Raymond “Ray” Otero is the Founder & Principal of e-Regency Advisory and the creator of RegencyCX. He advises growth-stage SaaS and technology leaders on Customer Success, customer experience, AI adoption, cloud strategy, and operating-model transformation.
Across more than 27 years in technology and services leadership, Ray has led and advised work spanning enterprise Customer Success, executive engagement, value realization, cloud adoption, professional services, cybersecurity, and complex transformation. His perspective is shaped by operating inside global technology organizations and helping teams connect customer evidence to accountable action.
Ray is a Customer Success Collective Ambassador and mentor, a contributing author, and co-host of the CX & CS Happy Hour series. He was named one of Customer Success Collective’s 2025 Ones to Watch for his work advancing executive-level Customer Success and transformation.
A U.S. Air Force veteran, Ray brings an intelligence-informed approach to evidence, risk, governance, and decision-making. Through e-Regency Advisory, he helps leaders move from ambition to practical capability without losing the human judgment that makes change work.
Work with Ray and e-Regency Advisory. Share the outcome you need, the evidence you have, and the decisions standing in the way.
Each engagement is tailored to your maturity, priorities, evidence, and operating realities.
Create the data, integration, and cloud foundations AI-enabled execution requires.
Build a customer revenue engine around adoption, retention, expansion, and value.
Turn AI experimentation into governed business capability.
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