Open to opportunities

Vanessa Soto

@vanessasoto

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Dynamic Senior Sales and Customer Success Leader with 10+ years experience.

United States

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What I'm looking for

I am looking for a role that fosters growth, innovation, and collaboration.

I’m Vanessa Soto. I’m a results-driven sales and client success operations leader with over a decade of experience across SaaS, proptech, and insurance technology. Throughout my career, I’ve specialized in building and scaling high-performing, cross-functional teams, developing operational playbooks, and driving revenue growth through streamlined customer journeys and efficient sales processes.

In my most recent roles, I’ve rebuilt acquisition teams, implemented product-led sales frameworks, and overseen large portfolios with a focus on revenue protection, operational efficiency, and client retention. At Empora Title, for example, I led efforts that grew ARR by 5x while sustaining 90%+ client retention, collaborating closely with underwriting, product, and risk teams to align customer onboarding with portfolio performance. I’m highly skilled in leveraging tools like Salesforce, HubSpot, and Gainsight to create scalable, data-driven systems that support growth and customer success at scale.

What really motivates me is bringing a consultative, strategic approach to solve complex challenges — whether that’s optimizing operations, improving portfolio quality, managing risk, or elevating the customer experience. I’m excited to explore how I can bring that same mindset to help your organization strengthen its enterprise portfolio strategy and deliver exceptional results.

Experience

Work history, roles, and key accomplishments

Current

Sales Director

Current

Want To Sell Now

Jan 2025 - Present (6 months)

Rebuilt and scaled the Acquisitions team with product-led sales frameworks, optimizing onboarding and driving over $800K in quarterly revenue. Implemented advanced CRM automations and data-driven revenue forecasting, improving efficiency and customer experience. Maintained a 50% close rate on a $30K average deal size, leveraging consultative selling to improve conversion and expand TAM.

Sales Automation Revenue Forecasting Consultative Selling TAM Expansion

Director, Client Success & Account Management

Empora Title

Jul 2022 - Dec 2024 (2 years 5 months)

Led a SaaS-enabled customer success team, increasing ARR by 5x in two years while maintaining over 90% retention through value-driven engagement. Generated over $2M in annual recurring revenue by optimizing enterprise and mid-market upsell motions. Boosted NPS by 15 points and reduced churn by 50% by developing proactive health scores and data-driven QBRs.

Customer Success Customer Retention NPS QBRs

Senior Sales Manager

Trellis Insurance

Feb 2022 - Jul 2022 (5 months)

Improved SaaS sales enablement workflows, raising conversion rates by 3% and improving ARR growth. Increased customer product adoption by 25% through targeted onboarding initiatives and stakeholder education. Enhanced collaboration across sales, product, and marketing, delivering a 30% improvement in sales conversion rates, and surpassed $1M in written premium.

Sales Enablement Conversion Rate Optimization Cross Functional Collaboration Sales KPIs

Senior Sales Manager

Root Insurance

Apr 2021 - Feb 2022 (10 months)

Designed and launched a scalable training program for over 150 sales staff, boosting productivity by 25% and meeting ARR growth targets. Generated over $15M in revenue through 20,000+ policy sales while improving forecast accuracy and pipeline health. Increased retention by 15% through partnership with product teams to refine customer journey touchpoints, leading 6 managers and 150+ reps to achiev

Sales Training Revenue Pipeline Management Customer Retention Team Leadership Forecasting

Bilingual Sales Manager

Homesite Insurance

Apr 2019 - Apr 2021 (2 years)

Managed a distributed virtual team of 15 sales representatives, consistently exceeding targets. Scaled and optimized remote sales operations effectively.

Remote Team Management Sales Operations

Insurance Sales Advisor

Liberty Mutual Insurance

Jan 2018 - Dec 2019 (1 year 11 months)

Consistently exceeded sales targets through consultative sales, strong relationship management, and effective use of digital quoting tools.

Consultative Sales Relationship Management Digital Quoting

Sales Team Leader

Dun & Bradstreet

Jan 2015 - Dec 2018 (3 years 11 months)

Led a team that achieved 150% of sales targets, successfully closing $20K–$50K enterprise contracts. Improved customer satisfaction and retention through strategic sales initiatives.

Sales Leadership Enterprise Sales Contract Negotiation Customer Satisfaction Customer Retention

Education

Degrees, certifications, and relevant coursework

Grand Canyon University

MBA, Leadership and Business Administration

Focused on developing advanced leadership skills and comprehensive business administration knowledge. This program prepared me for strategic roles in various industries.

Grand Canyon University

BS, Applied Business Management

Acquired foundational knowledge in business management principles and their practical applications. The curriculum emphasized applied aspects relevant to modern business environments.