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# Luke H

**Headline:** Technical Account Manager | Customer Success | Client Onboarding | CRM Management | HubSpot | GoHighLevel | Account Growth
**Profession:** Technical Account Manager
**Location:** Franklin, Tennessee, United States

## About

Luke H is a Technical Account Manager at Adv Solutions Int, where he manages account activity in HubSpot, builds tailored outreach sequences, supports expansion conversations for Clowder, and translates discovery into clear account briefs for sales leadership. He is strongest in customer success, client onboarding, CRM management, account growth, and explaining technical product value in practical terms for non-technical buyers. Luke has recent SaaS account-management experience spanning pre-sale and post-sale work, with a preference for developing existing customer relationships. He uses creative, commercially pragmatic approaches to address cost objections and revive stalled opportunities, including time-limited user-pricing solutions that nearly doubled an account. At Adv Solutions Int, his CRM hygiene work improved account visibility and reduced missed follow-ups by an estimated 20%. Previously, Luke supported remote onboarding and GoHighLevel workflows at Rapid Closer, reducing manual coordination by an estimated 25%. In commercial valuation roles at Anchor Valuations and Johnstone Group, he led more than 300 reports and inspections across Middle and West Tennessee, supported complex property analyses, and created templates that reduced recurring report-formatting work by an estimated 30%. Luke works well in scrappy, hands-on environments that allow semi-independent execution and direct focus on account outcomes.

## Services

- CRM data hygiene
- Pipeline tracking
- Customer Education
- Lead Qualification
- Cold Calling
- Inbound Outreach
- Document Management
- Data Accuracy Review
- Report Preparation
- Valuation Reporting
- Cost-Benefit Analysis
- Income Analysis
- Multi-account coordination
- Business Process Improvement
- Client Deliverables
- Regulatory Documentation
- Quality checks
- Report workflow coordination
- Inspection Coordination
- remote team coordination
- Customer Communication
- Business Analysis
- SaaS sales support
- Data Analysis
- Real Estate Appraisal
- Commercial Real Estate Analysis
- Microsoft Excel
- Report Writing
- Project Management
- Commercial Real Estate

## Highlights

- Manages inbound and outbound account activity in HubSpot at Adv Solutions Int, maintaining accurate contact history, product interest, follow-up tasks, and pipeline stages across active opportunities.
- Built multi-touch prospect and client sequences at Adv Solutions Int, tailoring outreach by product fit, account type, and timing to improve reply quality.
- Generated qualified Clowder expansion conversations among existing ASI clients tied to mobile engagement, member communication, and adoption needs.
- Converted discovery notes into account briefs for sales leadership, reducing handoff gaps and strengthening context for next-step calls.
- Maintained CRM hygiene across calls, emails, sequences, and meeting outcomes at Adv Solutions Int, improving account visibility and reducing missed follow-ups by an estimated 20%.
- Explains technical product value to non-technical buyers in terms of workflow impact rather than heavy product jargon.
- Supported virtual sales onboarding for new learners at Rapid Closer, helping users complete setup, understand program expectations, and access appropriate support channels.
- Managed GoHighLevel workflows for lead tracking, scheduling, follow-up tasks, and learner engagement at Rapid Closer, reducing manual coordination work by an estimated 25%.
- Guided users through CRM questions, workflow issues, and training gaps to keep onboarding next steps clear and actionable.
- Tracked learner activity, missed steps, and support needs so the team could intervene before users stalled or disengaged.
- Organized user notes, call history, appointments, and follow-up reminders in GoHighLevel to improve internal visibility across active learners.
- Coordinated account clarification, additional training, and support escalation with team members before issues affected learner progress.
- Owned client communication for commercial appraisal projects at Anchor Valuations, aligning lenders, property owners, and internal stakeholders on scope, timelines, documentation, and delivery.
- Led more than 300 appraisal reports and inspections across Middle and West Tennessee while meeting quality, deadline, and regulatory expectations.
- Managed commercial valuation work across hotels, apartment complexes, agricultural land, warehouses, gas stations, industrial properties, and office buildings.
- Translated client requests into inspection plans, data requirements, and report deliverables at Anchor Valuations, cutting revision cycles by an estimated 15%.
- Reviewed income, cost, and market data for high-value commercial properties to support lending, planning, and legal decisions.
- Conducted commercial property analysis at Johnstone Group for hotels, agricultural land, apartment complexes, warehouses, gas stations, industrial buildings, office properties, and eminent-domain assignments.
- Performed property inspections and gathered condition details, location factors, photos, and supporting documents for valuation reports.
- Created Microsoft Word and Excel report templates at Johnstone Group that reduced repeat formatting work by an estimated 30% for recurring appraisal assignments.
- Organized inspection notes, comparable-property data, and source files so senior appraisers could complete client reports with fewer delays.
- Supported appraisal quality checks across multiple property types, building expertise in client documentation, data accuracy, and deadline-driven service delivery.
- Brings recent SaaS account-management experience spanning pre-sale and post-sale activities, with a preference for managing existing accounts.
- Used creative, time-limited user pricing to overcome cost objections and nearly double an account.
- Uses underused commercial levers to revive stalled deals and advance account-growth opportunities.
- Holds a Bachelor in Liberal Arts in Business and Psychology from Excelsior University.

