
Andres Maida
@andresmaida
I manage client accounts across SaaS and customer operations, focusing on onboarding, adoption, retention, and identifying opportunities for expansion
What I'm looking for
I've managed client relationships and insurance workflows at Appulate and Ensurance Max Agency, serving B2B SaaS clients, policyholders, and partners.
At Appulate, I owned a 100-account premium insurance agency portfolio, onboarded 15+ clients, maintained accurate contacts, hosted webinars, and identified retention and expansion opportunities. At EMAX, I managed 50+ accounts, led a team of three, and generated $25K+ in monthly sales through new-client acquisition.
My operations background at Focus Services includes workforce analysis for 200+ agents, SLA tracking, dashboard reporting, technical support, quality assurance, and agent coaching. I build SOPs, coordinate cross-functional teams, and keep complex processes moving end-to-end.
Experience
Work history, roles, and key accomplishments
Customer Success Associate
Appulate
Aug 2025 - May 2026 (9 months)
Managed a portfolio of premium-tier insurance agency clients on a B2B SaaS submission platform, onboarding new clients and driving retention through proactive check-ins and webinars.
Account Manager
Ensurance Max Agency (EMAX)
Jul 2023 - Sep 2025 (2 years 2 months)
Managed 50+ active accounts spanning B2C policyholders and B2B partners, leading a team of 3 while resolving complex client requests with sound judgment
Consistently generated $25K+ in monthly sales through steady new-client acquisition
Built and documented SOPs for quotation processes across multiple carriers, improving consistency and cutting ramp-up time for new team members
Workforce Analyst
Focus Services
Feb 2020 - Jan 2023 (2 years 11 months)
Monitored real-time queues for an operation of 200+ agents, tracking volume and service levels throughout the day
Tracked SLA performance and supported staffing and scheduling decisions using operational data
Built and maintained performance dashboards, analyzing trends to support team decision-making
Tech Support / CSR
Focus Services
Sep 2018 - Feb 2020 (1 year 5 months)
Resolved customer issues and delivered technical support through ticketing systems while maintaining high satisfaction
standards
Quality Assurance Analyst
Focus Services
Jul 2016 - Sep 2018 (2 years 2 months)
Listened to call recordings and coached agents to ensure adherence to scripts and quality standards
Education
Degrees, certifications, and relevant coursework
HubSpot
Certification, Customer Success
Obtained a HubSpot Service Hub Software Certification in 2026.
Professional Certificate, Data Analytics
Earned a Data Analytics Professional Certificate in 2023.
Bircham International University
Bachelor of Business Administration, Business Administration
Grade: 3.8
Activities and societies: NA
Completed a Bachelor in Business Administration in 2021.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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