Summary
Overview
Work History
Education
Skills
Certification
Leadership Awards
Recommendations
Accomplishments
Affiliations
Timeline
Shaunte Vasquez

Shaunte Vasquez

Customer Success Leader
Denton,TX

Summary

With over 13 years of experience in Customer Success, I am dedicated to driving meaningful results for my clients. My commitment to excellence has led to a 33% increase in client satisfaction and a 24% revenue boost, achieved through innovative strategies and strong team collaboration. I firmly believe that clear communication strengthens client engagement and retention. By analyzing challenges and leveraging data, I uncover insights that lead to exceptional outcomes. As an experienced leader, I excel at guiding teams, managing complex projects, and achieving strategic objectives. I’m known for developing efficient processes, maintaining high standards, and aligning efforts with organizational goals.

Overview

13
13
years of professional experience
6
6

Certifications

Work History

Manager of Customer Success and Support

HCM TradeSeal
08.2024 - Current

Customer Success 50% | Business Development 30% | Project Manager 20%

  • Spearheaded the establishment and executed a Client Advisory Board (CAB) program driving client engagement up by 20% and renewal rates by 16% within 5 months.
  • Mitigated churn and boosted client reference-ability by 15% within 3 months, driving new business growth.
  • Expanded revenue by 22% in 4 months for key accounts through new sales and up-selling opportunities, contributing to overall business growth.

Senior Customer Success Manager and Project Manager

DealerOn
09.2022 - 08.2024

Customer Success Manager 60% | Team Leader 20% | Project Management 20%

  • Managed a portfolio of 151 clients generating over $1.3M in annual revenue, achieving 97.8% client satisfaction for 24 consecutive months.
  • Streamlined interdepartmental SLA resolution time by 67%, reducing from 48 hours to 8-12 hours with the implementation of the 3-2-1 process.
  • Restructured Salesforce workflows, boosting visibility across 5 teams and increasing client journey transparency by 41% and satisfaction by 18% in 3 months.

Senior Project Manager and Customer Success

AvidXchange
06.2019 - 09.2022

Project Manager 60% | Customer Success Manager 30% | Product Trainer 10%

  • Directed 25+ end-to-end SaaS implementations for Financial, Healthcare, and Property Management clients, reducing project timelines by 28% in 5 months.
  • Implemented a post-implementation nesting phase, increasing product adoption rates to 80 %+ in 5 months.
  • Increased client satisfaction by 31% in 10 weeks by offering expert guidance on NetSuite and Salesforce for custom workflows and reports.

Senior Customer Success Manager and Trainer

AH4R
10.2014 - 05.2019

Customer Success Manager 60 % | Project Manager 30 % | Product Trainer 10 %

  • Cultivated strong client relationships, achieving a 33% increase in efficiency in 4 months through strategic management of milestones and objectives.
  • Developed and facilitated the 'Train the Trainer' program, which resulted in the creation of 5+ new training modules, leading to a 40% improvement in new hire onboarding satisfaction scores.
  • Analyzed and monitored client contracts using KPIs to assess product engagement; maintained over 90% client satisfaction for 12 consecutive months while identifying opportunities for service enhancement.

Customer Success and Project Manager

Learnsoft Technology
08.2012 - 10.2014

Customer Success Manager 70% | Project Manager 25% | Training Specialist 5%

  • Identified and implemented process improvements that enhanced company KPIs and performance by 22% in 5 months.
  • Improved client utilization by 50% within 7 months through successful training sessions and educational resources.
  • Managed nationwide training for healthcare clients, optimizing training effectiveness by 42% in 10 months.

Education

Bachelor of Science - Computer Science

University of Santa Barbara, Santa Barbara, CA
06.2006

Skills

  • Achievement-Driven Mindset
  • Process Improvement Initiatives
  • Cross-Functional Collaboration
  • Leadership Accountability
  • Project Execution Management
  • Strategic Business Growth
  • Effective Communication Strategies
  • Attentive Listening Skills
  • Building Relationships
  • Impactful Conflict Resolution
  • Analytical Proficiency
  • Strategic Decision-Making

Certification


Leadership Essentials Certification

  • Since 2014 - Present


Project Management Certification

  • Since 2014 - Present


Customer Experience Certification

  • Since 2015 - Present


Effective Communication Certification

  • Since 2016 - Present


Scrum Master Certification

  • Since 2019 - Present


Certified Business Development Manager

  • Since 2019 - Present


Google Analytics Certification

  • Since 2023 - Present


Leadership Awards

Leadership Award | DealerOn

Engineered a strategic plan and process to pinpoint at-risk clients, reducing my team of 12 junior CSMs churn score by 28% and securing contract renewals for 890 client accounts within 3 months.


Leadership Award | AvidXchange

Recognized for forging partnerships, streamlining interdepartmental processes, and increasing communication between Sales, Product, Onboarding, and Customer Success teams, improving efficiencies and productivity across departments.

Recommendations

Alex Richards | Director of Implementation and Onboarding | AvidXchange | Previous Manager

"Shaunte is a pleasure to work with. Focused on success, I’ve seen her lead customers with empathy, precision, and tact. She leverages technical and soft skills, applying strong values to accomplish goals like renewal, retention, and time to value. If given the opportunity, I would happily work with Shaunte again."


George Bosnos | Senior Training Specialist | AH4R | Colleague

"I was fortunate to work with Shaunte, an excellent project manager leading our learning management customers to achieve project success and continue their growth with our SaaS solutions. Her attention to detail was top-notch, and she was always seeking innovative solutions to any challenges that arise during projects."

Accomplishments

  • Program and Project Management (Delivered $50M+ in projects)
  • Customer Success and Retention (Improved retention by 20%)
  • Leadership and Team Development (Collaborated with teams of 50+)
  • Strategic Planning and Operational Excellence
  • Budget Management and Cost Optimization (Saved $2M+ through efficiencies)
  • SLA Management and Performance Accountability
  • Advanced CRM and ERP Tools (Salesforce, MS Dynamics, Zoho One Full Suite)
  • SaaS Customer Success Professional with 13+ years of experience driving revenue growth for products like NetSuite (Oracle), Churnzero, Zendesk, and Zoho One.

Affiliations

  • Women in Technology Assoication

Timeline

Manager of Customer Success and Support - HCM TradeSeal
08.2024 - Current
Senior Customer Success Manager and Project Manager - DealerOn
09.2022 - 08.2024
Senior Project Manager and Customer Success - AvidXchange
06.2019 - 09.2022
Senior Customer Success Manager and Trainer - AH4R
10.2014 - 05.2019
Customer Success and Project Manager - Learnsoft Technology
08.2012 - 10.2014
University of Santa Barbara - Bachelor of Science, Computer Science
Shaunte VasquezCustomer Success Leader