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Data Analyst, Business Analyst, Head of Customer Success

Location:
San Diego, CA
Salary:
100,000
Posted:
December 16, 2020

Contact this candidate

Resume:

Ernesto Beltran

San Diego, CA *****

Phone: 562-***-**** Email: adiqqv@r.postjobfree.com

LinkedIn: ernesto-beltran-7a861930/ Github: github.com/ernesto11229

Summary

Data-driven SaaS professional with a background in successfully pivoting a department's strategy to help position the company for acquisition. As Head of Customer Success, wearing a Business Analyst hat: collecting, organizing, interpreting, and presenting data was the driving force in all decision-making processes in reducing churn, increasing revenue, improving customer satisfaction, scaling a team of customer success representatives to triple its size.

Experience in launching and implementing SaaS systems in a startup environment, client relationship management, procedural designs, efficiency enhancements, workflows, and strategic planning.

Completed 6-month rigorous Data Science and Data Visualization Bootcamp from UC San Diego gaining technical programming skills in Excel, VBA, Python, R, JavaScript, SQL Databases, Tableau, Big Data, and Machine Learning to conduct robust analytics

Technical Skills

Languages: Python, Javascript, SQL,VBA

Data Manipulation and Visualization: pandas, matplotlib, Excel (pivot tables), Tableau

Machine Learning: sciket learn, tensorflow

Database: mySQL, postgreSQL, mongoDB

Other: Git, AWS, Flask, command line, Troubleshooting, Quality Assurance, PowerPoint, HubSpot CRM

Non-Technical Skills: Training, Strategic Planning, Operations Management, Business Process Improvement, Bilingual Spanish and English, Can-do attitude, good communication skills, team player, empathetic with customers and peers, problem solver, team leadership, competitive, above-average work ethic, determined, executes plans and strategies

Relevant Experience

Head of Customer Success Data Analyst Business Analyst 2015 – 2020

NoteVault San Diego, CA

●Designed a web interface to query usage data. Using the usage data, and arranging the teams' bonus with a new department strategy successfully lead, trained, and coached a team to reduce churn by 60 percent and increased revenue by 21 percent, which was never accomplished in the company's history and position the company in getting acquired

●Saved the company time and money by improving an antiquated billing department, which took four days and four employees to send out invoices every month, to one day one person by creating a database for tracking existing contracts with the use of vlookup functions, sumif functions, and the use of pivot tables.

●The contract database was also used to monitor renewals consistently and perform upsells, which played an essential role in the 21 percent of revenue increase.

●Merged, cleaned, and formatted data from 3 data sources Quickbooks, the company's customer database, and the contract tracking database. Then exported data to a billing automation and subscription management platform to fully automate billing. Saving the company four salaries for four days to send out monthly invoices monthly.

●Build the departments' 1st procedures, automated workflows, automated email campaigns using HubSpot CRM. This helped nurture our customers via email and help reduce churn and increase adoption. Also, build processes and workflows used throughout the company to minimize human error and have employees spend more time serving customers.

●Prepared month over month, year over year, quarter over quarter revenue reports and departments organic growth, organic churn, and account churn reports to the board of directors, CEO, and President/founder of the company.

●Assisted Controller in reconciling accounts and balancing revenue monthly and end of year

Account Manager 2010 – 2015

J2 Global Communications Hollywood, CA

●Managed account requirements for consumers, small businesses, big businesses and Fortune 500 clients at the provider of cloud-based, business-critical communications and storage messaging services.

●Achieved aggressive monthly and quarterly goals.

●Generated bonuses for continuous rates of 90%+ call quality.

●Tailored service consulting to specific client requirements.

●Built solid relationships and developed complete service packages with multiple lines of service, rate plans, features and add-ons.

●Worked with inside sales to accelerate sales processes.

●Ensured the finalization of processes and procedures during client onboarding.

●Established contact procedures for new accounts.

●Expanded relationships and upgrades with key decision-makers.

●Developed a pipeline to meet sales goals.

Education

Data Science and Data Visualization Boot Camp: University of San Diego, San Diego, CA

A 24-week intensive program focused on gaining technical programming skills in Excel, VBA, Python, R, JavaScript, SQL Databases, Tableau, Big Data, and Machine Learning to conduct robust analytics

Crash Course on Python: Coursera

University of Phoenix, Pasadena, CA

Bachelor of Science in Business Administration, Concentration in Accounting



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