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Vetted Sales & Business Development Professionals in the Bay Area

Pre-screened and vetted in the Bay Area.

SalesforceAccount ManagementCross-Functional CollaborationStakeholder ManagementCustomer SuccessCustomer Onboarding

Popular Titles

Customer Success Manager40+Account Executive20+Account Manager20+
RW

Ryan Wilson

Senior Customer Success & Account Manager specializing in enterprise SaaS and networking

Danville, CA24y exp
Seertech Solutions, Inc.University of Tennessee, Knoxville
Customer Success ManagementAccount ManagementEnterprise Account ManagementSaaSCustomer OnboardingCustomer Implementation+76
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DL

Daniel Liu

Senior Automotive Sales & Operations Leader specializing in dealership growth and consultative sales

Walnut Creek, CA20y exp
RivianCalifornia State University, East Bay
Account ManagementAccount GrowthAudit ProceduresAutomotive SalesAutomotive Aftermarket SalesBusiness Development+65
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JD

James Dickson

Senior Enterprise Customer Success Manager specializing in cybersecurity SaaS

San Francisco, CA5y exp
DarktraceUC Santa Cruz
Account ManagementAdoption ProgramsCold OutreachCommercial NegotiationCross-Functional CollaborationCustomer Engagement+26
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RA

Rocky Alsaifi

Senior Sales Development & Inside Sales professional specializing in B2B SaaS

San Francisco, CA8y exp
CloudflareCity College of San Francisco
Market ResearchLead QualificationProspectingSales Pipeline ManagementCold CallingEmail Outreach+33
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SL

SRI LAYA PENTAPALLI

Mid-level Customer Success Manager specializing in AI and healthcare data

San Francisco, CA6y exp
CareValidateUCLA
Account GrowthAccount ManagementAccount RenewalsAgileAIApollo+68
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XG

Xander Garovi

Senior Enterprise Customer Success Manager specializing in AI-enabled workflows

Palo Alto, CA7y exp
DataBookEmory University
Customer Success ManagementEnterprise Customer SuccessStrategic PartnershipsEnterprise RenewalsAccount ExpansionAdoption Strategy+39
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CL

Charles Lake

Mid-level FinTech Account Executive specializing in business lending

San Jose, CA8y exp
PayPalDuquesne University
AI-driven process optimizationAsset allocation analysisBudgetingBusiness lendingCapital solutionsClient relationship management+21
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VS

VRUNDA SANGHVI

Senior Product & Operations Analytics Leader specializing in enterprise SaaS

San Jose, CA9y exp
EYUniversity at Buffalo
Product OperationsProduct StrategyBusiness OperationsOperations AnalyticsProduct AnalyticsKPI Design+50
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PS

Pablo Santana

Senior Customer Success Manager specializing in Enterprise SaaS retention and AI enablement

San Francisco Bay Area, CA11y exp
Builder.ai
Account StrategyAccount AuditsAI Integration & OptimizationAPI Integration and SupportAsanaBI Dashboards+54
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VP

Victor Perez

Screened ReferencesStrong rec.

Senior Customer Success leader specializing in PropTech and FinTech

San Francisco, CA10y exp
RoofstockCalifornia State University, East Bay

“Customer Success / product-facing account owner in a property management/rent payments platform, managing enterprise onboarding, adoption, and subscription conversion. Strong track record using CSAT/NPS and direct customer feedback to influence roadmap (e.g., shipping UX fixes within a sprint and reducing closed accounts ~10%), plus experience implementing AI chatbot/agentic workflows to improve support and drive upsell into partner services like mortgages and insurance.”

Account PlanningAccounting Tool IntegrationsAI AdoptionBank IntegrationsBilingual Customer SupportClient Engagement Strategies+136
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DR

Diana Ramirez

Screened

Director of Customer Success specializing in enterprise SaaS implementations and AI platforms

San Francisco, CA25y exp
Rezolve.aiSan Diego State University

“Enterprise CSM/program lead specializing in AI-powered search and workflow automation, who owned an end-to-end generative AI chatbot rollout that replaced manual Excel-based RFP processes and achieved 4.5/5 CSAT. Leveraged outcomes to expand the account into two additional use cases (tripling ARR) and has a track record of influencing product priorities (UI personalization) and driving Voice AI expansions tied to operational support workflows.”

