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Rafael P. Email & Phone Number

Customer Success Specialist | Customer Retention | CRM Expertise | Strategic Consultant at IMPLAN
Location: Concord, North Carolina, United States 5 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Customer Success Specialist | Customer Retention | CRM Expertise | Strategic Consultant
Location
Concord, North Carolina, United States
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Who is Rafael P.? Overview

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Rafael P. is listed as Customer Success Specialist | Customer Retention | CRM Expertise | Strategic Consultant at IMPLAN, a with 111 employees, based in Concord, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Rafael P..

Rafael P. previously worked as Customer Success Specialist at Implan and Senior Client Success Manager at Gartner. Rafael P. studied at Miami Dade College.

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Email format at IMPLAN

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IMPLAN

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Profile bio

About Rafael P.

As a seasoned Client Success Manager, I bring over four years of dedicated experience in delivering outstanding client satisfaction and driving business growth. My expertise centers around customer relationship management (CRM), strategic problem-solving, and the delivery of exceptional customer service. These skills enable me to effectively communicate, collaborate, and consult with clients across diverse industries and regions to help them achieve their strategic goals and overcome challenges.My mission is to empower clients with the insights, tools, and resources they need to succeed and drive their businesses forward. With a proven track record of enhancing client retention, satisfaction, and loyalty, I excel in identifying opportunities for cross-selling and upselling. I am deeply passionate about continuous learning and staying at the forefront of industry trends and best practices, which I enjoy sharing with both my team and clients.

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Rafael P.'s current company

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IMPLAN
Implan
Customer Success Specialist | Customer Retention | CRM Expertise | Strategic Consultant
huntersville, north carolina, united states
Website
Employees
111
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5 roles

Rafael P. work experience

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Customer Success Specialist

Current

Huntersville, North Carolina, United States

Nov 2023 - Present

Senior Client Success Manager

Fort Myers, Florida, United States

Build, develop, and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, and Marketing ensuring they are successful in the utilization of their Gartner subscription; resulting in customer satisfaction, retention, and growth. Introduced Gartner services and capabilities to new clients and communicate value to decision makers. Utilize both qualitative and quantitative techniques to analyze data, problem solve and find solutions that help our clients make the right decisions. Facilitate client calls and engagements in order to surface client priorities, and recommend a program of action that drives high value and return of investment on their Gartner membership. Collaborate with internal Gartner partners to overcome obstacles and maximize the value Gartner delivers to clients. Identify approaches that address the client’s operational challenges leveraging qualitative and quantitative problem-solving methodologies that serve to continuously improve client experience and client retention. Conduct regular retention and bright spot analysis of client book of business that provides insights into performance and key client engagement metrics. Participate or lead team projects and initiatives that seek to streamline activities that support continuous improvement programs. Provided mentorship to Junior Client Managers as well as an on-boarding Partner. Lead Region-wide monthly webinar “Executive spotlight sessions” for LATAM and collaborated with teams in Europe.

Apr 2019 - Nov 2023

Personal Banker I

Cultivated and nurtured both new and existing client relationships with dedication and expertise. Actively promoted an extensive range of private banking products and services encompassing income management, credit card applications, new account openings, and diverse loan requirements. Dedicated to providing customers with cost-effective solutions, I consistently strived to simplify their banking experience while prioritizing their unique needs. My unwavering commitment to customer satisfaction was evident through my track record of maintaining exceptional performance standards. I paid meticulous attention to detail and ensured thorough follow-up on all customer interactions.Furthermore, I fostered robust partnerships with fellow Wells Fargo professionals, including bankers and specialists. This collaborative approach allowed me to seamlessly connect clients with experts who could address their specific financial needs. My commitment to adhering to policies and procedures, as well as safeguarding customer confidentiality, effectively minimized risks for both customers and our financial institution.

Feb 2010 - Apr 2019

Office Associate

13900 Sw 117Th Ave, Miami, Fl 33186

Collaborated closely with the sales team and liaised with vendors to efficiently fulfill clients' requirements within budget constraints. Meticulously reviewed invoices and associated documents while ensuring optimal inventory levels aligned with our targeted goals. Facilitated direct communication with the Supply Chain operations team, as needed, to ensure seamless workflow adherence to schedules, and adherence to our quality standards.

Nov 2008 - Feb 2010

Draftsman

4930 Sw 74Th Ct, Miami, Florida 33155, Us

As a draftsman working with AutoCAD at DDA Structural Engineers, my role is instrumental in the structural engineering project lifecycle. I utilize AutoCAD software to meticulously create 2D drawings, blueprints, and plans that strictly adhere to industry standards and local building codes. My daily responsibilities involve close collaboration with structural engineers, ensuring that project requirements are accurately translated into design drawings and seamlessly incorporating any design changes. I am also responsible for conducting quality control checks, meticulously maintaining organized documentation, and fostering effective communication with both team members and stakeholders. My proficiency in AutoCAD, keen attention to detail, problem-solving abilities, and efficient project management skills are vital assets in this role. Moreover, I continually stay updated with industry advancements, occasionally engage with clients to understand their needs, and actively seek opportunities for cost optimization while maintaining the utmost structural integrity.

Jan 2005 - Nov 2008
Team & coworkers

Colleagues at IMPLAN

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2 education records

Rafael P. education

Education record

Miami Coral Park Senior High School
FAQ

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What company does Rafael P. work for?

Rafael P. works for IMPLAN.

What is Rafael P.'s role at IMPLAN?

Rafael P. is listed as Customer Success Specialist | Customer Retention | CRM Expertise | Strategic Consultant at IMPLAN.

Where is Rafael P. based?

Rafael P. is based in Concord, North Carolina, United States while working with IMPLAN.

What companies has Rafael P. worked for?

Rafael P. has worked for Implan, Gartner, Wells Fargo, Northstar Memorial Group, and Dda Engineers, P.A..

Who are Rafael P.'s colleagues at IMPLAN?

Rafael P.'s colleagues at IMPLAN include Wesley Morgan, Phillip Gay, David Macleod, Jaimee Fitzgerald, and Julián León.

How can I contact Rafael P.?

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What schools did Rafael P. attend?

Rafael P. studied at Miami Dade College.

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