overview
- Developed the organization's client support program and model
- Built and manage a global team across four continents, which supports more than 40,000
- Manage client support for global real estate companies and more than 100 Fortune 500 companies
- Met annual client renewal rates of 90% in 2023, exceeding target of 75
- Lead development of full-service client resources, including reports, webcasts, data analysis, template slide
- Organization won 2023 Inc. Power Partner Award based on Client Success team's customer support
- Oversee management of the IWBI knowledge base, which includes more than 400 tutorial articles for clients, with 360,000 views per year
- Created IWBI customer support model, including build out in the Zendesk platform, development of contractor and staff training, and SOP development to manage more than 13,000 messages annually
- Provide internal and external training for sustainable space design and operations, including on
- Manage the development of ESG resources for clients and consultants
- Increased percentage of portfolio clients that include WELL in ESG reporting to 67
- Oversee development of WELL client reports for ESG strategy and reporting, including on UN Sustainable
- Development Goals and GRESB
- Project managed development of the WELL Health-Safety Rating for Facility Operations and Management, a product to help clients address COVID-19 response through cleaning, air quality, and emergency preparedness protocols
- Facilitated development of the rating product in 30 days from start to launch in 2020
- Rating was pursued by 345 clients within 6 months, totaling 663 million square feet in real estate and yielding $1.5 million in revenue for IWBI during this initial period
- Lead for WELL at scale product development and project management, the world's first health and well-being rating program for portfolios and companies
- Project managed development of the program and customer support model to scale WELL across
- Created IWBI awards program and leaderboard for clients
- More than 100 global clients currently subscribed, including JLL, Lendlease, Citi, Barclays, T-Mobile, EY
- RXR Realty, Cadillac Fairview, Charter Hall, Investa, JP Morgan Chase, and Uber