Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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

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Dayan Correa