Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ERIC LOPEZ

Houston

Summary

Dynamic, client-focused professional with over 10 years of experience in enhancing client satisfaction, retention, and revenue growth across customer success, operations, and service leadership roles. Expertise in cultivating strong client relationships and adept at resolving complex issues to deliver measurable business impact. Proficient in Salesforce, Tableau, Excel, and various CRM platforms, with a proven track record of boosting productivity and driving revenue through strategic client engagement initiatives. Committed to leveraging skills and experience to foster exceptional customer experiences and contribute to organizational success.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Leasing Consultant

InterSolutions (Contractor) / Mosaic Residential
08.2024 - Current
  • Manage tenant relations, vendor coordination, and daily property operations to ensure a positive resident experience.
  • Increase occupancy and retention through targeted outreach and CRM-driven lead tracking.
  • Resolve resident concerns with tailored service solutions and streamlined communication workflows.

Day Trader (Independent)

Ind
01.2022 - 08.2024
  • Conduct in-depth market analysis to identify high-probability trade opportunities in stocks and cryptocurrency.
  • Maintain detailed trading performance logs to refine strategy and manage risk.
  • Use analytical tools (Excel, TradingView) to track and optimize portfolio results.

Customer Success Executive

ICIS
02.2020 - 02.2021
  • Managed a portfolio of enterprise clients, delivering onboarding, training, and proactive account support.
  • Designed and delivered custom Excel reporting tools for clients, improving data-driven decision-making.
  • Drove $750K in new revenue through strategic upselling and solution integration.

Commercial/Residential Customer Service Manager

Akyta / Axon Power
07.2018 - 11.2019
  • Led a 15-person customer service and sales support team, ensuring adherence to service-level agreements.
  • Enhanced retention by collaborating with sales, operations, and billing teams to resolve client issues.
  • Implemented Salesforce dashboards to track KPIs and improve business insights.
  • Created standardized training programs and documented operational workflows to ensure service consistency.

Customer Care Supervisor / Operations Analyst

EVgo Services
01.2012 - 07.2018
  • Supervised and coached analysts to improve call center productivity by 73%.
  • Led process audits, recovering $750K in outstanding collections.
  • Developed automation tools in Excel/Access, reducing manual task time by 80%.
  • Provided UAT support, escalations management, and system integration assistance for new platforms.

Education

Associate of Science - Engineering Science

Houston Community College
05.2017

Skills

  • Customer Success & Retention
  • Client Onboarding & Training
  • Relationship Management
  • Business Process Improvement
  • Data Analysis & Reporting (Excel, Tableau)
  • Salesforce, SAP CRM, SmartGrid, Cross-Functional Collaboration
  • Property Management Systems (Knock, RealPage, OneSite, ReSen, Yardi, Funnel)
  • Client service optimization
  • Sales proficiency
  • Inter-department collaboration
  • Key accounts development

Certification

  • Microsoft Excel Certified Expert
  • NACE Level II Certified Coating Inspector
  • ICMI Certified

Timeline

Leasing Consultant

InterSolutions (Contractor) / Mosaic Residential
08.2024 - Current

Day Trader (Independent)

Ind
01.2022 - 08.2024

Customer Success Executive

ICIS
02.2020 - 02.2021

Commercial/Residential Customer Service Manager

Akyta / Axon Power
07.2018 - 11.2019

Customer Care Supervisor / Operations Analyst

EVgo Services
01.2012 - 07.2018

Associate of Science - Engineering Science

Houston Community College

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