Aaron Smith

Experience

1. 

   The Olive Street Agency · Contract

   • Marketing and Business Consultant

     Apr 2025 - Present · 4 mos·San Francisco Bay Area · On-site·Current

     • Optimizing inbound lead generation process for a $4MM business through strategic customer communications, data insights, content marketing, and digital asset production. • Spearheading process improvements to drive and expand revenue by moving to a contract-based business model vs engagement-based model. Skills: Analytical Skills · Customer Journeys

2. 

   University of San Francisco School of Management

   • Advisory Board Member (Volunteer)

     Mar 2025 - Present · 5 mos·Current

     Advisory board member for the Digital Marketing Program at the University of San Francisco School of Management Skills: Digital Strategy

3. 

   Customer Success Collective

   • Member (Volunteer)

     Oct 2023 - Present · 1 yr 10 mos·Current

     Skills: Software as a Service (SaaS) · Customer Success

4. 

   Okta · Full-time

   • Customer Success Manager

     Jan 2024 - Apr 2025 · 1 yr 4 mos·San Francisco Bay Area · Remote

     Role impacted by financial restructuring -Drives product adoption and investment growth of 10-20 accounts ($15MM+ ARR) across high tech, HLS, fintech through success plans, business value alignment, quarterly business reviews, CXO engagement. -Proactively identifies account growth opportunities through analysis of adoption trends, health scores, and external business factors. -Collaborates on improvement of team processes and efficiency through thought leadership, mentorship, process optimization in partnership with management and colleagues. -Influenced $900K+ in new ARR, managed one of the largest renewal upsells in the mid-market segment in 2024. Skills: Software as a Service (SaaS) · Analytical Skills · Customer Insight · Business-to-Business (B2B) · Business Analytics · Voice of the Customer · Playbook · Customer Journeys · Customer Success

5. S

   Self-employed

   • Independent Customer Success & Salesforce Consultant

     Apr 2023 - Jan 2024 · 10 mos·San Francisco Bay Area

     I help companies build out their success orgs through goal refinement, measurement considerations, Salesforce implementation, and quantifying the ROI that customer success can return to their business. Skills: Project Planning · Software as a Service (SaaS) · Analytical Skills · Business-to-Business (B2B) · Coordinating Meetings · Business Analytics · Salesforce · Business Insights · Customer Journeys · Customer Success

6. 

   Salesforce · Full-time

   • Senior Success Manager

     Oct 2021 - Mar 2023 · 1 yr 6 mos·San Francisco Bay Area · Remote

     Role impacted by financial restructuring -Nurtures 10-15 customer relationships ($20MM+ ARR) through value-driven activities (renewals, implementation, product adoption motions) to retain, exceed company’s customer retention goals. -Forms initial account POV via internal forensics; validates, uncovers customer business goals and challenges; crafts, executes strategic compelling plans to overcome challenges, achieve customer goals. -Partners with C-level executive & middle management personas, sales to map success plans, ensuring scope, metrics, timeline are met, adjusted as needed. -Proactively engages customers on org health assessments, utilizing Splunk reports, CATT resources to build case, monitor progress, educate customer on best practices for reducing technical debt. -Monitors new & existing customer performance, tracks goals, milestones via BI Dashboards (Tableau), QBRs, success check-ins. -Engages cross-functional engineering, product, support teams to ensure swift resolution of escalations, bring in voice of customer when appropriate . -Results: Influenced $5mil in ACV in FY23 (Feb ‘22-Jan ‘23) via renewals, implementations, license growth. Skills: tableau · Slack · Product Knowledge · Workflow Optimization · Data Analysis · Project Planning · Software as a Service (SaaS) · Quarterly Reviews · Analytical Skills · Customer Insight · Up-selling · Cross-functional Coordination · Customer Relationship Management (CRM) · Customer Product Training · Business-to-Business (B2B) · Reporting · Coordinating Meetings · Business Analytics · Salesforce · Business Insights · Voice of the Customer · Cross Selling · Playbook · Communication · Customer Journeys · Executive-level Communication · Relationship Development · Customer Success

7. 

   LinkedIn · Full-time

   • Client Solutions Manager, Marketing Solutions

     Jul 2021 - Oct 2021 · 4 mos·San Francisco Bay Area

     • Leverages customer success and sales methodology to understand business goals, external pressures, challenges of SaaS clients, and identify tailored solutions for success. • Works with account executive, sales team to prioritize clients, develop up-sell action plan. • Proactively identifies potential roadblocks to client success, working with Acct. Exec, client to develop risk mitigation plan. • Builds relationships with key stakeholders through demonstrated knowledge of client business landscape, competition, industry headwinds, to solidify partnership, prove commitment to client success. • Works cross-functionally to advocate for client needs, raise issues, ensure client priorities are met. • Works with Acct. Exec, client to realign on goals, strategy, growth priorities during regular QBRs. Skills: Data Analysis · Software as a Service (SaaS) · Onboarding · Quarterly Reviews · Social Media Marketing · Analytical Skills · Customer Insight · Up-selling · PPC Bid Management · Customer Product Training · Business-to-Business (B2B) · LinkedIn Marketing Solutions · Social Media · Reporting · Ad Serving · Coordinating Meetings · Business Analytics · Salesforce · LinkedIn Campaign Manager · Voice of the Customer · Cross Selling · Communication · Customer Journeys · Executive-level Communication · Relationship Development · Customer Success

8. 

