Joel Ramirez

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Senior Customer Success Manager

WeVideo

Jan 2018 - Current (8 years 6 months)

Head of Implementation Customer Success team; managed a $7M book of business and led onboarding and adoption initiatives. Built SQL queries to analyze product usage, sales, renewal, and churn metrics; used results to prioritize interventions and inform strategy. Used Tableau to create detailed dashboards and visualizations to surface trends, monitor KPIs, and communicate findings to internal stakeholders and clients. Monitored customer health metrics and developed data-driven playbooks to reduce churn risk and improve retention. Created and delivered implementation, onboarding, and training plans; achieved a 95% customer onboarding success rate through structured processes. Conducted business reviews with customers, presented insights and a
Sales and Customer Success Manager

WeVideo

Jan 2016 - Dec 2017 (2 years)

Primary point of contact managing a $2M book of business and building long-term client relationships. Monitored customer health through usage metrics and engagement data to drive retention strategies; achieved a 90% customer retention rate. Implemented strategic business reviews to align product capabilities with client goals and surface opportunities for adoption and growth. Onboarded and trained clients to ensure successful product adoption and usage efficiency, using data to tailor onboarding plans.
U

Marketing and Admissions Manager

University of East-West Medicine

Aug 2015 - Jan 2016 (6 months)

Developed marketing strategies and created content (articles, brochures, digital content, videos) to support recruitment and engagement. Managed continuous student lead generation and recruitment efforts, coordinating events such as open houses and recruitment activities. Coordinated and executed events to drive organizational growth and enhance program visibility.

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