Eptura

Strategic, Customer Success Manager

Principal Customer Success Manager

Senior Customer Success Manager 

SmartMoving Software

SmartMoving is the only software tool your moving company needs. Whether you’re a one man operation or you have franchises across the country, maximize your sales, marketing, operations, and profits with the one software tool that makes every part of your company achieve its potential.

Customer Success Manager

ePesos

Co-founder & Manager, Customer Success

Co-founder & Manager, Business Development

QUANTUM CAPITAL

Manager, Central Mexico Operations

Strategic Planner

Customer Success addict | Customer obsessed | CS Ops | Data lover | Top 100 Strategist @ Eptura

I did not choose Customer Success. Customer Success chose me.

In 2020, I took a step back from my leadership role to go all in on Customer Success. I believe the best Customer Success leaders are those who have walked the path, understand the role inside and out, and know what it takes to drive results. This is the journey I’m on, building expertise and laying the foundation for impactful leadership in the future.

In just four years, I’ve grown from an entry-level CSM to a Strategic CSM. Along the way, I discovered a deep passion for empowering other CS professionals to thrive in their roles. Through my newsletter and the two guides I’ve written—Onboard Yourself and Raising the Bar—I share actionable insights and strategies to help others navigate the complexities of this role.

As a Strategic CSM, I’m focused on helping global enterprise organizations achieve their goals by leveraging data-driven strategies and tailored solutions for their specific needs. Whether it’s fostering collaborative cultures, driving change and adoption of innovative tools, or solving complex business challenges, I thrive on guiding customers toward measurable results.

I’m a process addict with an engineering background, driven by curiosity and data. Numbers tell stories, and I love unraveling them to identify opportunities for expansion and growth. I believe in the power of people and data—track the right metrics, and improvement will follow.

Customer Success is where I’ve found my true passion—helping customers achieve their desired outcomes and seeing their growth is incredibly rewarding. I believe CS is the catalyst for any company's growth, and when done right, it unlocks new revenue streams, enhances product adoption, and creates long-term partnerships.

Every conversation is an opportunity to learn, problem-solve, and deliver results that matter.

When I’m not creating Success Plans or building executive relationships, I’m traveling. I’ve visited over 20 countries and am always planning my next adventure. My favorite country so far? Japan, hands down.

Erika Villarreal

Mike Cardona

Hidden Levers AI

Empowering creative solopreneurs to save time and money by optimizing and streamlining their operations for maximum efficiency.

Digital Architect | Automation Alchemist | Writer

CS Insider

Help build our automation infrastructure, systems and processes, and work alongside Brandon Cestrone to create a community-driven newsletter for Customer Success professionals all around the globe. 

Key Contributions
• Overhauled website, implemented. SEO data, Google Analytics, Email Marketing and automation campaigns. Manage initiative had held full redesign of the website with findings from customer segmentation and competitive research.

Business Operations | Digital Marketing Manager

Technically

Growth and Operations

Technically breaks down software engineering in simple language so you can impress your boss. Join 40K+ people getting more technical.

Growth and Operations

Digital Ops | Automation Alchemist

Online Elite Goods

Founder

Shane Co.

Collaborated closely with management and team members to enhance sales and customer support experiences while assisting in the onboarding of over 8 employees.

Key Contributions
• Played a crucial role in designing streamlined workflows, resulting in a 17% increase in customer feedback.
• Delivered exceptional performance, generating $1.7M in sales and earning the Salesperson of the Year award in 2016, followed by a promotion from Sales Representative to Client Account Manager.

Sales Support Representative | Client Account Manager

Central Payment

Addressed 60+ tech support calls and resolved 40+ support tickets daily, providing comprehensive assistance to a diverse clientele.

Key Contributions
• Surpassed monthly target by 155%, ranking in the top 2 among 15 team members for new account activations.
• Enhanced productivity by 22% and elevated customer satisfaction scores to 100% in under eight months through the development and implementation of innovative systems.

Technical Support Specialist

Optum

• Devised a system that lowered ACH by 30%, ranking 1st among 18 team members for relevant call metrics.
• Handled 60+ customer support calls daily, addressed inquiries via email and phone, resolved billing issues, and delivered consistent customer resolutions.
• Continually ranked within the top three on the team for customer satisfaction, thanks to outstanding problem-solving skills and exceptional customer service.

Customer Support | Intake Coordinator

Helping busy solo entrepreneurs save 30+ hours per month | Automate the tasks you hate, so you can spend more time doing what you love | Automation Alchemist 🧪

Are you working around the clock to keep your business afloat? From marketing to writing, accounting to customer service, you're juggling it all. It's exhausting.

You're not alone. This is a common struggle for solo-entrepreneurs and digital creators. The demands of your business often sideline the need for strategic focus and direction, leading to a vicious cycle of low-value tasks.

Don't blame yourself. When you're in the thick of running a business, finding time for growth planning can feel like a luxury. But what if it didn't have to be?

Imagine having:

• Simple but powerful automations.
• Streamlined workflows and systems.
• Time dedicated to strategic growth planning.

This is the promise of Hidden Levers. As a fellow solopreneur, I've walked in your shoes. Nine years ago, I was where you are now.

Today, I'm on a mission to help creative solopreneurs like you:

• Grow a profitable business without burning out.
• Do the work you love and enjoy.
• Achieve time-freedom.

Every Tuesday, I share actionable frameworks, resources, and tips that leverage AI/Tech tools so you can reclaim your time and do the work you enjoy—all in five minutes or less.

Ready to redefine your solopreneur journey? Click here: https://bit.ly/3PhJ8Vi

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Follow me as well for content on:

• AI
• Zapier
• Airtable
• Systems
• No-Code
• Automation
• Solopreneurship

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Erika Villarreal

Mike Cardona

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