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Yoalis K. Email & Phone Number

Customer Success | Enterprise Account Management with a Tech-touch at Quantum Metric
Location: United States 8 work roles 1 school
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Role
Customer Success | Enterprise Account Management with a Tech-touch
Location
United States
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Yoalis K. is listed as Customer Success | Enterprise Account Management with a Tech-touch at Quantum Metric, a with 190 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Yoalis K..

Yoalis K. previously worked as Account Manager - Customer Success at Quantum Metric and Customer Success, Growth Accounts at Mezmo. Yoalis K. holds Ba / Bs -Contract Major, Marketing/Graphic Design/Info Systems from Ramapo College Of New Jersey.

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Quantum Metric

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About Yoalis K.

I am an experienced customer success manager with over 10 years of experience in SaaS, compliance, and financial services. I am passionate about building and maintaining long-term relationships with clients, delivering value-added solutions, and driving revenue and retention growth.In my most recent role at Mezmo, I managed 29 accounts across high-touch and low-touch segments, implementing cross-functional efficiencies and identifying and addressing key gaps. I collaborated closely with sales and product leadership, designed an internal shared site, and reduced customer churn by 30%. I also directed and tracked the full customer lifecycle programs using agile project management methodologies, and increased overall account retention by 40%. I am currently seeking new opportunities to join a dynamic and innovative organization that values customer-centricity, collaboration, and continuous improvement.

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Quantum Metric
Quantum Metric
Customer Success | Enterprise Account Management with a Tech-touch
colorado springs, colorado, united states
Employees
190
AeroLeads page
8 roles

Yoalis K. work experience

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Account Manager - Customer Success

Current

Miami, Florida, United States

May 2024 - Present

Customer Success, Growth Accounts

Mezmo is a cloud-based telemetry data pipeline that enables application owners to enrich, control, and correlate critical business data across domains.Achievements:- Strategic Partnerships: Collaborated with sales and product teams to optimize cross-functional operations, enhancing global customer satisfaction and relationships. Successfully negotiated renewals and managed multiple accounts with meticulous attention to detail.-Gap Identification: Identified and rectified key usage and adoption gaps in growth across self-serve and enterprise customer bases, reducing churn by 30% through targeted strategies. Provided technical triage (level 1 & 2) and communicated effectively with stakeholders for comprehensive issue resolutions.-Enterprise Account Management: Managed complex customer relationships, driving retention and expansion initiatives for high satisfaction levels. Implemented in-app and email engagement strategies, launched team shared strategic planning modules, and conducted outcome-based advocacy engagements (NPS, CSAT, CES).-Customer Lifecycle Management: Executed comprehensive customer lifecycle programs using agile methodologies, ensuring engagement across all milestones. Utilized CRM systems and customer success tools like Salesforce, Gainsight, Zendesk, Catalyst, Pendo, and JIRA for tracking and managing customer outcomes, projections, and health.-Data and Analytics: Developed usage and growth opportunity reports using tools such as Mode, Looker, and Tableau. Collaborated with data teams to drive customer engagement, adoption, and advocacy, achieving outstanding reviews on platforms like G2 Crowd.-Renewals and Expansion: Leveraged usage data and business growth insights to identify and forecast expansion opportunities. Proposing solutions that meet future objectives, I fostered relationships with advocates that help build new cross-departmental collaborations for future adoption/expansion.

Jul 2020 - Nov 2023

Sr. Account Manager - Enterprise Financial Services

Greater New York City Area

Hearsay empowers distributed financial services teams to authentically and intelligently engage with customers through compliant social media, texting and testing.Accomplishments- Team Coaching and Mentoring: Mentored and coached associate team members, developed thorough account plans, created forecasting modules, and led QBR sessions while templating success principles for customer-facing teams.- Strategic Partnership Development: Cultivated senior-level client relationships to drive revenue and usage growth strategies, leveraging data and regulatory expertise.- Platform Expertise: Led strategy and planning sessions as Subject Matter Expert for Hearsay's RELATE platform, ensuring seamless integration and progress communication with compliance teams.- Agile Project Management: Collaborated with engineering teams using agile methodologies to ensure timely delivery of new features and enhancements.- Data-Driven Optimization: Utilized Looker for custom reporting insights, resulting in a 40% improvement in sales conversion and enhanced onboarding, retention, and adoption rates.- Opportunity Identification: Surpassed growth targets across enterprise and mid-market accounts in collaboration with new business and development teams.- Product Training Leadership: Led comprehensive product training sessions and demonstrations to ensure team proficiency with new features and updates.

