Customer Success Manager

ALEC SZEFTEL

Los Angeles, CA • ***********@*****.*** • 310-***-**** • https://www.linkedin.com/in/alecjs/

EDUCATION

University of Southern California, Marshall School of Business – Los Angeles, CA May 2021

Master of Business Administration (MBA)

Real Estate Concentration

Membership: Graduate Real Esate Association (GREA), Marshall Finance Association (MFA),

High Tech Association (HTA)

University of Southern California, Marshall School of Business – Los Angeles, CA May 2013

Bachelor of Science: Business Administration

EXPERIENCE

ECI, Inc – Los Angeles, CA Jul 2019 – Mar 2020

Account Manager

Developed deep product knowledge of Cloud Services, Cybersecurity, and Microsoft Azure

Partnered with cross functional teams in product, engineering, marketing and sales to bring deals to close

Established lasting relationships with industry thought leaders, partners and service providers

S&P Global – Los Angeles, CA Mar 2017 – May 2019

Customer Success Manager

Performance: New Business 2017 - (320%) 2018 - (140%)

Performance: Retained Business 2017 - (132%) 2018 - (125%)

Oversaw relationships with some of the largest Investment Banks and Private Equity firms in Southern California

Managed a $10 Million dollar book of business while leading a sales support team of four people, accurately forecasting both net-new and renewal opportunities on a quarterly basis

Negotiated and closed seven figure software agreements by discovering upsell and cross-selling opportunities while mitigating churn by identifying at-risk accounts

Increased overall product usership by 25% within assigned book of business over a two-year period

Bloomberg – San Francisco, CA Mar 2015 – Mar 2017

Strategic Account Manager

Promoted as primary point of contact for largest West Coast client for SEF trade execution products.

Developed understanding of product and R&D requirements and worked crossfunctionally with Product teams to debug system errors, update scripts and roll out new user features

Increased product adoption by 150% and increased overall usership by 74% amongst assigned accounts by running product webinars and in-person trainings

Achieved over 98% satisfaction rate on NPS and CSAT from polled clients

Sales Development Representative

Led the 11-person development team in new pipeline development by executing successful phone, email, and social selling campaigns. I was responsible for sending sales over 950 qualified leads, exceeding my annual development quota by 21%

Designed and demonstrated to over 300 clients and prospects 28 proactive excel and Bloomberg webinars to augment client usage for existing clients and increase product awareness for prospects

Oracle – San Francisco, CA Jan 2014 – Feb 2015

Account Manager

Managed sales cycle from prospecting to close and forecasted opportunities within CRM system on a weekly, monthly and quarterly basis

Engaged with cross-functional teams including Sales Engineering and Sales Development virtually to present solutions to clients and close deals

Developed relationships with C-Suite executives and decision makers

SKILLS & INTERESTS

Interests: Traveled to over 25 different countries; USC Trojan football; Avid hiker

Computer: Salesforce CRM, Excel, Powerpoint

Skills: Trained in Sandler and Challenger sales methods; knowledge of finance, and real estate markets; strong understanding of SaaS and cloud subscription business models

Awards and Service: Eagle Scout; Special Olympics Volunteer

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