Mi misión es brindar asesoría experta en planificación financiera a individuos y familias. Me enfoco en ayudarte a alcanzar la seguridad financiera mediante estrategias personalizadas que incluyen la gestión de inversiones, planificación para la jubilación, seguros y optimización fiscal.Realizo un análisis exhaustivo de tu situación financiera, identifico tus objetivos a corto y largo plazo y desarrollo un plan de acción detallado para lograr esos objetivos. Estoy… Show more Mi misión es brindar asesoría experta en planificación financiera a individuos y familias. Me enfoco en ayudarte a alcanzar la seguridad financiera mediante estrategias personalizadas que incluyen la gestión de inversiones, planificación para la jubilación, seguros y optimización fiscal.Realizo un análisis exhaustivo de tu situación financiera, identifico tus objetivos a corto y largo plazo y desarrollo un plan de acción detallado para lograr esos objetivos. Estoy comprometido a mantener un seguimiento continuo, ajustando el plan según cambien tus circunstancias personales o de mercado, asegurando que tus metas financieras se cumplan de manera efectiva y sostenible. Mi enfoque es empoderarte para tomar decisiones financieras informadas que mejoren tu bienestar y te permitan vivir la vida que deseas. Show less

- Represent the company’s products and services, using consumer research as well as deep and comprehensive knowledge of how our solutions meet the needs of customers- Achieve weekly, monthly, and annual sales quotas by successfully implementing sales and marketing strategies and tactics- Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers- Develop and implement territory action plan using comprehensive data analysis… Show more - Represent the company’s products and services, using consumer research as well as deep and comprehensive knowledge of how our solutions meet the needs of customers- Achieve weekly, monthly, and annual sales quotas by successfully implementing sales and marketing strategies and tactics- Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers- Develop and implement territory action plan using comprehensive data analysis, and adjust sales techniques according to interactions and results in the field.- Maintain working relationships with existing clients to ensure that they receive exceptional service and to identify potential new sales opportunities- Identify prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories- Possess in-depth product knowledge and be able to conduct demos and handle objections- Prepare concise and accurate reports, proposals, booking packages, and other required documentation for executive-level presentations- Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers, often including product demos and presentations- Coordinate with other sales representatives to ensure that quotas are being met and company standards are being upheld. Show less

- Responsible for the day-to-day relationship management of channel partners.- Act as a liaison between the VOZY and assigned channel partners.- Build, maintain, and manage relationships with current and prospective channel partners.- Establish productive, professional relationships with key personnel in assigned partner accounts.- Coordinate the involvement of VOZY personnel, including support, service, and management resources, in order to meet partner performance objectives… Show more - Responsible for the day-to-day relationship management of channel partners.- Act as a liaison between the VOZY and assigned channel partners.- Build, maintain, and manage relationships with current and prospective channel partners.- Establish productive, professional relationships with key personnel in assigned partner accounts.- Coordinate the involvement of VOZY personnel, including support, service, and management resources, in order to meet partner performance objectives and partners’ expectations.- Sell through partner organizations to end users in coordination with partner sales resources.- Meet assigned targets for profitable sales volume and strategic objectives in assigned partner accounts.- Manage direct/channel conflict by fostering excellent communication between the channel and direct teams.- Ensures partner compliance with Channel Partner programs and agreements.- Participate in a partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.- Identifies partner services offerings; working with partner sales resources, serives, marketing, etc. develop & launch offerings to point of incremental join revenue achievement.- Builds relationships with technology vendors to identify mutual greenfield opportunities with shared partners. Show less

Leading a growing, successful team of Customer Success Managers to increase footprint within existing accounts. Operate with land and expand model, so the team reaches goals around relevant revenue growth, customer engagement, scale-up sale, and renewals.

- Develop, manage and execute against strategic account plans that align the customer’s strategic goals with Vozy’s product offering- Collaborate with internal teams to deliver against the customer’s strategic goals- Communicate progress, opportunities, and risks internally and externally, including analysis of product performance and prospects for optimization- Act as the “primary point of contact” and customer advocate- Accountable for retention and revenue growth on accounts

- Oversee the interviewing, hiring, and training of a company’s sales staff to ensure an effective salesforce- Develop and implement programs effective for enhancing sales performance- Motivate and guide sales teams to improve performance and achieve set goals - Develop capabilities of a large team through organization design, talent coaching, team member counseling, and providing growth opportunities to generate a pipeline of talent- Compile, analyze, and interpret sales data… Show more - Oversee the interviewing, hiring, and training of a company’s sales staff to ensure an effective salesforce- Develop and implement programs effective for enhancing sales performance- Motivate and guide sales teams to improve performance and achieve set goals - Develop capabilities of a large team through organization design, talent coaching, team member counseling, and providing growth opportunities to generate a pipeline of talent- Compile, analyze, and interpret sales data to provide reports to management on performance- Oversees daily center operations and coordinates center activities through assigned staff; prioritizes and delegates work activities.- Define and lead initiatives across the entire Customer Interaction Journey to improve and modernizethe Customer Experience Show less

