Serena Conrad

Inquirer
DISC Type : cd

ESG Customer Success Manager at Conservice

Greater Chicago Area, United States

Overview

Serena Conrad is a client-focused manager with over 16 years of experience leading accounts through the entire customer journey. Her background spans omnichannel communications and ESG platform onboarding. Colleagues describe her as an outstanding, professional, and dedicated project manager who is a "wonder to partner with".

Outside of her formal roles, Serena has channeled her skills into developing a personal website. This project reflects her initiative and interest in digital presence, showcasing her professional story in a creative and personally managed space.

She recently developed and launched her own personal brand website.

Personality Overview

ROI Conscious

Demanding

Upfront

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Client Relationship Management
Her career is centered on managing client accounts from the initial proposal throughout the customer journey to ensure satisfaction and renewal.
ESG & Sustainability
As an ESG Customer Success Manager, she onboarded major real estate portfolios onto sustainability platforms, managing data requests and initiatives.
Omnichannel Communications
During a long tenure at InTouch Connections, she specialized in automated communications across SMS, email, and chat, helping the company grow.

Media Appearances

Serena has no verified media appearances

Work History

8-2024 - 12-2025
ESG Customer Success Manager at Conservice
6-2008 - 6-2024
Senior Account Manager / Project Manager at InTouch Connections
7-2007 - 4-2008
Search Coordinator at MS Legal Search
8-2005 - 5-2007
Paralegal at Codilis & Associates, PC

Education

8-2002 - 8-2005
B.A. from Southern Illinois University, Carbondale
8-1999 - 5-2002
Education details unavailable from Coal City High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Chicago Area, United States Job Level : N/A Designation : ESG Customer Success Manager at Conservice
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Insights For Selling To Serena

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Serena is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Serena

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Serena move?

  • Their decision making speed is somewhere in the middle.
  • Can Serena take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Serena

Personality Compatibility


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