Summary
Overview
Work History
Education
Skills
Projects
Certification
Timeline
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Eric Baez

Orlando,FL

Summary

Dynamic Customer Success Manager with a proven track record at ServiceNow, adept at driving client engagement and retention. Expert in SaaS adoption and utilizing the ServiceNow Platform for effective client management. Achieved a 95% client retention rate through proactive relationship building and strategic onboarding initiatives, ensuring clients realize value swiftly.

Overview

1
1
Certification
5
5
years of professional experience

Work History

Customer Success Manager

ServiceNow
Orlando, FL
07.2024 - Current
  • Developed and executed customer success strategies to increase retention rates.
  • Managed customer success plans across ServiceNow accounts and adoption goals.
  • Tracked customer health signals and flagged risks for proactive action.
  • Guided customers through Now Platform onboarding and implementation discussions.
  • Led cross-functional meetings with support, product, and delivery teams.

Customer Success Manager

TOPdesk
Orlando, FL
04.2023 - 04.2024
  • Managed a portfolio of 50 key accounts, consistently exceeding customer expectations and driving satisfaction. Achieved an average ARR growth of 25%, showcasing a proven track record in effectively nurturing and expanding customer relationships
  • Achieved a 95% client retention rate through proactive relationship management and issue resolution.
  • Reduced onboarding time of an average of one month by 30%, ensuring clients quickly realized the value of TOPdesk solutions.
  • Collaborated with product development to implement three client-suggested features, enhancing product offerings based on customer feedback.
  • Documented and resolved field requests using a ticketing system, consistently meeting or exceeding Service Level Agreements and departmental expectations.

Customer Success Specialist

Knight Capital Funding
Fort Lauderdale, FL
12.2021 - 04.2023
  • Delivered exceptional after-hours support to customers, enhancing customer satisfaction through attentive service.
  • Managed customer interactions and tracked satisfaction using Salesforce.
  • Utilized ticketing systems to log, prioritize, and track support requests, maintaining a high level of responsiveness to meet service level agreements (SLAs).
  • Coordinated with relevant teams to resolve software issues and manage customer interactions via phone and email.
  • Excelled in a dynamic start-up environment, achieving a 25% reduction in response time by swiftly adapting to evolving roles and responsibilities.

Education

BA - BUSINESS ADMINISTRATION

Florida International University
Miami, Florida
06-2022

Skills

  • Customer Success
  • Onboarding SaaS
  • Adopt Change Management
  • Client management
  • Client Engagement
  • Retention planning
  • ServiceNow platform
  • Salesforce
  • Microsoft Dynamics
  • Power BI
  • Microsoft 365
  • Zendesk

Projects

ITSM Process Automation for Incident Management, LED THE DESIGN AND IMPLEMENTATION OF A COMPREHENSIVE IT SERVICE MANAGEMENT (ITSM) PROCESS AUTOMATION SYSTEM WITHIN TOPDESK, WITH A FOCUS ON OPTIMIZING INCIDENT MANAGEMENT WORKFLOWS., DESIGNED AND IMPLEMENTED AUTOMATED WORKFLOWS TO STREAMLINE THE HANDLING OF ROUTINE INCIDENTS, REDUCING RESOLUTION TIMES BY 25%.

Certification

  • ITIL v4
  • Agentic AI Executive - ServiceNow
  • Now Assist Executive - ServiceNow
  • Certified Customer Success Manager (CCSM)

Timeline

Customer Success Manager

ServiceNow
07.2024 - Current

Customer Success Manager

TOPdesk
04.2023 - 04.2024

Customer Success Specialist

Knight Capital Funding
12.2021 - 04.2023

BA - BUSINESS ADMINISTRATION

Florida International University
Eric Baez