Summary
Overview
Work History
Education
Skills
Timeline
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Anibal Zacarias

Summary

Highly coachable professional expert in building customer relationships to maximize satisfaction, reduce churn, and increase renewal rates.

Overview

5
5
years of professional experience

Work History

Customer Success Manager

Odoo
04.2023 - Current
  • Managing a $3.4M ARR portfolio while achieving an 85% CSAT (average of 78%).
  • Negotiated contract terms and pricing with senior executives, leading to a 14% increase in recurring revenue.
  • Boosted adoption by 25% and generated $490k in upsell revenue during 2024.
  • Secured a 93% renewal rate and lowered churn by 12% through data-driven analysis.
  • Deescalated tense situations through empathy and a customer centric approach.

Business Development Representative

Valid8
01.2022 - 03.2023
  • Led the rollout of our CRM, improving lead tracking and sales forecasting.
  • Outperformed the outsourced BDR services the company had partnered with prior to my hiring by 60%.
  • Booked a top 20 Accounting firm, paving the way for Q3 2022’s largest deal.
  • Executed the first lead generation campaigns, resulting in a 75% increase in qualified leads.
  • Helped onboard four new BDRs and continued to mentor during their ramp.

Account Manager

Bank of America
03.2020 - 12.2021
  • Passed all five corporate audits I encountered through great attention to detail.
  • Identified cross-selling opportunities, leading to 1.5M in new revenue with Home Loans, and 800k with Merrill Lynch in Q3 2021.
  • Achieved 97% customer satisfaction by addressing client issues with empathy.
  • Used telephone etiquette to build client relationships and increase loyalty.

Education

Bachelor of Science - Business Administration

California Polytechnic State University
San Luis Obispo, CA

Skills

  • Microsoft Office & G-Suite
  • CRM software

Timeline

Customer Success Manager

Odoo
04.2023 - Current

Business Development Representative

Valid8
01.2022 - 03.2023

Account Manager

Bank of America
03.2020 - 12.2021

Bachelor of Science - Business Administration

California Polytechnic State University
Anibal Zacarias