Account Manager & Customer Success

Customer Success & Account Management Boston, Massachusetts, United States

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Summary

Im a customer-focused Account Manager with experience driving retention, adoption, and revenue growth across a large portfolio of SaaS customers. Most recently at ZoomInfo, I managed approximately 180 existing SMB accounts, where I built strong relationships, delivered impactful product demos, and consistently identified opportunities to expand business through referrals and strategic outreach. I also maintained accurate forecasting and pipeline management in Salesforce and Clari, while partnering cross-functionally to close deals and ensure customers saw real value from the platform. Prior to ZoomInfo, I developed a strong foundation in client service and operational execution at MFS Investment Management, where I supported broker/dealers and clients while handling both routine and complex transactions. Earlier in my career, I gained valuable experience in research and customer-facing operations, which strengthened my communication skills, attention to detail, and ability to perform in fast-paced environments.

Expectations

My preferred role would be in Customer Success or Account Management, with an emphasis on revenue retention and developing close relationships with clients. Because I have proven experience managing a large portfolio of existing customers while driving long-term value and growth at ZoomInfo, I would be able to apply these skills to any B2B software company out there.