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Hi, I'm Lucy Guzman. I’m a customer success and sales leader with over 3 years of experience in online education and SaaS. I specialize in consultative onboarding, project management, and retention strategies that help clients adopt and succeed with complex solutions. I build high-value relationships across public sector, high-net-worth, and enterprise clients by translating complex solutions into meaningful results, providing training and enablement, and guiding teams to deliver value at every stage of the customer journey.…Hi, I'm Lucy Guzman. I’m a customer success and sales leader with over 3 years of experience in online education and SaaS. I specialize in consultative onboarding, project management, and retention strategies that help clients adopt and succeed with complex solutions. I build high-value relationships across public sector, high-net-worth, and enterprise clients by translating complex solutions into meaningful results, providing training and enablement, and guiding teams to deliver value at every stage of the customer journey.

Lucy Guzman

Project Manager, Content Creator, Content Producer, +7

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Hi, I'm Lucy Guzman. I’m a customer success and sales leader with over 3 years of experience in online education and SaaS. I specialize in consultative onboarding, project management, and retention strategies that help clients adopt and succeed with complex solutions. I build high-value relationships across public sector, high-net-worth, and enterprise clients by translating complex solutions into meaningful results, providing training and enablement, and guiding teams to deliver value at every stage of the customer journey.…Hi, I'm Lucy Guzman. I’m a customer success and sales leader with over 3 years of experience in online education and SaaS. I specialize in consultative onboarding, project management, and retention strategies that help clients adopt and succeed with complex solutions. I build high-value relationships across public sector, high-net-worth, and enterprise clients by translating complex solutions into meaningful results, providing training and enablement, and guiding teams to deliver value at every stage of the customer journey.

Available to hire

Hi, I’m Lucy Guzman. I’m a customer success and sales leader with over 3 years of experience in online education and SaaS. I specialize in consultative onboarding, project management, and retention strategies that help clients adopt and succeed with complex solutions.

I build high-value relationships across public sector, high-net-worth, and enterprise clients by translating complex solutions into meaningful results, providing training and enablement, and guiding teams to deliver value at every stage of the customer journey.

Skills

Experience Level

Expert

Expert

Expert

Expert

Language

English

Fluent

Spanish; Castilian

Fluent

French

Intermediate

Work Experience

Customer Success & Sales Consultant at Self-Employed

January 1, 2022 - Present

Manage full-cycle onboarding, implementation, and retention for online education clients investing between $2,000 to $50,000. Deliver remote consultative support via video, phone, and CRM touchpoints to drive solution adoption and satisfaction. Support ongoing success through training, user enablement, and custom strategy development for account growth. Maintain 85% conversion on inbound consultations and consistently meet monthly revenue goals.

HNW Client Service at Westin Vacations / Surfer Girl Co.

December 31, 2021 - October 26, 2025

Delivered premium customer service across luxury travel and retail spaces for domestic and international clientele. Managed front-end experience, resolved service issues in real time, and developed ongoing customer loyalty. Coordinated with cross-functional teams to ensure timely delivery of high-touch service offerings.

Customer Success & Sales Consultant at Self-Employed

January 1, 2022 - Present

Manage full-cycle onboarding, implementation, and retention for online education clients investing between $2,000 to $50,000; deliver remote consultative support via video, phone, and CRM touchpoints to drive solution adoption and satisfaction; support ongoing success through training, user enablement, and custom strategy development for account growth; maintain 85% conversion on inbound consultations and consistently meet monthly revenue goals.

HNW Client Service at Westin Vacations / Surfer Girl Co.

December 31, 2021 - October 26, 2025

Delivered premium customer service across luxury travel and retail spaces for domestic and international clientele; managed front-end experience, resolved service issues in real time, and developed ongoing customer loyalty; coordinated with cross-functional teams to ensure timely delivery of high-touch service offerings.