Summary
Overview
Work History
Education
Skills
Timeline
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Alan Ojeda

Levittown,NY

Summary

A Senior Customer Success leader within the marketing SaaS industry with a proven track record of exceeding renewal and revenue targets consistently. Adept at developing and maintaining strong relationships with C-Suite executives, EVPs, and SVP stakeholders. Now seeking a Strategic Customer Success Manager role in a dynamic MarTech company and leverage skills in customer-centric leadership, product advocacy, and data-driven decision-making to drive customer success and contribute to the company's growth trajectory.

Overview

8
8
years of professional experience

Work History

Senior Client Strategy Manager, Enterprise

Attentive Mobile, Inc.
04.2021 - Current
  • Manage a multi-million dollar book of business while maintaining 90% retention YOY.
  • Oversee key account relationships by gaining in-depth understanding of needs and interacting directly with key clients.
  • Revenue growth and target achievement: Consistently met or exceeded revenue targets over 3 years; Implemented strategies resulting in 20% revenue growth year over year.
  • Partnering with Account Executives to help strategically grow accounts, increase product adoption, and articulate ROI to C-level stakeholders.
  • Engineered and implemented strategic business plan to C-level executives.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Serve as a trusted advisor for a portfolio of customers and assisting with risk management/churn prevention.
  • Assist with scoping and internal project management for professional services projects including API & integration connections.
  • Project work included engaging with Enterprise customers to establish strategic plans to ensure regulatory compliance across all international numbers.
  • Collaborate with product and engineering teams to relay client feedback and influence product development.
  • Manage monthly and quarterly revenue forecasting.
  • Use data visualization models to understand and track performance, reporting results to internal and external leadership team.
  • Renewal management; orchestrate entire renewal process, resulting in high renewal rates (100% in 2023). Implement retention strategies that reduced churn by 10% year over year.
  • Conduct QBRs, EBRs, and Account Planning presentations to internal and external stakeholders.

Projects:

  • Part of product team that conducted research to launch our text to buy product.
  • Part of product team that analyzed data to ship conversational SMS features.
  • Part of product team that helped roadmap our Attentive AI suite of products.
  • Part of product team that helped launch Attentive Email from scratch.

Senior Client Success Manager, Enterprise

Indeed.com
11.2018 - 04.2021
  • Analyze client performance, present findings and made strategic recommendations that led to 10% YOY revenue growth within my book of business.
  • Lead product research to understand client needs and report back to product leadership
  • Foster and grow relationships with customers and national account managers, offer personalized service and. support them in their end goals.
  • Meet quarter revenue and retention goals by using data and analytics, ishbooks, aquarium and other relevant internal resources improving retention by 15% YOY.
  • Help clients quantify and measure their ROI from Indeed.
  • Collaborate with Product, Operations, Search Quality and Aggregation teams to troubleshoot problems, improve processes, and ensure clent satisfaction by providing their feedback to our internal partners and translating our business needs into potential client solutions.
  • Generate custom reports and data analysis of recruiting metrics to help drive business decisions while supporting national account managers to meet their sales quota.
  • Conduct online and in-person presentations such QBR's to internal and external stakeholders.

*Completed Coursera & Udemy course on SQL and Python to further expand my technical knowledge

Recruitment Consultant

Huxley Banking & Financial Services
07.2017 - 10.2018
  • Help to manage the interview process to ensure every candidate has the best experience possible. Adhere to recruitment ATS and crm practices and processes by utilizing systems for sourcing and tracking of candidates and activity.
  • Source candidates using tools such as LinkedIn Recruiter, Job boards, and social media.
  • Conduct Boolean searches to head hunt and find the most suitable candidates for engineering and product teams.
  • Use social media tools and marketing/branding techniques to engage both active and passive candidates.
  • Use recruiting platforms such as Greenhouse, Workday, and Scout, to communicate with internal and external partners.
  • Develop strong working relationships with leaders and peers within the organization both within and across geographical markets.
  • Generate reports and analytics of recruiting metrics to help drive business decisions.

Sales & Business Development Consultant

Midspan Communications
09.2015 - 07.2017
  • Integral part of the team that landed a contract with Time Warner Cable, now Spectrum, worth over $20M over the course of 3 years.
  • Prospects small business owners using sourcing tools like LinkedIn.
  • Managed the relationship with clients to ensure revenue growth and retention.
  • Meet and exceed quarterly sales targets.
  • Responsible for revenue forecasting for my territory.

Education

No Degree - Google Analytics Professional Certificate

Google
New York, NY
07.2022

Bachelor of Science - Marketing

Western Governors University
Salt Lake City, UT
12.2016

Associate of Arts - Accounting

Valencia College
Orlando, FL
12.2012

Skills

  • Account management
  • Relationship building
  • Multitasking
  • Driving business growth - Revenue forecasting & Retention
  • Critical thinking
  • Project planning
  • Collaboration
  • Analytical - Google Data Analytics Professional Certificate
  • MS Office & G-Suite
  • Data analysis - SQL, Excel
  • Attention to detail
  • Looker/Tableau Proficiency

Timeline

Senior Client Strategy Manager, Enterprise

Attentive Mobile, Inc.
04.2021 - Current

Senior Client Success Manager, Enterprise

Indeed.com
11.2018 - 04.2021

Recruitment Consultant

Huxley Banking & Financial Services
07.2017 - 10.2018

Sales & Business Development Consultant

Midspan Communications
09.2015 - 07.2017

No Degree - Google Analytics Professional Certificate

Google

Bachelor of Science - Marketing

Western Governors University

Associate of Arts - Accounting

Valencia College
Alan Ojeda