Carlos Andres Palacio
Customer Success Manager @ ThisFish Inc.
About
Highly skilled and experienced professional boasting a dynamic portfolio in establishing partnerships, maintaining pivotal accounts, streamlining profit channels, and curating strategic blueprints. Earned an esteemed MBA from University Canada West (UCW), with a specialization in Electronic Engineering, focusing on Project Management as well as Regulation and Management of Telecommunications and New Technologies. Have spent over a decade serving as a trusted technical advisor for B2B sales in the SaaS-technology landscape. Proficient in utilizing Machine Learning and Predictive Analytics in Python, coupled with Tableau for data visualization. Adept in CRM administration and wielding robust Excel financial skills to optimize business unit operations. Highly Proficient in expanding professional networks, influencing decision-makers, and architecting winning strategies. Reach out to me at: carlos.palacio709@gmail.com
Canada
Vancouver
Electrical & Electronic Manufacturing
Engineering, Product Management, Business Planning, Customer Relationship Management (CRM), Financial Analysis, Sales Management, Cross-functional Team Leadership, Voice of the Customer, Customer Success, Lead Qualification, Consultative Selling, Client Relations, Enterprise Technology Sales, Communication, Negotiation, Software as a Service (SaaS), Business Development, Project Management, Sales, Process Optimization
Experience

Strategic Account Manager
Vancouver, British Columbia, Canada
• Surpass assigned sales goals. • Develop and maintain purchasing and engineering relationships at accounts. • Completion of account pre-call preparation work and qualifying. • Determine calls to be made, set objectives with local management. • Full participation in Sales training. • Prepare a daily schedule and monitor achievement level. • Customer visits to all assigned customers as scheduled with Branch Management

Customer Success Manager
Vancouver, British Columbia, Canada
• Collect, Document and Analyze customer data to improve customer experience. • Holding product demonstrations for customers. • Establish clear client retention goals. • Collect and Analyze customers' requirements and communicate them with the product manager. • Upsell services and products with the brand image and promote the value of the product. • Assist in creating training courses and educational materials. • Review customer complaints and concerns and seek to improve the customer experience.

Coordinator
Port Coquitlam, British Columbia, Canada
• Coordinate a team of 9 members to deliver high-quality, on-time assigned jobs during production. • Read and interpret engineering drawings and work instructions to determine the setup of jobs. • Create Engineering Change Requests and Non-Conformance Reports and identify opportunities for improvement. • Inspect product quality to ensure conformance to specifications and customer requirements.

Account Manager / Territory Account Manager
Medellín, Antioquia, Colombia
• Provided to direct, indirect (reseller), and multichannel (reseller + wholesaler) distribution software-as-a-service (SaaS), including Unified Communication, Contact Center, forecasting platforms, Artificial Intelligence platforms, and on-premises solutions. • Prospected and acquired new customers while managing the full sales cycle with Salesforce CRM, keeping a healthy pipeline, and frequently checking customer databases for cross-selling or up-selling prospects. • Exceeded the sales goals and was honoured " For his great professional performance during the year and highlighted for his compatibility with the corporate culture principle: Trust". • Efficiently developed the territory, allowing the contracts of the most significant clients to be renewed. • Collaborated with Marketing to create smart marketing and go-to-market initiatives. Planned sales strategies with regional and local corporate partners. • Managed, kept, and renewed current customers, with a focus on contract renewal. Interacted with customers to share new products or new releases and transferred the customer's feedback for internal analysis and product improvements.

Sales Engineer
Medellín, Antioquia, Colombia
• Explained to customers how the technical solutions brought value to their business, concentrating on artificial intelligence in conjunction with software solutions for customer experience. Analyzed, created, and presented to customers technological solutions based on their strategies, visions, needs, and procedures. • On a technical level, I designed and advised all VIP clients on the solutions that best suited their needs, plans, and budgets. • Efficiently advised more than 5 sales channels, assisting them with technical guidance to indirect clients on product design. • Gained certification in all of the company's products and maintained a consistent level of knowledge. • Coordinated activities and products to be provided to clients with project leaders and technical specialists, as well as regional technical strategy with partners and wholesalers. • Created customer roadmaps. Conducted a "As Is to Be" analysis and specified the various measures the clients should take to attain their objectives and improve their business operations. • Used narrative approaches to demonstrate software tools at international events such as CX Summit.

Business Development Manager
Medellin
• Completed a deal that the business had been attempting to close for two years. Offered products for office operations, network security, and cloud-based data backup. • Sold software solutions including Microsoft, Adobe, Oracle, Evault, Barracuda, virtualization systems (VMWare, Hyper-V, and Citrix), and security systems (McAfee, Symantec, and Kaspersky) in the business sector. • Communicated the business benefits of the company's solution to CxO-level executives. • Prospected and developed new clients. Upsold and cross-sold with existing clients.

Systems Engineer
Medellin, Antioquia.
• Explained to customers how the technical solutions brought value to their business, concentrating on artificial intelligence in conjunction with software solutions for customer experience. Analyzed, created, and presented to customers technological solutions based on their strategies, visions, needs, and procedures. • On a technical level, I designed and advised all VIP clients on the solutions that best suited their needs, plans, and budgets. • Gained certification in all of the company's products and maintained a consistent level of knowledge. • Coordinated activities and products to be provided to clients with project leaders and technical specialists, as well as regional technical strategy with partners and wholesalers. • Created customer roadmaps. Conducted an "As Is to Be" analysis and specified the various measures the clients should take to attain their objectives and improve their business operations.

Avaya Professional Services Specialist
Avaya
Colombia
• Successfully sold implementation and integration services to corporate clients. These services were designed to seamlessly integrate with the client's existing infrastructure, protecting their investments while enabling process automation through the connections between the solutions and their technology ecosystem. • Provided expert guidance to business partners in analyzing and designing tailored solutions. • Presented product demonstrations for direct clients, channels, and value-added distributors.
Carlos Andres Palacio's Contact Information
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