Open to opportunities

Heather Martin

@heathermartin

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Client Success Manager driving data-informed engagement and operational excellence.

United States

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What I'm looking for

I seek a client-focused role where I can lead engagement strategies, optimize programs with data, mentor teams, and improve health and wellness outcomes.

I’m a client-focused professional with experience managing relationships, onboarding clients, and ensuring long-term success in service-driven environments.

My background includes owning and operating a service-based business and leading day-to-day operations in high-volume environments, where clear communication, accountability, and proactive problem-solving were essential to retention and satisfaction.

I’ve worked closely with clients from initial onboarding through ongoing support — setting expectations, tracking progress, resolving issues, and helping clients achieve measurable outcomes. I’m highly organized, comfortable managing multiple priorities, and known for building trust through consistent follow-through.

I thrive in roles that sit at the intersection of client experience and operations, and I’m especially drawn to Client Success / Customer Success roles where relationship-building, process improvement, and long-term value creation are the priority.

Experience

Work history, roles, and key accomplishments

Current

Assistant Manager

Current

Moonlight Pizza & Brewpub

Jan 2025 - Present (1 year)

Managed daily operations for a 65+ person team in a high-volume environment, coordinated schedules and workflows, and served as primary escalation point to resolve customer issues while maintaining service standards.

Operations Management Team Leadership Scheduling Customer Service Escalation Management Communication

Current

Client Success Manager

Current

Fearlessly Fit with Heather Martin

Jan 2019 - Present (7 years)

Managed a portfolio of clients as primary advisor across onboarding, program execution, and long-term engagement; designed engagement strategies and analyzed client data to drive process improvements and demonstrate program value.

Client Relationship Management Program Operations Client Engagement Data Analysis Reporting Process Improvement CRM Cross Functional Collaboration

Wellness Specialist

Heart of the Rockies Regional Medical Center

Sep 2024 - Dec 2024 (3 months)

Provided wellness guidance and preventive health education to patients, translating complex health information into actionable lifestyle interventions and building rapport through empathetic communication.

Patient Education Preventive Health Behavioral Interventions Communication Health Coaching Data Reporting

Director of Marketing

Ethos Financial Partners

Sep 2014 - Jul 2018 (3 years 10 months)

Supported enterprise client relationships with proactive communication, reporting, and service follow-up while partnering cross-functionally to improve engagement and client retention.

Client Services Marketing Strategy Reporting Cross Functional Collaboration CRM Project Coordination