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Diana Ramirez

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

San Francisco, CADirector of Customer Success25 years experienceDirectorSaaSArtificial IntelligenceFinancial Services
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About

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.

Experience

Director of Customer SuccessRezolve.ai
Technology ManagerWells Fargo
Technical Project Manager V (Application QA Manager)Wells Fargo
Technical Project Manager IV (Digital Channel Team)Wells Fargo
Web Systems EngineerWells Fargo

Education

San Diego State Universitybachelor, Marketing

Key Strengths

  • Owned enterprise generative AI chatbot deployment from discovery through go-live and adoption reporting
  • Drove account expansion into 2 additional enterprise use cases, tripling ARR
  • Established measurable success metrics and outcomes (CSAT 4.5/5, usage/adoption trend tracking)
  • Strong cross-functional leadership to resolve technical blockers (ingestion + permissions/access control) while managing timeline expectations
  • Effective enterprise stakeholder alignment and conflict resolution via clear goal clarification and phased delivery planning
  • Influenced product roadmap by reframing customer pain points; led to UI improvements (personalized views, drag-and-drop columns, configurable columns)

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Contact

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Languages

English

Skills

Program ManagementProject ManagementCustomer Success ManagementImplementation ManagementCustomer OnboardingCustomer AdoptionCustomer RetentionAccount ManagementClient ManagementStakeholder ManagementRelationship ManagementEscalation ManagementCross-functional CollaborationProject DeliveryProject Team Management