Emma Westlake
Helping CEOs & Sales Leaders Overcome Small Pipelines & Inefficient Processes for Sustainable Growth | Remote Worker | I Thrive In Helping Others |
- Role
- Client Success Director at Sandler Trustpointe
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Emma Westlake
I’m passionate about creating seamless client experiences and helping sales teams succeed. As Client Success Director at Sandler Training Trustpointe, I partner with business owners and sales leaders to streamline onboarding, drive adoption, and deliver strategies that stick. I combine tech expertise in HubSpot, ZoomInfo, and sales enablement tools with a people-first approach to ensure clients see real results. At Sandler, it’s all about growing businesses, growing people, and building long-term success—and I love being part of that mission. Core Expertise: Client Onboarding & Success Management Sales Enablement & Training Facilitation (Prospecting, Sandler methodology) CRM Strategy & Automation (HubSpot, ZoomInfo, LinkedIn Sales Navigator) Strategic Reporting & Leadership Communication Marketing & Client Engagement CampaignsHubSpot Sales Training | HubSpot CRM | Client Success Management | Client Onboarding | Sales Prospecting | ZoomInfo | Data-Driven & Technology-Driven Strategy | CRM Optimization | Sales Tech Integration | Sales Training & Coaching | Sales Leadership | Business Development | Sandler Training | Customer Retention | Account Management | Customer Experience (CX)| Revenue Growth
Experience
Client Success Director
Feb 2025 — Present · Indianapolis, IN, US
Manage client onboarding and ongoing success, ensuring seamless adoption of LMS systems, tools, and resources- Deliver monthly leadership reports with actionable insights on pipeline health and team performance- Build and optimize HubSpot sequences, dashboards, workflows, and weekly reports to drive sales productivity and visibility- Conduct prospect research and develop data-driven strategies using ZoomInfo and LinkedIn to support account growth-Lead weekly company meetings and client success reviews, capturing commitments and aligning team priorities with client goals- Oversee company tech stack implementation and adoption (HubSpot, Deal IQ, Humantic AI, Yoodli, Fathom), training team members and optimizing usage-Develop and manage client communication campaigns through social media, email marketing, newsletters, and event marketing- Coordinate high-impact client events such as chamber engagements, executive dinners, and Sandler Summit experiences to strengthen relationships.
Education
Indiana University - Kelley School of Business
Bachelor of Science, Marketing and Supply Chain Management
Indiana University Indianapolis
Bachelor's degree
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