Harshleen Kaur

Customer Success Manager · Learning Solutions
Explore the sections below for visualizations, summaries, and helpful context. Client names have been anonymized to protect customer privacy.
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Annual Book Value
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Enterprise Accounts
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Net New Activated Seats
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Accounts With Growth
Experience
Customer Success Manager, Learning Solutions· LinkedIn · Chicago, IL
Sep 2025 – Present
  • Managing a $3M annual portfolio of 75 enterprise accounts spanning 302,000+ contracted learner seats, driving adoption strategy, renewal positioning, and stakeholder alignment from IT through the C-suite. Built an active engagement cadence across every account in the book. click to explore
  • 75-Account Portfolio: Activation Growth
    Each square represents one account. 64 of 75 improved activation rate in less than 6 months under my management; the remaining 11 stabilized.
    Activation grew (64) Stable (11)
    • 17 Tier 2 · 58 Tier 3 accounts across the book
    • Average activation gain: +5.1 pp among growing accounts, +2.1 pp book-wide
    • Delivered 210 strategic customer engagements across the full portfolio
  • Grew net new activated seats by +4,562 across the book. 85% of accounts improved activation rate, averaging +5.1 percentage points. Largest single-account gain: +1,309 seats at Midwest Enterprise A, lifting activation past 100% of contracted seats. click to explore
  • Largest Seat Gains
    Midwest Enterprise A
    +1,309
    Gulf Coast Enterprise
    +733
    North Texas Enterprise
    +601
    West Coast Enterprise
    +589
    South Texas Enterprise
    +441
    National Digital-Learning Org
    +402
    Inland SoCal Enterprise
    +387
    Heartland Enterprise A
    +335
    Strongest Rate Gains
    Midwest Healthcare Org
    14%29%
    +15 pp
    Heartland Enterprise B
    8%21%
    +13 pp
    South Texas Enterprise
    30%42%
    +12 pp
    National Digital-Learning Org
    52%63%
    +11 pp
  • Led renewal and expansion conversations across the portfolio. Closed a multi-year contract at $40,500 (+2% YoY, 36-month term). Expanded a partial-team renewal from $40K to $45.4K. Prepared an $86K annual renewal for the customer’s board-approval cycle. click to explore
  • Commercial Outcomes
    North Texas Enterprise
    $86,025
    Bay Area Enterprise
    $45,400
    National Digital-Learning Org
    $40,500
    • National Digital-Learning Org: $39,700 → $40,500, locked to 36-month multi-year term
    • Bay Area Enterprise: Partial-team expansion with healthcare CE content; 98% post-program employment cited in value review
    • North Texas Enterprise: $86K/yr renewal prepared for July board-approval cycle; Copilot program with 300 licenses and AI ambassadors
    • Mid-Atlantic Enterprise: April pricing delivered ahead of customer’s Workday processing timeline
    • Inland SoCal Enterprise: CFO-ready pricing inputs prepared alongside activation insights
  • Led emerging product adoption across the book, driving uptake of AI-powered coaching, role-play simulations, and in-product learning companions: roughly 1,000 AI feature users at California Creative Org, 560 career goals set at Northeast Enterprise, and +74 AI users from a single on-site workshop at Northeast Tech Enterprise. click to explore
  • Emerging Product Adoption
    California Creative Org
    around 1,000 users
    Northeast Enterprise
    560 goals
    Central FL Enterprise
    around 200 users
    Northeast Tech Enterprise
    +74 users
    • Midwest Healthcare Org: Co-designed expert-vetted clinical role-play scenarios with their pharmacy team, aligning AI features to clinical standards
    • California Creative Org: Spotlight Week with AI role-play for interview rehearsal, mapped to learner career goals
    • Northeast Tech Enterprise: On-site workshop where learners built personalized learning plans and practiced with AI-powered coaching; feature users grew 102 → 176
    • Appalachian Regional Account: Activated AI features on a new account, establishing 14 unique learners as the first engaged cohort
  • Delivered 210 strategic customer engagements, 101 strategic planning conversations, 84 plan reviews, and 9 value reviews above required cadence, pacing above the customer-engagement quality benchmark throughout. Built multithreaded relationships across IT, HR, learner-services, and executive leadership. click to explore
  • Project Management at Scale
    Strategic Plans
    101
    Plan Reviews
    84
    Value Reviews
    +9 above cadence
    Strategic Engagements
    210
    Stakeholder Alignment
    • Designed right-sized admin governance at Mountain West Enterprise. Configured reporting-only access live during the call to meet security requirements.
    • Reframed AI rollout at Coastal SoCal Enterprise as training-first, positioning the learning platform as supplemental to the customer’s internal programs
    • Segmented AI promotion at Mid-Atlantic Enterprise B: active programming for staff, measured opt-in for a more conservative audience
    • Resolved SSO access challenges at 5+ enterprise customers through live testing, onboarding toolkits, and technical documentation
    • Engaged 4–5 functional contacts simultaneously at accounts including Houston Enterprise, Rocky Mountain Enterprise, and Pacific Northwest Enterprise B
  • Accelerated growth across the book: Midwest Healthcare Org activation 14% → 29%, Heartland Enterprise 44% → 54% with engagement doubling, Pacific Northwest Enterprise engagement 8% → 17%, and Appalachian Regional Account taken from first activation to AI features live. click to explore
  • Growth Highlights
    Midwest Healthcare Org
    14%29%
    +268 seats · Engagement 1%→7%
    South Texas Enterprise
    30%42%
    +441 seats · Engagement 4%→11%
    Heartland Enterprise
    44%54%
    +317 seats · Engagement 4%→10%
    Pacific NW Engagement
    8%17%
    Strongest engagement gain in book
    Relationship Stewardship
    When South Texas Enterprise’s contract ended due to budget, built a transition plan that included stakeholder communication templates, integration-link remediation, and learner data preservation so users retained certificates. Left the relationship positioned for future engagement.
Talent Solutions Consultant· LinkedIn · Chicago, IL
Nov 2023 – Aug 2025
  • Generated $1M in revenue across Talent and Learning Solutions. 120% quota in FY23, 110% in FY24. Ranked top 5 on the Event-Based Account Marketing team. Built 15+ sales enablement videos adopted globally. Mentored 5 reps and 1 manager to full quota attainment in their first quarter.
Account Specialist· Sahara Home Care · Chicago, IL
Oct 2020 – Sep 2023
  • 300+ health assessments with personalized action plans, resulting in 45% improvement in client outcomes and 25% increase in satisfaction.
Pharma Marketing Specialist· HCP Concierge · Chicago, IL
Feb – May 2023
  • B2B healthcare provider relationships yielding 10% product adoption growth. 190% quota attainment.
Leadership
Culture Champion· LinkedIn
Dec 2023 – Present
  • Led 5 value-driven events strengthening cultural alignment. Selected to represent Chicago at Global Culture Camp 2025 (60 champions, 35 countries). Recognized by the VP of Global Talent and Director of Employee Experience.
Education
University of Illinois at Chicago · BS in Biology & Psychology, College of Liberal Arts & Sciences
Skills