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Independent Customer Success & Operations Consultant
Customer Success Manager consulting independently on SaaS and compliance, with enterprise account experience and measurable retention outcomes.
MexicoIndependent Customer Success & Operations Consultant at Self Employed
Deliver end-to-end project management for client initiatives, manage client accounts and communications in English and Spanish, and advise on process improvement and compliance. Support day-to-day remote operations including CRM administration and reporting.
Project ManagementCustomer SuccessCRMSalesforceHubSpotMicrosoft 365Google WorkspaceSix SigmaProcess ImprovementCompliance
Owned full project lifecycle for U.S. subsidiary operations, partnering with corporate, IT, and branch teams. Reduced state-mandated escheatment liability by 78% and increased client file compliance rate from 87% to 98%.
Project ManagementOperationsCompliance
Bachelor of Science in Business Administration from Universidad de Valle de México, completed in 2014.
Bachelor of Science in Business Administration from Universidad de Valle de México, completed in 2014.
APICS Basics of Supply Chain Management (BSCM) certification.
Six Sigma Green Belt certification from DuPont.
Coordinated multi-site branch openings, closures, and relocations for two national subsidiaries, aligning real estate, IT, operations, and finance stakeholders. Delivered all projects on schedule while maintaining service continuity.
Project CoordinationStakeholder ManagementOperationsReal EstateITFinance
Managed a strategic B2B portfolio of enterprise accounts generating $1.75M+ USD in combined annual revenue. Increased Customer Service Level from 78% to 93% and led COVID-19 crisis response, protecting $700K USD in sales.
Account ManagementSupply ChainSix SigmaCustomer ServiceSalesCrisis ManagementDistributionFinance