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Carlos H. Email & Phone Number

Customer Success Manager at KnowBe4
Location: Dallas, Georgia, United States 8 work roles 1 school
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Current company
Role
Customer Success Manager
Location
Dallas, Georgia, United States

Who is Carlos H.? Overview

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Carlos H. is listed as Customer Success Manager at KnowBe4, based in Dallas, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Carlos H..

Carlos H. previously worked as Real Estate Agent at Better Homes And Gardens Real Estate Metro Brokers and Digital Sales Executive at Rentpath. Carlos H. holds Associate'S Degree, Engineering from Full Sail University.

Company email context

Email format at KnowBe4

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KnowBe4

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Profile bio

About Carlos H.

Dedicated Customer Success Manager fostering long-term relationships and maximizing client satisfaction in fast-paced SaaS environments. Proven track record in account management, adept at developing effective customer success strategies that enhance product adoption, increase retention, and promote upsell opportunities. Recognized for exceptional communication skills and the ability to collaborate with cross-functional teams to meet and exceed customer expectations. Analytical and detail-oriented, with a strong commitment to leveraging data-driven insights to drive business growth and build upon a culture of customer-centric excellence. With over 20 + years of experience overall

Current workplace

Carlos H.'s current company

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KnowBe4
Knowbe4
Customer Success Manager
Website
AeroLeads page
8 roles

Carlos H. work experience

A career timeline built from the work history available for this profile.

Customer Success Manager

Current

Clearwater, FL, US

  • Responsibilities
  • maximizing the use of our products, as well as delivering outcomes, results and value that exceed customer expectations
  • responsible for managing the onboarding of new customers, the renewal process and customer growth by providing pricing quotes for renewals, add-ons, and upsells and then successfully and efficiently closing those.
  • Forge relationships with new customers and understand their objectives
  • Develop a strategy and plan for achieving customer objectives with consultative approach
  • Manage the steps of the onboarding process with the customer including, but not limited to, account configuration, product and best practice training, initial end-user phishing and training campaigns, and other change.
Jan 2022 - Present

Real Estate Agent

Atlanta, Georgia, US

  • Assesses property conditions and assists prospective clients and buyers in navigating the complex property market.
  • Performs comparative market analysis to estimate the value of various properties of interest for clients.
  • Excels in client development, public relations, customer follow-up, and property management.
  • Advises and informs prospective clients on current market conditions, legal requirements, and the negotiationprocess of real estate transactions.

Digital Sales Executive

Atlanta, GA, US

-Set up and conduct sales/service meetings with the decision-makers across your business portfolio. ~15 weekly meetings ~10 (10 -15 min presentations) weekly- Develop and maintain close relations within an assigned territory - exceeding customer expectations.- Manage my sales pipeline and revenue forecast in Salesforce to ensure accurate recording.

Jun 2020 - Feb 2024

Commercial Account Manager

Richardson, Texas, US

  • Utilized effective sales techniques, including networking and “cold calling,” to develop new accounts for commercial maintenance, service, and replacement business
  • Monitor inbound channels (phone & email) and proactively respond to leads
  • Actively managed and maintained relationships with strategic commercial customers and supports ongoing relationships with clients
  • Utilizes assessment tools and other relevant systems and information to prepare proposals for commercial customer
  • Utilized proprietary software to document pertinent data on each customer's account and analyzes data to develop prospects for additional services
  • Developed and maintained positive customer relations and coordinated with team members to ensure requests and questions were handled appropriately
Jun 2019 - Jun 2020

Fulfillment Associate

Seattle, WA, US

Oct 2018 - May 2019

Sales Account Executive Ii

Atlanta, GA, US

  • Oversaw the supervision and development of a team of sales, merchandising personnel, and business relationships.
  • Exceeded the projected goal to achieve business growth by 5% by an additional 3%.
  • Maintained key customer relationships through effective time and resource management to exceed sales goals and increase profit opportunities.
  • Analyzed competitive performance by monitoring overall market conditions and account activity to enhance market position and anticipate consumer needs.
  • Secured ongoing collaboration with internal and external partners to ensure alignment with corporate goals.
  • Processed order information using Coca-Cola information systems to deliver data to customer, business partners, and company associates to communicate the demand for products and services.
May 2017 - May 2018

Sales Account Executive I - Small Store

Atlanta, GA, US

  • Built customer relationships while increasing business by selling and ordering products for a defined customer base.
  • Exceeded the projected goal to achieve business growth by 5% by an additional 2%.
  • Responded to business-related queries as the first point of contact for key partners.
  • Managed over 60 accounts while executing and closing all sales calls.
  • Created and maintained partnerships with customers, clients, and third-party service providers by establishing common goals, objectives, and performance target requirements.
  • Assisted in coordinating the logistics of market visits, operational planning, and project management.
Jun 2011 - Apr 2017

Lead Merchandiser

Atlanta, GA, US

  • Responsible for the selling, merchandising and inventory levels of appointed accounts.
  • Increased profits by 2% through effective sales training and troubleshooting profit loss areas.
  • Monitored and analyzed sales records and consumer purchasing trends.
  • Established strong vendor relationships to maintain and supported the business processes and goals.
  • Restructured company merchandising standards to increase customer traffic and product exposure.
Oct 2005 - Jun 2011
Team & coworkers

Colleagues at KnowBe4

Other employees you can reach at knowbe4.com. View company contacts →

1 education record

Carlos H. education

  • Full Sail University
    Full Sail University
    Engineering
FAQ

Frequently asked questions about Carlos H.

Quick answers generated from the profile data available on this page.

What company does Carlos H. work for?

Carlos H. works for KnowBe4.

What is Carlos H.'s role at KnowBe4?

Carlos H. is listed as Customer Success Manager at KnowBe4.

Where is Carlos H. based?

Carlos H. is based in Dallas, Georgia, United States while working with KnowBe4.

What companies has Carlos H. worked for?

Carlos H. has worked for Knowbe4, Better Homes And Gardens Real Estate Metro Brokers, Rentpath, Service Experts Heating & Air Conditioning, and Amazon.

Who are Carlos H.'s colleagues at KnowBe4?

Carlos H.'s colleagues at KnowBe4 include Grace Brennan, Billy Crowe, Brad Mcdonald, Carolina Borges, and Garrett Gilbert.

How can I contact Carlos H.?

You can use AeroLeads to view verified contact signals for Carlos H. at KnowBe4, including work email, phone, and LinkedIn data when available.

What schools did Carlos H. attend?

Carlos H. holds Associate'S Degree, Engineering from Full Sail University.

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