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“Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway.”

 
 

Home to me is:

Los Angeles / San Francisco

 

favorite tv show:

Money Heist / La Casa de Papel

 

2023 goal:

Write more about my career / travel experiences.

Avid SaaS revenue generator, traveler and tea enthusiast. 

Strong Customer Success background in early-stage B2B SaaS. Let’s talk book of business, revenue generation ($$$), upsells, and preventing churn.

Before CS, I worked in project management at a digital agency and managed Indiegogo Campaigns.

I enjoy sampling new cuisines, brewing loose leaf tea, and exploring the world. 

 

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Senior Customer Success Manager

Strategic Customer Success Manager

Investor

Program Manager

Indiegogo Campaign PM

Experience

 
 

2023: Senior CSM @ OneSchema

First Customer Success hire

 

2022: Investor @ Angel Squad

Investing with Hustle Fund at https://www.hustlefund.vc/angelsquad

 

2018: Strategic CSM @ Affinity

Develop strategies that encourage user retention and engagement; collaborate across internal teams to identify customer pain points, migrate data, prioritize product feedback, and develop content for onboarding best practices

Implement tailored customer success playbooks based on OKRs and facilitate conversations with key stakeholders in VC firms; identify and pursue upsell / expansion opportunities while managing a book of business

Consistently met or surpassed individual NRR & upsell goals for account renewals; Knowledge of VC workflows (Dealflow, LP Management, Portfolio Tracking) and familiarity with API / building out Zapier integrations for various tech stacks

 

2016: Program Manager @ Publicis Sapient

Managed digital transformation projects related to website redesign, mobile app development, and artificial intelligence.

Industries: Consumer Technology, Cruise Lines, Financial Services, Quick Service Restaurants, and Real Estate

Responsibilities Include:
• Project Scoping
• Project Planning & Scheduling
• Managing a Team (creative and tech) including offshore/international team members
• Staffing a Team & Setting expectations for an Agile workflow
• Organizing requirements
• Project Brief creation
• Client Communication
• Burn Reporting/Project hours tracking
• Project Budgeting
• QA/Proofing
• Knowledge of JIRA & Confluence

 

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Travel / Food Journies

 
 

fluent in:

English, Mandarin, Spanish

 

most memorable country of 2022

Brazil

 

future destinations

Japan

I’ve always enjoyed adventures of all sorts.

My passion activities are practicing foreign languages, finding the purest acai, and sampling various teas. Turns out you need to leave your home to do those things. So I did! What started out as 2-week vacations gradually turned into a digital/remote lifestyle.