Results-driven Client Success Professional with over 5 years of experience managing client lifecycles in SaaS environments. Expertise in onboarding, retention, renewals, and account growth. Led strategy calls and business reviews, translating performance data into actionable insights while coordinating cross-functional teams to enhance client experiences.
Work History
Customer Success Manager
6 Months
Springbig | 01.2026 - 07.2026
Owned end-to-end client relationships for a portfolio of retail and loyalty-program accounts, maintaining a 90%+ retention rate through proactive onboarding, same-day response times, and high-touch communication.
Led weekly client strategy calls and business reviews, using performance data to resolve objections, align stakeholders, and identify growth opportunities.
Monitored SMS and email campaign dashboards daily to identify performance drops and recommend data-driven improvements, enhancing client confidence and mitigating churn risk.
Coordinated with marketing and design teams to develop clear campaign briefs and conduct rigorous QA, ensuring 100% on-time delivery across multiple client projects.
Built and optimized automated lifecycle messaging flows, including win-back, post-purchase, and re-engagement journeys, to increase engagement and surface expansion opportunities.
Managed multiple accounts and met deadlines through SOP-driven workflows in a fast-paced, entrepreneurial environment.
Channel Renewals Manager
5 Years
Zoom | 01.2020 - 01.2025
Consistently achieved and exceeded retention and revenue-based quotas in a competitive, fast-paced SaaS environment.
Collaborated with cross-functional teams to identify churn risks early, manage stakeholder expectations, and implement proactive solutions that maintained account health.
Negotiated contract terms and facilitated onboarding for renewed or upgraded accounts, ensuring seamless continuity of client experience.
Utilized Salesforce and CLARI for forecasting, lead enrichment, and account health tracking, translating data into effective account growth strategies.
Used Salesforce and CLARI for forecasting, lead enrichment, and account health tracking, translating data into account growth strategies.
Renewals Manager
2 Years
ServiceSource International Philippines Inc. | 01.2018 - 01.2020
Managed a high-volume SaaS renewal pipeline, partnering with account executives to drive retention and identify upsell and expansion opportunities.
Re-engaged lapsed accounts through proactive outreach using consultative, relationship-focused strategies to restore trust.
Tracked deals and forecasted outcomes in Salesforce CRM to enable informed account planning.
Customer Service Representative
2 Years
Wells Fargo | 01.2015 - 01.2017
Provided proactive, customer-focused support for banking and credit card products, resolving inquiries and escalations to uphold high satisfaction ratings.
Resolved customer inquiries using Wells Fargo's CRM system, enhancing service efficiency.
Assisted customers in navigating online banking platforms, improving user experience and satisfaction.
Conducted thorough account reviews to ensure compliance with regulatory standards and internal policies.