I’m looking for a senior or lead Customer Success role where I can guide client strategy, mentor teams, and drive adoption and growth across key accounts. I value opportunities to influence processes, partner closely with sales and product, and help shape the overall customer success function in a high-growth SaaS environment.
Juan De La Torre
@juandelatorre
Customer Success leader with 10+ years in SaaS and legal tech, driving adoption, retention, and growth.
What I'm looking for
I’m a Customer Success professional with over a decade of experience across SaaS, legal tech, and construction technology. My career has spanned roles in sales and customer success, giving me a unique perspective on the full client journey—from pre-sales pilots and onboarding to adoption, renewals, and expansion.
At Trellis, I’ve managed a diverse portfolio of law firm, organizations and SLED accounts, driving adoption of advanced legal research tools while ensuring retention and growth. I’ve also built new verticals, run early-stage pilots, and collaborated with product teams to turn customer feedback into measurable improvements. Prior to Trellis, I held sales and marketing roles where I consistently exceeded targets, trained global partners, and honed my ability to build long-term client relationships.
Beyond my core work, I’ve led entrepreneurial projects in construction tech and aerial data mapping, exploring how technology can transform traditional industries. I’m passionate about simplifying complexity for clients, creating processes that scale, and helping organizations unlock the full value of the software they adopt.
Outside of work, I’m pursuing my MBA at Cal Poly Pomona, where I focus on leadership, strategy, and organizational behavior. I’m also a husband, dad to three young daughters, and someone who thrives on finding creative outlets—from drone photography to video games and music.
Experience
Work history, roles, and key accomplishments
Manage $1.75M+ portfolio across 55 accounts
Lead client onboarding, training, and adoption initiatives, resulting in significant user growth.
Partner with sales and product teams to gather feedback, identify upsell opportunities, and improve outcomes.
Conduct QBRs, consult on workflows, and maintain high retention rates.
Top-performing CSM in pre-sales demos and conversions.
• 2nd in sales team of 14 on closed deals with 111% OTE attainment in 2023 and $30K ACV.
• Pioneered and led SLED vertical, strategizing and overseeing mid-market to enterprise accounts.
• Initiated and managed Trellis' inaugural API partnership, facilitating its renewal and growth.
• Served as a sales engineer, for sales processes and boosting deal closures with expert technical guidance.
• Cold outreach strategies achieved 46.8% open rates, 25% response rates, and 33% meeting.
• Contributed 56.19% to Q2 and Q3 2022 ARR, trained new team members, and enhanced product and marketing strategies through insightful feedback.
• Conducted competitive analysis to improve market position and enhance customer engagement.
Regional Sales Manager
Ortery Technologies
Jul 2021 - Apr 2022 (9 months)
• Negotiated international logistics contracts and developed Go-To-Market strategies for Latin America.
• Led product training and curated marketing materials for resellers, enhancing market reach.
Account Executive
Ortery Technologies
Feb 2016 - Jul 2021 (5 years 5 months)
• Consistently exceeded sales quotas by 107% annually and retained 97.5% of ARR subscribers.
• Managed CRM operations and led trade show engagements to boost product visibility.
Marketing Associate
First American Data & Analytics
Jun 2011 - Feb 2016 (4 years 8 months)
• Orchestrated marketing efforts across print, social media, and digital channels.
• Coordinated 70+ annual trade shows, enhancing brand exposure and lead generation.
Education
Degrees, certifications, and relevant coursework
California State Polytechnic University Pomona
Bachelors of Science, Business Operations & Technology Management
California State Polytechnic University Pomona
MBA, Masters
Tech stack
Software and tools used professionally
GitHub
Cloudflare
Salesforce
Google Docs
EmailSuccess
Mailchimp
Zoho Mail
Gmail
Google Drive
Django
Google Analytics
Figma
Slack
Zendesk
Jira
HTML5
Google Maps
HubSpot
Amplitude
Aircall
Apollo
Google Workspace
Microsoft Office 365
Confluence
Elasticsearch
Google Sheets
Microsoft Excel
Pendo
Zoom
Google Meet
Google Sites
QuickBooks
Gong.io
ZoomInfo
Canva
SAP
SalesLoft
Google Ads
Gainsight
Chorus
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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