Trish Willis

Customer Success Operations, Manager @ Cvent

About Trish Willis

Trish Willis is a Customer Success Operations Manager with extensive experience in managing partner accounts and developing processes for client escalations. She has worked in various customer success roles across multiple companies, including MINDBODY, Inc., SightPlan, and nOps.io, and holds a Bachelor's degree in Business Administration and Management from DeVry Institute of Technology.

Current Role at Cvent

Trish Willis serves as the Customer Success Operations Manager at Cvent, a position she has held since 2022. In this role, she collaborates with various global departments to enhance product awareness and conduct research based on client personas. Trish manages over 30 partner accounts and has developed processes for client escalations, as well as formulated Service Level Agreements (SLAs) for the customer success department.

Previous Experience at MINDBODY, Inc.

Before joining Cvent, Trish Willis worked at MINDBODY, Inc. as a Senior Customer Support Specialist from 2012 to 2019. During her seven years in this role, based in East Hampton, NY, she focused on providing customer support and enhancing client satisfaction. Her experience at MINDBODY contributed to her expertise in customer success operations.

Experience at SightPlan

Trish was employed at SightPlan as a Customer Success Representative from 2019 to 2020. In this position, she introduced metrics for product usage, adoption, and customer success milestones. She also created and managed customer onboarding plans, ensuring that appropriate expert resources were leveraged as needed. Her work involved developing and documenting department processes to set goals for sales and onboarding teams.

Role at nOps.io

Trish Willis worked at nOps.io as a Customer Success Manager and Customer Success Operations professional from 2020 to 2021. In this role, she continued to advocate for customers by capturing feedback and reporting requests to Product Management and Engineering teams. Her contributions focused on enhancing customer experiences and operational efficiency.

Education and Academic Background

Trish studied at DeVry Institute of Technology, where she earned a Bachelor's degree in Business Administration and Management from 2007 to 2011. This educational background provided her with foundational knowledge and skills applicable to her roles in customer success and operations.

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