Keep clients engaged and regularly using products. Build customer loyalty and reduce churn.

Created new qualified leads to increase the profitability of the company and met a minimum of 10 meetings a month

Achieved a customer retention rate above 95%, during the last 2 years by making strategies to keep customers satisfied and meet their product needs. Participated in the decision-making process regarding the functionality and design of a cutting-edge SaaS platform that had a positive impact on our clients. Set up a specialized support team in the finance area, which I lead to this day, that has generated a great result. Reached a customer satisfaction rate of 97% during the last 2 years, due to the close relationship I have with top-tier customers as well as helping them to have the best possible experience. Worked closely with the Customer Success Team to increase ROI and avoid churn rates.

Built my own client's portfolio with more than 100 clients in the branch of health insurance, life, and investment products (creating rapport by networking, cold calling, using referrals). Implemented strategic alliances with middle-high schools such as Simón Bolívar and Colegios La Salle. Helped train and coach new agents to achieve their goals.

Support to the audit area, reconciliation of reports, database sweeps, negotiation with suppliers.

Managed the portfolio of former public servants (+500) in Medical Health Care and Life insurance.