Summary
Overview
Work History
Education
Skills
Timeline
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Patrick Boleza

Quincy,MA

Summary

Enthusiastic and ambitious Customer Success Manager eager to expand my skillset while utilizing my unique experience and expertise from both startup and corporate environments. Recognized for designing and executing effective project plans, fostering business growth and development, and managing a diverse customer portfolio.

Overview

7
7
years of professional experience

Work History

Customer Success Manager

MarketSpark, Inc.
11.2021 - Current
  • Successfully manage numerous projects simultaneously, leveraging Salesforce, Smartsheet, and SAP to collaborate with stakeholders, process and track order fulfillment, and consistently meet project deadlines
  • Develop and maintain positive customer relationships through clear communication, prompt issue resolution and thorough onboarding and training, resulting in increased customer loyalty and additional business from more than 95% of my accounts
  • Consistently evaluate and streamline the onboarding process for new clients to continue improving the initial experience
  • Lead regular strategic account reviews to analyze progress and future growth opportunities
  • Conduct post-implementation follow-ups to solicit valuable customer feedback, enabling further enhancements in service quality
  • Implement process improvement and problem-solving efforts to create standard procedures and escalation policy for cross-functional teams
  • Partner with supply chain capacity and quality teams to identify and communicate customer needs

Project Coordinator

Granite Telecommunications
10.2019 - 11.2021
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments
  • Developed comprehensive project plans, outlining scopes, timelines, deliverables, and milestones exceeding conversion quota every quarter
  • Liaised between departments to facilitate communication, identify key requirements needed, and keep appropriate parties updated
  • Assisted with onboarding newly hired staff members and trained users on task prioritization

Bartender

Trillium Brewing Company
09.2018 - 03.2020
  • Implemented standards and procedures in a new company location, exceeding expected revenue daily
  • Balanced multiple priorities to fulfill customer needs, lead team members, and ensure optimal operational flow in a fast-paced environment

Education

Bachelor of Science - Business Management

Bridgewater State University
Bridgewater, MA
05.2019

Skills

  • Microsoft Office
  • Salesforce
  • SAP
  • Zendesk
  • Smartsheet

Timeline

Customer Success Manager

MarketSpark, Inc.
11.2021 - Current

Project Coordinator

Granite Telecommunications
10.2019 - 11.2021

Bartender

Trillium Brewing Company
09.2018 - 03.2020

Bachelor of Science - Business Management

Bridgewater State University

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