Sara K.

Questioner
DISC Type : c

Customer Success Manager at Herb

Sierra Madre, California, United States

Overview

Sara is a senior customer success leader with nearly 10 years of experience in integration-heavy B2B SaaS environments. She excels at driving revenue retention and accelerating time-to-value through technical onboarding and executive alignment. Colleagues describe her as diligent, thoughtful, and a skilled problem-solver.

Outside of her tech career, Sara has a background in the performing arts as a dance instructor. She coached high school students on creativity, teamwork, and leadership, demonstrating a passion for mentorship and developing high-performing teams through targeted coaching.

She has deep experience in the niche and rapidly growing cannabis technology industry.

Personality Overview

Price-Sensitive

Systematic

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. They prefer to fully evaluate every situation.

Topics They Care About

Technical Customer Success
Her profile highlights extensive experience with API integrations, payload troubleshooting, and technical onboarding in complex SaaS environments.
Cannabis Tech
She has worked for multiple companies in the cannabis industry, including Leafly and Herb, and has posted about her excitement for the industry's growth.
Customer Lifecycle
Focuses on managing the full client lifecycle, from structured onboarding and adoption programs to renewals and expansion strategies.

Media Appearances

Sara has no verified media appearances

Work History

Customer Success Manager at Herb
2-2024 - 12-2024
Digital Customer Success Strategist at Rank Really High
12-2020 - 4-2023
Senior Customer Success Manager at Leafly
10-2016 - 12-2020
Lead Customer Success Manager at Goldstar Events, Inc.
6-2008 - 1-2020
Dance Instructor at Independent

Education

2009 - 2012
Sociology from Pasadena City College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Sierra Madre, California, United States Job Level : Middle Designation : Customer Success Manager at Herb
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Insights For Selling To Sara

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sara is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Sara

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sara move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Sara take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Sara

Personality Compatibility


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