Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Websites
References
Timeline
Generic

Adriana Olguín

Puerto Vallarta

Summary

Experienced Customer Success Manager specializing in post-sales client relationship management, customer retention, and revenue growth. Skilled in B2B SaaS, digital marketing, IT services, and consulting environments, with a proven record of driving platform adoption, onboarding efficiency, and strategic account management. Passionate about delivering measurable value and fostering long-term client partnerships.

Overview

5
5
years of professional experience

Work History

Customer Success Manager

HypeAuditor
Indianapolis
01.2024 - Current

Partner with brands and marketing agencies across LATAM, the U.S., and Canada, to maximize the value of HypeAuditor’s platform. Manage 140+ accounts across Enterprise, SMB, and Niche segments, representing $1.19M in LTV / $60K MRR, ensuring adoption, retention, and measurable business growth.

Key Achievements:

  • Increased customer retention by 20% through structured onboarding, proactive check-ins, and health score monitoring.
  • Boosted platform usage by 35% in key accounts via personalized training and use-case alignment.
  • Influenced three major product updates by systematically relaying client feedback to Product and Support teams.
  • Achieved $63K in renewals (46% of $138K target) and supported $577K in new deals.
  • Delivered 40+ QBRs, guiding clients to optimize strategies and maximize ROI.
  • Drove advocacy through 12 online reviews and 6 case studies showcasing client success.
  • Improved customer health and loyalty, attaining multiple NPS Promoter scores (9–10).
  • Implemented process improvements that increased onboarding efficiency and boosted product adoption by 15%.

Responsibilities:

  • Client Strategy & Onboarding: Develop tailored strategies aligned with client goals, driving successful onboarding and adoption of HypeAuditor tools.
  • Client Health Monitoring: Proactively monitor account health and usage, addressing issues before they impact outcomes.
  • Lifecycle Management: Manage client lifecycles, including renewals, upgrades, and offboarding, focusing on long-term success.
  • Cross-Functional Collaboration: Facilitate communication between clients and internal teams (Product, Tech, Sales) to align priorities and resolve challenges efficiently.
  • Client Support & Feedback: Provide responsive support and act on feedback to continuously enhance the client experience.
  • CRM Management: Maintain detailed records of all client interactions using HubSpot to ensure transparency and process optimization.

Customer Success Manager

Compose.ly
Seattle
07.2022 - 09.2023

As the first Marketplace Customer Success Manager, blended sales and relationship management to ensure the content platform aligned with organizational goals and customer needs, while optimizing for SEO and user experience.

Key Achievements:

  • Increased customer retention rate by 15% through proactive outreach and strategic account management.
  • Successfully onboarded 50+ clients, ensuring smooth adoption and satisfaction.
  • Managed a portfolio of 30+ VIP accounts, consistently exceeding revenue targets.
  • Implemented and led 157 projects for a VIP client, generating $25K in revenue.
  • Initiated the staff augmentation service strategy to expand offerings and drive client success.

Responsibilities:

  • Client Onboarding & Support: Assist customers with platform setup and navigation, ensuring adoption and success.
  • Product Knowledge: Maintain deep understanding of the platform to provide expert guidance.
  • Account Management: Manage client accounts, including retention, upselling, and cross-selling opportunities.
  • Customer Feedback Analysis: Collect and analyze client feedback to improve the platform and customer experience.
  • Client Relationship Management: Build and maintain strong, long-term relationships with clients.
  • Problem-Solving & Critical Thinking: Address client challenges with strategic solutions.
  • Cross-Functional Collaboration: Work closely with internal teams to align priorities and resolve issues.
  • Sales Sequences: Create inbound (IB) and outbound (OB) sales sequences to drive growth.

SDR Team Lead

Move Ventures
Guadalajara
01.2022 - 06.2022

Led and mentored a team of 2 SDRs, developing and implementing strategies to generate and qualify leads, train and coach team members, and drive revenue growth.

Key Achievements:

  • Consistently exceeded monthly and quarterly lead generation quotas by 15%.
  • Developed and implemented outbound lead generation strategies, including cold calling, email campaigns, and social media outreach.
  • Collaborated with the sales team to qualify leads and pass high-potential opportunities for further nurturing.
  • Maintained accurate and up-to-date lead interactions and progress records in Salesforce CRM.
  • Acted as a subject matter expert and resource for the SDR team, sharing best practices and strategies for success.
  • Consistently hit targets and booked 59 qualified meetings in 5 months.

Responsibilities:

  • Team Leadership: Lead, mentor, and coach SDR team members to maximize performance.
  • Strategy Development: Create and implement lead generation strategies aligned with revenue goals.
  • Training & Development: Conduct ongoing training and skill-building sessions for SDRs.
  • Lead Qualification: Evaluate and prioritize inbound and outbound leads for sales opportunities.
  • Sales Tools & Technology: Utilize CRM and sales tools to track performance and optimize processes.
  • Collaboration: Work closely with sales and marketing teams to ensure smooth handoffs and coordinated strategies.
  • Customer Feedback: Gather and share client insights to refine outreach strategies.

Senior SDR

Move Ventures
Guadalajara
07.2021 - 12.2021

Generated and qualified leads for the sales team, acting as the first point of contact with potential customers. Initiated conversations, identified prospects interested in services, and built a strong sales pipeline to drive revenue growth.

Key Achievements:

  • Consistently exceeded monthly targets by 15% through strategic prospecting.
  • Developed and maintained a robust pipeline of qualified leads, contributing to a 25% increase in sales revenue.
  • Collaborated with the sales team to nurture leads and transition them into successful sales opportunities.

Responsibilities:

  • Database Management: Maintain accurate records of leads, interactions, and progress in CRM.
  • Lead Qualification & Generation: Identify, prioritize, and qualify inbound and outbound leads.
  • Sales Collaboration: Work closely with sales teams to optimize lead handoffs and opportunities.
  • Communication: Initiate and maintain contact with prospects through multiple channels.
  • Sales Tools & Technology: Utilize CRM and sales tools to track and manage leads effectively.
  • Performance Metrics: Monitor and analyze performance to optimize prospecting strategies.

SDR

CloudTask
Miami
10.2020 - 07.2021

Utilized strong communication and prospecting skills to generate and qualify leads, initiate conversations with prospects, and build a strong sales pipeline to drive revenue growth.

Key Achievements:

  • Achieved 30% pipeline growth through consistent prospecting and engagement.
  • Scheduled 10–15 qualified meetings per month, maintaining a strong sales cadence.
  • Maintained a 20% conversion rate from lead to opportunity, contributing to revenue growth.

Responsibilities:

  • Lead Qualification & Prospecting: Identify and qualify sales opportunities through outbound outreach.
  • Appointment Setting: Schedule meetings with qualified prospects to support sales pipeline.
  • Customer Interaction Management: Maintain consistent communication with prospects and clients.
  • Pipeline Management: Track and maintain an active sales pipeline to ensure sustained growth.
  • Collaboration: Work closely with internal teams to align on strategy, messaging, and priorities.

Education

Cold Calling Bootcamp -

SIA
11.2025

Cold email Bootcamp -

SIA
11.2025

LinkedIn Social Selling -

SIA
07.2025

Content Marketing -

HubSpot
08.2024

SEO Certifed -

HubSpot
08.2023

Sales Software -

HubSpot
08.2023

Business Administration - Guadalajara

Universida Autonoma de Guadalajara
Guadalajara
01.2008

Skills

  • Problem solving
  • Communication and active listening
  • Customer service
  • Customer relationship management
  • Data analysis and customer health monitoring
  • Hubspot
  • Intercom
  • Slack
  • ChatGPT
  • Google suite

Languages

Spanish
First Language
English
Advanced (C1)
C1

Hobbies and Interests

  • Traveling
  • Cooking
  • Exercising

References

References available upon request.

Timeline

Customer Success Manager

HypeAuditor
01.2024 - Current

Customer Success Manager

Compose.ly
07.2022 - 09.2023

SDR Team Lead

Move Ventures
01.2022 - 06.2022

Senior SDR

Move Ventures
07.2021 - 12.2021

SDR

CloudTask
10.2020 - 07.2021

Cold Calling Bootcamp -

SIA

Cold email Bootcamp -

SIA

LinkedIn Social Selling -

SIA

Content Marketing -

HubSpot

SEO Certifed -

HubSpot

Sales Software -

HubSpot

Business Administration - Guadalajara

Universida Autonoma de Guadalajara
Adriana Olguín