Keith S.
Senior Partner Success & Account Manager
Open to offersNew to PlatformAbout
Keith S. is a seasoned Partner Success & Account Management Professional with over a decade of experience enhancing customer service in the SaaS, MSP, and BPO industries. He is recognized for effectively managing extensive client portfolios, consistently achieving a 95% retention rate and surpassing sales targets. Keith's expertise lies in customer success, onboarding, and churn mitigation, alongside developing strategic account plans that drive scalable business growth. At RevDojo, he successfully led partner onboarding and success planning initiatives, while facilitating cross-functional collaboration to assure superior customer experiences. Previously, at ConnectWise, he managed over 300 client portfolios, regularly exceeding quota and contributing to business growth through strategic account management and renewal negotiations. His ability to combine client needs with internal strategies has consistently resulted in high customer satisfaction and business expansion.
Experience
Account Manager
RevDojo · 2026 — PresentFacilitated partner onboarding and success planning, focusing on adoption, activation, and retention. Collaborated with partner teams to establish success criteria and enhance customer experiences. Monitored customer health signals and usage trends for risk management and churn reduction. Provided training on customer success tools and the Learning Management System (LMS). Worked with Sales, Development, and Customer Success teams to align strategies and outcomes. Advocated for partner needs and managed company email communications effectively. Generated daily and weekly reports on account health and retention metrics.Account Manager
ConnectWise · 2023 — 2025Oversaw a portfolio of over 300 clients in SaaS/MSP solutions, frequently achieving sales targets. Recognized with multiple awards for exceeding revenue and renewal objectives. Initiated outbound campaigns, qualified leads, and scheduled meetings. Led business reviews and account planning to enhance product adoption. Managed contract negotiations and ensured client retention, driving recurring revenue. Achieved significant quarterly quota performance. Developed account plans while utilizing CRM tools for pipeline management and reporting. Maintained high customer satisfaction through prompt issue resolution and collaboration with cross-functional teams.OB Ultrasound Assistant
Skyline Hospital & Medical Center · 2022 — 2023Supported patients and staff during ultrasound procedures, ensuring diagnostics were conducted safely and accurately. Maintained equipment and records while facilitating patient data management and reporting in electronic medical record systems.Customer, Technical & Chat Support Specialist
BPO Industry · 2013 — 2022Identified sales opportunities to facilitate revenue growth, consistently meeting upsell and cross-sell targets. Built relationships with clients through active listening and consultative sales techniques. Provided multi-channel support (phone, email, chat) across various products, known for excellence in customer success communications. Created accurate CRM documentation and insights to enhance outreach strategies. Assisted in client onboarding and training, improving product adoption and ramp-up times. Managed complex service escalations and account issues to ensure client satisfaction.Administrative & Accounting Assistant
Grupo Uvero Inc. · 2010 — 2012Handled high-volume invoice and payment processing, ensuring accuracy and timely completion. Assisted with audit documentation, reconciliations, and the implementation of advanced accounting software solutions.
Skills & Expertise
Education
- Associate of Computer Infrastructure TechnologyDatamex Institute of Computer Technology
- Associate of Science in Applied Healthcare and Patient SupportSt Augustine School of Nursing