Inês T.
About Inês T.
Inês T. is an Enterprise/Upmarket Customer Success Manager at PandaDoc, with a background in customer success and project management across various companies. She has a solid educational foundation in management and digital project management, complemented by experience in hospitality and marketing.
Current Role at PandaDoc
Inês T. serves as the Enterprise/Upmarket Customer Success Manager at PandaDoc since 2022. In this role, she is responsible for conducting business reviews to present key performance indicators to customers. This ensures transparency and alignment with their business goals. Additionally, she has managed a server migration project for a top customer, demonstrating her project management capabilities. Inês has also developed and executed innovative initiatives aimed at enhancing customer engagement and satisfaction.
Previous Experience in Customer Success
Prior to her current position, Inês worked at Pipedrive as a Customer Success Manager from 2021 to 2022. Her responsibilities involved managing customer relationships and ensuring their success with the platform. Before that, she was part of the Client Success Team at Borderless360, where she worked remotely for nine months in 2021, focusing on operations in the UK and Hong Kong. These roles have contributed to her expertise in customer success management.
Educational Background
Inês T. has a diverse educational background. She studied at ISAG – Instituto Superior de Administração e Gestão, where she earned a Licentiate degree in Gestão Hoteleira from 2014 to 2017. She also participated in the Erasmus Program at the University of West Bohemia in Pilsen in 2016, focusing on Management for 11 months. Additionally, she completed a Digital Project & Process Management program at EDIT. - Disruptive Digital Education from 2020 to 2021.
Early Career Experience
Inês began her career in the hospitality sector, working as a Guest Relation at Best Guest Hostel in Porto from 2017 to 2018. She then transitioned to LovelyStay, where she held the positions of Account Manager and Assistant Revenue Manager from 2019 to 2020. In 2017, she also gained experience as a Marketing Trainee at Wine Tales for two months. These early roles provided her with foundational skills in customer relations and account management.