Achieve Success with Lindsey Veitch's Expertise

Lindsey Veitch

931.307.0509 • [email protected] • Lynchburg, TN • Open to Remote • LinkedIn

Enterprise Customer Success Manager

Dynamic Customer Success Expert with 5+ years in B2B SaaS and fintech, driving strategic growth and operational excellence. Achieved 98% retention across 120+ enterprise accounts while boosting ARR by 15% for a $6M+ portfolio. Exceeded SaaS revenue targets by 15% through API/digital solution adoption and reduced onboarding timelines by 25%. Leveraged data-driven strategies to increase customer satisfaction by 20% and reduce support inquiries by 10%. Proven ability to translate customer health analytics into strategic upsell opportunities, consistently outperforming monthly growth objectives by 10% in competitive technology markets. Combines financial acumen with technical implementation skills to bridge customer needs with platform capabilities, fostering long-term partnerships and driving continuous improvement and innovation.

Professional Experience

Lindsey Veitch Solutions
2024

Customer Success Consultant
Lynchburg, TN

• Successfully onboarded 8 new SMB clients within first 3 months, achieving a 92% onboarding satisfaction score.

• Developed 5 customized success plans addressing unique client pain points, resulting in 8-12% improvement in product adoption rates.

• Initiated client health scoring system identifying 3 at-risk accounts, implementing retention strategies that reduced early churn by 10-15%.

• Conducted 20+ client check-ins, establishing baseline KPIs and tracking progress through customized dashboards.

• Collaborated with product teams to prioritize 3 feature requests based on recurring client feedback.

• Created standardized onboarding documentation that reduced client ramp-up time by 25%.

Xplor Technologies
2024
Strategic Customer Success Manager (position eliminated due to company restructuring)
Atlanta, GA (Remote)

• Optimized $2M+ ARR portfolio with risk assessment models and proactive engagement, achieving 3% retention growth and 5% renewal rate increase while exceeding industry benchmarks.

• Boosted engagement 2% and reduced churn via tailored client education on Xplor’s solutions, driving 5% fewer support tickets in Q1 through ROI-focused training.

• Expanded client base 2% and sales 3% using Gainsight/Salesforce data strategies, aligning sector-specific workflows to enhance operational efficiency for key accounts, while leveraging marketing expertise to develop targeted strategies that resonated with each client’s unique needs and pain points.

• Maintained 90% CSAT scores through quarterly reviews and personalized solutions, resolving complex issues as the primary escalation point for enterprise clients.

• Generated 2% expansion revenue by identifying cross-sell opportunities (e.g., Xplor Capital) and translating usage analytics into value narratives for 2% ARR growth.

Career Break
Health and well-being
2023 - 2024

Covetrus
2021 - 2023
Customer Success Manager
Portland, ME (Remote)

• Revenue Growth Leadership: Drove $6M+ ARR portfolio growth (+15% YoY) through full lifecycle management of enterprise eCommerce accounts, utilizing strategic customer management, implementation, end-to-end onboarding, and optimizing platform adoption solutions to achieve 12% operational efficiency gains.

• Cross-Sell Performance: Exceeded SaaS revenue targets by 15% through strategic upsell of digital solutions and API integrations, consistently outperforming monthly SaaS growth objectives by 10% in competitive tech markets.

• Customer Experience Optimization: Boosted digital engagement 15% (NPS +10 points) through data-driven loyalty programs and automated inventory systems, driving 27 account expansions via quarterly business reviews highlighting eCommerce ROI.

• Analytics Implementation: Reduced client churn risk 5% by pioneering Tableau dashboard tracking eCommerce KPIs including cart abandonment rates and fulfillment times.

• Platform Adoption: Accelerated feature adoption 20% through personalized training programs that reduced implementation timelines by 5 days while maintaining 100% billing accuracy across 500+ monthly transactions.

• Operational Excellence: Achieved $0 financial discrepancies during critical cycles through automated reconciliation of complex eCommerce payment flows (Credit, ACH, HSA).

RedSail Technologies, LLC
2019 - 2021
Enterprise Customer Success Manager
Spartanburg, SC (Remote)

• Drove exceptional client outcomes: Achieved 98% retention rate and 10% annual contract value growth across 120+ enterprise accounts through predictive health scoring, strategic reviews, and comprehensive journey mapping, while boosting customer satisfaction by 20% and reducing support inquiries by 10%

• Optimized inventory and operational efficiency: Revolutionized inventory management by reducing clinical stockouts by 25% and excess inventory by 15%, while enhancing healthcare workflows to improve reimbursement accuracy by 20%, decrease claim denials by 10%, and boost balance sheet reconciliation precision by 3%

• Accelerated product adoption and revenue growth: Increased product adoption by 23% through innovative training programs and digital platforms, while engineering 16% upsell revenue growth by leveraging advanced analytics for high-value expansion opportunities in medication therapy management

• Streamlined onboarding and implementation: Reduced onboarding timelines by 10% through hybrid playbooks combining in-person and self-service training, while expertly managing technical setup and data migration for seamless client transitions

• Enhanced e-commerce capabilities: Implemented data-driven product improvements, including advanced e-commerce functionality, resulting in streamlined online operations and an improved patient medication ordering experience

Oregon Healthcare Pharmacy Services, Inc
2010 - 2019
CPhT Pharmacy Technician
Oregon, IL

Education

Columbia College (Columbia, MO) Bachelor of Science in Finance

Certifications

• Root Cause Analysis: Getting to the Root of Business Problems

• Business Analysis Foundations

• Data Analytics

Core Competencies:

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