Eptura

Strategic, Customer Success Manager

Principal Customer Success Manager

Senior Customer Success Manager 

SmartMoving Software

SmartMoving is the only software tool your moving company needs. Whether you’re a one man operation or you have franchises across the country, maximize your sales, marketing, operations, and profits with the one software tool that makes every part of your company achieve its potential.

Customer Success Manager

ePesos

Co-founder & Manager, Customer Success

Co-founder & Manager, Business Development

QUANTUM CAPITAL

Manager, Central Mexico Operations

Strategic Planner

Customer Success addict | Customer obsessed | CS Ops | Data lover | Top 100 Strategist @ Eptura

I did not choose Customer Success. Customer Success chose me.

In 2020, I took a step back from my leadership role to go all in on Customer Success. I believe the best Customer Success leaders are those who have walked the path, understand the role inside and out, and know what it takes to drive results. This is the journey I’m on, building expertise and laying the foundation for impactful leadership in the future.

In just four years, I’ve grown from an entry-level CSM to a Strategic CSM. Along the way, I discovered a deep passion for empowering other CS professionals to thrive in their roles. Through my newsletter and the two guides I’ve written—Onboard Yourself and Raising the Bar—I share actionable insights and strategies to help others navigate the complexities of this role.

As a Strategic CSM, I’m focused on helping global enterprise organizations achieve their goals by leveraging data-driven strategies and tailored solutions for their specific needs. Whether it’s fostering collaborative cultures, driving change and adoption of innovative tools, or solving complex business challenges, I thrive on guiding customers toward measurable results.

I’m a process addict with an engineering background, driven by curiosity and data. Numbers tell stories, and I love unraveling them to identify opportunities for expansion and growth. I believe in the power of people and data—track the right metrics, and improvement will follow.

Customer Success is where I’ve found my true passion—helping customers achieve their desired outcomes and seeing their growth is incredibly rewarding. I believe CS is the catalyst for any company's growth, and when done right, it unlocks new revenue streams, enhances product adoption, and creates long-term partnerships.

Every conversation is an opportunity to learn, problem-solve, and deliver results that matter.

When I’m not creating Success Plans or building executive relationships, I’m traveling. I’ve visited over 20 countries and am always planning my next adventure. My favorite country so far? Japan, hands down.

Erika Villarreal

IDB Invest

Independent credit risk assessment of financial institutions transactions that support economic, social and environmental development in Latin America and the Caribbean.

Credit Risk Management Consultant

Spirited Natural - Nourishment for your body, heart and mind

Coaching practice focused on inspiring professionals to adopt healthy habits through workplace wellness and group programs.

Founder

Mindful KITES

NGO created to promote healthy mental practices from an early age.
- Building company strategy and operations including marketing, fundraising, Government approvals and onboarding of schools.

Co-Founder

Citi

Own a portfolio of 30+ large-scale corporates, government agencies and multinationals in the energy and financial services sector.

Relationship Manager

Origination, structuring and execution of financial services in the energy, infrastructure, power and telecommunications sectors.

Vice President - Corporate and Investment Bank

I love to help people find more purpose, joy, and balance in their lives. 

After struggling with work-life balance and feeling burned out, I took time to focus on my mental and physical health and founded a company to help others to do the same.  

Many see this as a big “jump” from my 20+ years of experience in banking and finance, but in many ways, both experiences align with who I am at my core:

1️⃣ I am a problem solver.  
As a wellness entrepreneur, I help leaders care for their teams and build camaraderie through wellness initiatives such as mindfulness and stress management.   This requires a strategic understanding of the clients’ challenges and needs and delivering their definition of “success”.

2️⃣ I am a people person.  
Building relationships with clients and teammates, coaching, and mentoring fill my cup.  As an introvert, I am great at listening which has really has helped me to build a good rapport with others and build trust.

3️⃣ I need to continuously learn and grow.
Throughout my life and career, I have learned that the most important skills are emotional intelligence, active listening, clear communication, collaborating cross-functionally, embracing diversity, thinking clearly under pressure.  Seeking opportunities that challenge my comfort zone is the way to continue growing and building on those powerful skills.


Outside of work, you can usually find me practising yoga/meditation, listening to a podcast, or gathering with friends and family. These practices fuel my superpower – empathy.

Let's connect!

taplio

The Battle

Erika Villarreal

Kaylan Bartholomew

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?