Tanner Ortega
About Tanner Ortega
Tanner Ortega serves as the Strategic Customer Success Manager at isolved, where he has worked since 2020. He has a background in customer success and management, with previous roles at Ethos Laboratories and AdvancedMD, and holds two Bachelor of Arts degrees from Carroll College.
Work at isolved
Tanner Ortega has served as the Strategic Customer Success Manager at isolved since 2020. In this role, he has been instrumental in enhancing customer relationships and ensuring client satisfaction. He pioneered the creation of a formal training program for the customer success team, which has contributed to the professional development of team members. Ortega demonstrated strong project management skills by developing and executing personalized customer success plans for each assigned account. His efforts led to a client revenue retention rate of 104% in 2021, indicating his effectiveness in maintaining and growing client relationships.
Previous Experience
Before joining isolved, Tanner Ortega worked at Ethos Laboratories as a Territory Manager from 2018 to 2020. In this position, he managed client relationships and sales strategies in the Greater Salt Lake City Area. Prior to that, he was a Senior District Manager at AdvancedMD from 2014 to 2018, where he oversaw operations and client engagement in Salt Lake City, Utah. His diverse experience in customer management and sales has equipped him with the skills necessary for his current role.
Education and Expertise
Tanner Ortega holds two Bachelor of Arts degrees from Carroll College, having studied Accounting and Business Administration with a focus on Marketing. He completed his studies from 2010 to 2014. This educational background has provided him with a solid foundation in financial principles and marketing strategies, which he applies in his professional endeavors.
Leadership and Mentorship
In his current role, Tanner Ortega demonstrates leadership by mentoring new strategic customer success managers. He shares his knowledge of the essentials of the role, fostering a collaborative environment that enhances team performance. His ability to lead and guide others reflects his commitment to developing talent within the organization.
Negotiation Skills
Tanner Ortega has exhibited exceptional negotiation skills during his tenure at isolved. He has successfully identified clients at risk of leaving the company and renegotiated their service agreements, which has contributed to maintaining a high client retention rate. His proactive approach in addressing client concerns underscores his dedication to customer success.