The Challenge: Contestia, a SaaS platform for managing innovation challenges, needed a scalable client acquisition and retention strategy to increase adoption and engagement. My role as an Account Executive & Customer Success Manager was to develop a structured outreach, sales, and retention process to ensure sustainable growth.

My Role: I took ownership of both business development and client success, ensuring a seamless experience from lead generation to long-term engagement. My responsibilities included:

Growth Strategy & Lead Generation: Developed and executed a multi-channel outreach strategy using email campaigns, LinkedIn Sales Navigator, and direct prospecting to attract new clients.

CRM Management & Sales Pipeline Optimization: Organized and maintained a structured CRM system to track leads, follow-ups, and customer interactions, ensuring no opportunity was missed.

Client Onboarding & Relationship Management: Led customer onboarding sessions, provided training, and gathered feedback to improve the platform’s adoption and retention.

Retention & Upselling: Implemented strategies to increase customer lifetime value, identifying upsell opportunities and ensuring high satisfaction among existing clients.

The Solution: By implementing a data-driven and structured approach, we successfully:

Developed a repeatable outbound sales strategy that increased client acquisition efficiency.

Optimized CRM processes, improving lead tracking and conversion rates.

Improved customer onboarding and engagement, leading to higher platform adoption.

The Impact: Through this growth-focused approach, we: ✅ Increased new client acquisition, expanding the customer base. ✅ Streamlined sales and outreach workflows, reducing response times and improving lead conversion. ✅ Improved customer retention, leading to stronger relationships and recurring revenue growth.