Scaling Client Success for a Global Leadership Platform

Client: Roots Inspire Role: Client Success & Digital Experience Manager Duration: Ongoing since 2021

Summary: Brought in for a 2-week assignment to support marketing ops - retained for 4 years as a strategic partner (still ongoing), helping transform a niche leadership platform into a global brand.

Designed and implemented end-to-end onboarding workflows

Created SOPs, CRM structure, and communication frameworks

Built trust with executives from Fortune 500 & blue-chip clients

Helped scale program engagement by 25% YoY

Drove operational efficiency gains of 20%