Daniel Pérez Email & Phone Number

Santiago, Cl

Región Metropolitana De Santiago, Chile

• Implementation and development of training plan for CRM users and administrators. • Coordinate meetings to inform clients about project progress. • Provide ongoing advice to customers to meet each of the defined objectives.

Chile

• CRM administration, data management, and analysis. • Establish strong relationships with clients, implementing strategies to ensure an optimal experience and timely service. • Develop comprehensive reports for executive, commercial, and financial management, providing project progress information. • Design and implement a loyalty plan. • Coordinate meetings with clients to monitor KPIs. • Collaborate with multifunctional teams to enhance customer experience and productivity. • Increase customer satisfaction through efficient CRM system management. • Manage and record activities in project management software for the planning and proper administration of client accounts.

Chile

• Management, maintenance, and optimization of the database (Salesforce CRM). • Configure queries and develop reports in Salesforce and BI tools to provide data analysis and operational reports to management, team leaders, and users. • Ensure fundraising campaigns success through monthly monitoring of indicators. • Implement strategies to track KPIs and ROI, measure campaigns performance, make effective decisions and accurate forecasting. • Enhance channels for donors Acquisition and Retention by optimizing conversion, activation rates, lifetime value and reducing attrition, delinquency. • Analyze results of Telemarketing and Loyalty programs for sound decision-making. • Conduct financial reconciliation with the Finance team.

España

• Management of the Database of the company in Spain. • Ensure data integrity, security and accuracy. • Enhance the accuracy of search results with regular database maintenance, updates, and quality control measures. • Research, gather and analyze information. • Develop reports by collecting, analyzing, and summarizing information.

Master'S Degree, Information Technology Project Management

Bachelor'S Degree, Management Information Systems And Services