Carlos Portillo

Sr Customer Success Manager @UiPath

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.

University of Colorado at Boulder - Leeds School of Business

Bachelor of Science (BS)