Patti Zimmerman
Customer Success Manager | Delivering Strategic CX Value and Long-Term Client Success
- Role
- Senior Customer Success Manager at OneStream Software
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Patti Zimmerman
I help organizations maximize ROI by transforming customer partnerships into measurable business outcomes. As a Customer Success Manager, I leverage expertise in strategic account management and customer lifecycle analytics to ensure clients fully realize the value of their investment.Through proactive engagement, data-driven insights, and tailored solutions, I anticipate client needs and deliver experiences that foster loyalty and long-term growth. Skilled in CRM and customer engagement platforms, I use technology to streamline collaboration and drive measurable success.Guided by empathy and curiosity, I’m passionate about empowering clients to achieve lasting success through partnership, insight, and innovation.
Experience
Senior Customer Success Manager
Jul 2024 — Present
OneStream Software is a leading provider of corporate performance management (CPM) solutions designed to streamline financial close, consolidation, planning, reporting, and analysis. Our unified platform empowers organizations to modernize finance, simplify complex processes, and accelerate decision-making. By delivering a single, extensible solution, OneStream enables finance teams to unleash their true potential, drive business growth, and achieve greater efficiency.
Education
San Francisco State University May 2011
Bachelor of Arts, Communication Studies
2009 — 2011
Skills
- Time Management
- Sales Operations
- Customer Service
- Employee Management
- Strategic Planning
- Employee Relations
- Sales Process
- Forecasting
- Solution Selling
- Problem Solving
- Customer Relations
- Office Management
- Marketing
- Hospitality
- Salesforce.com Administration
- Training
- Leadership
- Social Media
- Organization
- Key Performance Indicators
- New Product Release
- Customer Oriented
- Crm
- Employee Training
- Management
- Media Shout
- Microsoft Word
- Salesforce.com
- Microsoft Excel
- Social Networking
- Pipeline Management
- Account Management
- Email Strategy
- Oracle HR
- Microsoft Office
- Sales
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