JUVENAL W. ORTEGA

[email protected] 714-944-2136 Corona, CA
LinkedIn: https://www.linkedin.com/in/will-ortega-41156a139

PROFESSIONAL SUMMARY

Dynamic Customer Success Manager with over 10 years of experience driving customer retention and product adoption in the Enterprise SaaS sector. Proven track record of increasing customer satisfaction scores by 30% and reducing churn rates by 25% through strategic quarterly business reviews and effective stakeholder management. Adept at leveraging Salesforce and CRM platforms to deliver actionable insights and enhance customer health scoring, ensuring value delivery and risk mitigation. Passionate about fostering cross-functional collaboration to achieve business objectives and elevate customer experiences.

WORK EXPERIENCE

Customer Success Manager
01/2024 - 01/2026
Deltek, Inc. (ProPricer)
Managed end-to-end customer lifecycle for a portfolio of 100+ enterprise accounts, serving as primary point of contact and trusted advisor to commercial and government sector clients
Drove onboarding, adoption, retention, and revenue expansion across complex SaaS implementations
Increased customer retention by ~15% by proactively managing churn risk using Gainsight analytics and health scoring, identifying at-risk accounts early, and executing remediation plans
Reduced escalations by ~20% through cross-functional initiatives with Product, Engineering, and Sales teams to improve onboarding workflows and address root causes of customer challenges
Led Quarterly Business Reviews (QBRs) with C-level, VP, and Director-level stakeholders, demonstrating ROI, aligning on business objectives, and identifying expansion opportunities
Served as voice of the customer, translating business needs into technical requirements and collaborating with Product teams to execute enhancements based on real-world feedback
Built KPI dashboards in Power BI to track engagement, churn trends, and customer health metrics, enabling data-driven strategic decisions
Automated data workflows between Microsoft Dynamics 365 and Gainsight using Power Automate, improving data accuracy and reducing manual effort
Managed and coached a team of 8 customer success professionals, overseeing onboarding, performance management, and professional development
Customer Success Manager & Support Analyst
01/2014 - 01/2024
Deltek, Inc. (ProPricer)
Served as primary liaison for 80+ enterprise accounts, driving onboarding, adoption, and renewal success across the full customer lifecycle
Partnered with Sales and Solutions Engineering to support expansion, renewals, and product demonstrations, contributing to sustained revenue growth
Led strategic QBRs to align ProPricer solutions with client business objectives, streamlining operations and minimizing escalations
Acted as operational liaison between customers, Support, and Development teams, converting business and compliance requirements into actionable technical solutions
Managed high-impact escalations involving complex environments, improving system stability and reducing downtime during critical business cycles
Boosted customer productivity and decreased support volume through hands-on training, tailored documentation, and practical workflow guidance for end users, power users, and executive stakeholders
Senior Technical Support Analyst & Training Specialist
11/2010 - 11/2012
ProPricer , Temecula, Ca
Delivered advanced technical support and implementation services, managing system upgrades, deployments, and troubleshooting to maintain production-ready environments.
Led onboarding and training programs for up to 60 users, improving product adoption and reducing support dependency.
IT Support Analyst
11/2008 - 11/2010
SenoRx Systems – CR Bard (BD) , Irvine, Ca
Delivered hands‑on IT and application support for business users in regulated environments.
Troubleshot hardware, software, and network connectivity issues.
Technical Support Specialist – Network Infrastructure
12/2004 - 12/2007
D-Link Systems, Inc. , Fountain Valley, Ca
Supported networking hardware and connectivity for enterprise and SMB customers.
Assisted with configuration, troubleshooting, and performance optimization.

EDUCATION

General Education
01/2005 - 11/2006
Miracosta College, Oceanside, CA

SKILLS

CERTIFICATIONS

Introduction to Project Management
Project Management Institute (PMI)
CompTIA Security+
CWNA
Microsoft Certified Systems Engineer (MCSE)
A+
N+
ProPricer & MCP

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