Alex Perez
About Alex Perez
Alex Perez is a Manager of Customer Success with over six years of experience in finance and accounting. He specializes in improving process efficiency and has a background in various marketing tactics and analytics.
Current Role at Stampli
Alex Perez serves as the Manager of Customer Success at Stampli, a position he has held since 2022. In this role, he focuses on helping customers enhance their processes and minimize unnecessary tasks. His expertise in understanding customer needs allows him to tailor solutions that improve overall efficiency. Prior to this position, he was a Senior Customer Success Manager at Stampli from 2019 to 2022, where he further developed his skills in customer relationship management.
Professional Experience in Customer Success
With over six years of experience in finance and accounting, Alex has developed a strong foundation in customer success roles. He worked as a Customer Success Manager at PayStand for five months in 2018, where he applied his skills in process improvement. His earlier experience includes serving as a Jr. SOX Auditor at Envestnet | Yodlee from 2015 to 2017 and as a Program Coordinator at MidPen Housing Corporation from 2012 to 2014.
Background in Marketing and Analytics
Alex has a diverse background in marketing, encompassing various tactics such as digital marketing, video, direct mail, email, social media, SEO, and SEM. He is proficient in using analytics to monitor marketing strategies and campaigns, ensuring optimal performance. His creativity allows him to analyze trends and customize marketing strategies to meet specific business needs.
Education and Academic Credentials
Alex studied at Santa Clara University Leavey School of Business, where he earned a Bachelor's degree in Marketing/Marketing Management from 2015 to 2017. This educational background has equipped him with the knowledge and skills necessary for his roles in customer success and marketing.
Previous Roles and Contributions
Before his current role, Alex held various positions that contributed to his professional development. He worked as a Leader at YMCA of the East Valley from 2011 to 2012, a Mentor at Boys & Girls Clubs of the Peninsula from 2007 to 2011, and a Marketing Associate at Napa Technology in 2016. These experiences have shaped his approach to customer success and relationship building.