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SEBASTIAN JARAMILLO
Customer Success Manager
NM
Summary
Transformational Customer Success Manager with 2+ years of proven success in driving client satisfaction, increasing customer lifetime value, and accelerating revenue through tailored funding solutions and high-touch engagement strategies. Skilled at managing large client portfolios in fast-paced, service-oriented environments, delivering personalized onboarding, upselling initiatives, and data-informed support to maximize retention. Adept at navigating client needs through credit analysis and digital communication tools.
Overview
2
2
years of professional experience
Work History
Customer Success Manager
BogeGroup
02.2025 - 05.2025
- Client Relationship Management: Manage a portfolio of 30-40 small business clients monthly, providing tailored customer success strategies across the client lifecycle using CRM platforms and omnichannel engagement.
- Credit & Financial Assessment: Evaluate personal and business credit reports to assess funding eligibility, leveraging knowledge of FICO scoring models and underwriting criteria to optimize funding success.
- Revenue Enablement: Collected $80,000+ in program payments within a 3-month window by executing structured payment workflows via integrated digital payment processors.
- Customer Onboarding & Engagement: Conduct 4-7 onboarding and strategy calls daily via Zoom, using data-driven assessments to build trust, clarify funding roadmaps, and reduce time-to-value.
- Testimonial Collection & Social Proof: Secured 20+ client testimonials, including video and Trustpilot reviews, to strengthen brand credibility and support customer marketing campaigns.
- Multi-Channel Communication: Utilize Loom, email, phone, SMS, and Slack to maintain client engagement and resolve inquiries, increasing retention and reducing churn risk.
- Process Documentation & CRM Accuracy: Maintain detailed records in customer management tools to ensure continuity, reporting accuracy, and compliance with data handling best practices.
SDR (Sales Development Representative)
Mentor.me
08.2024 - 12.2024
- Lead Generation & Outreach: Initiated contact with 150+ prospects daily via cold calls and SMS using outbound sales software to generate qualified leads and warm up pipelines.
- CRM Data Management: Logged activity, appointment details, and follow-up notes within CRM platforms, ensuring pipeline visibility and sales handoff readiness.
- Sales Enablement Support: Coordinated closely with senior sales representatives to schedule qualified appointments, maximizing conversion efficiency and minimizing no-show rates.
Sales Representative
Garcia Subaru
Rio Rancho, NM
01.2024 - 06.2024
- Customer Engagement: Delivered in-person product consultations and guided customers through vehicle features, financing options, and post-sale support protocols.
- Product Knowledge Application: Maintained expert-level familiarity with vehicle models and specs to address customer questions and close sales effectively.
Consultant / Sales & Marketing Associate
Lumen Optimal Wellness
Albuquerque, NM
03.2023 - 12.2023
- Client Retention & Upselling: Promoted personalized wellness packages to increase client retention and membership sales using consultative sales techniques.
- Email Marketing Campaigns: Deployed targeted email communications to drive retention and promote programs.
Education
High School Diploma - undefined
V. Sue Cleveland High School
05.2021
Skills
- Customer Success Strategy
- Client Onboarding & Lifecycle Management
- Customer Retention Optimization
- Consultative Sales
- Account Portfolio Management
- Performance Metrics Tracking
- Revenue Enablement
- Digital Payment Processing Platforms
- Calendar Management Tools
- Onboarding and orientation
Software
Slack
Discord
Lovable
Claude Code
VS Code
AutoIGDM
Dripify
Apify
GoHighLevel
Closeio
Canva
PandaDoc
Zoom
Slack
Google sheets
Personal Information
Title: Customer Success Manager
Timeline
Customer Success Manager
BogeGroup
02.2025 - 05.2025
SDR (Sales Development Representative)
Mentor.me
08.2024 - 12.2024
Sales Representative
Garcia Subaru
01.2024 - 06.2024
Consultant / Sales & Marketing Associate
Lumen Optimal Wellness
03.2023 - 12.2023
High School Diploma - undefined
V. Sue Cleveland High School