Open to opportunities

Elizabeth Lamb

@elizabethlamb

Message

I drive client retention through strategic onboarding, account management, and data-driven success planning.

United States

Message

What I'm looking for

I'm looking for a customer success or account management role where I can build lasting client relationships, lead strategic onboarding, use data to improve outcomes, and partner cross-functionally to drive retention.

I've managed client portfolios of up to 50 accounts at REFUGE Marketing & Consulting, achieving a 95%+ retention rate through strategic guidance, personalized solutions, and proactive support.

I led onboarding and implementation in Salesforce while coordinating client projects and deliverables in Asana, partnering with cross-functional teams to keep work on time and aligned with client goals.

At ICBD Holdings, I managed stakeholder relationships across 12 clinic locations and executed 25+ monthly events. I coordinated vendors, logistics, project timelines, contract negotiations, and budgets to deliver successful programs and positive participant experiences.

My experience in education strengthened my data-driven approach: I supported 75+ individuals with personalized success plans, with 80% achieving measurable growth against established benchmarks.

Experience

Work history, roles, and key accomplishments

Event Operations Coordinator

ICBD Holdings

Jan 2025 - Jun 2026 (1 year 5 months)

Managed stakeholder relationships across 12 clinic locations, partnering with vendors and cross-functional teams to deliver successful programs, events, and community engagement activities. Executed 25+ monthly events while managing stakeholder communications, logistics, and vendor coordination.

Stakeholder Management Vendor Management Event Planning Project Coordination ClickUp Coupa Budget Management Contract Negotiation

Client Success Specialist

REFUGE Marketing & Consulting

Jun 2024 - Jan 2025 (7 months)

Managed a portfolio of 50 accounts across diverse industries, delivering strategic guidance and personalized solutions that achieved a 95%+ retention rate. Led onboarding and implementation efforts, leveraging Salesforce to manage account activity and maintain accurate client records.

Account Retention Account Management Salesforce Asana Onboarding Customer Success Project Coordination

Educator & Program Coordinator

YES Prep Public Schools

Aug 2019 - May 2024 (4 years 9 months)

Managed a portfolio of 75+ individuals, leveraging data driven insights and personalized success plans to improve performance outcomes, with 80% achieving measurable growth against established benchmarks. Coordinated events, programs, and project logistics, managing timelines, communications, and resources.

Data Analysis Performance Improvement Program Coordination Event Planning Training Onboarding Cross Functional Collaboration