Vetted Sales & Business Development Professionals in the Greater Philadelphia

Raymond Otero

Screened

Director of Customer Experience & Success specializing in regulated cloud and agentic AI transformation

Philadelphia, PA28y exp

“Founder of a self-funded side advisory (e-Regency Advisory Services LLC) focused on helping early- and growth-stage technology companies improve customer experience, modernize cloud platforms, and build customer success/operations strategies leveraging AI. Has worked closely with founders and startup leadership teams and has supported companies as they prepared for or pursued funding, bringing a pragmatic, operationally disciplined approach to validating and scaling new ideas.”

“Enterprise customer success / account leader with experience owning large accounts end-to-end (onboarding through renewal) and delivering strong outcomes (95% retention, >90% usage, 98% CSAT). Demonstrates strong executive stakeholder management and cross-functional leadership—running war rooms to unblock integrations quickly and influencing product roadmap based on aggregated enterprise feedback (30% reduction in customer issues). Also brings GTM/analytics and CRM reporting expertise to modernize attribution and forecasting workflows for global enterprise customers.”