Results-driven Customer Success and Implementation Manager with over 10 years of experience in SaaS platforms and customer onboarding. Expertise in HVAC/R, refrigerant tracking, and technician operations. Builds strong client relationships and collaborates with engineering, product, and operations teams to enhance adoption and achieve positive customer outcomes.
Work History
Manager of Implementation and Training
7 Years 2 Months
Fexa Trakref | 05.2019 - 07.2026
Onboarded 200+ customers into SaaS platforms, improving adoption and reducing time‑to‑value.
Delivered onsite and virtual training to technicians, managers, and enterprise clients across refrigeration and facilities teams.
Served as primary escalation point for bugs, feature requests, and compliance questions; partnered with engineering to resolve issues and improve product stability.
Provided product demos for sales prospects, supporting revenue growth and customer acquisition.
Tested new features, fixes, and releases to ensure quality and alignment with customer workflows.
Improved compliance accuracy by guiding customers through EPA requirements and refrigerant tracking best practices.
Refrigerant Coordinator
1 Year 6 Months
CoolSys | 11.2017 - 05.2019
Documented technician repairs and refrigerant activities across various compliance platforms.
Oversaw technician and customer outreach initiatives to guarantee timely and precise reporting.
Supported billing and compliance deadlines for refrigeration service operations.
Data Analyst / Refrigeration Compliance
1 Year 1 Month
Albertsons | 10.2016 - 11.2017
Reviewed and standardized reporting formats for refrigeration compliance data to ensure accuracy and clarity.
Managed ad hoc reporting within Verisae and ensured EPA compliance across vendor work orders.
Managed ordering of refrigerants to support ongoing maintenance and construction projects.
Processed and executed payment for work orders, maintaining adherence to vendor compliance standards.
Data Analyst
12 Years 1 Month
Wells Fargo | 09.2004 - 10.2016
Analyzed operational data for accuracy and compliance, supporting data-driven decision-making.
Instructed new employees on operational software and established workflow protocols to enhance productivity and efficiency.
Oversaw inventory management and streamlined warehouse operations for optimal efficiency.
Education
Associate of Science - Chemistry
Maricopa Community Colleges, Glendale Community College | Glendale, AZ
Skills
SaaS Implementation
Training & Enablement
Customer Success
Compliance Support
Troubleshooting & Escalations
Customer Onboarding
Data Analysis
Cross-Functional Collaboration
Workflow Optimization
Cross‑Functional Collaboration
Timeline
Manager of Implementation and Training
Fexa Trakref
05.2019 - 07.2026Read More
Refrigerant Coordinator
CoolSys
11.2017 - 05.2019Read More
Data Analyst / Refrigeration Compliance
Albertsons
10.2016 - 11.2017Read More
Data Analyst
Wells Fargo
09.2004 - 10.2016Read More
Maricopa Community Colleges, Glendale Community College