Vetted Account Managers

“Enterprise Customer Success/implementation leader in fintech (Optimus) specializing in payment reconciliation platforms, complex integrations (API/SFTP), and data normalization across processors/banks/ERPs. Demonstrated measurable impact (60–70% reduction in manual reconciliation) and strong cross-functional/product influence, including roadmap improvements for exception management and successful land-and-expand into fee management.”

Diana Bacero

Screened

Executive Customer Success & Operations leader specializing in B2B SaaS (CPM/FP&A)

Arcadia, CA18y exp

“Customer lifecycle/CRM practitioner with experience at DripJobs and Solver, focused on onboarding, retention, and customer education. Drove a 51% churn reduction in 90 days by overhauling onboarding with pre-training automation (Close CRM) and CS playbooks, and boosted training sign-ups 37% by shifting existing-customer marketing into CS using Totango and industry-tailored messaging.”

Sean Berry

Screened

Senior Digital Marketing Manager specializing in paid media, SEM, and analytics

Richmond Hill, Canada10y exp

“Marketing/growth practitioner who acquires clients through in-person events and runs multi-channel GTM campaigns. Strong in performance marketing and SEO (including achieving #1 rankings) and in conversion optimization using Microsoft Clarity and Google Analytics to improve engagement and lead volume.”

Tameron Williams-Baker

Screened

Director-level Performance Marketing Leader specializing in paid media acquisition

Allen, TX6y exp

“Performance marketer with hands-on ownership of large paid media budgets, including a $1.5M+ real estate account across Google Ads and Meta. Stands out for tying ad performance to real business outcomes through offline conversion tracking and CRM integration, with reported wins including a 95% drop in lead cost and 16x lead growth.”

“Staffing/recruiting sales professional with a hands-on, full-cycle approach to winning and growing hiring-manager relationships. They described sourcing and closing new business such as Descor Builders through months of persistent outreach, then converting that into filled roles and repeat hiring demand; they also use tools like Sales Navigator, D&B Hoovers, and MEDDICC in their process.”

Ramnik Sekhon

Screened

Mid-level Customer Success & Implementation Strategist specializing in B2B SaaS onboarding

San Francisco, CA8y exp

“B2B SaaS Customer Success Manager based in the San Francisco Bay Area with 5–6 years of experience spanning big tech (Google) and startups. Has owned large enterprise portfolios (80+ accounts) and delivered strong outcomes including 110% NRR, 98% retention, and a 60% reduction in onboarding time by building scalable playbooks. Also brings martech/SEO analytics experience and hands-on technical problem solving (including Python scripting to unblock third-party API integrations).”