Daniel Debray Molina Customer success manager, client onboarding, Account

Customer Success Manager

HighLevel

Feb 2026 - Current (5 months)

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Customer Success Manager

Dear Doc

Aug 2025 - Dec 2025 (5 months)

I manage a portfolio of 190+ medical practices in the US, driving retention, product adoption, and account growth.. •Presentation of QBR/CRS (Quarterly Business Reviews/Customer Success Reviews) featuring performance metrics and next steps. •Training on AI solutions (AI Chat, Missed Call AI, EMR Integration). • Churn prevention through action plans and usage monitoring. • Coordination with Product, Support, and Engineering teams to enable adoption. • +20% average conversion in accounts optimized with AI Chat. • Successful renewals and expansion opportunities in key accounts.

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Project Manager

SpectrumVoIP

Jan 2025 - Aug 2025 (8 months)

Managed end-to-end onboarding for new clients. Served as the main point of contact, ensuring clear and consistent communication throughout the project. Coordinated cross-functional teams (support, provisioning, engineering) to keep projects on track. Handled multiple implementations simultaneously, meeting deadlines and client expectations. Proactively identified and resolved issues, ensuring a smooth transition and high customer satisfaction.

Customer success manager

MedTrainer

Jun 2022 - Apr 2024 (1 year 11 months)

Managed up to 150 accounts, ensuring successful onboarding, training, and long-term platform adoption. Delivered proactive account management, regularly conducting check-ins to monitor satisfaction and drive usage of compliance, learning, and credentialing tools. Identified upsell opportunities and collaborated with sales to expand client accounts, contributing to revenue grown. Maintained retention and satisfaction rates by building strong client relationships and delivering value focused consultations.

Customer Service representative

Ria Financial Services

Dec 2020 - Jun 2022 (1 year 7 months)

Assisted customers with money transfers, currency exchange, and transaction tracking. Provided support in both English and Spanish, ensuring clear communication with a diverse client base. Resolved issues quickly and professionally, including transaction errors, delays, or compliance concerns. Maintained up-to-date knowledge of company policies, international regulations, and anti-fraud procedures. Delivered high-quality service in a fast-paced environment, contributing to customer satisfaction and loyalty.

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Travel Agent

Saveon Resorts

Sep 2011 - Dec 2020 (9 years 4 months)

Booked vacation packages for clients based on preferences, budget, and travel goals. Provided expert guidance on resort options, destinations, and exclusive member deals. Handled customer inquiries and support before, during, and after trips. Built strong client relationships

Daniel Debray Molina

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