Service-driven professional with a background in sales and customer success management. Personable, empathetic, and solution-oriented. A people person who enjoys collaboration and long-term relationship building.
Overview
14
14
years of professional experience
Work History
Manager of Customer Success
Quartz Network
Santa Ana, CA
08.2023 - Current
Manage a team of six Customer Success Managers, helping them stay organized, grow in their roles, and support their customers.
Handle my own group of customer accounts, building strong relationships, and helping them get value from our product.
Balance team leadership with hands-on customer work, making sure both my team and my accounts are successful.
Support team members with day-to-day questions, customer calls, and strategies to improve retention and satisfaction.
Work with the Sales and Product teams to share customer feedback and solve issues quickly.
Track team and personal performance, using results to improve how we worked, and show progress to leadership.
Customer Success Manager
Quartz Network
Hermosa Beach, CA
09.2022 - 08.2023
Managed a portfolio of 90+ IT accounts, driving over 90% customer retention through proactive engagement, strategic check-ins, and tailored success planning.
Led hundreds of onboarding and adoption phone calls that ensured seamless customer transitions and maximized early product impact.
Identified upsell and expansion opportunities, collaborating with Sales to increase customer lifetime value.
Served as the voice of the customer, partnering with Product and Engineering teams to prioritize feature requests and improve our product roadmap based on customer feedback.
Developed and delivered QBRs for executive stakeholders, showcasing ROI, and strengthening long-term relationships.
Senior Sales Executive/Customer Service Associate
SureCo Healthcare + Technology
Santa Ana, CA
11.2020 - 06.2022
Skilled in active listening, problem solving, relationship building with new and existing clients.
Implemented company processes to effectively resolve customer service issues timely and efficiently.
Top performing Sales Agent/CSM & successfully had only a 3% churn rate.
Coached, monitored and mentored sales agents to boost performance and company morale.
Expert in live web demo presentations to capture customer interest and drive revenue growth.
Top 5% of agents and monthly client referral rate.
Completed Acquisition Manager in training program in 2021.
Top agent exceeding all KPI’s (closing percentages, outbound calls, texts, emails etc.)
Enterprise Customer Success Manager
Parcel Pending
Irvine, CA
01.2018 - 11.2020
Drove customer escalations to resolution by engaging directly with clients.
Scheduled appointments to meet customer needs and resolve key concerns.
Prepared documentation, reports and logs to identify and manage sales metrics and support process driven activities.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Developed and mentored team members to provide hospitable, professional service while adhering to established service models.
Conferred with business leaders to evaluate business needs and implement operational improvements.
Reviewed support cases for technical and troubleshooting accuracy and identified needed process improvements.
Assisted customer in understanding products, components and systems using technical demonstration.
Developed and maintained strong relations with customers to meet quality expectations.
Promoted healthy company culture/ Team building
Account Executive/Customer Service Representative
Houzz
Irvine, CA
09.2016 - 01.2018
Prospected and cold-called customers to develop new sales leads.
Helped customers design and layout spec ads.
Presented engaging media packages and advertising options to prospects.
Used persuasive techniques to overcome objections and close new sales opportunities.
Negotiated pricing following company procedures to close sales with new advertisers.
Managed and retained existing client accounts.
Exceeded department expectations for productivity and accuracy levels.
Managed organization's largest region, performed full sales cycle duties and increased annual sales.
Residential Property Manager
Arnel Properties
Costa Mesa, CA
01.2011 - 05.2016
Conducted regular inspections of properties to ensure compliance with local laws and regulations.
Negotiated leases with tenants, ensuring all terms were clearly outlined and agreed upon.
Responded promptly to repair requests from tenants in a professional manner.
Managed the eviction process when necessary in accordance with applicable laws.
Provided support during emergency situations such as fires or natural disasters.
Resolved tenant disputes in a timely manner by listening to both sides and proposing solutions.
Organized the move-in, move-out process for new, former tenants including cleaning services if needed.
Education
Some College (No Degree) - Behavioral Aspects of Health
Goldenwest College
Huntington Beach, CA
Skills
Customer Relationship Management
Issue and Complaint Resolution
Building Customer Trust and Loyalty
Effective Communication
Upbeat and positive personality
Team Leadership
Technical Troubleshooting
Client Onboarding
Team Leadership
Timeline
Manager of Customer Success
Quartz Network
08.2023 - Current
Customer Success Manager
Quartz Network
09.2022 - 08.2023
Senior Sales Executive/Customer Service Associate
SureCo Healthcare + Technology
11.2020 - 06.2022
Enterprise Customer Success Manager
Parcel Pending
01.2018 - 11.2020
Account Executive/Customer Service Representative
Houzz
09.2016 - 01.2018
Residential Property Manager
Arnel Properties
01.2011 - 05.2016
Some College (No Degree) - Behavioral Aspects of Health
General Accountant and Administrator at Quartz Group of Companies (Quartz info Mediaa & Quartz Info Meidaa Pvt. Ltd.)General Accountant and Administrator at Quartz Group of Companies (Quartz info Mediaa & Quartz Info Meidaa Pvt. Ltd.)