commitment on renewals
Outstanding client feedback during trials
Strong retention and adoption outcomes
Onboarded 100+ new users
Very strong enterprise stakeholder management (4.5/5)
Effectively translates technical client questions and coordinates support
Strong at solving complex compliance requirements
Provides high-quality, contextualized product feedback tied to client impact
Input led to product additions improving internal workflow efficiency
Drove physician data refresh expanding platform scope by ~200%
True client champion; finds workarounds when product isn’t ready
Effective at influencing product team to prioritize changes
Proactive in driving account expansion and partnering cross-functionally
Leads projects effectively and gets clients signed
Strong operational mindset; built repeatable approaches for HC business
Built a successful team capable of handling high-volume requests
Comfortable operating in ambiguity; takes initiative
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