Alexis Cañas
Customer Success Manager at WeVideo- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Bahar Masoudian
It is with my highest regards to commend Alexis for his strong work ethics and outstanding leadership that he demonstrated while we worked together. Alexis was able to quickly grasp the knowledge necessary to work in the banking industry and was able to get promoted within a short span of time. Alexis is dedicated to his role and will meet and exceed his role's expectations. When assigned a task or a project, Alexis is able to meet all deadlines and ensures that all requirements are met. Alexis has strong interpersonal skills with the ability to interact with all levels of the organizations. From a customer experience stand point, I revived nothing but excellent remarks about his level of service and professionalism. There is no doubt that Alexis will be successful in his career path and any company needs a team member as devoted as Alexis.
Keota Xiong, MBA
Alexis worked as a Student Operations Assistant directly under my supervision at UC Merced. He is a creative problem-solver and always met his deadlines. His cheerful and positive personality and attitude were added bonuses. In addition to him being a quick and competent learner, he is always willing to take on any tasks or projects assigned to him. Alexis will be successful in any enterprise he undertakes.
Bahar Masoudian
It is with my highest regards to commend Alexis for his strong work ethics and outstanding leadership that he demonstrated while we worked together. Alexis was able to quickly grasp the knowledge necessary to work in the banking industry and was able to get promoted within a short span of time. Alexis is dedicated to his role and will meet and exceed his role's expectations. When assigned a task or a project, Alexis is able to meet all deadlines and ensures that all requirements are met. Alexis has strong interpersonal skills with the ability to interact with all levels of the organizations. From a customer experience stand point, I revived nothing but excellent remarks about his level of service and professionalism. There is no doubt that Alexis will be successful in his career path and any company needs a team member as devoted as Alexis.
Keota Xiong, MBA
Alexis worked as a Student Operations Assistant directly under my supervision at UC Merced. He is a creative problem-solver and always met his deadlines. His cheerful and positive personality and attitude were added bonuses. In addition to him being a quick and competent learner, he is always willing to take on any tasks or projects assigned to him. Alexis will be successful in any enterprise he undertakes.
Bahar Masoudian
It is with my highest regards to commend Alexis for his strong work ethics and outstanding leadership that he demonstrated while we worked together. Alexis was able to quickly grasp the knowledge necessary to work in the banking industry and was able to get promoted within a short span of time. Alexis is dedicated to his role and will meet and exceed his role's expectations. When assigned a task or a project, Alexis is able to meet all deadlines and ensures that all requirements are met. Alexis has strong interpersonal skills with the ability to interact with all levels of the organizations. From a customer experience stand point, I revived nothing but excellent remarks about his level of service and professionalism. There is no doubt that Alexis will be successful in his career path and any company needs a team member as devoted as Alexis.
Keota Xiong, MBA
Alexis worked as a Student Operations Assistant directly under my supervision at UC Merced. He is a creative problem-solver and always met his deadlines. His cheerful and positive personality and attitude were added bonuses. In addition to him being a quick and competent learner, he is always willing to take on any tasks or projects assigned to him. Alexis will be successful in any enterprise he undertakes.
Bahar Masoudian
It is with my highest regards to commend Alexis for his strong work ethics and outstanding leadership that he demonstrated while we worked together. Alexis was able to quickly grasp the knowledge necessary to work in the banking industry and was able to get promoted within a short span of time. Alexis is dedicated to his role and will meet and exceed his role's expectations. When assigned a task or a project, Alexis is able to meet all deadlines and ensures that all requirements are met. Alexis has strong interpersonal skills with the ability to interact with all levels of the organizations. From a customer experience stand point, I revived nothing but excellent remarks about his level of service and professionalism. There is no doubt that Alexis will be successful in his career path and any company needs a team member as devoted as Alexis.
Keota Xiong, MBA
Alexis worked as a Student Operations Assistant directly under my supervision at UC Merced. He is a creative problem-solver and always met his deadlines. His cheerful and positive personality and attitude were added bonuses. In addition to him being a quick and competent learner, he is always willing to take on any tasks or projects assigned to him. Alexis will be successful in any enterprise he undertakes.
