<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
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.
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.
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.
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
Practice strategic communication, problem-solving, and stakeholder management through real-world scenarios
Strategic Planning • Data Storytelling Management
Proven Results & Happy Clients





