Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carla Sanchez

San Diego,CA

Summary

Results-oriented Customer Success Manager with 5+ years of experience providing customized solutions to customers, while providing a consultative approach to sales and enablement. Skilled in providing attentive customer service, and increasing customer retention by fostering long-term strategic relationships. Dedicated to supporting strong client relationships and meeting customer desires, which has resulted in increased customer account retention and sales.

Overview

9
9
years of professional experience

Work History

Customer Success Manager

U.S. Bank
San Diego, CA
07.2023 - Current
  • Managed and maintained a portfolio of key accounts, fostering long-term relationships.
  • Proactively engaged with clients throughout their product journey, enhancing adoption and retention rates.
  • Provided prompt client support via email and phone, addressing questions and concerns effectively.
  • Prepared executive reports using operational, output, and revenue data during quarterly business reviews.

Client Relationship Consultant III

U.S. Bank
San Diego, CA
12.2022 - 06.2023
  • Increased digital enhancement via mobile application by 25% through targeted marketing and education.
  • Collaborated with customers to implement strategies and tools to drive business results.
  • Established a strong cross-functional relationship with the Small Business Specialists and Wealth Management Advisors in order to better assist and retain our customers.

Client Relationship Consultant II

U.S. Bank
San Diego , CA
02.2020 - 11.2022
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Determined consumer needs to provide products and services appealing to larger market.
  • Building a book of business and ensuring my customers' needs are met.

Store Manager

Sephora Inside JCPenney
National City, CA
01.2018 - 01.2020
  • Established store tactics and strategies to achieve operational performance and sales goals.
  • Identified operational issues and implemented appropriate process improvements to promote workplace safety and productivity.
  • Built relationships with key customers and stakeholders to grow business networks and locate new opportunities.

Lead Sales Associate

Bath and Body Works, Limited Brands
Chula Vista, CA
08.2015 - 12.2017
  • Assisting with visual merchandising by arranging products and creating appealing displays to attract customers and sales.
  • Providing guidance and overseeing a team of sales associates, ensuring that they meet their monthly revenue goals.

Education

California Notary Public -

California Secretary of State
San Diego, CA
02-2023

High School Diploma -

San Ysidro High School
San Diego, CA
06-2015

Skills

  • Account Management
  • Customer service
  • Cross-functional collaboration
  • Microsoft Office Suite
  • Process Improvement
  • Project management
  • Relationship Management
  • Bilingual

Timeline

Customer Success Manager

U.S. Bank
07.2023 - Current

Client Relationship Consultant III

U.S. Bank
12.2022 - 06.2023

Client Relationship Consultant II

U.S. Bank
02.2020 - 11.2022

Store Manager

Sephora Inside JCPenney
01.2018 - 01.2020

Lead Sales Associate

Bath and Body Works, Limited Brands
08.2015 - 12.2017

California Notary Public -

California Secretary of State

High School Diploma -

San Ysidro High School
Carla Sanchez