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Raymond Otero - Director, Global Customer Experience – Strategic Programs in Philadelphia, PA

Raymond Otero

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

MicrosoftCapella UniversityPhiladelphia, PA28 Years ExperienceDirector Level

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About

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.

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Key Strengths

  • Advised early-stage and growth-stage tech companies on CX, cloud modernization, AI adoption, and customer success
  • Hands-on experience supporting startups through early growth stages including preparing for or pursuing funding
  • Disciplined, pragmatic approach to idea evaluation (pain-point focus, timing, enabling technology, guerrilla testing)
  • Experience building and operating a self-funded advisory LLC with recurring month-to-month client engagements

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Experience

Director, Global Customer Experience – Strategic ProgramsMicrosoft Corporation · Jan 2024 – Present
Senior Principal, Customer Success DirectorMicrosoft Corporation · Jan 2021 – Jan 2024
Global Customer Solutions Senior Manager – Financial Services IndustryAmazon Web Services (AWS) · Jan 2018 – Jan 2021
Vice President, Cloud & Emerging TechnologiesComport Consulting Solutions · Jan 2017 – Jan 2018
Senior Manager, End-User Computing & InfrastructureAnexinet Corporation / Verinext · Jan 2013 – Jan 2017

Education

Capella Universitymaster, Information Technology
University of Phoenixbachelor, Information Technology
Community College of the Air Forceassociate, General Studies

Awards

  • Finalist – Global CS Leader of the Year (2024)
  • Customer Success Leader to Watch (2025)
  • Microsoft Worldwide CS Leadership Team – Customer Success Account Management Innovate Leader
  • AWS Global Financial Services Customer Obsession Award
  • U.S. Air Force Achievement Medal
  • National Defense Service Medal
  • USAF Outstanding Unit Award (3x)
  • Operation Enduring Freedom Veteran (Global War on Terrorism)

Skills

Languages

English

Certifications

Cornell University – Master Certificates, Executive Leadership & Financial Management

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Connect with Raymond

Raymond already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

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