   Full-time · 2 yrs 10 mos

   • Senior Client Success Manager, Agency (WPP/GroupM & Dentsu)

     Mar 2020 - Jul 2021 · 1 yr 5 mos·San Francisco Bay Area

     • Nurtured 3-5 enterprise clients ($1MM+ MRR), aligning with internal teams to grow investment through value alignment, success plans, executive partnerships, qualification of expansion opportunities. • Increased retailer IKEA’s ROI 1.5X YoY by leveraging product team expertise, understanding of business goals and model, voice of the customer to pitch and onboard customer to in-beta integration tool. • Worked cross-functionally with Kimberly-Clark leadership, agency partners, Skai product and research team to explore a cross-channel ROAS for efficient future forecasting, increasing partnership and collaboration resulting in a 42% YoY increase in brand investment. • Helped Kimberly-Clark search team achieve 15% brand lift in 2020 and contribute to 38% same-store growth of Amazon store in 2020 through keyword strategies targeting user searches across Amazon and other search engines, and campaign flights aligned with Prime Day and other Amazon deal days. Skills: tableau · Slack · Pay Per Click (PPC) · Workflow Optimization · Data Analysis · Project Planning · Software as a Service (SaaS) · Onboarding · Quarterly Reviews · Analytical Skills · Customer Insight · Up-selling · Cross-functional Coordination · PPC Bid Management · Customer Relationship Management (CRM) · Customer Product Training · Business-to-Business (B2B) · Zendesk · Reporting · Ad Serving · CPG Industry · Google Ads · Search Engine Marketing (SEM) · Coordinating Meetings · Business Analytics · Salesforce · Business Insights · Voice of the Customer · Cross Selling · Playbook · Agency Relationship Management · Communication · Customer Journeys · Executive-level Communication · Agency Management · Relationship Development · Customer Success
9. 

   Adtaxi · Full-time

   • Client Services Specialist

     Aug 2017 - Sep 2018 · 1 yr 2 mos·San Francisco Bay Area

     I managed and optimized multi-channel digital advertising campaigns (SEM, display, social media, native, video, ecommerce and more) with an eye toward maximizing ROI at the most efficient client cost. For a portfolio of 20-30 clients, I handled everything from campaign build and launch, asset and creative management, copy proofing, weekly campaign progress checks, monthly reporting and analysis, and budget recommendations. I was commended by our vice president of advertising for my insightful and clear reporting, and in December 2017 was subsequently promoted to our D2 team, where we handled clients spending $7,000-$10,000 monthly. When I left AdTaxi, I worked on our Auto team and managed clients spending $10,000-$20,000 monthly. Skills: Pay Per Click (PPC) · Microsoft Office · Data Analysis · Onboarding · Quarterly Reviews · Social Media Marketing · Analytical Skills · Customer Insight · Up-selling · Cross-functional Coordination · PPC Bid Management · Business-to-Business (B2B) · Display Advertising · Social Media · Reporting · Ad Serving · Google Ads · Search Engine Marketing (SEM) · Coordinating Meetings · Business Analytics · Voice of the Customer · Cross Selling · Communication · Customer Journeys · Relationship Development · Customer Success

10. H

    Helen Ying for MESD Pos. 2 · Contract

    • Campaign Manager

      Mar 2017 - May 2017 · 3 mos·Portland, Oregon Metropolitan Area

      • Shepherded county-level political candidate through endorsements, articulation of priorities and policies, creation of communications materials, get-out-the-vote efforts. • Crafted candidate platform, 3-month communications strategy, all digital assets, candidate website. • Coordinated with key local stakeholders, vendors on in-person events, GOTV phonebanks, fundraising drives, strategically timed mailers. • Oversaw efficient use of campaign finances to maximize outreach, voter activation. • Results: Candidate won a three-way race by a 13-point margin. Skills: Microsoft Office · Paid Media · Data Analysis · Project Planning · Public Relations · Social Media Marketing · Analytical Skills · Digital Media · PPC Bid Management · Digital Strategy · Social Media · Reporting · Adobe InDesign · Strategy · Ad Serving · Adobe Photoshop · Search Engine Marketing (SEM) · Coordinating Meetings · Communication · Relationship Development

11. 

