Main Responsibilities:-Proactively nurture client relationships by providing portfolio updates and identifying new market opportunities. Expand the client base through strategic networking.-Collaborate with marketing to execute lead-generation strategies. Engage with new leads and coordinate with customer service and finance to facilitate successful account registrations and deposits.-Re-engage dormant leads with tailored communications about new investment opportunities or value-added products.Accomplishments:-Achieved a 500% increase in assets under management within 12 months.-Maintained a high client retention rate of 98%.-Co-developed a trading academy with the marketing team to attract and onboard new traders.-Implemented a successful referral program, which became the primary source of new investment leads.-Trained the customer service team to identify and leverage opportunities to offer value-added products, enhancing client retention and investment growth.

Toptal is a global network of the top talent in business, design, and technology that enables companies to scale their teams, on-demand. With $200+ million in annual revenue and over 40% year-over-year growth, Toptal is the largest fully distributed workforce in the world.

-Responsible for a portfolio of key accounts in Latin America, worth over $5M in revenue annually.-Track record of 15% growth YoY.-Primary focus on building and maintaining strategic relationships with existing customers.-Accountable for generating revenue, profit and advancing market share with customers by developing meaningful business relationships and positioning products, programs, services, and solutions that align with the customers and the company key objectives. -Create tailored strategies along with product managers and vendor executives, to maintain and generate new business opportunities with each partner. -Assist to weekly training and meetings, in order to maintain up to date knowledge on industry trends and products.

-Create strategies to acquire and develop new customers. -Maintain key relationships with the existing database.-Propose marketing campaigns to generate bigger exposure for our company and the services that were provided-Handled all communications channels and social platforms.

-Owned the daily contact with specific, identified accounts. Work with customers to provide appropriate information to meet customers needs while supporting company directives to drive revenues/margins to ensure organisational profitability.-Weekly training on hardware and software sales. Attend to frequent meetings for IT partners new products, business plans and sales programs to increase market share. Create business plans along with brand ambassadors in order to drive larger sales for our top partners such as: Cisco, HP, Lenovo, VMware and Microsoft. Assist to monthly training for different IT areas such as: Networking, Peripherals, Cloud Computing and Software.-Formulated account plans and developed tactics to aquire the business. Cognizant of where accounts have slipped, and made plans to address. Pipeline management. Managed inbound and outbound sales calls in order to build influential relationships with customers. Assists associates in resolving complex, important customer problems or issues. Requires high level of interpersonal and collaborative skills with both internal and external partners.

-Identify incidents that couldn’t be resolved in any previous stage.- Analyze the root of the issue and urgency of resolving it.-Schedule the correct team based on time, skills and territory in order to solve the issue for the customer within the contracted time.-Communicate to everyone involved the action plan for resolution, including the customer. This included ordering the correct parts and getting them to the customer site on time.-Effectively resolve escalated customer complaints, backup management, answering phone switch, assist field engineers with requests, as well as parts ordering and tracking.