Adrian Hernandez, MBA
Customer Success Manager II @ Hazel Health
About
Welcome to my profile! I'm a Customer Success Manager specializing in healthcare SaaS, telehealth, and digital engagement. I help clinicians, healthcare administrators, and enterprise partners maximize technology to improve care delivery, clinical engagement, and operational efficiency. With experience across healthcare, life sciences, and education technology, I combine data-driven strategy, relationship-based leadership, and cross-functional collaboration to drive adoption, retention, and measurable business outcomes. My approach blends data-driven strategy with relationship-based leadership—combining analytics, empathy, and execution to drive measurable results. Whether in a Customer Success, Account Management, or Implementation leadership role, I focus on delivering impact for health-tech clients by strengthening relationships, optimizing processes, and guiding customers through the full lifecycle—from onboarding and adoption to renewal and expansion. Key Highlights: • Led 220% growth in telehealth utilization and achieved 100% renewals across a $2M ARR healthcare SaaS portfolio at Hazel Health. • Managed a $15M ARR enterprise portfolio at Meriplex Communications, reducing churn by 50% and securing *$2M+ in renewals. • Increased client retention by 25% and NPS by 30% while supporting 1M+ EdTech users at Imagine Learning. • Built scalable onboarding, QBR, and analytics frameworks that improved executive alignment and portfolio growth. I believe customer success is about people first—building trust, aligning goals, and turning data into meaningful outcomes. I’m passionate about helping healthcare and technology organizations achieve measurable results while ensuring every customer feels supported, valued, and heard. Skilled in Gainsight, NetSuite, Salesforce, Sigma, Autotask, and Looker Studio, I thrive where data meets empathy—turning insights into strategy and relationships into lasting impact. Let’s connect! You can reach me at a.hernandez1735@gmail.com.
United States
Houston
Information Technology & Services
Clickup, Performance Metrics, Territory Account Management, Business Strategy, Business Relationship Management, CyberCPR, Financial Analysis, IT Service Management, Customer Satisfaction, Customer Engagement, Organization Skills, Active Listening, Customer Retention, Oral Communication, Interpersonal Skills, Key Metrics, Customer Advocacy, Technology Integration, Creative Problem Solving, Technical Support
Experience

Customer Success Manager II
Houston, TX
Led strategic initiatives and cross-functional partnerships to expand telehealth adoption, strengthen business relationships, and deliver measurable portfolio growth. • Drove 220% growth in telehealth utilization across a $2M ARR healthcare SaaS portfolio by leading cross-functional initiatives and aligning strategies to organizational goals. • Secured 100% account renewals while consistently exceeding quarterly KPIs by 10%, improving client satisfaction, retention, and portfolio performance. • Led customer lifecycle initiatives across 300+ healthcare facilities, removing adoption barriers and accelerating technology integration. • Boosted patient referrals by 50% MoM through automated engagement campaigns and data-driven communication workflows. • Reduced visit cancellations by 25% using a high- and low-touch success model supported by process automation and proactive engagement. • Delivered high-impact QBRs and analytics for executive stakeholders, leveraging Gainsight, Looker Studio, and Sigma to drive insights, adoption, and compliance across mission-critical accounts.

Customer Success Manager- Healthcare and Finance Lead
Houston, Texas, United States
● Owned a portfolio of 90 clients totaling $1.2M in MRR and $15M in ARR, including Fortune 500 and 1000 companies. ● Obtained over $500k in remittance through client advocacy and leading company/client reconciliation efforts. ● Led quarterly business reviews for projects, services, and security delivery to retain and enhance account growth. ● Accomplished a 20% reduction in client credit distributions by reviewing billing anomalies using various CRM and billing tools such as Autotask, ConnectWise Manage, Platypus, and NetSuite. ● Increased customer satisfaction by over 50% and reduced churn by nurturing client relationships. ● Audited service agreements and company terms and conditions to ensure accuracy of billing and service delivery. ● Executed Root Cause Analysis (RCA’s) with security operations, network operations, and technical resources. ● Analyzed and managed sales agreements and historical data to reconcile customer requests, disputes, and escalations. ● Processed non-disclosure agreements and other legal documents for the administration of security, liability, and financial reports in annual due diligence vendor audits.

Manager, Customer Success
United States
● Managed a B2B portfolio of $10M in ARR, containing high-value consumers in the K-12 EdTech SAAS market, including NYC DOE. ● Produced a 30% increase in Net Promotor Score (NPS) by aligning strategic success plans with client objectives. ● Facilitated weekly and biweekly client meetings using Zoom Video and Microsoft Teams resulting in client retention and expansions of 25% by the conclusion of the fiscal year. ● Led clients through analytical discourse, resulting in a 15% sales increase of professional learning acquisitions. ● Presented analytical reports using Microsoft Mixpanel, assessing end user product engagement through the client lifecycle. ● Formulated an accountability and documentation process that improved CSM team productivity and efficiency by 25%. ● Deployed mass professional learning conferences for the largest school district in the United States with over 1M end users. ● Collaborated with account executives to pilot customers, driving sales growth, product adoption, and client success. ● Managed the launch and implementation of the Imagine Learning Classroom Digital Platform and additional core products for more than 50 clients distributed across the Northeastern United States (DE, MD, DC, NJ, NY, PA).

Digital Learning Coach
Houston, Texas, United States
● Increased classroom digital efficacy by 50% through provision of on-site technical support and digital coaching. ● Deployed educational technology in professional learning communities using learning management systems (LMS). ● Achieved launch readiness for digital initiatives by conducting expert consultations and risk analysis for administrators. ● Successfully developed an organized digital process for asset deployment and collection by using CSV formulas to create QR codes and barcode identification.

History Teacher-Department Lead// Carter Lomax Middle School
Pasadena, Texas, United States
● Crafted differentiated virtual lessons while providing immediate academic feedback for 500+ students using Google suite. ● Led a department to yield a 6% academic improvement on the State of Texas Assessments of Academic Readiness (STAAR), resulting in the procurement of various Texas Distinction Designations such as Academic Achievement in ELAR/Reading, top 25% in comparative academic growth, and closing the gaps of student success.

ELAR Teacher// Carter Lomax Middle School
● Partnered with a district-wide vertical team to design a PreAP curriculum for 6th-grade English language arts and writing. ● Coordinated and used quantitative data to deliver intervention and enrichment tactics of a digitally blended classroom using Schoology and other educational technology.

Certified Veterinary Technician
La Porte, TX
● Collaborated in a team of veterinary medical staff in providing emergency and routine medical care for small animals. ● Assisted in routine and emergency procedures, performed lab assessments, and managed medications and controlled substances while maintaining a strong client facing presence.

Instructional Paraprofessional
Pasadena, Texas, United States
• Supported streamlining the fifth and sixth-grade science, math, and ELAR general and bilingual classes helped diligently with the intervention in ELAR and reading, one-on-one instructional supplementation. • Coordinated, and implemented the daily small group tutorials, administered benchmark assessments while catering to IEPs, assisted in STAAR testing as well as translated ARDS for Spanish-speaking parents. 👨🏽🏫
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