Customer Success Manager, Healthcare & Life Sciences
Current
Feb 2024 - Present
AeroLeads people directory · profile
Tanner Ortega Email & Phone Number
Team Leader | Customer Success | Healthcare & Life Sciences
at
Talkdesk
1 work email found
@isolvedhcm.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Team Leader | Customer Success | Healthcare & Life Sciences
Location
Salt Lake City, Utah, United States
Company size
Who is Tanner Ortega? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tanner Ortega is listed as Team Leader | Customer Success | Healthcare & Life Sciences at Talkdesk, a company with 501 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at isolvedhcm.com and a matched LinkedIn profile for Tanner Ortega.
Tanner Ortega previously worked as Customer Success Manager, Healthcare & Life Sciences at Talkdesk and Team Lead, Customer Success at Isolved. Tanner Ortega holds Bachelor Of Arts (B.A.), Business Administration, Marketing from Carroll College.
Company email context
Email format at Talkdesk
This section adds company-level context without repeating Tanner Ortega's masked contact details.
{first_initial}{last}@isolvedhcm.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tanner Ortega. Compare company email patterns before reaching out.
Profile bio
About Tanner Ortega
Dedicated and passionate customer success professional with over 9 years of account management / customer success experience, and 3 years of leadership experience that drives intentional focus on teams achieving desired outcomes. Consistent reputation for exceeding goals, creating a positive and collaborative working environment, all while striving for operational excellence. Knowledge in aspects of relationship building, including with key stake holders, and executive level contacts. Experience in creating teams and training programs from the ground up. A naturally curious mind who is always seeking feedback and looking for ways to improve.Core Competencies:- Client and revenue retention- Growth and expansion- Trusted advisor relationship- Strategic goal alignment- Product adoption- Cross-functional collaboration- Team ownership- Training and development- Operational excellence- Journey mapping- Forecasting- Pricing and renewal negotiations
Current workplace
Tanner Ortega's current company
Company context helps verify the profile and gives searchers a useful next step.
Talkdesk
5 roles
Tanner Ortega work experience
A career timeline built from the work history available for this profile.
Team Lead, Customer Success
Proven Responsibilities:- Accountable for the overall success of isolved’s customer success teams, specifically with net revenue retention, referrals, and references- Trained, developed, and monitored isolved’s customer success teams progress towards overarching goals set forth by isolved- Proactively leveraged data from ChurnZero (customer success.
Apr 2023 - Jan 2024
Strategic Customer Success Manager
Awards and Achievements:- Promoted to team lead in April 2023- 2022 weighted performance on goals for retention, references, and referrals - 152% - 2021 weighted performance on goals for retention, references, and referrals - 104% Proven Responsibilities:- Proved the ability to retain and grow a book of current clients by consistently exceeding referral.
Nov 2020 - Apr 2023
Territory Manager
Awards and Achievements:- President’s club qualifier (120+% year-to-date) - 2019- Ranked 1st on rocky mountain regional team in overall sales- Departing sales year-to-date percentage – 114%Proven Responsibilities:- Proved the ability to meet and exceed quota by consistently exceeding monthly and annual sample volume quotas set by Ethos Laboratories.
Sep 2018 - Oct 2020
Senior District Manager
Awards and Achievements:- Record holder at AdvancedMD for hitting monthly quota – 20 months in a row- President’s club qualifier (120+% year-to-date) – 2017- 100% club qualifier – 2016, 2017Other Positions Held:- Associate District Manager- District ManagerProven Responsibilities:- Proved the ability to meet and exceed quota by consistently exceeding.
Jun 2014 - Aug 2018
Team & coworkers
Colleagues at Talkdesk
Other employees you can reach at talkdesk.com. View company contacts for 501 employees →
RF
Ryan Ferguson
Colleague at Talkdesk
Salt Lake City, Utah, United States, United States
View →
SG
Shauna Geraghty, Psy.D.
Colleague at Talkdesk
San Francisco, California, United States, United States
View →
CC
Carlos Cano
Colleague at Talkdesk
Redwood City, California, United States, United States
View →
SW
Samantha Wagar
Colleague at Talkdesk
United States, United States
View →
SR
Sara Ribeiro
Colleague at Talkdesk
Lisbon Metropolitan Area, Portugal
View →
NH
Nathan Henry
Colleague at Talkdesk
Bentonville, Arkansas, United States, United States
View →
MR
Misha Ramirez
Colleague at Talkdesk
San Antonio, Texas, United States, United States
View →
OM
Oliver Murch
Colleague at Talkdesk
Austin, Texas Metropolitan Area, United States, United States
View →
SC
Sydney Carey
Colleague at Talkdesk
San Francisco Bay Area, United States, United States
View →
RA
Rita Alves
Colleague at Talkdesk
Porto, Porto, Portugal, Portugal
View →
Ryan Ferguson
Colleague at Talkdesk
Salt Lake City, Utah, United States, United States
View →
SG
Shauna Geraghty, Psy.D.
Colleague at Talkdesk
San Francisco, California, United States, United States
View →
CC
Carlos Cano
Colleague at Talkdesk
Redwood City, California, United States, United States
View →
SW
Samantha Wagar
Colleague at Talkdesk
United States, United States
View →
SR
Sara Ribeiro
Colleague at Talkdesk
Lisbon Metropolitan Area, Portugal
View →
NH
Nathan Henry
Colleague at Talkdesk
Bentonville, Arkansas, United States, United States
View →
MR
Misha Ramirez
Colleague at Talkdesk
San Antonio, Texas, United States, United States
View →
OM
Oliver Murch
Colleague at Talkdesk
Austin, Texas Metropolitan Area, United States, United States
View →
SC
Sydney Carey
Colleague at Talkdesk
San Francisco Bay Area, United States, United States
View →
RA
Rita Alves
Colleague at Talkdesk
Porto, Porto, Portugal, Portugal
View →
2 education records
Tanner Ortega education
Bachelor Of Arts (B.A.), Business Administration, Marketing
Carroll College
Bachelor Of Arts (B.A.), Accounting
Carroll College
FAQ
Frequently asked questions about Tanner Ortega
Quick answers generated from the profile data available on this page.
What company does Tanner Ortega work for?
Tanner Ortega works for Talkdesk.
What is Tanner Ortega's role at Talkdesk?
Tanner Ortega is listed as Team Leader | Customer Success | Healthcare & Life Sciences at Talkdesk.
What is Tanner Ortega's email address?
AeroLeads has found 1 work email signal at @isolvedhcm.com for Tanner Ortega at Talkdesk.
Where is Tanner Ortega based?
Tanner Ortega is based in Salt Lake City, Utah, United States while working with Talkdesk.
What companies has Tanner Ortega worked for?
Tanner Ortega has worked for Talkdesk, Isolved, Ethos Laboratories, and Advancedmd.
Who are Tanner Ortega's colleagues at Talkdesk?
Tanner Ortega's colleagues at Talkdesk include Ryan Ferguson, Shauna Geraghty, Psy.D., Carlos Cano, Samantha Wagar, and Sara Ribeiro.
How can I contact Tanner Ortega?
You can use AeroLeads to view verified contact signals for Tanner Ortega at Talkdesk, including work email, phone, and LinkedIn data when available.
What schools did Tanner Ortega attend?
Tanner Ortega holds Bachelor Of Arts (B.A.), Business Administration, Marketing from Carroll College.
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