Evan Epstein

Evan Epstein Email and Phone Number

Customer Success Leader at Workday
Evan Epstein's Location
San Francisco Bay Area, United States, United States
About Evan Epstein

I am a seasoned customer success professional, experienced in implementing SAAS technology solutions, building long-term client relationships and driving success for businesses through a customer-centric approach. I am responsible for the account stewardship and operational leadership of highly strategic customer relationships. I have significant experience focusing on delivering client outcomes and improving client experiences throughout the customer journey, from implementation and adoption to expansion and advocacy. Through proven leadership and technical capabilities adept at managing multi-million dollar revenue streams, I work to cultivate my client base, and manage multi-disciplinary projects while navigating complex challenges. I help drive business direction for billion dollar firms, through the implementation of innovative technologies.Specialties: Customer success, account management, program and project management, digital marketing solutions, software/saas sales, start-ups, system integrations, team growth, CRM, leadership, estimating and planning, issue and risk management, functional test planning and execution

Evan Epstein's Current Company Details

Customer Success Leader at Workday
Evan Epstein Work Experience Details
  • Workday
    Manager, Customer Success
    Workday Aug 2022 - Jul 2024
    Pleasanton, California, Us
  • Workday
    Senior Principal Customer Success Manager - Large Enterprise
    Workday May 2022 - Aug 2022
    Pleasanton, California, Us
  • Workday
    Principal Customer Success Manager - Large Enterprise
    Workday Feb 2019 - Apr 2022
    Pleasanton, California, Us
  • Kahuna
    Director Of Customer Success
    Kahuna Apr 2018 - Feb 2019
    Redwood City, Ca, Us
    Recruited, mentored, and coached CS team, fostering collaboration within the group to create a customer-centric culture. I developed standardized success plan templates to leverage and demonstrate customer ROI and establish relationships with key clients at all levels, from end-user to C-level boosting client case studies 3X in a period of 9 months. I Oversaw the technical support team, tracking key support metrics in zendesk, resulting in 97% satisfaction in CSAT scores. I also advocated on behalf of customer executives to ensure feedback was clearly captured in JIRA to drive the product roadmap.
  • Selligent Marketing Cloud
    Senior Customer Success Manager
    Selligent Marketing Cloud Jan 2015 - Apr 2018
    Nashville, Tennessee, Us
    Main point of contact throughout customer lifecycle for a set of enterprise clients to ensure that they are 100% satisfied and fully understand how Selligent's unique product technology and services can benefit their business. In doing so, I identify growth opportunities within my client base where I work with them to understand their unique business needs in order to achieve their business and marketing goals. I build and maintain strong customer relationships across my client base managing client renewals and upsell opportunities. I provide critical product knowledge to help streamline deployment and improve operations of my clients’ onboarding. I facilitate and partner with client-facing teams to tackle complex architecture projects and direct major transformation initiatives. With a clear vision and a tailored success plan custom to the client, I cultivate and foster a successful program that drives results, revenue, and ROI.
  • Selligent Marketing Cloud
    Strategic Account Manager
    Selligent Marketing Cloud Oct 2012 - Jan 2015
    Nashville, Tennessee, Us
    Ownership of key enterprise customer accounts as a business and technical advisor driving customer success. Working closely with the product and engineering team, I help to define the product vision and ensure the customer requirements and satisfaction goals are met. In my role, I ensure customer escalations are tracked, communicated, and resolved. Additionally, I establish and enhance work flows, best practices and standards to ensure excellent customer experience.
  • Accenture
    Systems Integration Consultant
    Accenture Jul 2008 - Oct 2012
    Dublin 2, Ie
    Aligned to the Systems Integration and Technology practice, and a focus on Communications, Media, and High Tech clients.Responsible for delivering large-scale, complex programs that marry processes with solution development and technology to enable clients to transform the way they do business. I helped businesses define their needs and then design and implement adaptable yet predictable and easy-to-maintain solutions that support their strategic business imperatives. I Facilitated weekly “C” Level and project functional manager meetings to drive business direction and provide visibility for the project delivered timelines. I Drove PMO methodology projects, issue and risk management, reporting dashboard and predictive analytics.
  • Cisco Systems
    New Product Introduction Engineering Intern
    Cisco Systems Jun 2007 - Sep 2007
    San Jose, Ca, Us
    Defined and Implemented design for manufacturability on various new access points, mitigating technical risks and driving cost avoidance. This included first article testing of prototypes and tooling qualifications for contract manufacturers. Drove value engineering projects resulting in a 90% cost reduction on product accessory kits. Communicated DFM issues by interfacing between suppliers, NPI, and the design engineers. Evaluated and assessed different resin opportunities and provided cost savings potential of $300,000/yr.
  • Infogenesis
    Software Test Engineer
    Infogenesis Jun 2005 - Sep 2006
    Us
    Created, implemented and analyzed testing procedures and methodologies for interfaces, data integrity, high volume and stress testing. Certified terminals, interface servers, and other hardware. Performed system integration testing to ensure compatibility among all software and hardware components

Evan Epstein Skills

Customer Relationship Management Software As A Service Program Management Integration Analytics Crm Email Marketing Business Process Improvement Business Process Project Management Product Development Testing Software Documentation Microsoft Office Business Intelligence Client Services Account Management Product Management Software Project Management Solution Selling Html Css Javascript Sql Ms Project It Strategy Change Management Data Analysis Financial Analysis Lean Manufacturing Operations Management Risk Management Supply Chain Statistics Agile Supply Chain Management Business Analysis Requirements Analysis Business Process Design Pmo Team Leadership Process Improvement Computer Network Operations Virtualization Customer Retention Enterprise Technology Sales

Evan Epstein Education Details

  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Business Administration
  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Industrial Engineering
  • Uc Santa Barbara
    Uc Santa Barbara
    Mechanical Engineering

Frequently Asked Questions about Evan Epstein

What is Evan Epstein's role at the current company?

Evan Epstein's current role is Customer Success Leader at Workday.

What is Evan Epstein's email address?

Evan Epstein's email address is ej****@****ail.com

What is Evan Epstein's direct phone number?

Evan Epstein's direct phone number is +161791*****

What schools did Evan Epstein attend?

Evan Epstein attended California Polytechnic State University-San Luis Obispo, California Polytechnic State University-San Luis Obispo, Uc Santa Barbara.

What skills is Evan Epstein known for?

Evan Epstein has skills like Customer Relationship Management, Software As A Service, Program Management, Integration, Analytics, Crm, Email Marketing, Business Process Improvement, Business Process, Project Management, Product Development, Testing.

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