Amanda R. Perez

Enigma
DISC Type : dic

Customer Success Manager - Education at Echo360

Carlsbad, California, United States

Overview

Amanda is a customer-focused manager with experience in SaaS, EdTech, and global B2B settings. She drives growth by elevating the customer journey and is known for being an amazing communicator and motivator. She holds a Bachelor of Science from San Diego State University and is a certified Applied Jewelry Professional.

Her personal and professional development has been significantly shaped by living and working abroad. This experience taught her grit, resourcefulness, and the ability to adapt to new cultures and languages, enhancing her skill in building connections and understanding what drives people.

She has a unique background that combines customer success in technology with a professional certification in gemology.

Personality Overview

Persuasive & Assertive

Challenger

Fast Follower

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Customer Journey
Her professional headline explicitly states she is passionate about elevating the customer journey, indicating a core focus on customer experience and success.
Student Success
Previously worked as an Assistant Dean for Student Success & Experience at GIA, where she led projects to increase student satisfaction and retention.
Global Experience
Highlights living and working abroad as a master class in grit and resourcefulness, shaping her ability to connect with people from different backgrounds.

Media Appearances

Amanda has no verified media appearances

Work History

10-2025
Customer Success Manager - Education at Echo360
7-2022 - 4-2025
Assistant Dean (Student Success & Experience Manager) at GIA (Gemological Institute of America)
4-2020 - 7-2022
Customer Service & Technical Support Supervisor at GIA (Gemological Institute of America)
1-2020 - 4-2020
Senior Customer Success Manager at Houzz
1-2019 - 1-2020
Customer Success Manager at Houzz

Education

Bachelor of Science - BS from San Diego State University
Applied Jewelry Professional from GIA (Gemological Institute of America)

More Information

Social Presence :

Prographics :

Exp : 14 Location : Carlsbad, California, United States Job Level : Middle Designation : Customer Success Manager - Education at Echo360
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Insights For Selling To Amanda R.

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amanda R. is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Amanda R.

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Amanda R. move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Amanda R. take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Amanda R.

Personality Compatibility


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