Available to hire
I’m a dynamic and results-driven Customer Success and Account Management professional with 10+ years of experience in SaaS, fintech, and digital sales. I leverage AI-driven insights, CRM automation, and data analytics to optimize customer retention, accelerate pipeline growth, and deliver measurable revenue impact.
I build trusted client partnerships, drive user adoption, and align technology solutions with strategic business goals. I’m adept at managing the full customer lifecycle—from onboarding and engagement through expansion and renewal—while collaborating cross-functionally to improve outcomes.
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Language
English
Fluent
Work Experience
Customer Success Manager at Scanz Technologies (www.scanz.com)
January 1, 2023 - November 19, 2025Lead the execution of proactive customer success strategies focused on retention, engagement, and customer lifetime value. Collaborate with Sales, Product, and Marketing teams to optimize onboarding, product adoption, and satisfaction metrics. Develop creative customer communication workflows and AI-enhanced automation to streamline renewals and upsells. Identify churn risks early using data-driven insights and implement solutions to increase retention by 20%+. Manage influencer partnerships and affiliate channels to expand brand visibility and acquisition reach.
VIP Sales & Business Development at Ed Morse Automotive Group
January 1, 2023 - January 1, 2023Managed B2B and B2C and inbound sales cycles, building strong client rapport through consultative communication. Consistently exceeded monthly revenue goals by identifying high-value leads and leveraging CRM systems to manage the sales funnel. Delivered 150%+ quota attainment through outbound prospecting, digital engagement, and customer retention initiatives. Partnered with marketing and management to optimize customer engagement strategies and service follow-up processes.
Financial Equity Trader at Dimension Trading / Velez Capital
January 1, 2016 - January 1, 2016Managed short-term equity trades using technical and statistical analysis to achieve consistent profitability. Mentored traders and clients on strategy, risk management, and execution discipline. Developed proprietary trading frameworks and data models for improved decision-making accuracy. Demonstrated deep understanding of financial markets, behavioral patterns, and algorithmic trading strategies.
Founder & CEO at Speedy Email Marketing
January 1, 2010 - January 1, 2010Launched and operated a digital marketing agency focused on data-driven lead generation and client acquisition. Developed strategic partnerships, led marketing campaigns, and managed client portfolios exceeding 100 accounts. Directed brand management, financial planning, and operations while consistently exceeding profit targets.
Senior Account Manager at MRevolution.com
January 1, 2009 - January 1, 2009Applied outbound and consultative sales approaches to convert prospects into long-term clients. Managed over 60 key accounts, achieving 100–175% of sales goals by identifying opportunities and nurturing growth. Delivered exceptional service during onboarding and post-sale phases, ensuring satisfaction and retention. Partnered with cross-functional teams to build scalable advertising and marketing solutions for SMB clients.
Education
Associate Degree at Miami Dade College
January 11, 2030 - November 19, 2025Project Management Focus at Broward Community College
January 11, 2030 - November 19, 2025A+ Certification at Fast Train Computer School
January 11, 2030 - November 19, 2025Qualifications
HubSpot Customer Success Certification
January 1, 2024 - November 19, 2025Salesforce Fundamentals for Customer Success
January 1, 2024 - November 19, 2025AI in Business Strategy
January 1, 2024 - November 19, 2025Industry Experience
Software & Internet, Professional Services, Financial Services, Media & Entertainment, Education
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
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