<span data-metadata=""><span data-buffer="">Hi , I am Julio Tancun

From Insight to Impact

Engagement. Retention. Revenue. Repeat

Strategic Planning • Data Storytelling • Account Management

Who Is Julio Tancun ?

I’m a National Account Manager who believes that exceptional client success isn’t just about meeting expectations—it’s about exceeding them. With a knack for data storytelling, a flair for strategy, and a focus on collaboration, I specialize in managing diverse client portfolios and transforming complex challenges into opportunities for growth. My approach blends innovation, teamwork, and a results-driven mindset.

In my current role, I’ve achieved a 95% renewal rate by combining insightful analysis with genuine client advocacy. 

Strategic Planning • Data Storytelling • Account Management

My Professional journey

EHE Health
Jan 2023 - Present · 2 yrs 3 mo
National Account Manager

New York City Metropolitan Area

Driving client success and revenue growth through strategic account management, data-driven decision-making, and cross-functional leadership.

  • Client Engagement: Boosted interaction and utilization rates by 18% through targeted engagement campaigns, reducing churn risk.

  • Process Optimization: Led cross-functional teams to streamline communication using SaaS CRM tools, cutting turnaround times by 20%.

  • Data-Driven Strategy: Applied analytics and SMART goals to increase service utilization by 15%, driving 10% client value growth.

  • Digital Wellness Project: Managed Agile rollout of a digital wellness model, overcoming scope issues, delivering measurable ROI, and scaling across client locations.

  • Program Innovation: Developed customized wellness programs, increasing adoption by 20% and enhancing client retention.

  • Contract Negotiation: Secured key renewals with a 25% service pricing increase, expanding revenue and ensuring long-term partnerships.

EHE Health
Dec 2021 - Dec 2023 · 2 yrs 1 mo
Client Success Associate

New York City Metropolitan Area

Focused on aligning client goals with business strategy, enhancing operational efficiency, and driving data-informed decisions.

  • Client Collaboration: Improved goal alignment by 20% through strategic KPI planning; successfully managed the transition of the second-largest client, ensuring high satisfaction.

  • Data Analysis & Reporting: Enhanced reporting accuracy by 20% and cut prep time by 25% using Excel, PowerPoint, and AWS for advanced analysis.

  • Team & Stakeholder Leadership: Led a cross-functional initiative, resolving resource constraints and delivering on time and within budget, strengthening client trust.

  • Tech-Driven Efficiency: Boosted operational performance by 15% via streamlined data processes and impactful presentations; implemented a CRM system to improve data tracking and client engagement.

  • Client Retention: Resolved a high-risk issue using data storytelling and strategic insights, leading to a 10% increase in client retention.

EHE Health
Dec 2020 - Dec 2021 · 1 yr 1 mo
Client Success Assistant

New York, New York, United States

Enabled operational excellence and client satisfaction through process optimization and strategic onboarding.

  • Administrative Efficiency: Led key administrative functions, improving workflow efficiency by 15% and reducing client inquiry response time by 10%.

  • Campaign Management: Oversaw incentive campaign tracking and reporting, cutting patient query resolution time by 25%.

  • Client Onboarding: Delivered seamless onboarding through customer-focused strategies, ensuring timely service integration and full compliance.

  • Process Innovation: Introduced improvements that increased team productivity by 20%, enhancing both internal performance and client satisfaction.

Medica inc · Part-time
May 2018 - Sep 2020 · 2 yrs 5 mos
Call Center Representative

Hasbrouck Heights

  • Customer Support: Handled high-volume inbound and outbound calls, resolving customer inquiries and concerns with professionalism and empathy.

  • Problem Solving: Diagnosed issues efficiently and provided timely solutions, contributing to a 90%+ first-call resolution rate.

  • CRM Proficiency: Utilized customer relationship management tools to document interactions and ensure accurate data entry for seamless follow-up.

  • Communication Excellence: Maintained a friendly and clear communication style, earning consistent positive feedback from clients and supervisors.

  • Team Collaboration: Partnered with internal teams to escalate complex issues and ensure prompt resolution, reducing average resolution time by 20%.

  • Performance Metrics: Consistently exceeded call quality, average handling time (AHT), and customer satisfaction score (CSAT) targets.

Strategic Planning • Data Storytelling • Account Management

My Acedemic journey

Bachelor's degree, Marketing/Marketing Management, General

William Paterson University of New Jersey

  • Activities and societies: Student Government Association
  • Assisted in organizing career fairs, networking events, and leadership development workshops for the student body.

Certified Customer Success Manager (CCSM)

Success COACHING (CPD Certified)

Earners of the Level 1 Certified Customer Success Manager (CCSM) badge have learned the key practices top CSMs use to deliver better outcomes for their customers. 

Certified Customer Success Specialist (CCSS)

Customer Success U

provides tools, techniques, and customer service skills for the workplace, applicable across various industries

Google Project Management: Specialization

Google

Practice strategic communication, problem-solving, and stakeholder management through real-world scenarios

Strategic Planning • Data Storytelling Management

Proven Results & Happy Clients

Strategic Account Planning

Annual Business Reviews

Client Engagement & Retention Performance Metrics