Jose Ugalde
Jose Ugalde

Senior Customer Success Specialist

Actively looking · Member since 14 Aug 2026
Message
Location
Costa Rica
Desired salary
Unspecified
Work preference
Remote Only
Experience level
Senior

About

Professional summary

I am an accomplished Customer Success and Support professional with more than 10 years of experience delivering exceptional customer experiences and building long-term client relationships.

I guide clients through complex processes, align products and services with their business needs, and drive adoption through proactive engagement, coaching, and strategic account management.

I combine customer-facing expertise with technical support knowledge, including hardware troubleshooting, data recovery, security solutions, access management, and ticket resolution.

I have worked with Salesforce, Oracle, ASA ticketing systems, and CyberArk Vault to manage interactions, monitor workflows, resolve issues, and maintain high service standards.

I take ownership of customer outcomes, focus on reducing churn, identify growth opportunities, and consistently work to improve satisfaction, retention, and operational performance.

I am a collaborative team leader with strong communication, problem-solving, and coaching skills, committed to policy compliance, data security, and customer-centric service.

Skills

28 capabilities

Tech stack & tools

Working toolkit

Data Stores

Experience

Career history

Senior Customer Success Specialist Blackbaud

Directed customer onboarding initiatives to accelerate product adoption and build client confidence in enterprise solutions. Built and maintained long-term customer relationships by proactively identifying needs, addressing concerns, and reducing churn risk.

Delivered coaching, feedback, and improvement plans that strengthened customer engagement and service quality. Used Salesforce CRM to manage account activities and success planning, while collaborating with internal teams on issue resolution, upsell opportunities, policy compliance, and data security.

Hardware Engineer / Data Analyst / Team Lead / Sales Expert Sykes (Foundever)

Provided hardware troubleshooting, technical support, large-scale data recovery, critical data transfers, and storage-process management while complying with security requirements. Leveraged Salesforce and Oracle to manage customer interactions, review support tickets, and streamline issue resolution.

Led customer service teams through coaching, performance feedback, professional development, and performance improvement plans. Built customer relationships, recommended tailored solutions, and exceeded sales and customer satisfaction goals through consultative service.

Security Engineer & Customer Success Specialist Movate

Delivered customer-focused CyberArk Vault solutions aligned with client security requirements, organizational policies, and compliance standards. Advised customers on role-based access management, security best practices, and successful solution adoption.

Managed customer support cases through ASA systems, ensuring timely responses and resolutions. Combined technical security expertise with consultative support to address customer challenges, support business growth, and maintain long-term customer satisfaction.

Process Developer Genpact

Managed compliance reviews for online savings accounts while maintaining a customer-focused approach to service delivery. Used Oracle systems to track workflows, monitor performance, and resolve customer issues efficiently.

Developed action plans to improve operational efficiency and customer outcomes. Conducted coaching sessions and performance evaluations to strengthen service quality, KPI achievement, continuous improvement, and compliance with regulatory and organizational requirements.

Education

Learning history

Universidad Politecnica

Business Administration Technician, Business Administration

Business Administration Technician program.

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