Open to opportunities

Natalie White

@nataliewhite

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Customer Success professional blending B2B SaaS, survey research, and data-driven client strategy.

United States

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What I'm looking for

I seek a customer-facing role at a growth-oriented SaaS company where I can combine CRM integration, data analysis, and client strategy to improve retention and scale success.

I am a data-driven Customer Success and account management professional with hands-on experience in B2B SaaS consulting, frontend sales, and survey research. I have a track record of optimizing workflows, integrating CRMs like Close, and improving client experiences through clear communication and operational improvements.

In prior roles I directed sales and marketing initiatives, executed contracts and invoicing, and led multi-channel fundraising campaigns while managing ambiguity and client expectations. I also designed QA procedures aligned with ISO-20252, coached interviewers, and delivered measurable improvements in monitoring and production metrics.

I am proficient with tools and techniques such as R, Excel, SQL, QuickBooks, HelloSign, statistical modeling, propensity scoring, and PowerBI, and I hold the Google Data Analytics Professional Certificate. I bring cross-functional collaboration, project coordination, and a pragmatic analytical approach to help teams scale and improve customer outcomes.

Experience

Work history, roles, and key accomplishments

Current

Account Manager

Current

Get It Done

Manage client communications and logistics for a Chicago-area startup, integrating Zenbooker and Close to streamline booking and CRM workflows and adjusting pricing to support scalable local growth.

Client Communication CRM Zenbooker Closing Pricing Strategy Operations Coordination Stakeholder Management Workflow Optimization

Director of Sales and Marketing

True Blue Analytics

Apr 2023 - Apr 2024 (1 year)

Led multi-channel fundraising campaigns end-to-end and managed contracts and invoicing via HelloSign and QuickBooks, improving client satisfaction by converting ambiguity into clear goals and deliverables.

Campaign Management HelloSign Quickbooks Client Success Project Management Analytics

Survey Researcher

Escalent

Mar 2021 - Mar 2023 (2 years)

Designed scripts, quote sheets, and interviewer guidance (TIPS), improving interviewer performance and achieving evaluation metrics above company expectations (4.44 MPH vs 3.5 expected).

Survey Design Data Quality Performance Metrics

Technology Consultant

Coligos Consulting

Dec 2020 - Jan 2022 (1 year 1 month)

Served as implementation liaison managing SFTP onboarding and security protocols across vendors and clients, coordinating communications for up to 80 concurrent projects.

Security Compliance Vendor Management Project Coordination

Quality Assurance Analyst

Escalent

Apr 2019 - Dec 2020 (1 year 8 months)

Developed and maintained ISO-20252-aligned QA procedures, audited surveys against 13 KPIs, and coached interviewers to improve production and quality scores across multiple research projects.

Quality Assurance Auditing KPIs Coaching Data Integrity Cross Functional Collaboration