Kelsey Petersen
Customer Success Manager @insightsoftware
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WORK HISTORY
Customer Success Manager @insightsoftware
I serve as a trusted advisor and advocate proactively ensuring value and product adoption. Developing and maintaining strong relationships with clients on various levels, from key decision makers to day-to-day users. Collecting feedback and working and communicating with internal cross-functional teams (product, sales, engineering) to enable effective delivery of products and services and improvements. We collaborate to identify and recommend solutions for complex business needs. Also, forecasting, tracking, and reporting key account metrics and clearly communicating progress to internal stakeholders. Ultimately, I advocate on behalf of the partners with internal functional teams as needed. Organizing and executing communication strategies, including emails, one on one meetings, monthly update calls, and quarterly business reviews focusing on overall customer health and adoption statistics, product reviews, and contractual status checks are my daily activities. When needed, I manage escalations, including high severity requests, with a focus on solving business problems and deriving customer value from insightsoftware’s solutions. Additionally, I monitor customer health scores and identify risk of churn, and implement strategies and action plans to reduce churn.
EDUCATION
Texas State University
Bachelor’s Degree, Psychology
Double Dutch Haarlem
Nederlands B1
SKILLS
ABOUT KELSEY PETERSEN
Customer Success Manager - Data Intelligence at insightsoftware | Client Engager & Advocate | Marketing Professional | Tech | Agile | Startup Co-Founder | Leading & Growing | Empower with Data
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