Talented, reliable and proactive Customer Success Manager with over 10 years of experience in the SaaS industry. Enthusiastic about helping my company achieve success and growth.
Overview
13
13
years of professional experience
Work History
Enterprise Onboarding Manager
Kojo
Austin, Tex
01.2024 - Current
Manage and maintain implementation project plans for enterprise level customers
Collaborate with product, executive and engineering stakeholders to drive completion of Kojo adoption and usage.
Develop unique workflow solutions per client requests and needs to ensure product satisfaction.
Regularly conduct onsite customer trainings in effort to drive high adoption rates. Training employees from the field, to the office and executive level.
Maintain position as team mentor and trainer. Ensuring implementation standards across CS team.
Customer Success Onboarding Team Lead
Kojo
Austin, Tex
05.2023 - 01.2024
Provided leadership and guidance to team members, ensuring that high standards were met in implementation phase.
Conducted performance reviews for team members, providing feedback and identifying areas of improvement.
Trained all new hires to ensure optimized knowledge of the Kojo product.
Maintained high success rate in customer implementation of the Kojo product.
Organized regular meetings with product stakeholders to ensure Kojo product development met client needs.
Identified opportunities for team process improvements, implementing changes when required.
Held regular one-on-one mentoring sessions with team members to facilitate professional development.
Sr. Customer Success Manager - Onboarding
Kojo
Austin, TX
10.2022 - 05.2023
Created personalized onboarding experiences for new customers, including setting up goals and objectives, and providing best practices advice.
Provided guidance on how to use Kojo in order to maximize value from it.
Provided leadership, insight and training to newly hired employees.
Drove customer escalations to resolution by engaging directly with various product stakeholders.
Conducted onsite trainings alongside new employees to ensure customer success.
Customer Success Manager- Onboarding
Kojo
Austin, TX
10.2021 - 10.2022
Created organization wide onboarding framework, plan and strategy.
Provided customer onboarding and training to ensure successful Kojo adoption.
Developed and maintained relationships with customers to facilitate user engagement and satisfaction.
Collaborated with cross-functional teams to champion customer product requests and solutions.
Customer Engagement Manager
Marin Software
Austin, Tx
11.2015 - 10.2021
Proactively onboard and drive platform adoption across accounts operating in a variety of industries and verticals
Collaborate with customer and internal product team to ensure goals and strategic success benchmarks are aligned
Collaborative initiatives/projects include: Integrating offline data into Marin platform to be used towards optimization for a diversity of clients, Lead creation of custom reports essential to my client's and their stakeholder's reporting needs, Advocate for the integration of native campaign and ad types currently unsupported by the Marin platform
Maintain platform and industry expertise to guarantee customer realizes full value of our services and product (see certification section)
Key role in creating Customer Engagement team onboarding guidelines, timeline and best practices: Revitalized client facing Bidding 101 & 201 Automation, Reporting and Optimization training tutorials, Created bidding automation guidelines for internal team
Nurture solid customer relationships in effort to increase retention rate across book of business
Maintained 96% retention rate of key customer accounts throughout previous 8 quarters
Worked alongside Learning and Development team to create interactive, in platform tutorials around Marin's optimization features.
Client Advisor
Marin Software
Austin, Tx
11.2015 - 12.2018
Provided search and social platform technical support
Conducted in person trainings and created tutorials for Support team, including: bidding automation, cross-channel platform features and troubleshooting
Acted as subject matter expert in bidding optimization and Marin's Social network platform
Performed in hybrid role as Support Specialist/Onboarding Engagement Manager.
Account Manager
uShip Inc.
Austin, Tx
04.2013 - 07.2015
Managed and trained large accounts towards continuous success on uShip platform
Performed as liaison between private shipping customer and auto-brokers to facilitate successful delivery of thousands of automobiles
Acted as advocate for customer product feature requests and needs
Pioneered uShip's published rates shipment booking feature alongside core book of business.
VIP Customer Support Representative
uShip Inc.
Austin, Tx
10.2011 - 03.2013
Provided phone and email support to uShip's elite members
Hosted in office visits for uShip's elite members
Created rewards program for VIP accounts with mission to drive platform loyalty
Revamped uShip's phone messaging systems.
Customer Support Representative
uShip Inc.
Austin, Tx
03.2011 - 10.2011
Provided exceptional phone and email support to uShip's members.
Education
Bachelor of Arts in English Writing and Rhetoric -
<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA