Talented Customer Success Manager with 8 years of experience. Focuses on nurturing and maintaining positive relationships with clients, working to identify their needs, maintaining a low churn rate, and guiding clients toward successful outcomes.
Overview
9
9
years of professional experience
Work History
Senior Customer Success Manager
Tourial
04.2023 - 01.2024
Achieved 100% renewal growth in Q3 2023
Advocated for enterprise clients needs which led to product improvements based on customer feedback
Broaden product's impact across organizations by identifying opportunities to expand product usage into at least 2 other departments.
Time to on-board around 4-6 weeks for 90% of new clients
Initiated renewal discussions 120 days in advance to maintain low churn rate, emphasizing benefits of continuing partnership. Also identified renewal risk and collaborated with internal teams to remediate and ensure successful renewal.
Drove revenue growth by identifying 30% of upsells in Q4 to ensure long-term financial success
30-40% of clients became Beta Testers for feedback
100% of Enterprise Clients received individual Success Plan
Delivered difficult/sensitive information tactfully, Presented well-organized Success Plans/ Strategic Business Reviews, Developed trusted advisor relationship with stakeholders
Customer Success Manager
Terminus
07.2021 - 04.2023
Built and communicated success plans for 100% of customers (key goals/objectives, define success, requirements gathering, stakeholder engagement)
Monitor KPIs to assess customer engagement, health, and potential risks of churn.
Collaborated with key sales members on up-sell and renewal strategy, with focus on retention.
Provided 95% of clients with Strategic Business Reviews each quarter
Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation
Customer Success Manager
IRONSCALES
06.2019 - 07.2021
Managed over 150 clients and main CSM for North America
Managed over 8-10 customer calls per day
Performed initial on-boarding of accounts with enterprise-level customers, ensuring strong adoption and ongoing engagement throughout customer's life
Partnered with Sales to drive upsells and renewals for assigned customers
Performed quarterly Strategic Business review that confirms satisfaction, resolve issues with help of Technical Support and expand IRONSCALES use throughout clients' accounts
Developed tools, process, and best practices to ensure that customers are realizing the greatest possible value of IRONSCALES
Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions
Maintained accurate customer data in JIRA, ChurnZero and Salesforce
Created NPS Survey sent to all IRONSCALES customers
Exceed Quarterly KPI's
Catalyst Team Manager
Datafinch Technologies
11.2016 - 06.2019
Supersized and coached 6 direct reports, including completion of recruiting, and hiring processes
Recruited, hired, and trained new employees, including monitoring and review of individual performance
Extended existing customer relationships through extensive communication
Automated office operations, managed client correspondence and tracked records
Reviewed Tier 1 issues and implemented corrective action plan, leading to 98% chat rating and 95% Support Email.
Catalyst Team Lead
Datafinch Technologies
12.2015 - 11.2016
Investigated and resolved web application issues escalated from customer support and other departments with 95% success rate
Effectively handled communications between in-house software team and clients.
Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities
Improved team productivity by implementing efficient project management strategies and streamlining communication channels
Customer Relations Coordinator
Datafinch Technologies
11.2014 - 12.2015
Troubleshooted and resolved web application issues escalated from customer support and other departments with 95% success rate
Effectively handled communications between in-house software team and clients.
General Construction in Civil Works at Various public and private institutions in EcuadorGeneral Construction in Civil Works at Various public and private institutions in Ecuador