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

ExcelPro

• Aligned team’s practices with the PMI Methodology. 
• Collaborated cross-functionally with the client and the Power Bi developers team to analyze the different requirements in order to deliver the best outcomes for the projects.

IT Project Manager

Green Construction Startup

• Different processes of construction projects were mapped from their planning phase to closure.
• Several alternatives to incorporate the FF&E in the BIM model were explored.

Procurement Specialist and Project Manager

Fibra inn

• Aligned team’s practices with the PMI Methodology. 
• Executed feasibility analyses, budgets and financial information for a portfolio of $162 Million USD.
• Collaborated cross-functionally with the accounting and legal teams to analyze risks in order to deliver the best outcomes for the projects.

Project Manager

• Analyzed historical data to develop feasibility analyses for a portfolio of $35 Million USD. 
• Designed and implemented a Dashboard tool to improve budget development.

Assistant Project Manager

• Documented building’s permits and projects investments to establish processes of Due Diligence for the efficient acquisitions of properties.

Assistant Acquisition & Development

LEGORRETA

Public Relations Intern

⭐ 𝗗𝘂𝗿𝗶𝗻𝗴 𝗺𝗼𝘀𝘁 𝗼𝗳 𝗺𝘆 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗰𝗮𝗿𝗲𝗲𝗿, 𝗜'𝘃𝗲 𝗯𝗲𝗲𝗻 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝘁𝗼𝗽 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻'𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗺𝗲𝘁𝗵𝗼𝗱𝗼𝗹𝗼𝗴𝗶𝗲𝘀 𝗮𝗻𝗱 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝘀𝘂𝗰𝗵 𝗮𝘀 𝗔𝗴𝗶𝗹𝗲 𝗮𝗻𝗱 𝗣𝗠𝗣

I’m a Project Manager with more than nine years of experience leading major cross-functional projects.

Follow me:
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Kwai @rebecalariosh
_____________________________________
My posts are my own and do not reflect the opinions of my current, past, or future employers.

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The Battle

Erika Villarreal

Rebeca Larios Heftye

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