Tracey Rosado
Lead Customer Success Manager | Customer Obsessed | B2B | SaaS | Driving Adoption | Upsell | Retention | Voice of the Customer
- Role
- Lead Customer Success Manager at Energy Exemplar
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Tracey Rosado
Strategic, customer-centric, and data-driven Customer Success Manager with over 15 years of experience, including 10+ years in B2B SaaS. Proven success managing $4M–$8M customer portfolios (6–30 accounts), driving adoption, retention, and expansion across a range of industries. Skilled in customer onboarding, executive engagement, and delivering measurable value through AI tools and predictive analytics.Specialized in onboarding, product adoption, upsell strategies, and revenue retention, supported by MEDDIC Sales Methodology certification and deep proficiency with Salesforce and related tools. Adept at cross-functional collaboration to resolve escalations, identify growth opportunities, and deliver tailored solutions. Recognized for building strong executive relationships, aligning business goals with product capabilities, and thriving in remote-first, high-growth environments.
Experience
Lead Customer Success Manager
Oct 2025 — Present · Boston, MA, US
Energy Exemplar is a global leader in energy modeling and simulation software, helping organizations around the world make smarter, data-driven decisions across electricity, gas, water and hydrogen markets.
Education
Marlborough High School
Diploma, College Prep
Burdett Business School -Boston
Certificate, Admin/Business School
Gainsight
Customer Success Certification
Skills
- Cloud Computing
- Vendor Management
- Client Relationship Building
- Management
- Account Management
- Sales Process
- Project Management
- Resolve Critical Issues
- Strategic Partnerships
- Experienced Account Manager
- Direct Sales
- Salesforce.com
- Client Engagement
- Experienced Project Manager
- Enterprise Software
- Inside Sales
- Client Communications
- Main Point of Contact
- Business Development
- Software as a Service (Saas)
- Issues Resolution
- Pulse Academy Csm Certification
- Microsoft Office
- Sales
- Consistently Met/Exceeded Quota
- New Business Development
- Leadership
- Solution Selling
- Cold Calling
- Customer Relationship Management (Crm)
- Software Project Management
- Crm
- Saas
- Sales Operations
- Professional Services
- Customer Service
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