    Basic Rights Oregon · Full-time

    • Online Engagement Manager

      Jul 2015 - May 2017 · 1 yr 11 mos·Portland, Oregon Metropolitan Area · On-site

      I manage all aspects of the organization's digital presence online, while also working with the communications director on traditional PR opportunities like press conferences, TV interviews, earned media, and more. I schedule and produce organizational eblasts and optimize results through segmentation, curate daily content for our social media channels, manage our website in Wordpress, and seek out new opportunities to grow our online presence. I plan, execute, measure, and optimize communications campaigns that frequently incorporate both social and traditional media, Facebook Ad buys and Google Adwords. I manage one associate and one intern, delegating tasks to them and monitoring their progress (together with the communications director). My work has increased engagement with organizational channels and content. This in turn has increased the organization's reach. For instance, the organization's Facebook following has increased 213% over the last year and a half, and it continues to grow. Thanks to a large and highly engaged audience, our organizational events, priorities, and issues regularly receive earned media from local journalists, radio stations, and TV stations. In 2016 and 2017, I co-led an intermediate training on strategic digital media at the National LGBTQ Task Force's Creating Change conference, an annual convening of the nation's foremost LGBTQ organizations, foundations, and advocates. I co-led this same training at the 2017 Netroots Nation conference in Atlanta. Skills: Microsoft Office · Paid Media · Data Analysis · Project Planning · Public Relations · Delegation · Social Media Marketing · Analytical Skills · Management Of Direct Reports · Cross-functional Coordination · Management · PPC Bid Management · Social Media · Reporting · Adobe InDesign · Strategy · Ad Serving · Google Ads · Adobe Photoshop · Search Engine Marketing (SEM) · Coordinating Meetings · Press Conferences · Communication · Relationship Development

12. S

    Stephen Marc Beaudoin for MESD Pos. 6 · Contract

    • Campaign Manager (Contract)

      Apr 2015 - Jun 2015 · 3 mos·Portland, Oregon Metropolitan Area

      Created Integrated Communications Plan to hone campaign message themes, audience, and effective means of messaging deployment. Created media cheat sheet of 3 long and short letters, 2 taglines, and flyer messages for 2 mail campaigns. Works with candidate to create new, engaging messaging campaigns and to deploy successfully. Communicates with local print, digital media parties regarding political letters, earned, paid media. Manages growing Facebook page of 370+ followers, publishing 3-5 weekly, relevant posts. Writes, designs campaign newsletter for growing email list of 90+ subscribers. Created communications & marketing timeline to ensure timely, effective deployment of weekly media campaigns until election day. Coordinates and sets agenda for weekly campaign meetings, as well as coordinating meetings with unions, PACs, and various other messaging partners. Leads or collaborates with candidate on writing of official campaign emails, newsletters, email endorsements for dissemination by elected officials. Manages 5-7 weekly text-based projects to maximize campaign exposure and collaborates with candidate as needed. Collaborated with candidate on writing campaign commercial, managed dissemination via social media and email, resulting in 562 likes, comments, shares, and 653 clicks. Has helped raise over $6,000.00 and earned media in Portland Tribune, PQ Monthly, other outlets thanks to focused, consistent messaging strategy. As a result of all of these efforts of mine, I helped to beat an incumbent by 12,669 votes (19.95%) in an off-year election whose voter turnout was 17%. Skills: Microsoft Office · Paid Media · Data Analysis · Project Planning · Public Relations · Social Media Marketing · Analytical Skills · Digital Media · PPC Bid Management · Social Media · Reporting · Strategy · Ad Serving · Search Engine Marketing (SEM) · Coordinating Meetings · Communication · Relationship Development

13. 

    JJH Law Firm Pearl District - Portland Attorney · Full-time

    • Legal Assistant Paralegal

      Oct 2014 - Dec 2014 · 3 mos·Portland, Oregon Metropolitan Area

      Skills: Microsoft Office

14. -

    - Freelance · Freelance

    • Freelance Journalist

      Aug 2014 - Mar 2015 · 8 mos·Portland, Oregon Metropolitan Area

      So, What Turns You On? Neighbors Visit Reed, Live to Tell the Tale

15. S

    SMITH LAW, LLC · Full-time

    • Executive Assistant

      Feb 2014 - Oct 2014 · 9 mos·Portland, Oregon Metropolitan Area

      Skills: Microsoft Office

16. 

    3 yrs 9 mos

    • Gifts Specialist

      Sep 2011 - May 2013 · 1 yr 9 mos
    • Associate Editor

      Aug 2011 - Jan 2012 · 6 mos
    • Classics Department Assistant

      Apr 2010 - May 2013 · 3 yrs 2 mos
    • Hauser Memorial Library Acquisitions Assistant

      Sep 2009 - May 2013 · 3 yrs 9 mos
17. S

    Self-Employed

    • Academic Support Provider

      Jan 2007 - Jul 2013 · 6 yrs 7 mos·Atlanta, Ga; Portland, OR

Education

1. 
   Reed CollegeBachelor of Arts and Sciences, Classics2009 - 2013

   Activities and societies: Reed College Quest, Reedies for Sexual Health Awareness, SEEDS, Reed Orchestra

Skills

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