Summary
Overview
Work History
Education
Skills
Timeline
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TAYLOR GARCIA

TAYLOR GARCIA

Astoria,NY

Summary

Dynamic Customer Success professional with four years of experience driving retention, adoption, and expansion across diverse client portfolios. Recognized as a trusted advisor to law firms and executive stakeholders, leveraging expertise in tailored success planning to guide clients toward achieving their goals. Proficient in leading renewal negotiations and fostering cross-functional collaboration to effectively tackle complex product challenges. Committed to building scalable resources, mentoring new team members, and enhancing advocacy programs that cultivate long-term client loyalty.

Overview

4
4
years of professional experience

Work History

Senior Customer Success Manager

CARET
03.2024 - Current
  • Manage strategic client relationships, including executive-level stakeholders, serving as a trusted advisor to law firms.
  • Trained and mentored 6 U.S.-based and 2 offshore employees, creating a comprehensive knowledge base and client resources.
  • Partner cross-functionally with Product, Sales, and Technical Product Management to resolve product issues, improve adoption, and drive satisfaction.
  • Negotiated multi-year renewals, resolved escalations, and influenced account expansion opportunities.
  • Played instrumental role in customer advocacy initiatives, supporting references, case studies, and marketing engagement.
  • Consistently managed retention-focused book of business while minimizing churn despite persistent product challenges.


Customer Success Manager

CARET
12.2021 - 03.2024
  • Owned book of business ranging from 6,500 high-volume accounts to 600 accounts, managing retention and adoption goals.
  • Conducted regular client workflow consultations, recommending best practices to improve efficiency and outcomes.
  • Collaborated with Chief Product Officer and VP of Client Services on escalations, product improvements, and strategic accounts.
  • Raised at-risk accounts through proactive escalation and advocacy, significantly improving client sentiment and reducing churn.
  • Drove process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
  • Delivered over 30 client references, contributing to the closing of 8 net new deals and strengthening advocacy programs.

Partner Success Manager

Comodo Cybersecurity
02.2020 - 08.2020
  • Was promoted from Business Development Representative to
    Partner Success Manager in under six months.
  • Enhanced profitability by developing pipelines utilizing
    marketing and sales strategies.
  • Investigated and integrated new strategies to expand business
    operations and grow customer base through collaboration with
    upper management to implement continuous improvements and exceed team goals.
  • Increased sales volume by expanding product line to new
    retailers, including resellers and Managed Service Provides by
    developing relationships with network

Education

Associate of Science - Developmental Psychology

Touro College

High School Diploma - undefined

Brooklyn Technical High School
01.2015

Skills

  • Effective relationship management
  • Customer Experience
  • Customer Retention
  • Product usage optimization
  • Customer advocacy
  • Escalation Management
  • B2B SaaS
  • Salesforce
  • Pendo
  • Confluence
  • Domo
  • Zendesk
  • Jira
  • Negotiation
  • Executive Stakeholder Engagement

Timeline

Senior Customer Success Manager

CARET
03.2024 - Current

Customer Success Manager

CARET
12.2021 - 03.2024

Partner Success Manager

Comodo Cybersecurity
02.2020 - 08.2020

High School Diploma - undefined

Brooklyn Technical High School

Associate of Science - Developmental Psychology

Touro College