53 lines
2.3 KiB
Markdown
53 lines
2.3 KiB
Markdown
# HR Record
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# Marcus Johnson
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## Summary
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- **Date of Birth:** February 17, 1988
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- **Job Title:** Customer Success Manager
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- **Location:** New York, New York
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- **Current Salary:** $98,000
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## Insurellm Career Progression
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- **April 2020 - Present:** Customer Success Manager
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- Manages portfolio of 25 enterprise clients generating $5M in annual revenue
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- Achieved 95% client retention rate over past three years
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- Leads quarterly business reviews and strategic planning sessions with clients
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- **September 2018 - March 2020:** Customer Success Associate
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- Supported senior CSMs with client onboarding and training
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- Managed day-to-day communication with mid-market clients
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- Created customer success playbooks and best practices documentation
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- **January 2016 - August 2018:** Account Manager at SaaS Solutions Inc.
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- Managed B2B client relationships in software sector
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- Focused on upselling and customer retention
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## Annual Performance History
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- **2023:** Rating: 4.7/5
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*Exceptional performance with highest client satisfaction scores in the team. Successfully expanded three key accounts.*
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- **2022:** Rating: 4.3/5
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*Strong performance with good retention numbers. Faced challenges with one difficult client but resolved successfully.*
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- **2021:** Rating: 3.8/5
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*Solid year but missed expansion revenue targets in Q2 and Q3. Improved significantly in Q4.*
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- **2020:** Rating: 4.0/5
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*Good transition to CSM role. Quickly built rapport with enterprise clients and demonstrated strategic thinking.*
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## Compensation History
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- **2023:** Base Salary: $98,000 + Bonus: $15,000
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- **2022:** Base Salary: $92,000 + Bonus: $12,000
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- **2021:** Base Salary: $85,000 + Bonus: $8,000
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- **2020:** Base Salary: $78,000 + Bonus: $10,000
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- **2019:** Base Salary: $68,000 + Bonus: $5,000
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- **2018:** Base Salary: $65,000
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## Other HR Notes
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- **Education:** BA in Business Administration from NYU Stern School of Business
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- **Certifications:** Certified Customer Success Manager (CCSM), Salesforce Administrator
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- **Recognition:** Customer Champion Award 2023 for highest NPS scores
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- **Mentorship:** Actively mentors new Customer Success Associates
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- **Feedback:** Excellent relationship builder with deep product knowledge. Strong strategic advisor to clients. Known for going above and beyond to ensure client success.
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