Teresa Davi
Client Success Manager @Cutting Edge Elite
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WORK HISTORY
Client Success Manager @Cutting Edge Elite
Managed a diverse portfolio of SMB clients, serving as the primary point of contact and trusted advisor; crafted individualized success plans that aligned with each client’s objectives and usage patterns—securing $1.2M in annual retention while proactively identifying opportunities to increase adoption and prevent churn.Led cross-functional collaboration among marketing, recruitment, and operations to seamlessly deliver integrated post-sales experiences— from client onboarding to continued engagement—resulting in a 20% increase in repeat business. Established a clear RACI (Responsible, Accountable, Consulted, Informed) framework to clarify roles, streamline workflow, and ensure timely execution across teams.Designed and implemented proactive client communication systems—milestone alerts, feedback check-ins—reducing operational errors by 25% and lifting satisfaction ratings to 95%+.Conducted regular check-ins and monthly business reviews with clients, identifying upsell or expansion opportunities through tailored insights and relationship building.Leveraged usage data, satisfaction indicators, and feedback signals to identify at-risk accounts; executed early intervention strategies such as business reviews and personalized outreach that preserved relationships and improved retention.Designed high-touch onboarding sequences for SMB clients—including kickoff sessions, customized training materials, and success roadmaps—to accelerate time-to-value and adoption; regularly monitored usage and engagement to optimize ongoing client outcomes.
EDUCATION
Pace University
Bachelor's Degree, Global Marketing Management
SKILLS
ABOUT TERESA DAVI
Loyal and strategic Customer Success Leader with 5+ years of experience managing SMB and mid-market portfolios. Trusted advisor to over 50 accounts, delivering personalized success plans that drive $1.2M in annual revenue retention. Expert at building and nurturing client relationships, leveraging data insights to reduce churn and boost engagement, while implementing scalable operational processes. Exceptionally adept at thriving in fast-paced, high-growth environments and aligning cross-functional teams across product, sales, and operations.
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