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Michael Romanski

Client Success Specialist

CORE Higher Education Group

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Client Success Specialist at CORE Higher Education. Make it a powerful day!
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Click to expand Biography / SummaryUpdated: 10-03-17
Biography / Summary: Michael Romanski
Michael Romanski's Biography

Michael Romanski, Client Success Specialist at CORE Higher Education Group, is a millennial with a track record of sales, marketing and management consulting success, both within the independent insurance agency arena, restaurant industry and higher education sector. Having started in Customer Success in 2012 he brings to his role strong experience in data-driven consumer buying and loyalty behavior, social- and technology-based community engagement, and sales and marketing effectiveness coaching. 

A 2007 Rhode Island College business management graduate, Michael’s personal perspective as a “success manager for the future” will provide clients with a fresh and forward-looking approach to higher education software. 

Click to expand Educational BackgroundUpdated: 10-03-17
Educational Background: Michael Romanski
College Education

Rhode Island College

September 2002 - May 2007

Bachelor's of Science School of Business Management

Click to expand InterestsUpdated: 10-03-17
Interests: Michael Romanski
Reading - Fiction and Non Fiction(History)

Interests: Michael Romanski
Film - Both classic and new.

Interests: Michael Romanski

Interests: Michael Romanski

Interests: Michael Romanski
New England Patriots

Interests: Michael Romanski
Salesforce and CRM tools

Interests: Michael Romanski
Technology/Software as a Service

Click to expand Resume & CVUpdated: 10-03-17
Resume & CV: Michael Romanski


Rhode Island College - Providence, RI.         September 2002 - May 2007

Bachelor of Science in Business Management

Major: Business Management

Key Competencies

Digital Marketing          


Lead Generation

Sales Process

Client Development

Client Relations

Social Media Marketing

Email Marketing

Professional Experience

Upserve – Providence, RI           April 2014 –


Merchant processing and Saas organization that provides credit card processing and processing analytics to restaurants and local businesses.

Direct Sales Account Manager June 2017 - Present

  • Managing a book of 627 Point of Sale, Processing and Platform Customers with a combined ARR of $2.3 Million Dollars

  • Directly responsible for pipeline generation of at least $15,000 ARR a month from current customers.

  • Responsible for customer lifecycle post implementation that includes escalation paths, technology training, and solution based service.

  • Developing new training methods and techniques for customers to help better utilize technology and demonstrate positive ROI on both Point of Sale and Sales Analytics.

Tier 2 Support Specialist February 2016 - June 2017

  • Resolution of Tier 2 Payment Processing tickets

  • Provides consistent training feedback to Tier 1 Call Center

  • Implementation of Service Cloud Ticketing Queue

Onboarding Specialist       April 2014 –

August 2015

  • Onboarded approximately $750,00 in ARR.

  • Conducted and lead kick-off calls with customers to outline processes and manage expectations

  • Used internal tools including Salesforce,, and other web-based dashboards to manage the customer onboarding process.

Astonish,LLC - Warwick, RI        March 2009 –

March 2014

SaaS organization that offers an insurance marketing and sales automation platform for medium-to-large independent insurance agencies.

Client Success Manager July 2013 –

March 2014

  • Managed a book of 64 independent insurance agencies with yearly revenue between $500,000 - $3.5 million.

  • Consultative Sales and Marketing approaches to clients which has resulted in yearly revenue increases of up to 30%

  • Developed Standard Operating Procedure for internal CRM (SalesForce)

  • Engaged clients in weekly discussions on Sales Training, Social Media Marketing, Search Engine Optimization, Digital Marketing, and Leadership.

  • Served as lead in Client Services cohort, which consisted of one other Success Manager, Support Specialist, Internet Marketing Manager and Web Developer.

Managing Raving Fan Manager      January 201- July 2013

  • Managed a team of 4 Raving Fan Managers each with a book of 30 independent insurance agencies with yearly revenue between $500,000 - $3.5 Million

  • Served as first escalation point for dissatisfied clients.

  • Created documented client action plans which resulted in an increase from 80% to 96% Client Satisfaction with Client Services

  • Served as Ambassador to our Software Development team which resulted in new functionality to our software such as a Referral Manager, Renewal Manager and a Lead Assignment Engine.

Raving Fan Manager March           2009 - January 2011

  • Managed 30 independent insurance agencies with yearly revenue of $500,000-$1.5 Million

  • Developed with direct manager a client lifecycle plan which consisted of strategic goals, key performance indicators, and individual goal sets for each client to be reached through utilization of a digital marketing system.

  • Facilitated revenue growth for clients between 15-30% on a yearly basis.

Towerstream - Middletown, RI         October 2007 - October 2008

Provides B2B internet service through WiMax.

Account Manager         October 2007 - October 2008

  • Originated new opportunities through cold calling and email marketing

  • Managed account from the point of origination to the point of close

  • Closed $35,000 in monthly revenue

  • Averaged 75 cold calls per day with 180 minutes of talk time

Software Proficiencies

Salesforce - Completed Administrator 201 Course and Training


Google Analytics



Click to expand Technical & Computer SkillsUpdated: 10-03-17
Technical & Computer Skills: Michael Romanski
Technical & Computer Skills

Salesforce Administration


Microsoft Office



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