Ethan Martinez
Mission Viejo,CA
Summary
High-Impact Client Success Strategist & Performance Coach with a demonstrable track record in client retention and revenue generation.
Successfully mitigated 93% (27 of 29) of assigned 'at-risk' clients in the recent PGP role, transforming potential churn into long-term partnerships. Proven ability to drive client-side results, including enabling 5 students to close deals within a 2-month coaching cycle. Expertise spans proactive risk management, specialized communication (NEPQ), strategic action planning, and optimizing outreach processes with tools like Instantly for sustained client success and maximizing Lifetime Value (LTV).
Overview
2
2
years of professional experience
Work History
Client Success Manager
A.I Acquisition
09.2025 - 12.2025
- Expertly managed and retained a high-risk portfolio of clients, successfully saving 27 out of 29 assigned 'High-risk' clients (93% retention) by proactively implementing bespoke growth action plans.
- Drove demonstrable client success and coaching efficacy by enabling 5 students to successfully close deals within a two-month coaching period.
- Conducted daily 1:1 consultation sessions and provided performance oversight, delivering timely, incisive feedback to overcome client growth blockages.
- Leveraged Instantly for client cold email and outreach strategies, reinforcing expertise in digital marketing and resource navigation.
- Maintained strict adherence to all FTC compliance obligations and data processing protocols when communicating with and guiding clients.
- Managed client onboarding processes to ensure smooth transitions and satisfaction.
- Created client success plans tailored to individual needs and goals.
- Developed training materials for clients on product features and best practices.
Closer
Build Remote
05.2025 - 09.2025
- Engaged with potential clients to understand their needs and preferences.
- Assisted in creating effective sales presentations for remote services.
- Collaborated with team members to refine sales strategies and approaches.
- Handled pipeline of active deals in closing stage.
- Facilitated a smooth handoff between the Sales Team and the Client Success Team.
Lead High Ticket Closer
Octavian Labs LLC.
10.2024 - 12.2024
- Helped create the sales processes and scripts as we launched this new offer in the crypto market.
- Conducted sales meetings and presentations with prospects over zoom to close deals.
- 47% close rate at a $7,000 ticket price. (Industry standard is 15%)
Sales Development Representative
BNB Formula
04.2024 - 09.2024
- Was top 3 in cash collected every month on a team of 50+ outbound setters.
- Call leads and use NEPQ / RCA training to create and widen a gap within the prospect's mind to put them in a problem-solving and therefore a buying state.
- Reengage and follow up with old leads.
- Financially qualify prospects before setting appointments.
- Partook in daily sales training and call reviews with the team sales coach to increase skill.
- Use Hubspot CRM to track prospects throughout the sales cycle.
Sales Development Representative
My Investing Club
10.2023 - 03.2024
- Call leads and use NEPQ / RCA training to create and widen a gap within the prospect's mind to put them in a problem-solving and therefore a buying state.
- Reengage and follow up with old leads.
- Financially qualify prospects before setting appointments.
- Partook in daily sales training and call reviews with the team sales coach to increase skill.
- Use Close CRM to track prospects throughout the sales cycle.
Education
Personal Development
Clarity Coaching
Sales And Communication
Remote Closing Academy / Ascension
Skills
- Client Success & Coaching: Client Risk Mitigation, Performance Coaching, Client Engagement , Progress & Accountability Checks , Digital Marketing Strategy , Client Onboarding
- Sales & Strategy: NEPQ Sales Trained , Sales Strategy , Sales Presentations , Pipeline Management , Effective Communication , Process Creation
- Technical & Analytical: Data Analysis , Google Ads Certified , Microsoft Excel , Google Sheets , Hubspot CRM , Close CRM , Asana Task Management
- Compliance: FTC Compliance Adherence , Data Protection & Confidentiality
References
References available upon request.
Timeline
Client Success Manager
A.I Acquisition
09.2025 - 12.2025
Closer
Build Remote
05.2025 - 09.2025
Lead High Ticket Closer
Octavian Labs LLC.
10.2024 - 12.2024
Sales Development Representative
BNB Formula
04.2024 - 09.2024
Sales Development Representative
My Investing Club
10.2023 - 03.2024
Personal Development
Clarity Coaching
Sales And Communication
Remote Closing Academy / Ascension