Administrative and Support Services
Manufacturing
Accommodation Services
Technology, Information and Media
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Patti

CUSTOMER EXPERIENCE, SUCCESS & SERVICE DELIVERY EXECUTIVE

About Me

Customer Experience, Success, and Service Delivery executive with 15+ years leading enterprise customer programs, SaaS lifecycle management, and digital care delivery across healthcare adjacent and technology driven environments. Proven ability to strengthen customer relationships, drive telehealth and software adoption, improve customer health scoring, and reduce churn through proactive success planning and KPI driven execution. Skilled in cross functional collaboration with Product, Engineering, Sales, Clinical Operations, and Support to resolve escalations, optimize clinical workflows, and deliver measurable customer outcomes. Experienced in Gainsight, Salesforce, UAT, provider engagement, and guiding customers through adoption roadmaps, configuration guidance, and best practice consulting, including fractional advisory support for executive teams.

Jurisdiction

United States

Experience

Seniority LevelDirector
Years of Experience10-15 years
Current StatusActive
DIRECTOR, CUSTOMER SUCCESS DELIVERYAnsira
2023 - Present

• Lead full SaaS customer lifecycle delivery, moving clients from onboarding → adoption → proficiency through structured success plans, adoption roadmaps, and proactive monitoring of customer health metrics. • Strengthen customer satisfaction and retention through provider engagement strategies, best practice consulting, and configuration guidance aligned to customer goals. • Partnered cross-functionally with Product and Engineering to elevate customer insights, prioritize enhancements, and support application improvements. • Led executive business reviews (QBR’s) with C-level stakeholders, translating performance data and customer narratives into strategic recommendations. • Directed end-to-end customer lifecycle delivery — onboarding, implementation, enablement, adoption, training, and ongoing support. Developed and coached remote Customer Success Managers to elevate execution discipline, team engagement, and service quality. • Developed and coached remote managers and CSMs, strengthening leadership capability, execution discipline, and customer-centric culture. • Managed geographically distributed teams supporting enterprise clients across multiple industries. • Partnered with Sales to support expansion opportunities and strengthen account growth. Built strategic success plans aligned to customer objectives. • Drive Agile enhancement projects through structured UAT, release readiness, and cross functional coordination.

CUSTOMER SERVICE MANAGER, AMERICASTechtronic Industries
2022 - 2023

• Built frontline and leadership capability through performance management, coaching, subject matter expertise, and continuous process improvement. Created a balanced scorecard, daily accountability process, and QA coaching model for sales and service performance. • Developed structured training programs and quick reference guides to standardize processes and improve customer experience consistency. • Strengthened operational planning by interpreting demand forecasts, inventory data, and customer requirements to support service delivery commitments. • Interpreted inventory, demand forecasts, booked-order gaps, and evolving customer requirements to inform sales and operational planning. • Aligned supply chain, distribution, and sales teams around service targets, delivery strategies, and customer centric operational priorities.

CUSTOMER SERVICE MANAGER, AMERICAS Invue
2020 - 2022

• Built an integrated B2B service model spanning pre-sale support, order execution, technical support, and post-sale relationship management. • Developed training materials, user guides, process documentation, and enablement programs supporting software implementations and operational process changes. Delivered virtual and instructor-led training sessions for customers, end users, and internal teams. • Documented business requirements, implementation needs, and enhancement requests to improve software performance and user experience. • Redesigned productivity metrics and agent goals to strengthen accountability, performance visibility, motivation, and customer satisfaction. • Led a 12-person team across onboarding, implementation, training, product support, returns, order processing, and technical support. • Partnered with regional sales teams to strengthen business relationships, improve customer experience, and support account growth.

CUSTOMER SUCCESS OPERATIONS ACCOUNT MANAGER Invue
2018 - 2020

• Delivered structured customer touchpoints, QBRs, and proactive solution planning to improve customer health and reduce churn risk. • Conducted C level business reviews converting SLA, KPI, and utilization insights into actionable adoption strategies. • Directed UAT, implementation, installation, and training for software and hardware deployments, improving readiness and utilization. • Improved SaaS visibility by documenting applications, subscriptions, usage data, and ownership across IT and business stakeholders. • Delivered virtual and in person enablement supporting digital care workflows, software adoption, and hardware installation.

CLIENT SUCCESS / IT SERVICE DELIVERY MANAGERCurvature
2016 - 2018

• Owned service delivery operations, aligning support processes with client IT workflows, business objectives, and SLA commitments. Managed implementation projects and coordinated timelines. • Led after-sales support initiatives, including implementation coordination, project management, and on-site client training. • Functioned as senior escalation point for technical issues, coordinating troubleshooting efforts, root cause analysis, corrective actions, and stakeholder communications. • Synthesized SLA, KPI, and delivery data into annual business reviews tailored to client priorities and service improvement opportunities. • Managed multiple implementation and service delivery projects, coordinating timelines, resources, training, and customer communications. • Monitored and scored calls to identify training opportunities and improve customer experience quality.

Skills

Core skills9
Interests0
Languages1

Skills

Retention, engagement
Escalation governance
Performance management
Q&A coaching frameworks
Operational efficiency
Change management
Consultative success planning
Value proposition alignment
Cross functional influence

Languages

English