Customer success · Retention · Growth

Hi, I'm Taelor.
People first.
Results always.

I'm a customer success professional who turns thoughtful relationships, proactive problem-solving, and data into better customer outcomes. From B2B SaaS to healthcare, I care about making complex things easier for the people who rely on them.

TO
Richmond, Virginia · Open to opportunities

Impact at a glance

Proof in the outcomes.

Selected results from my customer success work at Chmura Economics & Analytics.

53Accounts managed in a B2B SaaS portfolio
~$20KAt-risk contract value retained by adjusting subscription scope
80%Reduction in outstanding A/R cases, from 15 to 3
1,000+Customers reached through targeted webinar outreach

Selected work

How I make an impact.

A few examples of how I combine customer empathy, operational follow-through, and creative problem-solving.

01 / ACCOUNT GROWTH

Finding thoughtful opportunities to expand accounts

Supported a portfolio of approximately 53 customer accounts, developing relationships, identifying customer needs, and pursuing expansion opportunities through tailored engagement.

Customer growth through consultative engagement
02 / AI-ASSISTED ENGAGEMENT

Scaling personalized webinar outreach

Used ChatGPT to develop repeatable, customizable outreach templates for Salesforce, enabling a targeted webinar campaign that reached more than 1,000 customers.

Attendance rose from 20 to 195 in one day
03 / OPERATIONAL OWNERSHIP

Resolving issues before they grow

Troubleshot JobsEQ customer questions directly, partnered with Product when deeper expertise was needed, and followed through on outstanding accounts-receivable cases.

80% fewer outstanding A/R cases
04 / STRATEGIC RETENTION

Helping budget-constrained customers stay

When customers faced cancellation, I researched their budgets, service needs, and organizational structures before presenting practical alternatives. Options included removing lower-priority services, considering multi-year agreements, or identifying a parent organization’s existing subscription they might join. The goal was to lower customer costs without losing the relationship.

~$20K in at-risk contract value retained

About me

A different path.
A useful perspective.

My move from healthcare into tech sales was intentional. I spent nearly two years working toward that transition, bringing with me a foundation in empathy, relationship-building, research, and calm problem-solving.

At Chmura, my first tech sales role, I had to get up to speed quickly on B2B SaaS, customer accounts, and labor market data. I learned by digging into customer challenges, asking questions, and turning research into practical recommendations. I also found opportunities to improve engagement workflows and share ideas with leadership.

I'm exploring Customer Success Manager, Client Success, Customer Success Specialist, and Customer Onboarding opportunities.

Customer retentionAccount growthCustomer onboardingSalesforceJobsEQCustomer trainingAI-assisted workflowsCross-functional collaboration

How I work

Curious enough to investigate. Collaborative enough to ask.

Being new to an industry taught me to be resourceful without pretending to have every answer. When I spotted a customer issue or process gap, I gathered background information, researched possible solutions, and organized what I learned into a clear starting point.

I brought findings and preliminary recommendations to leadership and more experienced colleagues, invited their input, and refined the next steps together. That combination of independent initiative, thoughtful questions, and openness to feedback helped me adapt quickly and contribute while building my expertise.

Career journey

Experience & education.

2026

Customer Success Manager

Chmura Economics & Analytics

Managed a B2B SaaS customer portfolio, supported JobsEQ adoption and training, and worked across customer needs, retention, expansion, and issue resolution.

2024 – 2026

Clinical Medical Assistant

Children's Hospital of Richmond at VCU

Supported patients, families, and clinical teams in a fast-paced healthcare environment requiring clear communication, empathy, and accuracy.

2024 – 2025

Clinical Medical Assistant

Bon Secours

Delivered patient-facing support and coordinated care workflows with a focus on service and reliability.

2019 – 2024

Student Researcher

VCU Massey Cancer Center

Developed an analytical, detail-oriented approach through academic and scientific research.

2020 – 2021

Campus Manager

FreshPrints

Built early experience in customer relationships, coordination, and commercial ownership.

Virginia Commonwealth University

Bachelor of Interdisciplinary Studies · Molecular Diagnostics and Techniques

2024

Let's connect

Let's make customer success happen.

Interested in working together? I'd love to hear from you.