Joseph Stiven Yepes Murillo
Download
Recommend
Messages
Share
Joseph Stiven Yepes Murillo

Joseph Stiven Yepes Murillo

About

Detail

Customer Success Manager | CRM | SaaS | Driving client satisfaction and delivering value.
Cali, Valle del Cauca, Colombia

Contact Joseph regarding: 

work
Full-time jobs
Starting at USD2.5K/month
Flexible work

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • G
    Customer Success Manager
    GoodUnited
    May 2024 - Current (11 months)
    As a Customer Success Manager at GoodUnited, I managed a portfolio exceeding $340K and more than 40 nonprofit organizations and corporations, each with multiple teams and departments. I specialized in helping them scale their fundraising efforts through social media platforms using the Meta ecosystem, driving engagement and revenue through innovative social fundraising strategies. I worked closely with clients to understand their mission-critical goals and provided strategic guidance on supporter acquisition, messaging campaigns, and revenue growth. I applied my negotiation skills to ensure successful contract renewals and long-term customer retention, leading to a strong customer life cycle. To enhance efficiency, I developed a Customer
  • Veevart
    Customer Success Manager
    Veevart
    Oct 2022 - Mar 2024 (1 year 6 months)
    As a Customer Success Manager at Veevart, I had the privilege of manage a diverse portfolio of Museums, Galleries and cultural institutions, managing over 25 clients with an Annual Recurring Revenue (ARR) of approximately $300k USD. Over the experience of a year and a half, I led numerous initiatives aimed at driving client success and satisfaction. My responsibilities included multiple tasks, including project management to ensure client success by reviewing key performance indicators (KPIs) and account metrics, such as sales, incomes, and operational costs. Moreover, I was instrumental in strategizing to decrease churn rates and enhance client retention, facilitating upsells and cross-sells whenever possible. In addition to managing e
  • Veevart
    Salesforce Implementation Executive
    Veevart
    Jan 2022 - Oct 2022 (10 months)
    As a Salesforce Implementation Executive at Veevart, I played an important role in streamlining clients' business operations by integrating their processes into the Veevart/Salesforce platform. Over the course of eleven months, I led more than 5 successful implementations, ensuring that clients could effectively migrate their operations within a unified Salesforce environment. My responsibilities included: - Implementing Veevart/Software Packages: Implement the integration of software packages within Salesforce, enabling clients to consolidate their business management tools into an all-in-one platform. - Data Management and Migration: Review data using tools such as Google Sheets and Excel to review, analyze, migrate, and upload client
  • C
    Disputes (Fraud) Department Supervisor
    Call Centers Sitel de Colombia S.A
    Jan 2020 - Aug 2021 (1 year 8 months)
    I was promoted as a Disputed supervisor for the ADP financial products. These were some of my responsabilities at this role: -Supervising Client Resolution: Ensured efficient and accurate resolution of client disputes, prioritizing customer satisfaction and timely case closure. -Fraud Case Management: Oversaw the investigation and resolution of fraudulent activity on client accounts, safeguarding financial security. -Case Management: Work with case intake and management processes, ensuring all disputes were addressed promptly and thoroughly. -Outbound Communication: Perform outbound calls and inter-company communication to gather vital information for resolving client issues. This experience honed my leadership, problem-solving, and c
  • C
    Customer Service Representative
    Call Centers Sitel de Colombia S.A
    Aug 2018 - Jan 2020 (1 year 6 months)
    I worked as a Customer Service Representative for ADP, a financial company located in US. I was incharge of: - Receive in-bound calls from customers with different inquiries about their bank accounts. - Open cases in the internal software platform. - Provide great customer service using my soft-skills - Show great internal metrics based on the performance KPI's of the company
Education verified_user 0% verified
  • HubSpot
    Revenue Operations
    HubSpot
    Sep 2024 - Oct 2024 (2 months)
    After completing the Revenue Operations course from HubSpot, I gained a solid understanding of how to streamline processes across marketing, sales, and customer service teams to drive business growth. I developed skills in data management, optimizing revenue streams, aligning team goals, and leveraging automation to improve efficiency. This course also enhanced my ability to analyze performance metrics, implement CRM strategies, and ensure consistent customer experiences that boost overall revenue.
  • U
    Customer Success: How to reduce Churn and increase Retention public Remote experience
    UdemyCourse
    Sep 2023
    This course equipped me with actionable strategies to: - Minimize customer churn: I gained in-depth knowledge of methods to proactively address customer needs, reducing the risk of them leaving our company. - Enhance customer retention: The course provided a framework for developing strategies that keep customers engaged and maximizing the value they find in our product/service. This expertise strengthens my ability to deliver exceptional customer success experiences, contributing to increased customer satisfaction and loyalty.
  • U
    Fundamentals to your CSM Career public Remote experience
    UdemyCourse
    Jul 2023
    This course provided a strong foundation for excelling in my role as a Customer Success Manager. It equipped me with the essential knowledge and skills to build successful customer relationships, drive adoption and value, and ultimately contribute to the long-term success of our customers.
  • Universidad Antonio Nariño
    Business Administration
    Universidad Antonio Nariño
    Aug 2022 - Current (2 years 8 months)
  • C
    Tourism and Hotel Administration
    Centro colombiano de estudios para el desarrollo socioeconómico y cultural
    Jan 2018 - Dec 2020 (3 years)