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STEVEN MARQUEZ

@stevenmarquez

Customer Success Manager at Sidetrade who shipped a 24-skill AI operations library and verified its QBR pipeline across 44 enterprise accounts.

United States
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At Sidetrade, I designed and shipped a 24-skill AI operations library, with data-governance controls built into every workflow. I also automated the QBR pipeline end to end and verified it in production across 44 enterprise accounts.

I manage a global enterprise portfolio and use Salesforce health scoring, SLA/KPI reporting, and digital engagement to surface risk and expansion signals. I lead strategic business reviews that turn platform usage data into recommendations for enterprise stakeholders.

At Kronos, I led a Salesforce CRM rollout and trained 145 CSMs, then built Power BI and Tableau dashboards for portfolio health and renewal forecasting. As Gainsight Administrator, I designed health score frameworks and lifecycle automation used across the CS organization; I ranked #3 of 100 CSMs on retention, customer satisfaction, and account health.

Experience

Work history, roles, and key accomplishments

Sidetrade logoSI
Current

Global Digital Customer Success Manager

Jun 2025 - Present (1 year 4 months)

Manage a global enterprise portfolio with a digital-first model, developing digital engagement strategies and leading business reviews. Designed and shipped a 24-skill AI operations library, automated QBR pipelines across 44 accounts, and architected Salesforce health scoring.

MA

Senior Customer Success Manager

MarketPay

Mar 2021 - Mar 2022 (1 year)

Led MBRs and QBRs with enterprise stakeholders, delivering usage insights and data-driven recommendations. Improved NPS and CSAT by building feedback loops in Salesforce and Pipedrive and executing corrective action plans.

DS

Customer Success Manager / Senior Technical Analyst

Digital Shadows

Jan 2020 - Jul 2020 (6 months)

Achieved 97% customer satisfaction by designing a structured onboarding program across Zendesk, Salesforce, and Jira. Built a systematic customer feedback loop through CSAT surveys and knowledge base analysis.

Education

Degrees, certifications, and relevant coursework

GA

Gainsight

Gainsight NXT Associate Admin Certification, Customer Success

2026 - 2028

Gainsight NXT Associate Admin Certification, valid from January 2026 to January 2028.

AA

Anthropic Academy

Coursework, AI & Agent Development

2026 -

AI & Agent Development Coursework, including Building with the Claude API and Introduction to Model Context Protocol, completed in 2026.

FC

Florida Technical College

Associate of Science, Computer Science

Associate of Science in Computer Science from Florida Technical College.

VE

Velaris

Mini-MBA, Applied AI for Customer Success

2026 - 2026

Mini-MBA: Applied AI for Customer Success, completed in September 2026.

AU

American InterContinental University

Bachelor of Science, Information Systems

Bachelor of Science in Information Systems from American InterContinental University.

Tech stack

Software and tools used professionally

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