Chris Headley

Trusted Advisor | Infinitely curious | Stubbornly empathetic | Creating Raving Fans

Role
Client Success Advisor Advocate at Orion
Location
Omaha, NE, US
LinkedIn followers
500 followers

About Chris Headley

Maverick Customer Success leader with a proven track record of driving growth and retention in SaaS environments for Fortune 500 B2B, B2C and various Shipping & Logistics clients. I have spent my career skyrocketing revenue growth, account expansion, and churn mitigation by nuturing long-term strategic relationships. I have a reputation for leading with solution-based and an assertive approach to relationship management. I\'ve been recognized by clients, peers and leadership for being an empathetic problem-solver who remains calm under pressure and seeks to discover others’ motivation.My areas of expertise are: Specialties: • Account Management/Customer Success • Account Strategy/ Strategic Direction • SaaS Sales and Solutions • Customer Retention • Account Expansion • Data Analysis/Forecasting • Negotiation/ Contracting • Mentorship • Coaching • Training • Alliance and Business Development • Project Management and Implementation • Team and Cross-Functional Collaboration • B2B & B2C Sales Growth • New Product Marketing and Service Launch • Verbal and Written Communication Skills • Time Management

Experience

  1. Client Success Advisor Advocate

    Orion

    Jan 2025 — Present · Omaha, NE, US

    Championing the Advisor ExperienceAs a direct liaison between advisors and our platform teams, I serve as a strategic partner focused on understanding and elevating the advisor experience. I help ensure that feedback becomes action, and that our solutions meet the real-world needs of the firms we serve.• Bridging Strategy and Service with Unreasonable Hospitality I work closely with advisors to align platform capabilities with their business goals—whether through technology adoption, operational efficiency, or problem-solving support. This role blends exceptional relationship management with strategic consultation to drive lasting value.• Collaborating Across Product, Tech, and Support TeamsBy working cross-functionally, I help deliver cohesive solutions that balance innovation with usability. My focus is on clear communication between advisors and internal teams to ensure we’re not just solving problems—we’re anticipating them.• Learning from the BestJoining Orion has meant working alongside some of the most dedicated, knowledgeable people in the space. Every day, I’m learning from a team that genuinely cares about doing right by advisors—and that’s what makes this role exciting.

Education

  • Westside High School

    Diploma

  • Dana College

    Bachelor of Arts (B.A.)

Skills

  • Project Implementation
  • Project Planning
  • Business Process Improvement
  • Microsoft Excel
  • Process Improvement
  • Analysis
  • Chargebacks
  • Research
  • Customer Experience
  • Coaching & Mentoring
  • E-Commerce
  • Mobile Payments
  • Quality Assurance
  • Mentoring
  • Project Management
  • Credit Card Transaction Processing
  • Customer Service
  • Salesforce.com
  • Analytics
  • Internal Communications
  • Training
  • Call Centers
  • Leadership
  • Management

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Chris Headley — Client Success Advisor Advocate at Orion in Omaha, NE, US | Unifers