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

fleetx.io

•	Designated as CS for 50+Account (Small, medium & large account)
•	Engaging with clients to address their needs and ensure good product adoption and cross-selling.
•	Manage end-to-end customer requirements, including onboarding, product training, customization, query resolution, subscription, renewal, etc.
•	Passionate about learning and committed to continual improvement.
•	Ensure billing (Invoice) and collection of the assigned accounts is under control.
•	Engaging with Operations, IoT, finance, Tech, Product, and Sales teams to resolve client requests and queries.

Skills: Account Management, Communication, Cross-functional Collaboration, Customer Relationship Management, Customer Success Metrics (CSAT, NPS, and Churn Rate), Product Training and Onboarding, Relationship Building

Senior Executive - Customer Success

Happay - Expense Management Solution for Businesses

• Maintaining strong relationships between existing clients as well as acquiring new clients.
• Working closely with staff across departments to implement growth strategies.
• Strengthened communication skills through regular interactions with others.
• Skilled at working independently and collaboratively in a team environment.
• Managed time efficiently in order to complete all tasks within deadlines.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.

Associate Growth and New Initiative

"🚀 Ambitious | Visionary | Problem Solver | Customer Success Expert | Transportation & Expense Management 🚢

Greetings! 
I'm Parag, a results-driven and disciplined professional with a passion for conquering challenges. I believe in personal growth as the ultimate competition and thrive on turning obstacles into stepping stones. 🌟

With 4.6 years as a Customer Success Executive in transportation management systems and expense processes, I've honed the art of understanding client needs and crafting tailored solutions. Managing over 50+ accounts, I've consistently ensured satisfaction and driven product adoption. 🌐

My expertise spans end-to-end customer management, seamless onboarding, dynamic training, and swift query resolution. I'm a strong collaborator, working cross-functionally to meet client requests. I take pride in nurturing relationships, acquiring new clients, and implementing innovative growth strategies. 📈

Analytical and solution-oriented, I'm dedicated to constant improvement and thrive in dynamic environments. I make the most of every moment, both personally and professionally. 

Open to challenges, I'm your go-to professional, day in and day out. ⏰

Let's connect and explore new horizons together! Feel free to reach out if you're interested in transportation, expense management, customer success, or simply sharing insights and ideas. 🌐✉️"

taplio

The Battle

Erika Villarreal

Parag Jain

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