Julius Holley
Miami,USA
Summary
Customer Success and SaaS Account Management professional with 4 years of experience enhancing adoption, retention, and expansion in cloud ERP and logistics. Skilled in managing extensive customer portfolios, fostering cross-functional collaboration, and achieving measurable outcomes. Expertise includes digital transformation, success planning, AI-driven improvements, and building strong client relationships.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Acumatica Account Manager
Net At Work
03.2023 - Current
- Managed operational health and lifecycle performance across a portfolio of 150 Acumatica customers, improving retention, adoption, and expansion metrics.
- Managed sales cycle for product and service opportunities within existing client base, driving customer engagement and satisfaction.
- Spearheaded impactful quarterly and annual strategic account reviews, consistently identifying upsell and renewal opportunities through comprehensive Business Health Assessments and Quarterly Business Reviews.
- Consistently delivered strong results—surpassing my 2024 annual sales quota by 130% and 2025 by 125%.
- Orchestrated seamless customer interactions, ensuring smooth project execution through collaboration across cross-functional teams.
- Demonstrated a proactive approach to customer engagement through regularly scheduled check-in calls, resulting in heightened overall satisfaction and a significant reduction in churn.
- Cultivated robust relationships with customers, building loyalty and trust through exceptional service.
- Conducted monthly webinars and seminars for clients to provide valuable insights and updates.
Operations Specialist – Part Time
Transloop Logistics
06.2024 - 09.2025
- Built and maintained strong relationships with customer facility contacts, ensuring seamless communication and exceptional support.
- Scheduled and tracked shipments for key accounts, managing load boards efficiently and ensuring accurate transitions from tender to invoicing.
- Collaborated with Account Growth Management to optimize operations, streamline processes, and exceed KPIs.
- Monitored and escalated delays and service–impacting issues, maintaining operational efficiency and customer satisfaction.
Customer Success Manager
Net At Work
03.2023 - 04.2024
- Proven track record of managing a diverse portfolio of over 150 key accounts across Acumatica and Oracle NetSuite practices.
- Spearheaded impactful quarterly and annual strategic account reviews, consistently identifying upsell and renewal opportunities through comprehensive Business Health Assessments and Quarterly Business Reviews.
- Proven track record of managing a diverse portfolio of over 150 key accounts across Acumatica and Oracle NetSuite practices.
- Aligned customer success strategies meticulously with overarching business goals, forging strong partnerships with sales and marketing teams to drive mutual success.
- Leveraged keen listening skills to gather invaluable customer feedback, pinpointing precise areas for improvement, and effectively collaborating with relevant teams to drive positive change.
- Aligned customer success strategies meticulously with overarching business goals, forging strong partnerships with sales and marketing teams to drive mutual success.
- Cultivated strong customer relationships, fostering loyalty through exceptional service and support.
Product Sales Representative
Nolan Transportation Group LLC
09.2022 - 03.2023
- Onboarded and educated active and potential customers on BEON TMS platforms, driving user engagement and retention.
- Arranged product demonstrations and equipment trials to persuade customers and drive sales.
- Employed market research insights to craft effective promotional strategies to achieve sales targets.
- Formulated product recommendations and evaluated packaging initiatives to align with market needs and enhance customer satisfaction.
- Pioneered user-based growth and adoption of BEON TMS (Transportation Management System) Platforms.
- Identified and engaged potential customers while providing training and support to the sales team.
- Delivered technical and non-technical support to clients and colleagues, ensuring seamless operation and maintenance of products.
- Actively collected and conveyed user feedback to the product development team, enhancing the user experience.
Account Executive
Nolan Transportation Group LLC
03.2021 - 09.2022
- Generated leads and leveraged business opportunities, driving revenue growth and enhancing profitability.
- Crafted targeted customer approaches, meeting sales objectives and seizing emerging opportunities.
- Employed a mix of cold and warm techniques to build and nurture a robust business pipeline.
- Served as the primary point of contact for addressing client concerns and requirements, strengthening client relationships.
- Maintained up-to-date knowledge of company products and services, offering expert guidance.
- Prepared and executed contracts, securing new and repeat business from clients.
- Demonstrated expertise in marketing, sales, and operations to build a diverse clientele base.
Education
B.A. - Business Marketing
University of Arizona Global Campus
Tucson, ArizonaSkills
- SaaS Sales
- Solution selling
- Sales strategy
- Account management
- Sales Force
- Microsoft Dynamics
- CRM
- Microsoft Excel
- Cross-functional collaboration
- Cross-functional teamwork
- Leadership
- Upselling
Awards
2024 SKO Sales award: most impactful Employee
Certification
Acumatica CSM Badge
Timeline
Operations Specialist – Part Time
Transloop Logistics
06.2024 - 09.2025
Acumatica Account Manager
Net At Work
03.2023 - Current
Customer Success Manager
Net At Work
03.2023 - 04.2024
Product Sales Representative
Nolan Transportation Group LLC
09.2022 - 03.2023
Account Executive
Nolan Transportation Group LLC
03.2021 - 09.2022
B.A. - Business Marketing
University of Arizona Global Campus