Open to opportunities

Alexa Lagazo

@alexalagazo

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Technical Account Manager driving client success, product adoption, and revenue growth in B2B SaaS.

United States

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What I'm looking for

I seek a client-facing role where I can lead technical onboarding and adoption, use data to reduce time-to-value, and scale retention-focused programs within a collaborative, growth-minded team.

I am a Strategic Onboarding & Technical Account Manager with a strong background in driving client success and retention within B2B SaaS environments. I leverage data-driven account management and AI-enhanced workflows to accelerate time-to-value and maximize product utilization.

Across roles, I have owned end-to-end technical onboarding and implementation for large portfolios, overhauled delivery frameworks to cut time-to-value by 50%, and used analytics to scale underperforming accounts into growth drivers. I have driven significant results including sustaining retention rates above 80% and contributing to $1.5M in monthly revenue.

I bring cross-functional experience from HR Operations, onboarding, and learning & development to build training programs, SOPs, and client success plans that increase adoption, reduce churn, and improve operational efficiency. I prioritize clear communication, measurable outcomes, and continuous improvement to deliver reliable client outcomes.

Experience

Work history, roles, and key accomplishments

Current

Onboarding & Technical Account Manager

Current

Flare Technologies

Jun 2025 - Present (8 months)

Managed a portfolio of 150+ attorney contractor accounts driving $1.5M monthly revenue, improved time-to-value by 50%, and sustained 85% retention while increasing product adoption to 85%.

Technical Onboarding Client Success Data & Analytics CRM (Salesforce)QBRs Retention Strategy Process Improvement

Onboarding & Implementation Specialist

Flare Technologies

Jun 2024 - Jun 2025 (1 year)

Led end-to-end onboarding for attorney contractors, achieving 83% retention and 90% satisfaction in 90 days while reducing onboarding cycle time by over two months through SOP and process improvements.

Onboarding Implementation CRM SOP Development Technical Training Workflow Optimization

Onboarding & Learning & Development Specialist

Risas Dental & Braces

Jan 2022 - May 2024 (2 years 4 months)

Built and scaled onboarding and training programs that increased orientation attendance from 33% to 94%, reduced new hire turnover by 12%, and raised employee engagement by 25% through data-driven initiatives.

Learning Development Onboarding Employee Engagement Program Management Workshop Facilitation Compliance Training

Human Resources Director

Westwind Integrated Health

Feb 2021 - Jan 2022 (11 months)

Directed HR for 100+ staff, reduced turnover by 8%, managed biweekly payroll of $200K with 100% accuracy, and overhauled record-keeping to improve data integrity for executive decisions.

HR Operations Payroll Management Onboarding Compliance Employee Relations Data Integrity Training Programs Benefits Administration

Onboarding & Implementation Manager

Performance Partners

Jun 2019 - Nov 2020 (1 year 5 months)

Led onboarding and technical implementations for 50+ dental and medical offices, maintained 100% patient care during COVID-19, and used P&L analysis to reduce staffing costs and overhead.

Implementation Management Client Partnerships Training Development SOPs Workflow Optimization Crisis Management

Front Office Trainer

Mountain Crest Dental

Sep 2017 - May 2019 (1 year 8 months)

Trained reception and office staff on billing, scheduling, and compliance, standardized workflows to ensure accurate billing and mentored new hires to improve retention and performance.

Training Billing Customer Service Mentoring Scheduling Performance Coaching