## Experience

- **Technical Account Manager at Adv Solutions Int** (2025-01-01–present) — ·         Managed inbound and outbound account activity in HubSpot, keeping contact history, product interest, follow-up tasks and pipeline stages accurate across active opportunities. ·         Built multi-touch sequences for ASI prospects and current clients, improving reply quality by tailoring outreach around product fit, account type and timing. ·         Generated expansion interest in Clowder among existing ASI clients, creating qualified conversations tied to mobile engagement, member communication and adoption needs. ·         Translated discovery notes into clear account briefs for sales leadership, reducing handoff gaps and helping next-step calls start with stronger context. ·         Maintained CRM hygiene across calls, emails, sequences and meeting outcomes, improving account visibility and reducing missed follow-ups by an estimated 20%. ·         Explained technical product value to non-technical buyers, helping prospects understand workflow impact without
- **Remote Client Onboarding and CRM Support Specialist at Rapid Closer** (2023-09-01–2024-12-01) — ·         Supported new learners through virtual sales onboarding, helping users complete setup steps, understand program expectations and stay connected to the right support channels. ·         Managed GoHighLevel workflows for lead tracking, scheduling, follow-up tasks and learner engagement, reducing manual coordination work by an estimated 25%. ·         Guided users through CRM questions, workflow issues and training gaps, improving onboarding completion by keeping next steps clear and actionable. ·         Tracked learner activity, missed steps and support needs so the team could intervene before users stalled or disengaged. ·         Organized user notes, call history, appointments and follow-up reminders inside GoHighLevel, improving internal visibility across active learners. ·         Coordinated with team members when users needed account clarification, extra training or support escalation, helping resolve issues before they affected progress.
- **Technical Account Manager, Valuation Operations at Anchor Valuations** (2021-02-01–2023-08-01) — ·         Owned client communication for commercial appraisal projects, aligning lenders, property owners and internal stakeholders on scope, timelines, documentation and delivery. ·         Led more than 300 appraisal reports and inspections across Middle and West Tennessee while meeting quality, deadline and regulatory expectations. ·         Managed valuation work across hotels, apartment complexes, agricultural land, warehouses, gas stations, industrial properties and office buildings. ·         Translated client requests into inspection plans, data requirements and report deliverables, cutting revision cycles by an estimated 15%. ·         Reviewed income, cost and market data for high-value commercial properties, helping clients use valuation findings for lending, planning and legal decisions.
- **Real Estate Valuation Analyst at JOHNSTONE GROUP, INC.** (2019-04-01–2020-10-01) — ·         Conducted commercial property analysis across hotels, agricultural land, apartment complexes, warehouses, gas stations, industrial buildings, office properties and eminent domain assignments. ·         Performed property inspections and gathered condition details, location factors, photos and supporting documents needed for valuation reports. ·         Created Microsoft Word and Excel report templates that reduced repeat formatting work by an estimated 30% for recurring appraisal assignments. ·         Organized inspection notes, comparable property data and source files so senior appraisers could complete client reports with fewer delays. ·         Supported appraisal quality checks across multiple property types, building a foundation in client documentation, data accuracy and deadline-driven service delivery.

## Education

- Bachelor in Liberal Arts, Business and Psychology — Excelsior University (2024-01-01)

## FAQ

### What does Luke do?

Luke manages SaaS accounts, customer onboarding, CRM workflows, account growth, customer education, and technical product communication. In his current role at Adv Solutions Int, he manages HubSpot account activity, supports client and prospect outreach, and creates context-rich handoffs for sales leadership.

