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Julian
Data Analyst with 4 years of experience in financial services
Contacto
Competencias
Applied statistical techniques and data visualization to interpret complex datasets.
Constructed and optimized queries to extract and manipulate data from relational databases.
Utilized tools like Tableau to create dashboards and reports for stakeholders.
Developed complex spreadsheets and automated reports to streamline data analysis.
Led data-related projects, coordinating teams to deliver actionable insights efficiently.
Educacion
Resumen
Experienced Data Analyst skilled in developing dashboards, automating processes, and collaborating cross-functionally.
Logros Clave
- Developed and maintained dashboards that improved data visualization and decision-making
- Automated data collection processes, reducing manual effort by 30%
- Collaborated with cross-functional teams to optimize data workflows and reporting
Experiencia
Retention / Sales Specialist (Bilingual)
Handle inbound customer interactions with professionalism and empathy., Proactively address customer concerns and identify solutions to prevent churn., Educate customers on products, services, and loyalty programs to enhance their experience., Offer personalized solutions and incentives to retain valuable customers., Investigate and resolve customer complaints or escalations efficiently., Collaborate with internal departments to ensure customer concerns are addressed promptly., Maintain accurate records of customer interactions in the CRM system., Identify cross-selling and upselling opportunities to enhance customer value., Promote exclusive offers, upgrades, and benefits to loyal customers.
Advisor I – Blended support
Identify problems and search solutions to offer answers to solve questions from customers using the given channel of communication. Phone/ Chats/ Emails, The document correctly uses the data base using the given tools in order to keep track of customer´s request through data entry., Meet established individual and team performance targets, including customer service, productivity, and quality standards., Follow up, on the customer´s issue until it solves such as request, transactions, information changes, or any other issue addressed by the customer.
Customer Service Specialist (Bilingual)
Agile and effective solution of problems., Good use and management of technologies and CRM / Call Center Systems., Training in sales, communication and negotiation techniques., Experience in customer service by telephone., Personal follow-up on the services provided., Processing of customer complaints and resolution of incidents., Customer service by telephone and through e-mail., Accurately document changes or requests made during interaction., Recommendation of products according to the characteristics required by the client., Preparation of daily, weekly and monthly reports as required by the different members of the chain of command., De-escalate the situation, if necessary, always maintaining the professional profile.