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Rogelio

Customer Success Agent

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García, Nuevo León, Mexico
Available on CazVid
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Competencies

Data AnalysisAvanzado

Utilized SQL and Excel to analyze large datasets and generate insights for business decisions.

Data VisualizationIntermedio

Created dashboards and visual reports using Tableau and Power BI to support stakeholder presentations.

Programming in PythonIntermedio

Developed scripts for data cleaning and automation of routine analysis tasks.

Financial ReportingIntermedio

Prepared monthly and quarterly financial reports, ensuring accuracy and compliance.

Education

Bachelor's Degree
CEDIE International University
Completed 2001

Summary

Experienced data analyst specializing in financial data processing, reporting, and visualization.

Key Achievements

  • Developed and improved data processing workflows for financial reports.
  • Automated reporting tasks, reducing manual effort by 20 hours weekly.
  • Collaborated with cross-functional teams to enhance data quality and accuracy.

Experience

Customer Success Agent

Alliance Virtual Offices

In charge of being the first contact of the customer to introduce him to the services, Demonstrate the opportunities within the services, Soft-sales, Customer Service - Customer Experience, Backoffice ticketing

Customer Service Representative

CashApp

Provide excellent customer service, assisting with inquiries about statements, balances, transactions, and more, Solve problems related to individual customer needs through a user experience-oriented approach, Maintain high standards of communication to ensure customer satisfaction and loyalty to CashApp services

Training Coordinator

Casa de Cambio San Jorge

Designed and implemented training programs in English and Spanish to improve the customer service of the cashiers, focusing on tourists and locals, Planned, developed, and executed activity calendars to train new employees in the use of company tools and resources, Collaborated with the Human Resources department in interviews in English to assess the language and professional skills of the candidates, Developed preventive and corrective strategic training programs, optimizing processes and improving the customer experience

English Teacher

Universidad del Valle de México (UVM)

Taught general English and as a foreign language to high school and university students, Prepared students for international exams such as the TOEFL, Coordinated school activities and events related to the English department, Designed personalized educational plans to strengthen students' language skills

Customer Service Representative

Continental Airlines

Managed reservations, baggage and tickets for US clients, providing excellent service, Solved problems effectively, ensuring a positive and satisfactory customer experience, Maintained a professional and welcoming atmosphere, excelling in customer service

Business English Teacher

English Express

Taught Business English and TOEFL preparation courses at companies such as Coca-Cola, Home Depot, Carrier, Cotemar and more, Used specialized techniques and innovative teaching materials to optimize English language learning, Designed customized teaching strategies to meet the specific needs of each organization

Skills

Data AnalysisData VisualizationProgramming in PythonFinancial Reporting
Published on CazVid - May 17, 2026
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