Michelle Marquez
Mansfield,TX
Summary
Results-driven Client Director and Customer Success professional with more than 7 years of SaaS experience helping organizations achieve long-term success. Proven ability to build trusted relationships, drive adoption, expand accounts, and improve customer satisfaction.
Promoted internally to Client Director and now manage a high-volume portfolio of 1,000+ customer accounts across SMB, mid-market, and enterprise organizations. Consistently exceeded renewal and upsell goals through strategic business reviews, proactive communication, and a customer-first approach.
Experienced working with customers across healthcare, government, education, manufacturing, retail, construction, and many other industries.
Overview
13
13
years of professional experience
Work History
Client Director
Asset Panda
01.2021 - 04.2026
- Promoted internally to Client Director after advancing through Business Development Representative and Inside Sales roles.
- Manage a portfolio of 1,000+ customer accounts across SMB, mid-market, and enterprise organizations.
- Own customer relationships, renewals, and upsell opportunities to drive retention and account growth.
- Consistently exceeded renewal and upsell goals.
- Conduct 30+ customer business reviews each month to strengthen relationships, improve adoption, and identify growth opportunities.
- Partner with Implementation, Product, Sales, and Support teams to ensure a seamless customer experience from onboarding through long-term success.
- Use Salesforce for automated outreach and personalized follow-up via email, phone, and virtual meetings.
- Mentor and train new Client Directors on best practices and internal processes.
- Recognized with the Boss Panda Award multiple times for outstanding performance and contributions.
- Expanded a customer from a small deployment into an enterprise-level account by driving adoption across all company locations.
Inside Sales Representative
Asset Panda
09.2019 - 01.2021
- Work with prospective customers to understand business needs and demonstrate how Asset Panda solves operational challenges.
- Partner with Account Executives throughout the sales process to move opportunities forward.
- Maintain accurate customer and pipeline data in Salesforce.
- Build relationships with organizations across multiple industries.
Business Development Representative
Asset Panda
09.2018 - 09.2019
- Generate new business opportunities through outbound prospecting, cold calling, email outreach, and lead qualification.
- Schedule product demonstrations for the sales team.
- Maintain prospect activity and pipeline information within Salesforce.
Customer Verification Clerk
Primeland Capital
09.2015 - 03.2016
- Verified customer information and loan documentation while ensuring accuracy and compliance.
Customer Service Representative
Aaron’s
06.2013 - 09.2015
- Provided exceptional customer service, assisted with payments and account inquiries, and supported sales activities.
Education
High School Diploma -
New Beginnings Christian Academy
Arlington08.2009
No Degree - Business Administration And Management
Tarrant County College
Arlington, TXSkills
- Customer Success Strategy
- Client Relationship Management
- Account Management
- Customer Retention & Renewals
- Upselling & Cross-Selling
- Business Reviews (QBRs)
- SaaS & Subscription Models
- Stakeholder Communication
- Customer Engagement
- Process Improvement
- Data-Driven Decision Making
- Training & Mentoring
- Cross-Functional Collaboration
- Time Management & Prioritization
- Salesforce
- Catalyst
- SalesLoft
- Jira
- Confluence
- Microsoft Office Suite
- Slack
- Zoom
Websites
LANGUAGES
English – Fluent
Spanish – Fluent
CAREER HIGHLIGHTS
- 1,000+ Customer Accounts Managed Across SMB, Mid-Market & Enterprise
- Consistently Exceeded Renewal & Upsell Goals
- 30+ Business Reviews Conducted Each Month
- Multi-industry Experience in Healthcare, Government, Education, Manufacturing, Retail, Construction & More
- BOSS PANDA Award - Recognized Multiple Times
Timeline
Client Director
Asset Panda
01.2021 - 04.2026
Inside Sales Representative
Asset Panda
09.2019 - 01.2021
Business Development Representative
Asset Panda
09.2018 - 09.2019
Customer Verification Clerk
Primeland Capital
09.2015 - 03.2016
Customer Service Representative
Aaron’s
06.2013 - 09.2015
High School Diploma -
New Beginnings Christian Academy
No Degree - Business Administration And Management
Tarrant County College