Sara Leary

Client Success Manager @Idealist Consulting

San Diego, CA, US
EMAILS
s••••••••@idealistconsulting.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Client Success Manager @Idealist Consulting

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Educate, guide and empower clients throughout the project lifecycle- Develop and maintain positive, trusting relationships with client project teams and stakeholders- Ensure client readiness and understanding at each project phase through education and coaching- Lead sales strategy for existing clients through account planning and follow on sales- Coordinate with Salesforce Account Executives on client product needs- Manage a pipeline of opportunities with existing clients to meet annually and quarterly sales quota- Collaborate with service delivery teams to ensure project success- Collaborate with lead consultants and project managers as needed to evaluate risks and resolve project alignment issues- Facilitate client communication strategy to ensure resolution of project escalations- Document, manage, and track project roadblocks and escalations through established systems.

EDUCATION

N/A

Wheaton College

Bachelor of Arts - BA

ABOUT SARA LEARY

10+ years of Client Success and Project Management experience in a variety of settings:…

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