Joan Cortez-Grater in

Joan Cortez-Grater

Evaluator · DISC type CDS
Senior Consultant at AG Consulting Partners, Inc.
📍 Seattle, Washington, United States

Joan Cortez-Grater is an award-winning Senior Consultant specializing in customer and partner success. A Washington State University graduate, she has a proven record of exceeding retention targets at firms like Zoom and SAP Concur. Colleagues describe her as strategic, goal-oriented, and a top performer, and she is currently pursuing PMP certification.

Outside of work, Joan shows an interest in continuous learning and emerging technologies. Her certifications in topics like "The Six Morning Habits of High Performers" and "Blockchain Basics" reflect a commitment to personal growth and staying current with new trends.

She is a two-time winner of the prestigious SAP Concur President’s Club Award, highlighting her consistent excellence in client success.

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Experience
12 Years
Current Role
Senior Consultant
Job Level
Mid-senior
Location
Seattle, Washington, United States
Personality Overview

How Joan shows up

Fast But Analytical
Thorough Evaluator
Quality Focused

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Joan cares about

Partner Success
At Zoom, she focused on building partner programs, launching a Customer Success Delivery Program Guide for the company's largest service provider.
Customer Retention
Her career is defined by driving customer loyalty, having exceeded retention targets by over 105% quarter-over-quarter in a previous role.
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Career

Work history

3-2025
Senior Consultant
AG Consulting Partners, Inc.
8-2021 - 10-2024
Partner Success Manager
Zoom
7-2020 - 8-2021
Customer Success Manager
Zoom
10-2017 - 7-2020
Client Success Manager Key Accounts
SAP Concur
8-2016 - 10-2017
Senior Analyst
ADP
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor's degree
Washington State University
Bachelor of Science - BS
Cagayan State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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