Jan 2019 - Mar 2020

Key Account Manager - Enterprise

New York City Metropolitan Area

Demandbase is a leader in Account-Based Marketing (ABM) Software, Go-to-Market (GTM) Tools, B2B Advertising Platform, and B2B Data.Achievements:- Technical Resource Advisor: Conceptualized, assessed, and advised on technical resources for advanced email initiatives, specializing in complex email journey redesign projects.- Revenue Management: Administered an expansive book of business, overseeing a yearly revenue of $3M across enterprise and mid-market B2B accounts.- Individualized Account Management: Devised tailored post-sales account management strategies to enhance customer satisfaction and retention.- Performance Tracking: Utilized Google Analytics to track performance and identify optimization opportunities for client accounts.- Renewals Strategy Collaboration: Collaborated with Sales on renewals strategy plans, leveraging analytics and metrics for effective decision-making.- Conversion Tracking and Optimization: Partnered with content development and web optimization teams to conduct conversion tracking via Pixel, improving campaign effectiveness.- Account Health Monitoring: Tracked upcoming renewals, reviewed and monitored account health, and led renewal issue mitigation efforts.- Customer Education and Documentation: Directed customer marketing-stack education sessions, developed infographics, and authored internal documentation including account review processes, global account management trackers, and customer wiki account site templates.

Jul 2017 - Jul 2018

Sr. Relationship Manager - Email Marketing

Marigold Engage is an omnichannel marketing platform for targeting marketing via data activation to provide more relevant customer experiencesAccomplishments:-Strategic Planning - Developed Key Maps for deploying robust e-mail programs across multiple touch-points, aligning customer development goals with product vision for optimal outcomes.- Revenue and Forecasting Ownership: Managed quarterly and annual revenue forecasting, invoicing, billing approval, pricing negotiations, renewal and upsell goals to drive financial success.- Subject Matter Expertise: Served as the Team SME for upsells, new platform conversion, and platform upgrades, ensuring seamless transitions and customer satisfaction.Crisis Management: Proven crisis manager, adept at analyzing issues, developing resolution plans, and collaborating with internal resources while maintaining positive client relationships.- Expert Project Management: Demonstrated expertise in project management, ensuring successful project timelines, effective communication with stakeholders, and optimal team time utilization.- System and Product Implementations: Developed and managed various system and product implementations, including vulnerability assessments, security hacks, data integrations, API trigger projects, and firewall installations for comprehensive solutions.

Aug 2015 - Jul 2017

Account Manager

- Strategic Email and Mobile Growth Management: Advised clients on strategic growth and management of email and mobile initiatives, focusing on nurturing programs and audiences while aligning with customer lifecycle preferences.- Newsletter and Campaign Reshaping: Reshaped multiple newsletters, alerts, campaigns, and triggers to align with planned customer lifecycles, ensuring strategic relevance and effectiveness.Multi-Channel Solutions: Demonstrated the value of email through multi-channel platforms, tactically providing solutions to expand email across new channels using our platform.- Integration of New Modules: Participated in the integration of new modules, including mobile email initiatives such as mobile integration, rendering, and formatting (Text or HTML), enhancing client understanding and success demonstration during QBR and Renewal quarters.- UI Feature Demo: Conducted soft demos of UI new features to clients, fostering a deep understanding of customer business strategies and showcasing success metrics during critical review and renewal periods.

Jul 2013 - Aug 2015

E-Mail Account Manager

Greater New York City Area

*Formally Ebay Enterprises *- Technical Resource Advisor: Conceptualized, assessed, and advised on technical resources for advanced email initiatives, particularly in complex email journey redesign projects.- Team Management: Managed a six-person team, including Project Managers and Production Specialists, ensuring efficient project execution and team performance.- Strategic Lifecycle Sequences: Collaborated with clients to strategically develop lifecycle sequences, boosting engagement and sales across newsletters, marketing emails, and retention emails.- Data-Driven Analysis: Utilized statistics and expenditures to analyze and document email program success potential, informing future newsletter strategies.

Jan 2010 - Jan 2011

Account Associate

Greater New York City Area

Successfully launched new products, including vertical launch and new account development resulting in email program growth.-Consistently and efficiently met and exceeded sales budget, sales goals, and other KPIs.-Led as a technical lead, including troubleshooting, problem resolution, and best practice counseling.-Maintained, tested, developed, and advised others on equipment and software utilized for email marketing and sales reporting.-Responsible for reviewing and editing implementation documents, including technical specifications, QA analysis, and UTA plans

Feb 2008 - Jan 2010
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Yoalis K. education

FAQ

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What company does Yoalis K. work for?

Yoalis K. works for Quantum Metric.

What is Yoalis K.'s role at Quantum Metric?

Yoalis K. is listed as Customer Success | Enterprise Account Management with a Tech-touch at Quantum Metric.

Where is Yoalis K. based?

Yoalis K. is based in United States while working with Quantum Metric.

What companies has Yoalis K. worked for?

Yoalis K. has worked for Quantum Metric, Mezmo, Hearsay Systems, Demandbase, and Marigold.

Who are Yoalis K.'s colleagues at Quantum Metric?

Yoalis K.'s colleagues at Quantum Metric include Alejandro Blanco, Jessica Crump, Sally Wang, Jason Viger, and Gunnar Stinnett.

How can I contact Yoalis K.?

You can use AeroLeads to view verified contact signals for Yoalis K. at Quantum Metric, including work email, phone, and LinkedIn data when available.

What schools did Yoalis K. attend?

Yoalis K. holds Ba / Bs -Contract Major, Marketing/Graphic Design/Info Systems from Ramapo College Of New Jersey.

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