Rachel A.

About Rachel A.

Account and Client Success Manager with experience in EdTech and Healthcare SaaS organizations, including 5 years in Customer Success and 8+ years in higher education, driving meaningful client relationships and measurable business outcomes. I specialize in partnering with clients to translate goals into impact through proactive account strategy, cross-functional collaboration, and a strong focus on long-term growth and retention. Passionate about delivering value across the full customer lifecycle, I thrive on building trusted partnerships, advocating for client needs, and helping organizations scale through thoughtful, data-informed account and client success strategies.Gallup Strengths: Individualization, Learner, Achiever, Futuristic, Harmony

Experience

1. Account Manager

   Transfr

   Jan 2026 — Present

   As an Account Manager at Transfr, I drive customer retention and growth by owning the renewal and upsell process, collaborating closely with the Customer Success team to ensure clients continue to realize long-term value. Serving as a trusted advisor and revenue owner, I proactively manage renewals, identify expansion opportunities.

Education

• University of Nebraska-Lincoln

  Doctor of Education - EdD

  2019

• University of Central Missouri

  Master of Science (MS), College Student Personnel Administration

  2013 — 2014

• University of Central Missouri

  Bachelor of Arts (BA), International/Global Studies

  2008 — 2012

Skills

• Microsoft Word
• Outlook
• Html
• Microsoft Office
• Public Speaking
• Microsoft Excel
• Powerpoint
• Higher Education
• Social Media
• Events
• Windows
• Research
• Customer Service
• Leadership
• English
• International Education