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Ernesto Beltran

Ernesto Beltran

head of customer success

na

Technologies

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Karbon | Jan 2021 - Present

Customer Success Manager Analyst

N/A

UC San Diego Extension | Feb 2020 - Aug 2020

Data Analyst, Data Engineer, Database Administrator, SQL Developer, Data Scientist

• Pivot Tables, VBA Scripting • Modeling, forecasting • Python, NumPy, Pandas, Matplotlib, API Interactions • MySQL, MongoDB, ETL • HTML, CSS, Bootstrap, Dashboarding, JavaScript Charting, D3.js, Geomapping with Leaflet.js • Tableau • Big Data Analytics with Hadoop, Machine Learning
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NoteVault | Jan 2016 - Dec 2019

Head of Customer Success Department

★ Increased revenue year to date by 21% ★ Reduced churn year to date by 60% ★ Build the departments 1st procedures, workflows, and email workflows ★ Improved the billing department from 4 people and 4 days monthly to 1 person 4 hours monthly by creating a spreadsheet with formulas to track existing contracts, expiration dates, number of paid licenses per contract, and with the use of pivot tables. ★ Automated the billing department from 1 person 4 hours to being automated monthly. ★ Scaled and leaded a team to oversee and execute customer on-boarding, training, customer retention, and grow existing accounts. ★ Consistently monitored renewals and performed cross-sell upgrades. ★ Traveled throughout the US to effectively manage over 400 accounts. ★ Collaborated with account managers to step in before the final sale with larger accounts to start the on-boarding and training process pre-sale to increase chances of converting prospects to customers. ★ On-board an average of 8 to 10 companies each month. ★ Created processes and workflows for use throughout the company. ★ Assist Controller reconciling accounts ★ Assist Controller balancing revenue

NoteVault | Jul 2015 - Jan 2016

Account Manager

★ Worked with the VP of Sales to develop plans detailing how to meet sales goals ★ Followed up and qualified new prospects from inbound leads or customer requests from marketing. ★ Matched products and services to customer requirements. ★ Closed sales for defined products and services. ★ Administered contracts. ★ Prepared and negotiated customer quotes and proposals. ★ Remained current on changes and developments in the product and service infrastructure. ★ Ran effective, consultative and persuasive meetings with customers to properly represent the company’s service benefits. ★Saas (Construction) Sales

j2 Global | Aug 2010 - Jul 2015

Sales Account Manager

★ Saas ★ Managed account requirements for consumers, small businesses, big businesses and Fortune 500 clients at the provider of cloud-based, business- critical communications and storage messaging services. ★ Achieved aggressive monthly and quarterly goals. ★ Generated bonuses for continuous rates of 90%+ call quality. ★ Tailored service consulting to specific client requirements. ★ Built solid relationships and developed complete service packages with multiple lines of service, rate plans, features and add-ons. ★ Worked with inside sales to accelerate sales processes. ★ Ensured the finalization of processes and procedures during client onboarding. ★ Established contact procedures for new accounts. ★ Expanded relationships and upgrades with key decision-makers. ★ Developed a pipeline to meet sales goals.

My Education

Take a look at my formal education

Data Science and Data Visualization UC San Diego Extension | 2020
Bachelor of Science - BS, Business Administration Concentration inUniversity of Phoenix

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