Brandon Session
Enterprise Customer Success Manager | Customer Advocate & Trusted Advisor | SaaS & CRM | Relationship Building, Leadership, Strategic Growth & Expansion, Elite Customer Service
- Role
- Customer Success Manager at Conga
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brandon Session
With multiple years as a Customer Success Manager, I specialize in managing a multi-million-dollar book of business across Strategic and Enterprise clients. My focus is on fostering strong client relationships with key stakeholders and business owners, conducting business reviews and goal setting, identifying growth opportunities, and cross-functional collaboration to ensure account retention and optimize product adoption. Leveraging my skills in leadership, sales, and customer service, I am committed to delivering personalized and professional experiences for clients. By aligning with their goals and addressing challenges, I help teams unlock value and achieve strategic success through innovative solutions.
Experience
Customer Success Manager
May 2022 — Present · Charlotte, NC, US
Manage a multi-million-dollar book of business spanning clients in the Strategic and Enterprise segments, serving as the main customer point of contact after the sales process.• Conduct business review meetings with key account stakeholders and business owners to discuss challenges and opportunities and align on future initiatives. • Identify risk, growth opportunities, and areas for optimization while collaborating to resolve issues, upsell services, ensure account retention and increased adoption.• Proactively organize and facilitate biweekly/monthly meetings with account executives and renewal managers, driving communication and collaboration to reduce silos, maximize opportunities, ensure alignment, and decrease risk for customers.• Maintain and exceed individual and organizational MBO/KPI goals including opportunity creation, QBR\'s conducted, business review outcomes, renewal retention rate, and product briefings.• Excelled during the training and onboarding process, utilizing creativity and innovation to customize end-of-training demonstration of knowledge and received first place among group of peer new hires.
Education
Virginia Tech
Bachelor's of Fine Arts
Superior School of Real Estate
Real Estate Broker license
Virginia Tech
Bachelor of Fine Arts
Superior School of Real Estate
North Carolina Real Estate License, Real Estate
Skills
- Leadership Development
- Refinance
- Residential Loans
- Recruiting
- Loans
- Leadership
- Customer Retention
- Customer Service
- Microsoft Word
- Va Loans
- Finance
- Mortgage Lending
- Management
- Team Building
- Art and Design, Team Management, Classroom Instruction, Curriculum Development
- Sales
- Account Management
- Painting, Drawing, Digital Rendering
- Fha Financing
- Training
- Sales Management
- Social Media
- Marketing
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