Phillip Ortiz
Customer Success Strategist | Driving CX with SaaS & AI
- Role
- Scaled Customer Success Manager at Zendesk
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Phillip Ortiz
As a Senior Account Manager with 6+ years in SaaS, customer success, and digital marketing, I help businesses from home services & construction firms to national franchises & tech startups achieve measurable growth through strategy, communication, and execution. I’ve managed portfolios exceeding 180 clients and $2.5M ARR, led QBRs with C-Suite stakeholders, and consistently driven adoption, retention, and expansion.My expertise spans platform onboarding, campaign optimization, and multi-location marketing strategies, with a track record of delivering 60%+ increases in visibility and inquiries within 90 days. I thrive in fast-paced, cross-functional environments where I can bring structure to complexity, solve challenges proactively, and be the trusted partner clients rely on to guide strategy and deliver results.
Experience
Scaled Customer Success Manager
Aug 2025 — Present · Austin, TX, US
Leveraging 6+ years in SaaS, account management, and digital strategy to help a scaled portfolio of clients drive adoption, retention, and measurable growth with Zendesk. Focused on building scalable success plans, optimizing workflows, and enabling customers to realize long-term value.
Education
Texas State University
Mass Communication/Media Studies
Austin Community College
Marketing
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