Karen A L V A R E Z
Merida
Summary
Dynamic Customer Success Account Manager at TaxDome with a proven track record in client management and relationship building. Passionate about driving performance improvement and empowering clients to achieve their goals. Skilled in CRM proficiency, I effectively handle a portfolio of 113 accounts, ensuring high satisfaction and measurable results. Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Customer Success Account Manager
TaxDome
08.2024 - Current
- As a Customer Success Account Manager (CSAM) at TaxDome, I am dedicated to helping tax professionals and accounting firms streamline their workflow and achieve their business goals through innovative and user-friendly solutions. With a strong focus on client satisfaction, I partner closely with customers to ensure they are not only using the platform effectively but also realizing its full potential. I am passionate about empowering clients to streamline their operations, improve productivity, and achieve measurable results, all while fostering an environment of trust and collaboration. I handle a portfolio of 113 accounts.
Account Executive
TaxDome
11.2023 - 07.2024
- Respond to inbound leads promptly and engage with potential customers. Provide accurate and compelling information about TaxDome's products, features, and benefits. Build strong customer relationships and maintain ongoing communication with leads throughout the sales process. Collaborate with the marketing team to share insights from customer interactions and contribute to lead generation strategies. Utilize our CRM system to track and manage leads, opportunities, and customer interactions.
Account Manager
Global Fleet Management
02.2023 - 08.2023
- Managing a portfolio of clients. Be the “Go To” person and the main point of contact for all day-to-day questions. Identifying issues before they become and “issue”. Having a positive and “consider it done” attitude. Up-sell and cross-sell company products and services. Increase MMR. Reduce client’s churn.
Sales Development Team Lead
Global Fleet Management
03.2022 - 02.2023
- Identify new business opportunities via phone, email, and other media channels. Gather, record and update customer information in the client database. Maintain and follow-up system of contact for business prospects with CRM database. Identify and qualify customers pain points, decision-making process, and critical milestones. Managed, lead and mentored a team of 6 SDR and help them achieve their KPI’s.
Financial Service Rep
Brightspark by WorldStrides
09.2021 - 03.2022
- Ensure timely execution of group transactions requiring modifications to traveler attributes or trip price/costs. Coordinates with Finance to insure appropriate protocols are followed for all accounts requiring refunds, payments, and any account turned over to collections. Collaborates with Customer Support, Payments Desk, and Support teammates to ensure all group and traveler related financial transactions are executed in a timely and proper manner.
Program Advisor Team Lead
ISA by WorldStrides
01.2017 - 09.2021
- Established open and professional relationships with team members which helped resolve issues and conflicts quickly. Assisted co-trainer with new hire processing and existing training programs. Mentor, lead and motivate employees in reaching objectives aligned with company core values. Worked with clients to improve life choices and maximize the benefits of programs. Built strong relationships with customers through positive attitude and attentive response to help them enroll in their program.
Senior Customer Service Rep
Explorica by WorldStrides
12.2013 - 07.2015
- Managed individual participant accounts within policy and scope, balancing customer service and business considerations. Handled high call volumes, addressing inquiries on billing, trip details, and policies with professionalism and efficiency. Resolved customer issues promptly while upselling the Full Refund Program. Accurately recorded interactions in CRM, maintaining a QA score of 85% or higher through regular monitoring.
Front Desk Supervisor
Red Roof Inn
12.2006 - 03.2009
- Led front desk operations at Red Roof Inn, managing check-ins, financial transactions, and guest room issues. Acted as a translator for non-English speaking employees and received training for a General Manager position.
Education
BBA - Sales Management
Universidad Del Valle De México
Mérida, México´01.2022
Some College (No Degree) - English as second language
Montgomery College
MDSkills
- Customer success
- Fast learner
- Performance improvement
- Detail orientation
- Leadership skills
- Sales
- Customer relationship management (CRM)
- Client management
- CRM proficiency
- Relationship building
- Effective communication
- Employee evaluation
- Staff management
- Teamwork and collaboration
Certification
- Certified Customer Success Manager Level 1 by Success Coaching 2025
- Management Skills I UVM
- Business Accounting I UVM
- Graphic Design and Advertising 1999 - 2003
Languages
Spanish, English
Languages
Spanish
First Language
English
Proficient (C2)
C2
Accomplishments
Customer Success Account Manager, in the category "Customer Hero" for a major positive impact on customers
Timeline
Customer Success Account Manager
TaxDome
08.2024 - Current
Account Executive
TaxDome
11.2023 - 07.2024
Account Manager
Global Fleet Management
02.2023 - 08.2023
Sales Development Team Lead
Global Fleet Management
03.2022 - 02.2023
Financial Service Rep
Brightspark by WorldStrides
09.2021 - 03.2022
Program Advisor Team Lead
ISA by WorldStrides
01.2017 - 09.2021
Senior Customer Service Rep
Explorica by WorldStrides
12.2013 - 07.2015
Front Desk Supervisor
Red Roof Inn
12.2006 - 03.2009
BBA - Sales Management
Universidad Del Valle De México
Some College (No Degree) - English as second language
Montgomery College
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