Michael Platt
@michaelplatt
Results-driven Customer Success Manager with a focus on client relationships.
What I'm looking for
I am a results-driven Customer Success Manager with extensive experience in managing high-value client relationships and driving revenue growth in the B2B sector. My expertise lies in implementing strategic solutions that enhance client satisfaction and align customer success strategies with business objectives. I have a proven track record of mentoring teams and delivering transformative solutions that yield impactful outcomes.
In my current role at Upgrade, Inc., I designed and executed customer success strategies that led to a 25% increase in upsell opportunities. I focus on delivering product usage insights and system health analyses to optimize client outcomes. My previous experience as a Channel Partner Manager at Watercress Financial Group allowed me to achieve a 95% customer retention rate by collaborating with C-level executives and leading cross-functional initiatives to improve customer experience.
Throughout my career, I have consistently exceeded sales targets and driven significant revenue growth. I am passionate about fostering professional development within my teams and ensuring that we deliver exceptional customer service to maintain high levels of client satisfaction.
Experience
Work history, roles, and key accomplishments
Customer Success Manager
Upgrade, Inc.
May 2023 - Present (2 years 1 month)
Designed and executed customer success strategies, driving a 25% increase in upsell opportunities on existing accounts through value-focused QBRs. Delivered product usage insights and system health analyses to optimize client outcomes and enhance platform adoption.
Channel Partner Manager
Watercress Financial Group
Jan 2022 - Apr 2023 (1 year 3 months)
Achieved a 95% customer retention rate through the development and implementation of customer success strategies. Collaborated with C-level executives to understand client needs and provide tailored solutions.
Regional Sales Manager
Mosaic
Aug 2020 - Jan 2022 (1 year 5 months)
Exceeded quarterly sales targets and achieved an average annual sales growth of 20% by building and managing a strong pipeline of prospects, acquiring high-value clients worth over $10M in annual revenue.
Partner Development Manager
Mosaic
Apr 2019 - Aug 2020 (1 year 4 months)
Closed high-value partnership deals through pricing negotiations, resulting in a 30% increase in revenue. Developed and implemented a partner training program that increased partner engagement and satisfaction.
Account Development Consultant
American Express
Apr 2015 - Jan 2019 (3 years 9 months)
Delivered over $30MM in expansion business through consultative sales and collaborative relationships. Increased portfolio growth by 13% through strategic cash flow management practices.
Account Executive
FARMERS INSURANCE GROUP
Managed client accounts and provided tailored insurance solutions, ensuring high levels of customer satisfaction and retention.
Account Executive
MLIVE MEDIA GROUP
Developed advertising strategies for clients, driving engagement and revenue through effective media solutions.
Education
Degrees, certifications, and relevant coursework
Oakland Community College
No Degree, Business Administration
2011 - 2012
Pursued studies in Business Administration, gaining insights into business principles and practices, although did not complete a degree.
Godwin Heights High School
High School Diploma, General Education
2004 - 2007
Completed high school education with a focus on foundational skills and knowledge necessary for further education and career development.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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