Open to opportunities

Juliana Rodriguez

@julianarodriguez1

Senior CSM & onboarding specialist, 6+ years in SaaS. US passport, UK RTW. Building adoption frameworks that actually stick.

United Kingdom

Message

What I'm looking for

A remote onboarding/implementation role at a product-led SaaS company where I can own the journey from requirements gathering and configuration to go-live and adoption. I thrive in async, distributed environments and value curiosity, cross-functional collaboration, and work-life balance. US passport, UK RTW.

I'm a customer success and onboarding professional who genuinely loves the moment when a product clicks for someone — when training lands, when a workflow finally makes sense, when a client goes from hesitant to confident. That's what I build towards in everything I do.

Over the last six years I've worked across customer success, product operations, and product marketing at fast-moving SaaS companies. At Coople, a workforce management platform, I managed the full UK SMB portfolio, expanded into enterprise accounts, and spent time embedded in product operations — triaging bugs, running Databricks scripts for client data requests, and supporting the relaunch of their native apps. I also helped launch and drive adoption of the client health score framework across the CS team. At Compass, a PropTech platform, I progressed from SDR to Senior CSM to Product Marketing Manager — leading GTM launches, owning regional expansion into North Carolina, and serving as the national Product Adoption SPOA.

My strengths show up most at the intersection of people and product: I design onboarding journeys, configure platforms to fit real workflows, facilitate training for audiences from 10 to 200+, and connect customer insight back to the roadmap. I've worked across UK, Swiss, and US markets, and I'm comfortable in async, distributed environments.

Outside of work I'm passionate about food, travel, and building community — I ran a pop-up Sunday brunch club called Ours, which I cooked, hosted, and loved every minute of.

I'm currently looking for remote-first roles in customer success, onboarding, or implementation where I can bring both strategic thinking and hands-on execution. Open to async-first, globally distributed teams.

Experience

Work history, roles, and key accomplishments

Current

Senior Customer Success Manager

Current

Coople

Jul 2023 - Present (2 years 10 months)

Managed Coople’s UK SMB portfolio, representing ~21% of total UK business with +12% YoY growth, and expanded scope to include enterprise accounts. Built onboarding frameworks and webinars across UK/CH/CH-FR, implemented a customer health score program, and reduced client handoff time by ~30%.

Customer Success Management Onboarding Product Adoption Customer Health Score Program Training Facilitation Product Configuration Databricks Salesforce Stakeholder Management

Product Marketing Manager

Compass

Jun 2022 - Feb 2023 (8 months)

Led GTM strategy for two product launches, driving adoption for 10,000+ US clients by aligning Sales, Product, and Design. Owned regional expansion of transaction management tools by gathering requirements, feeding insights into product development, and running launch trainings.

Go To Market Strategy Product Launches Sales Alignment Product Positioning

Senior Customer Success Manager

Compass

Feb 2020 - Jun 2022 (2 years 4 months)

Managed 20+ enterprise accounts with personalized training and support, driving product adoption and client business growth and efficiency. Built onboarding and adoption experiments for the North Carolina expansion, trained new CSMs/agents, and converted 21% of the portfolio from casual to active users with CSAT >98%, ~97% retention, and +84 NPS.

customer success strategy Enterprise Onboarding Product Adoption Training & Coaching Adoption Experiments CSAT Retention NPS

Sales Development Associate

Compass

Jan 2019 - Feb 2020 (1 year 1 month)

Generated over $30M in net-new pipeline opportunities quarterly through targeted outreach and messaging. Focused on consistent prospecting and conversion of outreach into pipeline.

Lead Generation Outbound Prospecting Sales Messaging Pipeline Development Opportunity Qualification Prospecting

Mid-Atlantic Sales Manager

Misfit Foods

Oct 2017 - Aug 2018 (10 months)

Managed the full sales cycle across 50+ retail, food service, and corporate clients while maintaining 92% account retention. Built distributor relationships and executed regional field marketing strategy, including recruiting, training, and managing Brand Ambassadors.

Sales Cycle Management Account Retention Field Marketing Client Relationship Management Brand Ambassador B2B Sales

Community Engagement Officer & Trainer

Equitable Food Initiative

Apr 2016 - Sep 2017 (1 year 5 months)

Facilitated EFI’s 40-hour workforce development and leadership training monthly across the US, Mexico, and Canada, certifying 12 farms. Coordinated annual stakeholder summits and supported EFI’s customer base through digital and event-based storytelling.

Workforce Development Leadership Training Training Facilitation Community Engagement Program Delivery Event & Digital Storytelling