- In charge of guaranteeing the fulfillment of sales of the assigned channels.- Support and commercial management for the correct operation of the channel.- Advice and planning in the channel sales strategy.- Evaluate partner sales performance and recommend improvements.- Manage sales pipeline, forecast monthly sales, and identify new business opportunities.- Analyze market trends and accordingly develop sales plans to increase brand awareness.- Communicate up-to-date… Show more - In charge of guaranteeing the fulfillment of sales of the assigned channels.- Support and commercial management for the correct operation of the channel.- Advice and planning in the channel sales strategy.- Evaluate partner sales performance and recommend improvements.- Manage sales pipeline, forecast monthly sales, and identify new business opportunities.- Analyze market trends and accordingly develop sales plans to increase brand awareness.- Communicate up-to-date information about new products and enhancements to partners.- Educate partners about product portfolio and complimentary services offered. Show less

- Communicate cross-functionally (e.g., Doctor, Treatment Coordinator, clinical assistant) to develop an in-depth understanding of the service needs.- Develop and manage client relationships and sales opportunities. - Respond efficiently to patient and doctor needs and inquiries.- Support marketing and promotion initiatives.- Run and analyze management reports.- Implementing procedures and policies for smooth operations and staffing.

- Manage the sales and investment budget - Researching and identifying sales opportunities, generating leads, and targeting potential clients- Executing the marketing plan and adapting it to the market situation and the competition.- Coordinate and maintain effective communication with regional sales managers being in the field and leading the commercial activity.- Manage, train, and lead the sales team. Implement the business plan with the commercial team.- Generation and… Show more - Manage the sales and investment budget - Researching and identifying sales opportunities, generating leads, and targeting potential clients- Executing the marketing plan and adapting it to the market situation and the competition.- Coordinate and maintain effective communication with regional sales managers being in the field and leading the commercial activity.- Manage, train, and lead the sales team. Implement the business plan with the commercial team.- Generation and maintenance of key corporate accounts.- Coordinate with General Management and Marketing the analysis of sales statistics in order to optimize sales forecasts and set objectives.Achievements:- 15MM USD annual sales Show less

- Support and maintain an excellent relationship with clients.- Prepare, present and negotiate the most convenient proposals for the client and the company.- Follow up on the evolution of the client.- Execute all the procedures and processes established by the company.- Develop and implement programs effective for enhancing sales performance- Financial and accounting analysis.- Capture, place and manage business opportunities.- Operational management of services… Show more - Support and maintain an excellent relationship with clients.- Prepare, present and negotiate the most convenient proposals for the client and the company.- Follow up on the evolution of the client.- Execute all the procedures and processes established by the company.- Develop and implement programs effective for enhancing sales performance- Financial and accounting analysis.- Capture, place and manage business opportunities.- Operational management of services, monitoring, and control of projects.- Responsible for managing the commercial relationship of clients.- Collaborating with company executives to determine the most viable, cost-effective approach to pursue new business opportunities. Show less

Entrepreneurship: Process and cloud computing consultant.Projects management.Business development and business analysis.Financial management and market analysis.

- Prospect into strategic business accounts via cold call, email, and social strategies.- Build relationships with existing and new customers through consistent follow-up, reliable communication, and frequent updates on product developments.- Present sales pitches, product reports in a way that promotes the company brand.- Identify new market opportunities via market research and initiate contact.- Analyzing customer feedback data to determine whether customers are satisfied… Show more - Prospect into strategic business accounts via cold call, email, and social strategies.- Build relationships with existing and new customers through consistent follow-up, reliable communication, and frequent updates on product developments.- Present sales pitches, product reports in a way that promotes the company brand.- Identify new market opportunities via market research and initiate contact.- Analyzing customer feedback data to determine whether customers are satisfied with company products and services. Show less

- Handling client calls and on site, responding in a timely manner.- Processing client orders.- Dealing with customer complaints or get a manager involved if you are unable to solve a problem.- Identifying and assessing a customer’s needs to ensure they are satisfied.- Generating sales leads.- Promoting and selling company’s new products and services.

Responsible for the correct operation of 50 dining rooms.Coordination of corrective and preventive maintenance.Suppliers management.Achievements: Design and implementation of new processes and department reorganization. Decrease monthly expenses by 18%.