At a glance
| Role | Customer Success Manager, enterprise accounts |
| Most recent | Sana, an AI learning platform |
| Accounts | OpenAI, BMS, Expedia, Oura, Apollo, Harvard, Robinhood, Grammarly |
| Headline result | $1.5M upsold across enterprise accounts in 4 months |
| Strengths | Expansion, enterprise launches, escalations, technical implementation, automation |
| Languages | English and Spanish |
Selected results
Expansion: $1.5M in four months
I upsold $1.5M across enterprise accounts in four months, and was part of the account team that closed a $968K net new ACV upsell with OpenAI as they expanded the platform to enable their partners.
Launches on hard deadlines
I got Harvard's paid content live despite unforeseen hurdles, and took a standalone partner live well before their hard September deadline. Their Executive Director of Training & Technology said I "really stepped it up pre-launch and got us through the finish line in record time", and they wanted to do a case study.
Implementation partner
At Robinhood, I was part of the team the customer called their "right-hand partners on the implementation", funneling their feedback to product, and I spent more than seven hours on launch day fixing issues as they came up.
Under pressure
When a customer needed more than 1,000 courses exported as evidence for a legal proceeding in two days, I made sense of the request, project-managed it and got it delivered on time.
Trust
After onboarding, one customer asked to have me back on their account by name: "Luis really earned my trust during our onboarding process and he has the right level of Sana, technical knowledge, and has built automations."
What I'd bring to your team
- Ownership. I treat my book of business like my own revenue.
- Speed. Teammates have said I have "a quicker response time than Lucky Luke" and "1000% reliable for our partners".
- Commercial instinct. I find expansion inside existing accounts and work closely with sales to close it.
- Technical depth. I'm comfortable with implementations, integrations, data and building automations.
- Calm in escalations. Launch days and urgent requests are where trust is won.
How I'd spend my first 90 days
- Days 1–14: learn every account, meet key contacts, build a health map of the book.
- Days 15–45: success plans for priority accounts, unblock stalled launches, tackle churn risks.
- Days 46–90: business reviews, an expansion pipeline with sales, and documented playbooks.
If that sounds like the CSM you're looking for, book a call. I'll share my resume and we can talk about your accounts.