Sonia Serra
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Sonia Serra Email & Phone Number

Senior Customer Success Manager at Salsify at Salsify
Location: Lisbon, Portugal 12 work roles 1 school
1 work email found @pandadoc.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email s****@pandadoc.com
LinkedIn Profile matched
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Current company
Role
Senior Customer Success Manager at Salsify
Location
Lisbon, Portugal
Company size

Who is Sonia Serra? Overview

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Quick answer

Sonia Serra is listed as Senior Customer Success Manager at Salsify at Salsify, a with 426 employees, based in Lisbon, Portugal. AeroLeads shows a work email signal at pandadoc.com and a matched LinkedIn profile for Sonia Serra.

Sonia Serra previously worked as Senior Customer Success Manager at Salsify and Customer Success Manager at Pandadoc. Sonia Serra holds Licenciatura, Law from Universidade Internacional.

Company email context

Email format at Salsify

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{first}.{last}@pandadoc.com
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AeroLeads found 1 current-domain work email signal for Sonia Serra. Compare company email patterns before reaching out.

Profile bio

About Sonia Serra

-- Senior Customer Success Manager at Salsify since Marsh 2024-- Customer Success Manager at PandaDoc since April 2023-- Onboarding Customer Specialist at PandaDoc since 18th October 2021-- Business Development Manager for Managed Service since 02nd May 2021 until July 2021-- vPAM - Virtual Partner Account Manager for 2-Tier French partners since 02nd January 2018-- POM - Partner Operational Manager since the 28th November 2016-- COA – Customer Experience Advisor in Cisco System Portugal, since March 2013 until November 2016. Supporting French Sales Teams for Commercial Segment and Public Sector.-- CSRM - Customer Service Relationship Manager in Cisco System Portugal, since May 2008 until March 2013. Supporting AT&T and Vodafone companies in the EMEAR Region.-- FSRM - Field Sales Manager Relationship in Cisco System Portugal, since August 2007 to May 2008. -- Manager at “The Phone House” in the Contract Reconciliation Department, from May 2002 to July 2007. -- Senior Secretary in Altitude Software SA, Reach and Development Department(UR&D), from 2000 to 2002.

Listed skills include Unified Communications, Telecommunications, Cisco Technologies, Process Improvement, and 13 others.

Current workplace

Sonia Serra's current company

Company context helps verify the profile and gives searchers a useful next step.

Salsify
Salsify
Senior Customer Success Manager at Salsify
boston, massachusetts, united states
Website
Employees
426
AeroLeads page
12 roles

Sonia Serra work experience

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

Senior Customer Success Manager

Current
Mar 2024 - Present

Customer Success Manager

Lisbon, Portugal

Feb 2023 - Mar 2024

Customer Onboarding Specialist

Portugal

Oct 2021 - Feb 2023

Business Development Manager

May 2021 - Jul 2021

Virtual Partner Account Manager

Lisbon Area, Portugal

Jan 2018 - May 2021

Partner Operational Manager

Lisboa, Portugal

Aug 2017 - Apr 2018

Partner Operational Manager

Oeiras

Aug 2007 - Jun 2017

Customer Experience Advisor

Portugal

Experience Advisor for French Transformational and Major Accounts and Sales Team - Analysis & tracking of unbooked orders - Enable Stakeholder Productivity by advising on processes, policies and tools - Resolve Operational challenges - Drive timely transactions - Reference points to drive efficiency - Escalation resource for transactional issues - Drive cross-functional partnerships and increase operational effectiveness - Collaborative develop joint operations metrics and benchmark with peers - Operational Business Reviews/ Partner Metrics - Commit Management (Mth/ Qtr End Process) - Ensure on time delivery of time sensitive orders & interact with other members of the Customer Service team - Attend & contribute to sales commit calls (pro-active discussions & procurement planning of orders to be submitted) - Expedite escalations, lead times & re-commit management - Deal management, including: creating quotes, comparing competitors, checking contract details of Partners, re-opening deals, requesting approval for new standard & deviated deals - Order management & order cycle status - Education, engagement in deal set up, verification of customer details, etc - Escalate sales crediting issues to area specialist for resolution - Track pro-actively orders if they are assigned to correct Account Manager - Partner with field & customer to cancel direct orders & facilitate new order placement. Partnering with Cisco’s Global Contact Centre to insure appropriate processing (including cancellations & new order placement) - Escalation Management - Backlog management - Drive Self Sufficiency through training planning - Reporting - Translation Support

Mar 2013 - Apr 2017

Partner Experience Advisor For Vodafone Account In Europe

Lisbonne

Aug 2011 - Mar 2013

Customer Service Relationship Manager For At&T In Europe

Lisbon Area, Portugal

Aug 2008 - Aug 2011

Field Service Relationship Manager Supporting Sales Team In Sweden

Lisbon Area, Portugal

The role of the FSRM is related to his main responsibilities, such as Non-Standard Discounts, Booking holds, MFG and Logistics issues, Claiming Assurance, Forecast Management, Reports and any other activity that allows the Account Manager to proceed with his sale activity, fulfil is tasks and generate revenue to the company (RMA, Demo Loans, etc.). This role requires engagement, rehabilitee, confidence and relationship management to provide the necessary feed-back and anticipate all resolutions that are crucial for the AM´s role. Reports and constant communication (both verbal and written) are most important to keep people focus and consolidate information. Tracking and measure the work flow, provide a better understanding of all roles and allows an adequate contribution that characterizes the FSRM role. Creativity and Proactivity will help expectations and achieve better goals.

Aug 2007 - Aug 2008
Team & coworkers

Colleagues at Salsify

Other employees you can reach at salsify.com. View company contacts for 426 employees →

1 education record

Sonia Serra education

FAQ

Frequently asked questions about Sonia Serra

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

What company does Sonia Serra work for?

Sonia Serra works for Salsify.

What is Sonia Serra's role at Salsify?

Sonia Serra is listed as Senior Customer Success Manager at Salsify at Salsify.

What is Sonia Serra's email address?

AeroLeads has found 1 work email signal at @pandadoc.com for Sonia Serra at Salsify.

Where is Sonia Serra based?

Sonia Serra is based in Lisbon, Portugal while working with Salsify.

What companies has Sonia Serra worked for?

Sonia Serra has worked for Salsify, Pandadoc, Cisco, Cisco Systems, and The Phone House.

Who are Sonia Serra's colleagues at Salsify?

Sonia Serra's colleagues at Salsify include Henry Forman, Inês Martins, Dylan Endlich, Jack Yarrington, and Geri Jennings.

How can I contact Sonia Serra?

You can use AeroLeads to view verified contact signals for Sonia Serra at Salsify, including work email, phone, and LinkedIn data when available.

What schools did Sonia Serra attend?

Sonia Serra holds Licenciatura, Law from Universidade Internacional.

What skills is Sonia Serra known for?

Sonia Serra is listed with skills including Unified Communications, Telecommunications, Cisco Technologies, Process Improvement, Customer Service, Security, Cloud Computing, and Solution Selling.

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