Desiree Lopez

Experience

• 

  Microsoft

  Sept 2015 - Sept 2023

  • Lead a new Surface customer through their Surface Evaluation phase, initial deployment, and IT/End User onboarding.• Engage existing Surface customers to prevent churn, create intent for Modern Endpoint Management, prevent, and remove any technical friction/issues and ensure satisfaction.• Establish intent for new device adoption and identify new sales opportunities. • Proactively engage internal/external Account Teams to assess current account state, develop engagement plan, and assist with execution.• Focus: Deployment Planning, Surface Onboarding, Post Deployment Active Support, Lifecycle Management, Usage, Adoption, and active Account Team Unit member. Voir moins • Facilitate an effective rhythm of business - daily office hours for program leads, lead MBRs with stakeholders; lead weekly roundtables, community calls and weekly 1:1 meeting with Scale CSMs. • Built and maintained the Surface Scale CSM program PowerBI Report, and SharePoint site.• Assisted in the development and maintenance of the program in building key elements such as: Playbook, Onboard Program, Wiki, and other platforms to ensure healthy team collaboration and execution. • Maintain engagement across all SMC and EC segments - identify and scale best practices, identify and resolve operational challenges, cultivate segment specific insights from partners (Account Teams), customers, and Surface Scale CSMs.• Engage with specific high-impact accounts and customer interactions if/as requested by Surface Scale CSM - work with Scale CSM to strategize account engagement, triage customer escalations to facilitate efficient and effective resolutions.• Onboard and mentor new hires. Voir moins

  • Modern Work Business Value Advisor - US SMC

    Mar 2023 - Sept 2023

  • Modern Work Customer Success Manager - US SMC

    Sept 2022 - Mar 2023

  • Training Associate

    Jan 2022 - Sept 2022

  • Surface Customer Success Manager - US Enterprise | RCG

    Jan 2021 - Jan 2022

  • Surface Customer Success Manager Lead - US SMC & EC

    Jan 2021 - Jan 2022

  • Assisted Sales Specialist - SMB

    Mar 2020 - Jan 2021

  • Product Advisor

    Sept 2015 - Mar 2020
• 

  Trane Technologies

  Jan 2023 - now

  Project Engineer Controls and Contracting

  • Responsible for building controls submittal design utilizing direct digital controls on a variety of building types, regarding the electronic comfort control and automation systems.• Responsible for obtaining and reviewing contract documents; proposals mechanical plans, specifications, estimates, equipment submittals, etc. for incorporation into the design of an automation system.• Responsible for advanced sequences of operations, which meet the project requirements.• Support Control & Contracting Team with orders, billing, forecast.• Generate and analyze reports (delivery, closing documents, billing analysis).• Complete and follow the Project schedule.• Controls equipment selection & procurement. Voir moins