Results-driven Customer Success Business Partner with years of experience in driving customer satisfaction and success in the SaaS industry. Building long-term relationships with the client, championing adoption and fostering customer loyalty through support and tailored solutions.
Overview
19
19
years of professional experience
Work History
Customer Success Business Partner
Anaplan
Makati City, Metro Manila, Philippines (Remote)
02.2024 - Current
Key Responsibilities
Customer Engagement and Relationship Management. Serve as the main point of contact for customers through their journey with Anaplan. Cultivate strong, positive relationships with key stakeholders and understand the customer's business objectives
Onboarding and Adoption. Guiding clients through best practices to maximize the value of the platform and making sure that the workspace and licenses are being fully utilized.
Partnering with the customer to develop strategies to solve complex business challenges leveraging Anaplan solution.
Customer Retention and Renewal. Monitoring customer's usage, conduct Verified Outcome/Value Realization to identify risks early on and develop plans to mitigate churn.
Collaborate with Sales, products and support team to provide best experience for customers.
Customer Success Manager
Deltek, Inc.
Makati City, Metro Manila, Philippines (Remote)
04.2015 - 02.2024
Managing book of business to reach renewal goals
Conducting quarterly business review to ensure maximum usage and provide insight on business development
Assigned as a peer partner to mentor new hires
Managed successful negotiations for multi-year contract renewals
Instrumental role in client satisfaction by working with internal
teams to provide resolution
Account Manager
AMMEX
Makati City, Metro Manila, Philippines
08.2006 - 04.2015
Responsible in growing book of business to reach sales goals
Principal- Customer Success | Business Development at Ubona Technologies PVT LTD.Principal- Customer Success | Business Development at Ubona Technologies PVT LTD.
Business Development Manager/Account Manager/Customer Success Manager at Mastech Digital Pvt LtdBusiness Development Manager/Account Manager/Customer Success Manager at Mastech Digital Pvt Ltd
Senior Customer Success Manager / Interim Director of Customer Success at LabraSenior Customer Success Manager / Interim Director of Customer Success at Labra
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange