Juan Carlos Hevia
Summary
Client success professional with strong history in managing and nurturing client relationships. Known for delivering impactful solutions that improve client satisfaction and retention rates. Highly collaborative team player focused on achieving results and adapting to changing client needs. Expertise in account management and customer service.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Client Success Manager
Nasdaq
06.2023 - 05.2024
- Managed a diverse portfolio of accounts, ensuring consistent communication and personalized support.
- Developed comprehensive account plans outlining growth opportunities, risks, and mitigating actions for each assigned account.
- Identified upsell opportunities by conducting thorough account reviews and presenting relevant solutions.
- Established lasting partnerships with key stakeholders within each client organization to foster long-term success.
- Collaborated with cross-functional teams to address client concerns and resolve complex issues in a timely manner.
Regional Account Manager
Yellow.AI
05.2022 - 06.2023
- Established strong client relationships through regular communication, attentive service, and prompt issue resolution.
- Achieved regional sales targets by developing strategic plans and executing effective account management practices.
- Conducted comprehensive market analysis to identify trends, competitor activities, and potential areas of improvement.
- Delivered engaging presentations showcasing product offerings tailored to individual client needs, ultimately driving sales growth.
- Increased revenue by identifying growth opportunities within existing accounts and cross-selling additional products or services.
- Developed robust sales pipelines by networking at industry events, actively pursuing leads, and nurturing professional connections.
Customer Success Account Manager
Adereso
04.2021 - 04.2022
- Managed client accounts to ensure satisfaction and foster long-term relationships.
- Enhanced client retention by addressing concerns and providing tailored solutions.
- Coordinated with internal teams to deliver seamless service and meet client expectations.
- Improved customer communication by acting as primary point of contact for account queries.
- Developed strategic account plans to drive revenue growth and client success.
- Negotiated contract renewals with clients to ensure mutually beneficial terms.
- Identified upselling opportunities to drive additional revenue from existing accounts.
Education
Bachelor of Administration - Business Administration
Universidad Marista De Queretaro
07-2018
Skills
- Relationship management
- Client education
- CRM software
- Client onboarding
- Customer advocacy
- Strategic communications
- Strategic planning
- Customer retention
- Sales proficiency
- Sales management
- Customer account management
- Revenue growth
Certification
- Certified Customer Success Manager (CCSM)
Languages
Spanish
English
Timeline
Senior Client Success Manager
Nasdaq
06.2023 - 05.2024
Regional Account Manager
Yellow.AI
05.2022 - 06.2023
Customer Success Account Manager
Adereso
04.2021 - 04.2022
Bachelor of Administration - Business Administration
Universidad Marista De Queretaro
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