Open to opportunities

Kelli Kinzer

@kellikinzer

Message

Customer Success and Account Management leader driving retention and data-driven growth.

United States

Message

What I'm looking for

I seek a senior/customer-success role where I can lead cross-functional teams, build data-driven processes and dashboards, improve retention, and scale onboarding and operations within a collaborative, growth-oriented company.

I am a strategic, data-driven Customer Success and Account Management leader with over a decade of experience managing multimillion-dollar client portfolios across retail, logistics, and SaaS environments. I specialize in aligning cross-functional teams, improving operational workflows, and leveraging CRM and BI tools to deliver measurable customer outcomes.

My work has increased customer retention by 30% through proactive success planning and operational alignment, and I designed automated Excel and Power BI dashboards that improved forecast accuracy and executive visibility. I have partnered with national retailers and logistics partners to optimize fulfillment, inventory health, and OTIF performance while streamlining trade spend and deduction tracking for clearer ROI visibility.

I lead onboarding, training, and change management initiatives to scale teams and standardize processes, and I bring proven experience in forecasting, reporting, SQL-based customer insights, and ERP/CRM systems to drive revenue growth and operational excellence.

Experience

Work history, roles, and key accomplishments

Current

Customer Success Account Manager

Current

Horizon Brands

May 2018 - Present (7 years 6 months)

Lead cross-functional collaboration across sales, finance, and supply chain to drive operational excellence and customer satisfaction, increasing retention by 30% and improving KPI visibility via automated dashboards.

& Customer Success Account Management Forecasting Power BI Excel CRM Onboarding Cross Functional Collaboration

Assistant Business Analyst

Simply Fresh Foods

Jan 2016 - May 2018 (2 years 4 months)

Supported sales and operations with data analysis and forecasting that drove over $10M in annual sales through improved product availability and reduced manual reporting work by 25%.

Data Analysis Forecasting Reporting Excel KPI Tracking demand planning Process Improvement

Carrier Sales Coordinator

JB Hunt Transport

Jan 2013 - Jan 2015 (2 years)

Coordinated national logistics operations and negotiated carrier rates to improve margin performance while implementing process tracking that reduced shipment delays and improved responsiveness.

Logistics Coordination Carrier Negotiation Margin Tracking Customer Service

Deduction Analyst

PepsiCo

Jan 2010 - Jan 2013 (3 years)

Managed trade deductions and partnered with finance and sales to increase recoveries by 15% and created executive reports on deduction trends and account risk exposure.

Reporting Excel Risk Analysis Process Improvement