Beatriz Sánchez Viejo Email & Phone Number

• 👩🏼‍💻 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀/𝗧𝗮𝘀𝗸𝘀
• Contributed to the Spanish Onboarding team, overseeing a portfolio of approximately 250 customers through both 1:Many and 1:1 engagement strategies
• Focused primarily on guiding and onboarding customers to realize the value of Pleo, utilizing multi-channel communication methods and collaborating cross-functionally to enhance the overall customer experience.
• Leveraged digital tools and scalable approaches to optimize onboarding procedures, incorporating automation tools, refined workflows, and strategic playbooks.
• Created collateral to help self-serve customers during onboariding
• Led internal project that revamped the email workflows and communications to help customers go through productized onboarding.🌱 𝗥𝗲𝘀𝘂𝗹𝘁𝘀

• 👩🏼‍💻 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀/𝗧𝗮𝘀𝗸𝘀
• Contributed to the Spanish Onboarding team, overseeing a portfolio of approximately 100 SMB customers through both 1:Many and 1:1 engagement strategies.
• Focused primarily on guiding and onboarding customers to realize the value of Pleo, utilizing multi-channel communication methods and collaborating cross-functionally to enhance the overall customer experience.
• Leveraged digital tools and scalable approaches to optimize onboarding procedures, incorporating automation tools, refined workflows, and strategic playbooks.
• Actively participated in extracurricular activities (Pods) aimed at refining internal processes such as creation of onboarding guidelines.🌱 𝗥𝗲𝘀𝘂𝗹𝘁𝘀
• Successfully implemented and enhanced automated email workflows in Spanish, incorporating a visual overview of the onboarding journey for improved customer engagement.

• 👩🏼‍💻 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀/𝗧𝗮𝘀𝗸𝘀
• CSM in Pleo's Digitally Led team, overseeing a portfolio of approximately 500 customers in Spain, primarily employing a 1:Many approach.👉🏻 The role transitioned to Customer Success Specialist following a departmental.

Madrid, Comunidad De Madrid, España