● Led the onboarding process of high net worth, enterprise clients via automated sales funnels and workflows created on Zapier.● Managed a portfolio of 50+ customers using Salesforce and ensured customer satisfaction by identifying upsell/cross-sell opportunities and meeting customer needs.● Collaborated with sales, marketing, and product teams to develop strategies to retain customers and drive business growth using Zoom & Google Meet.● Created automated workflows for lead conversions and tracking of customers using Salesforce and Zapier Integration.● Managed expansion efforts of the company into other cities using JIRA.

● Handled customer escalations and worked closely with the support team to resolve issues and maintain high levels of customer satisfaction using Zendesk.● Organized training and lead conversion efforts with other team members using Slack and held routine business meetings on Zoom & Google Meet.● Coordinated efforts with the marketing team and sales agents to push theme and plugin product sales for revenue growth across our various digital campaign channels.● Conducted regular business reviews with customers on Zoom, providing them with valuable insights and recommendations to optimize product usage and achieve their business goals.● Worked together with the Web Engineering team to design products that were appealing to customers based on user interaction data.

● Led the growth of customer intimacy and revenue for e-commerce stores and businesses usingTracksend app. ● Created automated campaigns, track and measure conversion, and run retention program using Tracksend app, Mailchimp and HubSpot.● Trained new customers on product knowledge during onboarding process via zoom and Google meet.● I collaborated with team members utilizing Trello to manage and organize task.● Identified and resolved customers pain point and, if necessary, escalated more technical issues to the appropriate department for further assistance.

• Generate new business through cold calling, networking, and referrals resulting to over 1 million in annual premiums.• Collaborated with underwriters, claims and service teams to ensure seamless deliveries and policies to clients.● Retain and cross-sell to existing clients resulting in 40% increase in renewal retention rates.● Successfully developed and implemented marketing strategies aimed at average to high net-worth individuals, achieving a 30% increase in sales utilizing Microsoft office suite.● Managed complex projects and task, employing Trello for easy communication among team members and ensuring due dates are met.