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• Successfully implemented and enhanced revamped automated email workflows in Spanish, incorporating a visual overview of the onboarding journey for improved customer engagement.• Actively engaged customers throughout the onboarding journey, monitoring key tasks and indicators to promptly address any issues, resulting in improved retention rates and heightened customer satisfaction.• Played a crucial role in strengthening the relationship between onboarding and sales teams leading bi-weekly meetings.• Fostered close collaboration with stakeholders such as Content, Brand, PM & PMM teams

👩🏼‍💻 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.• Actively engaged customers throughout the onboarding journey, monitoring key tasks and indicators to promptly address any issues, resulting in improved retention rates and heightened customer satisfaction.• Played a crucial role in strengthening the relationship between onboarding managers creating a book-club in which we shared CX knowledge• Fostered close collaboration with stakeholders, providing valuable user feedback and insights to product teams for continuous improvement.

👩🏼‍💻 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 restructuring (Please see tasks and results above).

Madrid, Comunidad De Madrid, España