Steven Lorenzo

Customer Success Manager @ Trullion

About Steven Lorenzo

Steven Lorenzo is a Customer Success Manager currently working at Trullion in New York. He has extensive experience in business development and sales, having held various roles at companies such as CaptivateIQ, Sage Intacct, and Firework.

Current Role at Trullion

Steven Lorenzo currently serves as a Customer Success Manager at Trullion, a position he has held since 2024. In this role, he focuses on enhancing customer satisfaction and retention rates, leveraging his expertise in customer success strategies. His work involves direct engagement with clients to ensure they derive maximum value from Trullion's offerings.

Previous Experience at CaptivateIQ

Prior to his current role, Steven held multiple positions at CaptivateIQ, including Manager of Business Development and Founding Account Manager. His tenure at CaptivateIQ spanned from 2019 to 2023, where he was instrumental in negotiating and closing large contracts. He also served as Team Lead in Business Development, contributing to the company's growth in the San Francisco Bay Area.

Sales and Operations Background

Steven's career includes significant experience in sales and operations. He worked as a Sales Development Representative at Sage Intacct, Inc. and held roles at symplr as a Sales Operations Specialist. His diverse background in sales positions has equipped him with skills in customer engagement and operational efficiency.

Educational Background

Steven studied Political Science and Government at Santa Clara University, where he earned a Bachelor of Science (B.S.) degree. He also attended Xavier School and completed his high school education at Father Dueñas Memorial School. His academic background complements his professional expertise in customer success and business development.

Athletic Involvement

During his time at Santa Clara University, Steven competed in the D1-A Men's Rugby Team, contributing to the team's ranking among the nation's Top 20 teams. This experience reflects his commitment to teamwork and competitive spirit, qualities that he brings into his professional endeavors.

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