Wilfredo E.

Hi! I’m Wilfredo, a Customer Success Manager with over 6 years of hands-on experience helping global companies build meaningful relationships, grow revenue, and retain customers through high-impact, customer-centric strategies. I’ve worked with fast-paced SaaS companies, financial services, marketing agencies, and e-commerce businesses, managing portfolios of up to 1,500 accounts globally. I specialize in onboarding, retention, upselling, renewals, and being the voice of the customer across cross-functional teams. 🔹 What I bring to the table: ✅ 95%+ Net Revenue Retention (NRR) | 100% CSAT in current SaaS role ✅ Expert in Customer Journey Mapping, QBRs, and Strategic Upselling ✅ CRM Power User: HubSpot, Salesforce, Notion, Intercom, and more ✅ Fluent in English & Spanish | Culturally adept in global client relations ✅ Experience across diverse industries: SaaS, fintech, CPA firms, and more. I’m not just here to manage clients; I build trust, solve problems before they escalate, and uncover opportunities that drive real growth. Whether it’s building scalable onboarding systems, optimizing success playbooks, or leading key accounts, I’m the partner your clients won’t want to leave. 💬 Let's work together if you need: A proactive CSM or Account Manager to handle your B2B clients A strategic thinker who sees both customer needs and business goals Someone who takes ownership, works independently, and delivers consistently A warm, professional communicator who thrives in remote teams Thanks for checking out my profile. I’d love to learn about your project and explore how I can help your business grow through world-class customer experience.