Vetted Customer Success Managers in California

Victor Perez

Screened ReferencesStrong rec.

Senior Customer Success leader specializing in PropTech and FinTech

San Francisco, CA10y exp

“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.”

Amanda Melendez

Screened

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

San Francisco, CA8y exp

“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%.”

“Enterprise Customer Success professional (Iron Mountain Services) who owns accounts end-to-end from onboarding through renewal, with a strong focus on driving adoption via success plans, stakeholder alignment, and integration unblocking across Product/Engineering/Sales. Also has adjacent martech/analytics exposure (Google Analytics, Search Console, SEO audit tools) and experience translating customer feedback and usage data into roadmap-impacting product requirements.”

“Customer Success professional with enterprise experience across Handshake and Xactly, specializing in rescuing at-risk implementations, driving adoption through employer branding/analytics, and coordinating complex stakeholder maps across technical teams and business owners. Has influenced product changes by aggregating high-ARR customer feedback and has supported time-sensitive sales compensation plan rollouts while integrations were in progress, reducing long-term reliance on professional services.”

Paul Jimenez

Screened

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

San Francisco, CA5y exp

“Customer Success Manager at an early-stage SaaS serving trade schools (cosmetology, welding, language, EMT), owning post-sales handoff through onboarding, adoption, and retention across 25 accounts. Built scalable onboarding motions (including a go-live validation process) that cut support volume ~30% and introduced CSAT surveying (>85% positive). Strong cross-functional operator on integrations (data imports/APIs/partners) and has closed at least one plan upgrade by tying additional modules (e.g., payment processing) to operational value.”