### What are Luke’s core professional strengths?

Luke’s strengths include CRM data hygiene, pipeline tracking, customer onboarding, customer support, customer product training, account management, lead qualification, inbound outreach, cold calling, stakeholder management, and business development. He also brings experience in business analysis, data analysis, project management, document management, report writing, and quality checks.

### What SaaS account-management experience does Luke have?

Luke has recent experience managing accounts in SaaS across both pre-sale and post-sale activities. He prefers managing and growing existing accounts while also supporting prospect engagement and qualification.

### What does Luke do at Adv Solutions Int?

Luke managed inbound and outbound account activity in HubSpot, keeping contact history, product interest, follow-up tasks, and pipeline stages accurate across active opportunities. He built multi-touch sequences for prospects and current clients, tailoring outreach by product fit, account type, and timing to improve reply quality. He also generated qualified expansion conversations for Clowder among existing ASI clients around mobile engagement, member communication, and adoption needs.

### What did Luke accomplish at Adv Solutions Int?

Luke turned discovery notes into clear account briefs for sales leadership, reducing handoff gaps and helping next-step calls begin with stronger context. He maintained CRM records across calls, emails, sequences, and meeting outcomes, improving account visibility and reducing missed follow-ups by an estimated 20%. He also explained technical product value to non-technical buyers without relying on heavy jargon.

### What did Luke do at Rapid Closer?

Luke supported new learners through virtual sales onboarding by helping them complete setup, understand program expectations, and connect with the right support channels. He managed GoHighLevel workflows for lead tracking, scheduling, follow-up tasks, and learner engagement.

### What did Luke accomplish at Rapid Closer?

Luke’s GoHighLevel workflow management reduced manual coordination work by an estimated 25%. He guided users through CRM questions, workflow issues, and training gaps tracked learner activity and missed steps organized user notes, call history, appointments, and reminders and coordinated clarifications, additional training, and support escalations before issues affected learner progress.

### What was Luke’s role at Anchor Valuations?

Luke owned client communication for commercial appraisal projects, aligning lenders, property owners, and internal stakeholders on scope, timelines, documentation, and delivery. He led more than 300 appraisal reports and inspections across Middle and West Tennessee while meeting quality, deadline, and regulatory expectations.

### What did Luke accomplish at Anchor Valuations?

Luke managed valuation work involving hotels, apartment complexes, agricultural land, warehouses, gas stations, industrial properties, and office buildings. He translated client requests into inspection plans, data requirements, and report deliverables, cutting revision cycles by an estimated 15%. He also reviewed income, cost, and market data for high-value commercial properties to support lending, planning, and legal decisions.

### What did Luke do at Johnstone Group?

Luke conducted commercial property analysis for hotels, agricultural land, apartment complexes, warehouses, gas stations, industrial buildings, office properties, and eminent-domain assignments. He performed inspections, gathered condition details and location factors, and collected photos and supporting documents for valuation reports.

### What did Luke accomplish at Johnstone Group?

Luke created Microsoft Word and Excel report templates that reduced repeat formatting work by an estimated 30% for recurring appraisal assignments. He organized inspection notes, comparable-property data, and source files for senior appraisers, and supported appraisal quality checks across multiple property types.

### What is Luke’s education?

Luke holds a Bachelor in Liberal Arts in Business and Psychology from Excelsior University.

### Which CRM platforms has Luke used?

Luke uses HubSpot for account activity, contact history, product-interest tracking, follow-up tasks, pipeline stages, and outreach sequences. He uses GoHighLevel for lead tracking, scheduling, follow-up workflows, learner engagement, user notes, call history, appointments, and reminders.

### What commercial real estate and valuation expertise does Luke bring?

Luke has experience with valuation reporting, commercial real estate analysis, real estate appraisal, income analysis, cost-benefit analysis, regulatory documentation, inspection coordination, report workflow coordination, report preparation, and data accuracy review. His property work has supported client deliverables in deadline-driven commercial valuation settings.

### How does Luke approach account growth and pricing objections?

Luke has used creative pricing solutions to overcome cost objections and grow accounts, including time-limited user pricing that nearly doubled an account. He also looks for underused levers to restart stalled deals and focuses on revenue outcomes rather than process for its own sake.

### What work environment does Luke prefer?

Luke prefers scrappy, hands-on environments where he can work semi-independently and move account work forward without unnecessary bureaucratic obstacles.

## Links

- LinkedIn: https://www.linkedin.com/in/luke-hn-

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