Program ManagementProject ManagementCustomer Success ManagementImplementation ManagementCustomer OnboardingCustomer Adoption+88
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AM

Amanda Melendez

Screened

Mid-level Customer Success Manager specializing in SaaS onboarding, adoption, and retention

San Francisco, CA8y exp
Together GroupsCalifornia State University, East Bay

“Customer Success/implementation leader with enterprise experience at ADP managing payroll tax compliance for major brands (e.g., McDonalds, Staples, Williams Sonoma) and coordinating closely with product/compliance/engineering to reduce errors and escalations. Also led cross-functional operational rollouts at Starbucks, improving customer satisfaction by 27%, and currently at Together Groups influencing product roadmap via therapist/participant feedback to lift onboarding engagement by 40%.”

Customer SuccessCustomer Lifecycle StrategyCustomer OnboardingPlaybook DevelopmentClient Relationship ManagementCustomer Adoption+48
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BK

Benjamin Kennedy

Screened

Senior Sales & Customer Success leader specializing in territory growth and data-driven GTM

San Francisco, CA6y exp
Clipboard HealthSanta Clara University

“Enterprise healthcare GTM/CS leader who owned large accounts end-to-end (sales through renewal), including scaling a hospital network rollout to 51 of 52 facilities in ~3 months. Built an automated customer-feedback and response system (“Schism”) using n8n + ChatGPT that cut CS workload by ~50% and informed product priorities, and has experience driving cross-functional EHR-related deployments and GTM analytics (Metabase/Snowflake/Firebase).”

Account ManagementSalesTerritory SalesTerritory ManagementCustomer Success ManagementSales Development+56
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CE

Chris Economou

Executive Sales & Asset Management Leader specializing in Commercial Real Estate

San Francisco, CA14y exp
ImmersionNortheastern University
Sales growthSales strategySales operationsHigh-volume salesOperational improvementsOperations management+31
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KK

Kia Kermani

Junior Account Executive specializing in SaaS new logo acquisition and pipeline generation

San Francisco, CA3y exp
LuminanceRoyal Holloway, University of London
Account ManagementAccount ExecutiveBusiness DevelopmentConsultative SellingCorporate FinanceCRM+42
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PE

Parsa Elahi

Senior Account Manager specializing in enterprise SaaS renewals and retention

San Francisco, CA9y exp
PaycomSan José State University
Account ManagementStrategic Account ManagementEnterprise SalesRenewals ManagementUpsellingCross-selling+19
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JR

Joseph Rabuco

Senior Customer Success Manager specializing in strategic account management and renewals

San Francisco, CA26y exp
BlendDenver Tech College
Strategic Account ManagementCustomer AdvocacyCustomer EngagementRevenue GrowthCustomer RetentionCustomer Success Metrics+46
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JB

Jose Bara

Senior Account Executive specializing in SaaS, cloud, and channel sales

San Francisco, CA13y exp
Revi
SalesforceMicrosoft OfficeZoomInfoLinkedIn Sales NavigatorOutreachMicrosoft Dynamics+38
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KG

Kriti Goyal

Junior Supply Chain & Sourcing Analyst specializing in supplier performance and cost modeling

Sunnyvale, CA2y exp
Plug and Play Tech CenterThunderbird School of Global Management
Operations executionGrowth executionProduct sourcing strategySourcingFull sourcing lifecycle managementVendor selection+60
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CN

Charlie Nguyen

Senior Customer Success Leader specializing in Enterprise SaaS and additive manufacturing

Redwood City, CA13y exp
CarbonSan Jose State University
Account ManagementAccount PlanningAdditive ManufacturingAxiomBusiness IntelligenceChurn Mitigation+54
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VS

Veronica Sanchez

Director-level Sales & Account Management leader specializing in FinTech and SaaS

San Francisco, CA10y exp
DespegarJorge Tadeo Lozano University
Account ManagementAccount PlanningAccount RetentionActivationAPI ConnectivityAirtable+38
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LG

Laura Gamble

Senior Customer Success & Account Management leader specializing in B2B SaaS growth

Alameda, California14y exp
Zenni OpticalBrandeis University
Microsoft OfficeConfluenceTableauMixpanelLookerGoogle Analytics+68
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AC

Ashley Carlisle

Mid-level Customer Success Manager specializing in AdTech and CTV

Redwood City, CA5y exp
Samsung
Customer SuccessCustomer RetentionAccount GrowthAccount ExpansionPre-SalesUpsell Strategy+45
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BM

Bhoutik Mehta

Senior Customer Success Manager specializing in Technical B2B SaaS

San Francisco Bay Area, CA7y exp
Nimble
A/B TestingAPI-First ArchitectureAPIsAWSAccount ManagementAI Agents+54
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