MD

Marcelino Diaz

Customer Success at Stavvy

San Francisco Bay Area

Overview 

Marcelino Diaz is a Customer Success professional with a strong focus on putting customers first and has valuable experience in early-stage startups. Currently, he serves as a Customer Success specialist at Stavvy, showcasing expertise in customer interaction, relationship building, upselling, and customer retention. His career highlights include roles at Swiftlane and Plug and Play Tech Center, where he honed his skills in customer success and venture analysis in the San Francisco Bay Area.

Work Experience 

  • Customer Success

    2024 - Current

Stavvy is a modern lending experience connecting lenders with their title, settlement, and appraisal vendors.

Raised $53,000,000.00 from Morningside Venture Investments, Alumni Ventures and Castor Ventures.

  • Customer Success Coordinator

    2021 - 2023

    Customer Success: - Joined Swiftlane in 2021 with 40-50 customers. In 2023 we surpassed 1000 customers. - Built and maintained strong relationships with both partners and customers, serving as the primary point of contact for their needs and fostering mutual growth. - Led growth and success for 300+ building owner/operator accounts with $5M - $500M in assets, achieving a 15% expansion in client base and a $200K ARR increase. Provided comprehensive support throughout the entire customer journey, encompassing KPI identification, training, implementation, and ongoing renewals. - Through cold outreach I built up a partner program of more than 25 partners, where I trained and managed partner reseller certification and achieved a $30K MRR increase from new customer acquisition. - Created support documents to promote education, adoption and expansion across client organizations leading to 98% client retention. - Produced streamlined workflows that resulted in 40% increase of new customer onboarding and a 20% increase of customer satisfaction. - Successfully tackled over 100 technical support inquiries weekly, achieving a 90% resolution rate and contributing to an increase in positive online reviews and 5-star ratings. - Gathered and championed customer feedback, leading to product and app updates that saw a 70% increase in user satisfaction and a 90% engagement boost. Partner Success: - Achieved a 15% increase in new customer acquisition by leading our partner program of 25+ partners. The program consisted of initial outreach, product and sales training, and reseller certification. - Drafted project reports to identify successful outcomes, insights, and future recommendations. - Established and maintained strong relationships with partners by developing strategies to enhance partner engagement and drive mutual growth, leading to $15k in MRR.

Modern and Secure entry-management solution

  • Ventures Analyst

    2019 - 2021

    -Through comprehensive market analysis of trends, investments, and economic impact, I facilitated 5 successful investments in the Construction and Property Technology space. - Identified partner innovation needs, conducted market research and introduced startups leading to successful partner/startup collaborations which resulted in partner membership upgrades with a value of $500K in annual revenue. - Spearheaded a highly impactful accelerator program, driving startup success through effective coordination and mentorship, resulting in over 100 startup introductions and 15 successful pilots that converted into paid partnerships valued over $1M. Responsibilities: - Actively source and outreach startups - Work independently and manage multiple projects and meet deadlines - Continuously work with corporations to address innovation needs and process improvements by consulting and startup introductions - Manage projects and events within the Smart Cities Program - Conduct meetings and manage relationships between startups and corporate partners on a frequent basis - Build relationships with corporate partners to better understand their needs and receive detailed feedback to improve deliverables - Analyze Smart Cities markets, trends, investments and economic impact - Analyze technology in IoT, AI, ML, Computer Vision, AR/VR, Robotics, etc. - Conduct high quality analysis, market research, and financial modeling on new technology - Define customer problem statement, evaluate solution options, and make recommendations - Collaborate with international PnP offices to provide customer support and expand PnP brand - Conduct due diligence reports for investable opportunities and support partners - Produce marketing content along with my colleagues to promote Plug and Play as well as the startups in our ecosystem - Create innovation and entrepreneurial content to share with peers, customers, and network - Share all research, findings and reports with senior executives

Plug & Play Topeka is a Venture Capital company that offers corporate Innovation, open Innovation, and accelerator Programs.

  • Talent Sourcer

    2018 - 2019

    - Utilized online databases (Monster, Linkedin, Indeed, etc) to source candidates as well as analyzed and identified qualified candidates - Maintained and managed relationships with candidates through daily communication and effectively listening to candidates’ needs in order to place them in the correct role - Demonstrated grit through making dozens of cold calls a day and conducting hire paperwork when needed - Successfully recruited 4 contractors in first 3 months while working part time

ATR International is a technical staffing firm that offers staffing and consulting services.

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