This is my profileContact via CazVidVanessa
Sales & Customer Success Leader with 10+ years in SaaS and Financial Services
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Competencies
Handling prospecting, pipeline building, and maintaining sales opportunities using CRM tools like Salesforce.
Engaging clients across multiple roles: sales, support, retention, and personalized service for customer loyalty.
Analyzing performance metrics, KPIs, and product data to inform strategy and operational improvements.
Leading cross-functional teams, coaching staff, and designing incentive programs to foster growth and engagement.
Managing portfolio development, marketing, and sales strategies for financial and transactional products.
Education
Languages
Summary
Experienced in leading sales initiatives, managing client relationships, and optimizing processes across SaaS and financial industries. Skilled in data analysis, team coaching, and strategic planning to drive growth and retention.
Key Achievements
- Consistently achieved 96% in monthly business development goals at StormWind Studios.
- Promoted from sales to team lead, managing 17 retention agents and exceeding KPIs at Foundever.
- Managed diverse financial products lifecycle, driving strategy and market competitiveness at BBVA Colombia.
Experience
Sales Development Representative
Conduct high-volume outbound prospecting (150–200 daily calls) to identify and qualify B2B leads across the U.S. and Canada., Built and maintained a strong sales pipeline averaging 98% of a $30K monthly target, ensuring consistent follow-up and conversion., Consistently achieved an average of 96%...
Content Moderator
Ensured compliance with community guidelines for platforms like Facebook and Instagram., Reviewed and analyzed user-generated content (text, image, and video) for quality, safety, and policy adherence., Achieved high-quality and efficiency scores in daily ticket evaluations, balancing productivity...
Client Support Specialist
Handled high-profile customer requests (card loss/theft, dispute resolution), ensuring superior CX., Exceeded customer satisfaction KPIs above 94% through personalized support and rapid issue resolution., Collaborated with global teams to strengthen customer loyalty and streamline operational...
Sales Expert & Peer Advisor
Promoted insurance and tech protection products to U.S. customers, achieving a 19% conversion rate and 98% customer retention., Recognized as Top Performer in sales and customer satisfaction (NPS, QA)., Trained new hires in sales techniques, communication, and client handling, improving their...
Team Lead, Retention & Customer Success
Managed and coached a team of 17 retention agents for The Wall Street Journal and Barron’s accounts., Achieved a 77% monthly retention rate and 38% conversion, exceeding company KPIs., Designed scripts, incentive programs, and performance plans that increased engagement and retention., Drove...
Product Manager - Financial Products & Transactional Services
Managed a diverse portfolio of financial products, including mortgage loans, leasing services, and transactional products such as current accounts and remittances., Oversaw the entire product lifecycle, from creation to execution, ensuring alignment with the bank's growth strategy.,...
Commercial Offers & Client Engagement Specialist
Led the strategy and management of the e-Offer digital tool, aimed at engaging and retaining both B2C and B2B clients., Analyzed the profitability of corporate clients, designing tailored offers for companies, entrepreneurs, and multinational clients based on their unique needs., Created and...
Head of Customer Service and Management
Managed teams for efficient operations, overseeing overdue accounts, and supporting financial product sales., Responsibilities included reporting metrics, analyzing customer needs, ensuring compliance, and improving processes., Achievements included increasing product sales, enhancing customer...