Patrick J. B.
Customer Success @ Optro (formerly AuditBoard)
- Role
- Customer Success Manager at Optro
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Patrick J. B.
Forward-thinking and results-driven professional with a passion for growth, delivering industry leading customer service and developing relationships. Demonstrated track record in sales and management with the ability to identify key areas of opportunity and work with cross-functional teams to ensure a seamless execution of strategic priorities.
Experience
Customer Success Manager
May 2025 — Present
Provide Customer Success support to a portfolio of Strategic Customers totaling seven figures in Annual Recurring Revenue - Present Executive and Quarterly Business Reviews to customers focused on strategic and value driven conversations leading to successful renewals and upsell opportunities - Monitor account health scores, product adoption and license usage in Salesforce and Gainsight- Attend multiple conferences and events representing the AuditBoard Customer Success team
Education
Strake Jesuit College Preparatory
Diploma
2010 — 2014
Texas Christian University
Bachelor of Science (B.S.), Strategic Communication
2014
Skills
- Website Building
- Project Management
- Web Design
- Access
- Customer Service
- Communication
- Strategic Planning
- New Business Development
- Small Business
- Website Updating
- Social Networking
- Deal Closure
- Team Leadership
- Event Planning
- Vocal
- Negotiation
- Creative Problem Solving
- Leadership
- Social Media Marketing
- Public Speaking
- Teamwork
- Music
- Marketing
- Self-Starter
- Management
- Microsoft Office
- Sales
- Finance
- Time Management
- Entrepreneurship
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