Ricardo Martinez Email & Phone Number

Working full-time to help your company grow and optimize its CRM Data, Workflows, and Communications. Optimizing Sales processes along with Marketing gusto. Specializing in the Human - Technology pathway, with experience using multiple solutions across three continents, we have the agility and know-how to optimize your CRM needs.• Providing full-time CRM consulting services for clients in niche industries, including Cannabis Ag-Tech, Digital Forensics, and International Political Outreach.• Optimizing CRM data, workflows, and communications to support sales processes and marketing initiatives, leveraging multiple solutions across three continents.• Demonstrating agility and expertise in integrating technology solutions with human-driven processes to achieve optimal results for clients.• Leverage AI to ensure that customer flows and needs are optimized, from Marketing Copywriting to Reporting Analytics.

Newton, Ma, Us

• Working at an industry leading, AI-driven EdTech company has allowed me to flex my creative skills and utilize my mature skillset to continue to grow and optimize our daily operations. • Overseeing all our technical solutions, including CRMs (HubSpot, Klaviyo, Zendesk), financial partner data (Shopify, Stripe), analytics (PowerBI, Marketto), advertising services (LinkedIn, Google, Facebook), and integration providers (Zapier, Tray.IO); I am responsible for monthly revenues totaling in the hundreds of thousands of dollars. • I currently architect and implement data flows and communication between multiple systems, ensuring that our Executive Business and Direct-to-Consumer customers are served quickly and efficiently, all while continuing to tighten the budget, eliminate redundancies, and empower our team to continue to provide the best service possible. • Over the last year, I have led a charge to remove over $250,000 in yearly technical expenditures by eliminating redundant technology and simplifying our SaaS portfolio with our longstanding partners in HubSpot, Stripe, and Shopify. • This in turn, has allowed us to put more funds toward lead generation, ensuring a 450% growth in qualified leads YoY, while reducing our CPL.• With over 20 employees under my supervision, I have mentored and helped grow a thriving team of go-getters, eager to deliver day after day.

Newton, Ma, Us

Rochester, Ny, Us

My time at one of Kodak's most successful breakaways, I focused on a more analytical and report based function, instead of purely focused on CRM. While leading the executive reporting team, I was tasked with succinctly providing data and recommendations to a Board of Directors overseeing 1.8 BILLION dollars worth of business on every continent. • Led the executive reporting team, providing succinct data and recommendations to a Board of Directors overseeing $1.8B worth of business on every continent.• Conducted data modeling practices to analyze findings and create suggestions for strategic and operational improvements and changes.• Identified processes and information technology required to impact positive change and revenue realization, and oversaw the evaluation of changes made.• Created and compiled data into digestible and actionable formats to inform weekly, monthly, and quarterly business reporting.• Maintained active relationships with customers to determine business requirements and acted as a key interface between business and technical divisions.

Rome, Lazio, It

Hired by Rome’s oldest American degree-granting university (international accreditation) to revamp entire Communications Strategy to revitalize student and prospect engagement. Revamped entire CRM portfolio, Data Management Practices, and campus-wide Communications. Working closely with the president, chief of staff, and director of marketing, my goal is to use my experience and expertise to grow quality enrollment and quality of student life with a personalized and targeted technology and information management strategy using clear data and my information security and technology background. • Revamped the entire Communications Strategy to revitalize student and prospect engagement, leveraging BI, data mining, and data analytics to extend global marketing communications reach by ~20%.• Grew worldwide student enrollment prospect responses by ~14% with 24 specialized digital marketing plans.• Increased existing student satisfaction rates by 27% with more effective communications.• Substantially reduced student data and information security risk by instituting and conducting regular IT audits.• Built hands-on training that enabled 100% of system users to function as intelligently and efficiently as possible.• Crafted a successful technology-based communications strategy that refocused staff on working smarter without annoying candidates.

Boca Raton, Florida, Us

As the Senior Manager of CRM Services and Technology for a $25M public (NASDAQ:BBBB) educational technology provider, I managed a cross-functional team and collaborated with key stakeholders to develop a customer-facing technology strategy for online learning. My responsibilities included:• Driving 38% 3-year growth by implementing technology solutions (such as lead generation portals and CRM systems) to accelerate leads through the global sales funnel.• Standardizing staff attendance at interdepartmental meetings to identify gaps and needs for future state plans.• Developing a comprehensive training program (including materials, manuals, onsite classes, workshops, and weekly webinars) to educate users on best practices and problem-solving.• Creating win-back, retention, and renewal campaigns (including outbound call center, contact center, emails, mobile SMS, and direct mail) that increased both lifecycles and customer response by 40%.• Improving efficiency and increasing client satisfaction through data-driven solutions, including clear statistics and reports that turn multiple data points into an easy-to-digest package.• Providing personalized and professional service to every one of our customers.

Miami, Florida, Us

As a trusted C-suite advisor and leader of all technical processes and procedures, I was instrumental in resolving issues, and provided detailed recommendations on short- and long-term technology operations requirements. Managed the entire process of software applications, firmware, and hardware solutions across the entire organization. Implemented annual GBS employee training on all systems.• Ensured network security and technology concepts complied with Government standards. • Monitored and maintained surveillance on all IT assets and personnel, maintained technical equipment inventory focused on quality assurance, company policies, and procedures. • Developed and deployed organization-wide information security policies and procedures following current government requirements.

Cincinnati, Ohio, Us

Developed and implemented the company’s suite of 32+ SaaS tools through a number of key phases for all new customers and 270+ existing global clients. Orchestrated support procedures for timely response to IT issues. Managed global users with various security privileges across a number of IT systems and maintained user databases. • Assembled and trained the Tier 1 support group, trained all new hires, and scheduled/troubleshot advanced issues. • Contributed to delivering award-winning client and organization support that drove continuous satisfaction.

• Build, setup, upgrade and repair personal and business computing hardware• Install and explain various kinds of computer software to all levels of users• Train users on the proper use of complicated and custom systems• PC Optimization including Virus Removal, Computer clean up and peripheral recommendations• Install and Secure Networks, Operating Systems, Backup Solutions and Client based programs

Arlington, Va, Us

Quickly gained valuable insight and implementation concepts that ensured all pertinent FAA guidelines and requirements were maintained in training and scheduling of training procedures. Demonstrated personalized knowledge of global flight administration guidelines. • Streamlined processes and boosted greater efficiencies in performing assignments that increased transparency by implementing an additional electronic scheduling system using Microsoft tools.

Miami, Florida, Us

• Managed and scheduled professional pilots and flight attendants on a global scale. • Orchestrated 9 airplanes scheduled for continuous international travel and maintained industry standards that followed FAA and company contracts. • Partnered with the sales department as a skilled problem resolution strategist in quickly responding to customer concerns from professional sports teams, the U.S. Government, and the military. • Excelled in quality assurance scheduling and best government practices while gaining deep knowledge of FAA guidelines and current standards.

Miami, Florida, Us

• Collaborated with management on implementation of a new resource-saving software for 40+ employees. Key contributor in implementing a new financial system. • Trained and on-boarded 10 new employees, ensuring best-in-class customer service and support was understood and maintained. • Coordinated large parties of up to 250 customers during pricing, email updates, and payment adjustments.

Served as a key participant in implementing new systems that integrated various skills and created one universal agent focused on addressing and easing customer concerns. Demonstrated expertise in containing costs while driving explosive sales expectations that exceeded sales goals. • Acknowledged as the Top Customer Service Advisor in the Miami Office, 2004.

Bachelor Of Science (Bs), Information Systems And Organizational Management

Associate'S Degree, Information Systems, Computing