Sophie J. West

Critic
DISC Type : C

Customer Success Manager at SOCi, Inc.

West Palm Beach, Florida, United States

Overview

Sophie is a Customer Success Manager at SOCi, Inc. , specializing in SaaS account strategy, digital marketing, and customer engagement. Her career spans the tech and tourism industries, with previous roles as a Partner Success Director at Bandwango and Account Executive at The Palm Beaches. She holds a Bachelor of Science from American University.

Outside of her SaaS focus, Sophie has a demonstrated passion for destination marketing and creating engaging experiences. This stems from her time leading strategic initiatives for The Palm Beaches, where she enjoyed hosting events and webinars to showcase the regions unique venues and opportunities for investment.

During the pandemic, she led an initiative for real-time lead capture innovation to support the tourism industrys recovery.

Personality Overview

Precise

ROI Driven

Critic

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

SaaS Customer Success
Her current and past roles focus on managing long-term client relationships, ensuring positive outcomes, and driving growth in a SaaS environment.
Client Relationship Building
Her headline emphasizes building "scalable, human-centered relationships, " a core theme throughout her client-facing roles in both tech and tourism.
Tourism Marketing
As an Account Executive, she led strategic marketing, managed trade shows, and developed initiatives to promote The Palm Beaches as a destination.

Media Appearances

Sophie has no verified media appearances

Work History

8-2025
Customer Success Manager at SOCi, Inc.
7-2024 - 8-2025
Partner Success Director at Bandwango
7-2023 - 7-2024
Client Success Specialist IV at Bandwango
1-2022 - 8-2023
Client Success Specialist III at Bandwango
8-2019 - 1-2022
Account Executive at The Palm Beaches

Education

2012 - 2016
Bachelor of Science (BS) from American University
2015 - 2015
Semester Study from DIS - Study Abroad

More Information

Social Presence :

Prographics :

Exp : 11 Location : West Palm Beach, Florida, United States Job Level : Middle Designation : Customer Success Manager at SOCi, Inc.
URL has been copied!

Insights For Selling To Sophie J.

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sophie J. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Sophie J.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Sophie J. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Sophie J. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Sophie J.

Personality Compatibility


Other SOCi, Inc. Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.