Julio Tancun

about

I am JULIO

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. 

What I Bring to the Table

  • Trusted Partner: I build long-term client relationships rooted in trust, not just account management.
  • Insightful Storyteller: I translate complex data into clear, actionable strategies that drive results.
  • Results-Driven Innovator: From planning to execution, I focus on ideas that deliver measurable impact.
  • Cross-Functional Collaborator: I connect teams across marketing, tech, and product to ensure seamless delivery.
  • Business Review Pro: I lead in-depth reviews that surface insights, highlight wins, and uncover new growth.
  • Revenue Generator: I’ve driven $14M+ in added revenue by identifying and executing key opportunities.
  • Onboarding Expert: I streamline implementation for smooth, high-impact client transitions.
  • Efficiency Champion: I improve workflows to boost speed, accuracy, and outcomes.
  • Project Leader: Agile-savvy and organized, I lead complex rollouts that stay on track and deliver ROI.

Strong analytical skills

Possesses strong analytical skills complemented by bilingual proficiency in English and Spanish. Proficient in utilizing CRM software, performance metrics, and KPI analysis to drive business growth and operational excellence. Passionate about client advocacy and data storytelling, dedicated to enriching client experiences and guiding organizational success in forward-thinking environments. Seeking to leverage an extensive background in client success to contribute to a dynamic team in a forward-thinking organization.

NOTABLE CAREER HIGHLIGHTS

  • Revenue Growth & Solution Upselling: Instrumental in generating $14 million in revenue from key accounts in 2024, with a personal contribution of over $2 million, while also generating $3.5 million through a workplace safety program in 2022. Focused on refining customer adoption, ensuring a strong return on investment, and advancing customer health scores and NPS.
  • Client Onboarding and Product Expansion: Managed the successful implementation of healthcare solutions for significant new clients, including the second-largest client in the total book of business. Integrated risk management strategies to minimize churn retention challenges and optimized the customer journey. Improved customer yield while demonstrating lifetime value through quarterly and annual business reviews.
  • Streamlined Point Solutions Integration: Designed and implemented a standardized integration framework, reducing production times by over 50% and boosting client point solution adoption by 20%, elevating overall client satisfaction.
  • Client Conversion & Upselling: Successfully upsold and converted an executive exclusive client to our total population model, overseeing a seamless rollout and ongoing customer support, which has enhanced our service continuity and client trust
Exit mobile version