Baylee Holecek
@bayleeholecek
Client Success Advisor skilled in onboarding, relationship management, and cross-sell growth.
United StatesWhat I'm looking for
I am a dedicated Client Success Advisor with experience managing a portfolio of 200+ enterprise and small business accounts, leading onboarding, training sessions, and webinars to drive product adoption and satisfaction. I collaborate closely with Sales, Product, and Marketing to align client needs with business strategies, generating 90+ cross-sell opportunities per year.
My background includes hands-on client care as a Behavior Technician, staff leadership and training, and service experience in fast-paced hospitality environments. I hold a B.A. in Psychology (3.79 GPA) with minors in Criminal Justice and Political Science and certifications in FinOps, Customer Success, and Lean Six Sigma (Yellow Belt).
Experience
Work history, roles, and key accomplishments
Client Success Advisor
CDW Technologies LLC
Jan 2023 - Present (3 years 2 months)
Managed a portfolio of 200+ enterprise and small business accounts, led onboarding and training sessions, and generated 90+ cross-sell opportunities per year to improve customer satisfaction and retention.
Behavior Technician
ABC Pediatrics
Jul 2021 - Jan 2023 (1 year 6 months)
Managed caseload of 7–9 minors with autism, developed individualized lesson plans, trained new staff, and coordinated daily schedules to improve clients' social and communication skills.
Server
Olive Garden
Jul 2019 - Jul 2021 (2 years)
Served guests in a fast-paced environment, trained new servers, and managed time to deliver optimal guest experiences while familiarizing staff with company culture.
Education
Degrees, certifications, and relevant coursework
Lean Six Sigma - Yellow Belt
Certificate, Process Improvement
Obtained Lean Six Sigma Yellow Belt certification in January 2026.
Certified Customer Success Manager - Level 1
Certificate, Customer Success
Earned Certified Customer Success Manager - Level 1 certification in May 2024.
Introduction to FinOps Certificate
Certificate, FinOps
Completed an Introduction to FinOps certificate in August 2023.
Bethany College
Bachelor of Arts, Psychology
2018 - 2021
Grade: 3.79 GPA
Activities and societies: Bethany College Volleyball Team (Aug 2018–Nov 2020); Kappa Gamma Phi Sorority (Aug 2018–May 2021, Graphic Design Coordinator); President's Honor Roll; Academic Dean's Honor Roll
Completed a Bachelor of Arts in Psychology with minors in Criminal Justice and Political Science, graduating Magna Cum Laude with a 3.79 GPA.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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