Carlos Portillo
Passionate Catalyst for Enterprise-Level organizational change! Helping unlock human potential!
- Role
- Sr Customer Success Manager at UiPath
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Sr Customer Success Manager
Jun 2023 — Present · Chicago, IL, US
Strategic Account Management & Growth- Achieved 100% retention across $8M+ ARR in high-risk commercial accounts while expanding key accounts significantly—doubling ARR for a major financial institution ($700K → $1.3M) and increasing ARR by 89% for a global immigration firm ($1.9M → $3.6M). Developed tiered strategy for unassigned accounts ($40K-$100K ARR), generating $70K in premium subscriptions with 20% upsell rates.Executive Leadership & Commercial Strategy- Partnered with C-suite stakeholders to develop automation roadmaps positioning UiPath as a strategic growth partner. Designed the 2025 Commercial CSM engagement strategy achieving 100% ARR retention while influencing product roadmap through collaboration with engineering leadership based on customer feedback.Team Development & Operational Excellence- Mentored junior CSMs while establishing performance metrics aligning with enterprise goals. Led cross-functional collaboration with enterprise clients, reducing inefficiencies by 30-60% of developer time and supporting talent acquisition initiatives.Innovation Leadership- Orchestrated AI adoption strategies securing UiPath\'s position as an innovation leader while implementing enterprise-wide Automation @ Scale assessments to enhance governance. Supported Citizen Developer Programs achieving 90% graduation rate and driving grassroots automation adoption.
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (BS)
Skills
- Customer Insight
- Analytics
- Business Strategy
- Focus Groups
- Integrated Marketing
- Marketing Research
- Leadership
- Advertising Research
- Competitive Analysis
- Marketing
- Database Marketing
- Program Management
- Market Research
- Marketing Analytics
- Management
- Customer Analysis
- Nielsen
- Online Research
- Product Development
- Analysis
- Market Analysis
- Data Analysis
- Strategic Planning
- Cross-Functional Team Leadership
- Segmentation
- Marketing Strategy
- Project Management
- B2b
- Direct Marketing
- Consumer Products
- Market Planning
- Consumer Behaviour
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