Lailah Taylor
Customer Success + Enablement Manager | AI-Curious | Scales Solutions that work | Driving clarity, confidence + growth | Fintech + SaaS
- Role
- Customer Onboarding Consultant at Addepar
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lailah Taylor
I make sure customers get what they need to succeed, quickly, clearly, and with…
Experience
Customer Onboarding Consultant
Nov 2021 — Present · New York, NY, US
Lead data onboarding and adoption for core, mid-market, and strategic clients, managing accounts up to $1M ARR. Use scalable frameworks to reduce time-to-value by 33% and strengthen early engagement.Launch and manage a centralized enablement hub with kickoff templates, Help Center articles, and training resources, cutting support inquiries by 25%.Partner with Product and Engineering to enhance an in-app data onboarding wizard that helps clients integrate with 300+ data providers and reduces onboarding time from over 10 weeks to 4 for beta users.Use data from Salesforce and Metabase to drive weekly executive reviews, track milestones, and identify expansion opportunities.Resolve technical and data issues with internal teams, typically within 48 hours, to reduce early churn and improve implementation outcomes.Act as the voice of the customer by capturing feedback through Jira and Salesforce to improve onboarding and influence the product roadmap.Support pre-sales efforts by scoping data compatibility and tailoring demos with AEs and Sales Engineers to drive early stakeholder buy-in.
Education
The University of Connecticut
Bachelor of Science
Lawrence Woodmere Academy
High School Diploma
Skills
- Fundraising
- Marketing Strategy
- Advertising
- Microsoft Word
- Marketing
- Event Planning
- Strategic Planning
- Ticket Sales
- Teaching
- Human Resources
- Sports
- Social Networking
- Social Media
- Sports Marketing
- Public Speaking
- Customer Service
- Athletics
- Sports Management
- Social Media Marketing
- Powerpoint
- Sales
- Sponsorship
- Event Management
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