Dayan Correa
Katy
Summary
Client Success Leader with 4+ years driving onboarding, retention, and adoption in fast-paced SaaS environments. Builds trust across sales, operations, and product teams to deliver seamless onboarding and long-term client growth, powered by CRM insights and performance reviews. Launched 150+ school districts with 15% faster rollouts, cut support cases by 25%, and boosted renewal likelihood by 10% by making onboarding seamless and supporting proactive upsells that feel like a natural next step.
Overview
7
7
years of professional experience
Work History
Technical Onboarding Specialist
Amplify
04.2024 - 09.2025
- Set up enrollments, licenses, and entitlements for 150+ K–12 districts, speeding up onboarding by 15% and making every launch feel smooth and supported.
- Resolved post-launch access issues by partnering with engineering and support teams, cutting service cases by 25%, and strengthening client trust.
- Maintained a 98% QA score for Salesforce records and digital licensing, improving account health visibility and lifting user satisfaction by 47%.
- Guided district admins through Amplify’s literacy and assessment platforms, boosting platform self-serve adoption by 30% through targeted training and lifecycle support.
- Served as the voice of the educator, turning feedback into workflow improvements, aligning district goals with internal priorities, and driving long-term retention.
Customer Success Manager
Amazing.com
10.2022 - 02.2024
- Built a HubSpot dashboard to track usage, account health, and renewal dates across clients, optimizing CSM workflows and exceeding quarterly KPIs by 10%.
- Led regular check-ins and contract renewals, reaching 93% retention by combining data insights with marketing best practices.
- Guided e-commerce business owners through platform tools and programs, identifying blockers and recommending improvements that lifted renewal likelihood and trimmed churn risk by 10%.
- Partnered with sales, operations, and support to surface upsell opportunities, boosting monthly recurring revenue by 25% through timing, outreach, and stakeholder alignment.
- Translated client feedback into program optimizations that improved onboarding, engagement, and long-term success across integrated software solutions.
Sourcing Manager
Amazing.com
02.2021 - 10.2022
- Negotiated vendor contracts and sourced tools that saved $117K annually, improved team productivity by 25%, and aligned procurement with operational goals.
QA Specialist
QuVa Pharma, Inc.
03.2019 - 02.2021
- Created SOPs and led quality initiatives that reduced complaints by 30%, improved compliance, and strengthened stakeholder confidence across pharma operations.
Education
Bachelor’s Degree - Education
University of Puerto Rico
01.2012
Skills
- Client Success Strategy
- Onboarding & Implementation
- Customer Lifecycle Management
- Renewals & Retention
- Product Adoption
- Program Optimization
- Stakeholder Training
- Escalation Management
- Troubleshooting
- Contract Renewals
- CRM: Salesforce & HubSpot
- Jira
- Google Workspace
Languages
Bilingual, professional fluency in English and Spanish
Timeline
Technical Onboarding Specialist
Amplify
04.2024 - 09.2025
Customer Success Manager
Amazing.com
10.2022 - 02.2024
Sourcing Manager
Amazing.com
02.2021 - 10.2022
QA Specialist
QuVa Pharma, Inc.
03.2019 - 02.2021
Bachelor’s Degree - Education
University of Puerto Rico