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Ramon Forbes

@ramonforbes

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SaaS Customer Success Manager who drives onboarding, retention, and expansion through consultative support.

United States

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What I'm looking for

“I’m looking for a customer-focused role where I can build relationships, solve meaningful problems, and help customers achieve measurable outcomes. I value collaborative teams, continuous learning, mentorship, and opportunities to grow while making a real impact on both customers and the business.”

I’m a SaaS-focused Customer Success Manager specializing in the full customer lifecycle—from onboarding and activation to renewals, retention, and expansion revenue. I’m known for boosting customer outcomes through consultative support, workflow optimization, and practical product adoption.

Most recently, I managed post-sale relationships for a cloud-based FinCEN compliance SaaS platform. I enhanced onboarding workflows, cutting filing time by 80% and increasing time-to-value by 90%, while achieving 100% customer satisfaction. I also trained new Customer Success team members on best onboarding practices and customer engagement strategies.

Earlier, I served as a SaaS Account Executive in outbound, owning the end-to-end sales cycle for multi-location education institutions and consistently exceeding monthly quotas through discovery, tailored demos, and stronger pipeline management in Salesforce. I’ve also built strong client relationships in consultative roles—delivering premium customer service, supporting business development, and improving retention through cross-functional collaboration.

Experience

Work history, roles, and key accomplishments

Customer Success Manager

FinCENRealEstateReport.com

Jun 2025 - Jun 2026 (1 year)

Managed post-sale customer relationships for a FinCEN compliance SaaS platform, improving onboarding workflows to cut filing time by 80% and increasing time-to-value by 90%. Delivered 100% customer satisfaction, supported retention and adoption, and trained new Customer Success team members on onboarding and workflow optimization.

Customer Retention Expansion Revenue Customer Health Monitoring Salesforce HubSpot Workflow Optimization

SaaS Account Executive

Brightwheel

Jun 2023 - May 2025 (1 year 11 months)

Managed the full outbound SaaS sales cycle for multi-location education institutions, from outreach to closing deals. Consistently exceeded monthly quotas through discovery-to-demo execution, consultative positioning, Salesforce pipeline management, and contract/pricing negotiation.

Outbound Sales Discovery Calls Product Demos Sales Pipeline Management LinkedIn Sales Navigator Deal Negotiation Consultative Selling Sales Quota Stakeholder Engagement

Sales Professional

Mercedes-Benz

Jun 2021 - Jul 2023 (2 years 1 month)

Provided premium, consultative customer service and supported clients through customized solution recommendations. Achieved sales targets by closing deals effectively, maintaining strong client relationships, and mentoring new sales team members to improve overall service quality.

Consultative Selling Customer Relationship Management Negotiation Sales Closing Premium Customer Service

Business Development Consultant

Corporate Client Services

May 2018 - Jun 2021 (3 years 1 month)

Drove business development by building outbound lead generation strategies that improved pipeline conversion. Collaborated cross-functionally to support deal progression, strengthen client satisfaction, and improve retention through tailored financial solutions.

Outbound Strategy Business Development Pipeline Conversion Cross Functional Collaboration Deal Progression Client Retention Financial Solutions