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Servando
Customer Success & Sales Team Lead with 10+ years in SaaS and B2B
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Competencies
Experienced in managing client relationships, onboarding, retention, and satisfaction across diverse industries.
Proven ability to prospect, qualify, and close sales deals in SaaS and financial services environments.
Supervised and mentored teams of up to 21 BPOs and sales professionals, focusing on KPIs and performance improvement.
Provided technical assistance for website issues, IT infrastructure, and help desk operations.
Managed high-value accounts and customer inquiries, ensuring sustained satisfaction and compliance.
Education
Summary
Dedicated customer success agent and team leader with over a decade in SaaS, financial, and telecommunications sectors. Skilled in sales, team management, client engagement, and technical support, with a proven record of mentoring teams and achieving KPIs.
Key Achievements
- Led sales and team management in B2B SaaS, achieving KPIs and expanding client pipeline.
- Mentored junior consultants and sales teams, improving team performance and efficiency.
- Enhanced customer success strategies in financial and telecom sectors, boosting customer satisfaction.
Experience
Customer Success Agent
Assist Wix customer with questions on their website and some troubleshooting.
Senior Consultant
Sr. Consultant Closer with a strong focus on Signing Associates with Immigration contracts worth 10k – 20k. Using a proven sales execution in conjunction with the lead Lawyer of the Firm Oscar De La Rosa. I would be responsible to meet the Teams KPIs at a Monthly basis to insure a healthy AHT,...
Team Lead - BDR SDR - B2B SaaS
Guidance, mentorship and coach on prospecting and lead generation using digital platforms, build rapport and a successful pipeline by qualifying potential partnership for Merchant Services, All-in-One Platform. We also offer BLUbeen by Brinks - Digital Payment Solution for cash only business. Smart...
Customer Success Agent
Credit Card Portfolio Specialist. Cross-Selling Strategist All the Platinum Card Products and any that follows below. Customer Segmentation and Analysis, Performance Monitoring & Reporting, Compliance & Risk Management, Training & Development. Initiated monitoring practices...
Collections
Cold Calling - Collection Efforts following the Fair Debt Collection Practices Act (FDCPA) guide lines and subject to the Fair Credit Reporting Act (FCRA) meeting the needs for commerce for consumer in a manner which is fair and equitable to the consumer regarding confidentiality accuracy and...
BDR SDR - B2B SaaS
Lead generating, Business Development – Merchant Services All in one Platform. Prospect Identification & Research, Cold Calling & Engagement, Value Proposition, Objection Handling & Building Rapport, Meeting Scheduling & Follow-Up, Closing Deal, Performance Tracking...
Team Lead First Tier
Supervised 16 to 21 BPOs. Provide guidance coaching and support on ITIL - Tier I & II. VMs, Windows applications, Password Reset and core infrastructure Active Directory. Incident management, issue diagnosis, resolution, ensuring maintenance and Escalations. In charge of maintaining in good...
Roadside assistance, dispatcher
Provided premium roadside assistance for Allstate customers. Managed customer service inquiries and sales.
Credits & Collections
Managed high-end corporate accounts. Handled billing inquiries and soft collections. Provided premium customer service for AT&T Business.
Junior Consultant
Managed end-to-end security administration and Help Desk. Implemented innovative technologies. Contributed to operational efficiency.