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Client Success

Location:
San Diego, CA
Salary:
$70,000
Posted:
December 17, 2020

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Resume:

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



Contact this candidate