DANIELA RUZ
CLIENT SUCCESS MANAGER
Phone: *** – 370 – 2676 Email: adirb4@r.postjobfree.com San Diego, California
OBJECTIVE
EDUCATION
Serve as subject matter expert of all product and program features supporting user adoption, change management and best practices for utilization of all services fitting to the client’s needs.
San Diego State University
San Diego, California
2014
Bachelors in Communication
Project Management Certification – In Progress
KEY SKILLS
ORGANIZATIONAL
COMMUNICATION
COLLABORATION
PROBLEM SOLVER
CUSTOMER SATISFACTION
MICROSOFT OFFICE
EXCEL
SALESFORCE
NETSUITE
TABLEAU
EXPERIENCE
09/2018 – Present - Trial Success Coordinator – Lytx, Inc.
Strategize the most efficient account structure, program design and educate client on value-driven product features utilizing best practices to sustainable risk management
Report weekly to Trial Success Managers on product and feature functionality, monitoring 12 trials of all types from installation through deployment working cross-functionally and pro-actively to solve issues
Create trial checklist monitoring workflow for all trial types, amendment opportunity workflow for trials, DC – Protect switch documentation and collaborating on the Project Management Record Creation process for each trial type
Assign trial assignments for monitoring, create program management record, work with DB Setup to efficiently upload user/vehicle/hierarchy information and submit feature requests to successfully enable new services
Train newest coordinator members how to navigate and coach clients on New UI
Provide high levels of customer satisfaction with quick turn-around time
03/2018 – 09/2018 - Client Success Coordinator – Lytx, Inc.
Support Client Success team researching and developing reports, data entry in Salesforce, experience working with billing issues in Netsuite, creating program review PowerPoint presentations
Engaging with clients regularly to support client inquiries, answer technical
questions, host high-level product and program training for various clients
Persuaded 13 Mid- Market and 13 Small Market accounts to upgrade from the DC-Protect to DC-Enterprise program
Manage and delegate tasks, monitor projects through completion, update report and workflow process documents and assist as needed
03/2015 – 10/2016 - Account Coordinator/Promotion Manager - PACIFIC
Researched industry trends and potential clients, worked with sales team to construct media kits and collaborated with creative team to implement effective marketing campaigns
Managed over 100 accounts, ensured content is delivered on schedule, coordinated multiple event productions, reported marketing performance
Recruited and trained over 30 brand ambassadors in product knowledge for B2B and B2C sales for chief accounts while maximizing readers reach