David Cotz
@davidcotz
Client Success leader driving product adoption, retention, and data‑driven outcomes.
What I'm looking for
I am a Client Success and Customer Experience professional with 8+ years delivering end-to-end client engagement, post-sales support, onboarding, and product adoption across SaaS, media, and global digital platforms. I build trusted client relationships, drive platform utilization, and deliver data-driven insights that improve workflows and maximize client value.
I have a proven record of resolving the majority of inquiries on first contact, improving client ramp-up and retention, and supporting repeat business growth through consultative support, training, CRM administration, and cross-team collaboration. I combine technical troubleshooting with process optimization and a client-centric approach to help organizations scale adoption and achieve measurable outcomes.
Experience
Work history, roles, and key accomplishments
Client Support & Success Specialist
Independent Contractor
Apr 2019 - Dec 2019 (8 months)
Delivered high-touch support to US SaaS and e-commerce clients via chat, email, and phone, resolving 95% of inquiries on first contact and improving onboarding ramp-up and platform adoption.
Business Growth & Client Relations Manager
Redlip Agency
May 2018 - Mar 2019 (10 months)
Managed client accounts and retention strategies, driving 15% repeat business growth while conducting success calls and training team members on CRM workflows.
Sales & Client Development Manager
Matchup Agency
Apr 2016 - Feb 2018 (1 year 10 months)
Managed client onboarding and lifecycle initiatives that increased client loyalty and renewals by 25% through cross-team collaboration and value-driven communications.
Customer Support & Administrative Officer
Nxtlvl Agency
Jan 2012 - Jan 2016 (4 years)
Supported day-to-day client service operations and administrative workflows from 2012–2016, improving inquiry handling and in-person/phone support experience.
Education
Degrees, certifications, and relevant coursework
Bocconi University
Master of Science, Computer Science
2014 - 2016
Completed a Master of Science in Computer Science at Bocconi University from 2014 to 2016, focusing on advanced computing topics and technical foundations.
Availability
Location
Authorized to work in
Job categories
Skills
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