Credentials
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Level 1 Customer Success Foundations
Growth Molecules™Aug, 2023- Sep, 2024 -
Insurance Consultant, Life
Wells FargoSep, 2018- Sep, 2024 -
Series 6
Wells FargoSep, 2018- Sep, 2024 -
Series 63
Wells FargoSep, 2018- Sep, 2024 -
UC Merced Bookstore
BuyerJul, 2015- Sep, 2024
Experience
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WeVideo
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United States
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E-Learning Providers
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1 - 100 Employee
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Customer Success Manager
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Feb 2021 - Present
• Manage a portfolio of 200+ strategic accounts to foster long term business relationships and account success •Dedicated contact for strategy, product trainings and reviews •Analyze account performance and recommend programs to increase product adoption and retention •Work directly with account owners and stakeholders to ensure successful renewals and upsells •Deliver onboardings and create roadmaps for successful implementation •Data analysis and data driven decisions •Collaborate cross-functually across our various teams towards customer centric goals Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Relationship Manager
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Sep 2018 - Feb 2021
• Manage affluent and small business client portfolios of up to $5 million in revenue.• Facilitate financial literacy workshops to internal employees and partners comprising over 100 in attendance.• Manage risk and compliance by adhering to policies, procedures and controls governed by financial industry regulators.• Collaborate with cross functional teams in Wealth & Investment Management group to assess and meet clients’ financial needs• Conduct cold outbound calls to prospects to identify future business opportunities while following corporate correspondence and solicitation policies. Show less
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Personal Banker
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Jan 2017 - Sep 2018
• Manage affluent and small business client.• Facilitate financial literacy workshops to internal employees and partners comprising over 100 in attendance.• Manage risk and compliance by adhering to policies, procedures and controls governed by financial industry regulators.• Conduct cold outbound calls to prospects to identify future business opportunities while following corporate correspondence and solicitation policies.
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Customer Service and Sales Representative
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Oct 2016 - Jan 2017
• Assessed financial needs of Consumer Banking clients and offered appropriate products and services.• Built long lasting relationships with constituents in the community through referrals and networking.• Became certifies in Wealth Management and Small Business WFAW Advocate to coach consumer banking team members in serving customers more effectively.• Led a team of more than 15 professionals in the absence of branch managers and exceeded all performance objectives by over 100%.
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51 FIFTY Energy Inc.
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United States
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Food & Beverages
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1 - 100 Employee
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Ambassador and Brand Representative
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Sep 2015 - May 2016
• Established as the first brand ambassador to formally represent 51Fifty on the UC Merced campus • Planned 50+ events on-and-off campus such as: in-store samplings, gear and drinks giveaways throughout the Central Valley, and UC Merced’s Annual Fall Concert: Treats and Beats • Sold $10,000+ in drinks and apparel through promotions with stores, sports events and music event sponsors • Formalized a contract agreement between UC Merced and 51Fifty to sell the brand’s energy drinks in the campus’s official Bookstore • Curated content for brand’s Snapchat and Instagram platforms in order to engage college-aged audience Show less
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UC Merced
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Legal Services
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Student Operations Assistant
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Dec 2014 - May 2016
• Generate online receiving of all store merchandise for retail system • Organize and maintain files of vendors to ensure timely payments • Create deposit transmittals and track incoming payments • Prepare purchase orders and enter deposits in Cashnet system • Generate online receiving of all store merchandise for retail system • Organize and maintain files of vendors to ensure timely payments • Create deposit transmittals and track incoming payments • Prepare purchase orders and enter deposits in Cashnet system
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Sigma Alpha Epsilon Fraternity
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United States
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Higher Education
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300 - 400 Employee
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Treasurer
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Apr 2014 - Apr 2015
• Managed budget of $30,000 and fraternity’s bank account and allocated funding for programs and events, such as the Annual Breast Cancer Awareness Banquet • Collected dues from members and paid fraternity’s expenses • Analyzed and discussed with board members ways of saving money for the future • Managed budget of $30,000 and fraternity’s bank account and allocated funding for programs and events, such as the Annual Breast Cancer Awareness Banquet • Collected dues from members and paid fraternity’s expenses • Analyzed and discussed with board members ways of saving money for the future
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College Track
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United States
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Non-profit Organizations
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200 - 300 Employee
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Campus Cohort Group President
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Aug 2013 - May 2014
• Provided comprehensive academic support, leadership training, financial and college advising to UC Merced’s cohort group in order to support College Track’s mission of helping students from underserved communities succeed in college and beyond • Provided comprehensive academic support, leadership training, financial and college advising to UC Merced’s cohort group in order to support College Track’s mission of helping students from underserved communities succeed in college and beyond
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Nuestra Casa
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Internship
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Jul 2013 - Aug 2013
• Redesigned a non-profit’s curriculum for the DMV’s driver’s handbook into a succinct 15-page reader in order to make it more accessible to non-English speakers • Redesigned a non-profit’s curriculum for the DMV’s driver’s handbook into a succinct 15-page reader in order to make it more accessible to non-English speakers
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Server/ Organizer
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Jun 2012 - Aug 2012
• Organized buffet and served Business School summer students • Stocked study rooms with snacks and drinks • Organized buffet and served Business School summer students • Stocked study rooms with snacks and drinks
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Cuisinett
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United States
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Restaurants
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Cashier Server
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Nov 2011 - Aug 2012
• Enhanced the dining experience by ensuring each guest received immediate, personalized and professional attention • Enhanced the dining experience by ensuring each guest received immediate, personalized and professional attention
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Education
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2012 - 2016
University of California, Merced
Bachelor of the Arts (B.A), Business Administration and Management, General -
2008 - 2012
Sequoia High School
High school
Community
