Evan Ortiz

Enterprise Customer Success Manager

Tampa, Florida, United States

About

Experience

  • Enterprise Select Customer Success Manager at Samsara
    May 2026 - Present · 3 mos

  • Sr. Solutions Engineer (Part Time - Contract) at RSM International Inc .
    Oct 2025 - Apr 2026 · 7 mos

    - Conducted market and competitive analysis for hardware manufacturer, identifying pricing gaps and channel expansion opportunities across dealer and DTC segments - Analyzed product mix and revenue drivers to surface growth opportunities across jack plate and performance parts product lines

  • Indeed (9 yrs 7 mos)
    • Strategic Data Analyst (Global Client Insights)
      Apr 2022 - Jul 2025 · 3 yrs 4 mos

      ● Partner with enterprise stakeholders to translate business challenges into technical solutions leveraging and SQL analytics. ● Conduct solution discovery sessions to define data requirements, architect analytical models, and recommend optimized workflows. ● Build and present Tableau dashboards and Seismic visualizations to enable informed decision‑making and accelerate adoption of data solutions. ● Implement optimized Presto on AWS querying processes improving data retrieval speed and scalability. ● Drive technology adoption through customer‑focused solution demonstrations and technical training sessions. ● Collaborated directly with high-value enterprise clients—including Amazon, Penske, American Airlines, Cintas, and Communicare —to identify strategic hiring needs, attributing revenue through tailored product adoption and performance-driven campaigns. ● Trusted partner to Sales and Client Success leadership on deal strategy, churn risk analysis, and cross-sell playbook development.

    • Team Lead, Client Success - Enterprise
      Jul 2019 - Apr 2022 · 2 yrs 10 mos

      - Work directly with top Global Staffing Firms (Allegis Group., Adecco., Manpower). Strategizing best ROI in regards to SEO, Outsourcing, and the full Indeed Product Suite. - Partnered with Team Leads to deliver feedback for a Quality Support launch across all of Client Success. - Developed and presented the response strategy across the Enterprise segment on COVID-19 solution positioning reaching 500+. - Hold weekly 1 on 1's with each team member delivering feedback on performance, coaching through knowledge gaps, and assisting with career growth. - Train Internal Teams and External Partners on new product spend and best practices to drive adoption. - Own path of team escalation and high priority accounts.

    • Interim Manager, Client Success - Enterprise
      Sep 2019 - Feb 2020 · 6 mos

      - While Manager was on Maternity leave stepped in to provide full coverage of Client Success Enterprise Team. - Met regularly with Sales Directors to collaborate on account and team strategy. Partnership led to both Sales teams exceeding quarterly goals. - Ran weekly team meetings highlighting product updates, performance issues, Client Success focuses. - Dealt with all team escalations and assisted in high priority issues. - Wrote quarterly evaluations for each Client Success rep calling out wins along with areas to focus on moving forward. - Maintained own book of business. Strong relationship with National Account Manager leading to successfully hitting 146% of quota.

  • Merchandising Analyst / Sourcing and Logistics Coordinator at H.H. Brown Shoe Company, Inc.
    May 2013 - Oct 2015 · 2 yrs 6 mos

    • Coordinate with factories in China, Mexico and USA regarding factory production space and purchase orders. • Interface with sales reps, customer service associates and retail buyers regarding purchase orders. • Monitored full spectrum of Sales Order & PO life cycle till customer possessed inventory. • Merchandise and monitor two of the HH Brown’s largest customers (DSW & Famous Footwear) • Interact with the (Workgroup Manger) to effectively manage its inventory and major military contracts. • Evaluate warehouse inventory trends and projections to anticipate future needs. • Assist the Senior Director of Sourcing & Logistics and Vice President of Merchandising to fulfill any disruptions in current merchandising model. • Review international routing paths for shipments and timeliness of orders to ensure prompt delivery (Ports include: California (LAX), New York (NYC), China (XMN). • Analyze merchandise performance for direct ship customer and adjust delivery dates on certain products according to their needs.

  • University Assistant at SCSU Office of Information Technology at Southern Connecticut State University
    Jan 2009 - Apr 2013 · 4 yrs 4 mos

    -Provide first level support for 15,000 Students, Faculty, and Staff at Southern Connecticut State University. -Provide Identity Management service using Active Directory, SCT SunGard Luminis, and Microsoft Live@Edu administration tools. -Supervise and monitor lap up-time including printer maintenance, paper inventory, toner inventory and Policy and Procedure adherence. Categorize and log all incidents, including items resolved on first call, in the incident of management software. -Provide expertise consultation that relates to items listed in the Information Technology Service Catalog