Juan Durán
@juandurn
Customer Success & Operations professional reducing churn and scaling client workflows.
What I'm looking for
I’m an operations professional with 4 years managing large client portfolios and high-value service workflows across multiple US markets. I focus on making customer-facing operations run smoothly, with a proven track record keeping churn under 5% through proactive client management, structured onboarding, and fast issue resolution.
As a Customer Success & Operations Manager at Block & Associates, I manage 2,000+ client accounts and keep portfolio churn consistently below 5%. I onboard new vendor partners and service providers through the full lifecycle from qualification to activation, while coordinating $600k in residential service projects to protect delivery timelines and client satisfaction.
I also review and approve large-scale renovation projects, overseeing close to $1M in annual billing. I build and strengthen relationships with HOAs and insurance companies to expand the vendor and partner network, and I serve as the primary escalation point for client complaints—turning difficult situations into resolved outcomes.
Previously at Evernest, I supported client communications and escalations end-to-end, from first contact to resolution. I built hands-on capability with Salesforce and Zoho CRM for account tracking and client data management, and I coordinated and billed $200k+ in annual in-house maintenance services using Excel and spreadsheets daily.
Experience
Work history, roles, and key accomplishments
Customer Success & Operations Manager
Block & Associates
Aug 2024 - Present (1 year 11 months)
Manage a portfolio of 2,000+ client accounts while maintaining churn below 5% through proactive client management, structured onboarding, and fast issue resolution. Coordinate and oversee ~$600k residential service projects and review renovation projects with close to $1M annual billing, serving as primary escalation point for client complaints.
Operations & Client Coordinator
Evernest
Jul 2022 - Jul 2024 (2 years)
Developed hands-on experience using Salesforce and Zoho CRM for account tracking and client data management, supporting end-to-end client communications and escalations from first contact to resolution. Coordinated and billed $200k+ in annual in-house maintenance services using Excel and spreadsheets for schedules and reporting.
Education
Degrees, certifications, and relevant coursework
Universidad Nacional Autónoma de México (UNAM)
Bachelor of Economics, Economics
Bachelor of Economics at Universidad Nacional Autónoma de México (UNAM), completed in 2025.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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