PTPhilip Trageser
@philiptrageser
Experienced customer success professional with a focus on client satisfaction.
United StatesWhat I'm looking for
I am a dedicated customer success professional with over 17 years of experience in client management, account growth, and revenue generation. My expertise lies in driving client satisfaction and retention, which has resulted in significant improvements in client feedback scores and overall engagement. I have a proven track record of enhancing operational efficiency and streamlining processes, particularly in the healthcare and data industries.
Throughout my career, I have successfully implemented targeted client retention strategies that increased annual recurring revenue and customer adoption rates. My ability to collaborate cross-functionally has led to improved team synergy and reduced project delays. I am passionate about delivering tailored training sessions that address specific client needs, ultimately enhancing their experience and satisfaction.
Experience
Work history, roles, and key accomplishments
PDEnhanced client satisfaction by streamlining digital project implementation processes, resulting in improved feedback scores within 6 months. Increased annual recurring revenue by 5% through targeted client retention strategies, driving adoption, enhancing engagement and satisfaction within 12 months.
MEAchieved 120% of yearly sales objectives within 12 months by identifying new business opportunities and effectively demonstrating product value to clients. Drove account expansion by leading renewal and upsell initiatives for enterprise clients, achieving increased ARR through strategic relationship management within 12 months.
Account Manager
TrueCare24
Sep 2020 - Jun 2021 (9 months)
Drove account expansion by leading renewal and upsell initiatives for enterprise clients, achieving increased ARR through strategic relationship management within 12 months. Increased client satisfaction by 30% within 6 months by implementing tailored training sessions focused on population health strategies.
Telehealth Innovation Consultant
Health Recovery Solutions
May 2018 - Oct 2020 (2 years 5 months)
Drove a 30% increase in client satisfaction within 6 months by implementing tailored training sessions focused on population health strategies focused on Home Health industry. Developed tailored strategies for mental healthcare organizations, significantly improving their operational workflows and client interactions, leading to enhanced service delivery.
Account Executive
Lua
Aug 2017 - May 2018 (9 months)
Developed tailored strategies for mental healthcare organizations, significantly improving their operational workflows and client interactions, leading to enhanced service delivery. Primary markets were Home Health/Hospice, Behavioral Health, and other healthcare fields.
Account Manager
LifeStation, Inc.
Sep 2016 - Aug 2017 (11 months)
Drove upselling initiatives that resulted in an increase of $200,000 in annual recurring revenue (ARR) through personalized client engagement within 6 months. Achieved greater operational efficiency by overseeing the full client life cycle, which resulted in optimized resource allocation and reduced costs.
Client Success Manager
Confidential
Increased annual recurring revenue by 5% through targeted client retention strategies, driving adoption, enhancing engagement and satisfaction within 12 months. Drove improved team synergy through effective management of cross-functional collaboration, leading to a 15% reduction in project delays within 12 months.
Education
Degrees, certifications, and relevant coursework
UFUniversity of San Francisco
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
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