Open to opportunities

Brandi Shurelds

@brandishurelds

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Customer Success Manager driving retention and strategic account growth.

United States

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What I'm looking for

I seek a customer-success-focused role where I can drive retention, expand strategic accounts, collaborate cross-functionally, and use data to improve client outcomes and operational efficiency.

I am a results-driven Customer Success Manager with deep experience in the health insurance industry, focused on client relationship management, revenue retention, and strategic account planning.

I have led strategic account programs and executed customer success plans that identify upsell and cross-sell opportunities to drive measurable revenue growth while maintaining high satisfaction and retention.

My background includes conducting executive business reviews, managing complex PPO and TPA client portfolios, improving operational efficiencies, and partnering across Sales and Professional Services to enable successful implementations.

I bring strong communication, data-driven decision making, HIPAA-aware risk mitigation, and a proactive problem-solving mindset to build long-term client advocacy and operational improvements.

Experience

Work history, roles, and key accomplishments

Current

Client Manager

Current

Zelis Healthcare

Jan 2023 - Present (2 years 8 months)

Lead strategic account management for health insurance clients, driving retention and upsell initiatives while conducting executive business reviews to improve service delivery and contract performance.

Customer Success Account Management Client Relationship Management Upselling Executive Business Review Salesforce

Senior Client Services Specialist

Zelis Healthcare

Jan 2008 - Jan 2023 (15 years)

Managed a portfolio of PPO and TPA clients, led initiatives to increase product adoption and engagement, supported RFP responses, and developed client reports and strategic presentations.

Client Services Portfolio Management Reporting RFP Stakeholder Management Data Reporting

Quality Assurance Analyst

Zelis Healthcare

Jan 2007 - Jan 2008 (1 year)

Conducted quality assessments and developed testing protocols for claims processing, reducing errors and improving operational efficiency and compliance.