Juan Romo Email & Phone Number

Richmond, Victoria, AU

Santa Clara, California, US

• Cloudera (Formerly Hortonworks) is an industry leading innovator that creates, distributes and supports enterprise-ready open source data platforms and modern data applications that deliver actionable intelligence from.
• Successfully made transition from Outside Sales to Customer Success Manager covering US and Latin America Accounts.
• Partnered with Account Team and Channel in order to ensure new customer teams are onboarded in a timely manner
• Conducted regular health checks throughout the customer life cycle ensuring customer satisfaction and renewals
• Point of contact for support related escalations and coordinating efforts with internal and external teams
• Anticipated issues with renewals and proactively mitigating any risks with the account team

Austin, Texas, US

• Our team focuses on infrastructure (hardware, storage, PaaS, IaaS) and works specifically on on premise and hybrid cloud strategies to provide top-to-bottom solutions that empower businesses to run on the best.
• AE Covering fast-growing companies in the start-up, SMB, and pre-IPO space across San Francisco and Northern California territory.
• Client facing role driving full sales cycles with customers to implement business driven IT solutions
• Manage and cultivate strong business relationships with partners in my territory and other Oracle virtual teams
• Work strategically and closely with customers and channel partners to implement and deliver solutions that help grow the customers bottom line and drive revenue.

Austin, Texas, US

• My position as an ODA product specialist allowed me to connect with my customers and act as a trusted adviser on private and hybrid cloud, keeping them informed of innovations on Oracle's Engineered Systems product.
• Established and nurtured a trusted business relationships with a set of Fortune 100 clients
• Educated customers on the business benefits and true value proposition of running Oracle hardware and software together as a solution
• Managed software deployment and renewals along with hardware implementation within enterprise level accounts
• Drove client on boarding to ensure success by coordinating project scoping, planning, scheduling, and direction
• Developed and communicated metrics during POC, both internally as well as with the client

Austin, Texas, US

• Sales account manager on the Enterprise Markets team responsible for Hardware, Software, Applications, Private Cloud, and Engineered Systems. Responsibilities include:
• Business development
• Customer relationship development
• Infrastructure planning and design
• Account planning
• Strategic forecasting

San Jose, California, US

• Negotiated contracts, pricing, and API integration processes as well as run investor accreditation checks in compliance with the Jobs Act.
• Ran and Managed sales team consisting of Account Managers, Analysts, and Sales Engineers based in US and India
• Prospected and built 200+ inbound/outbound pipeline increasing newly launched Invest Crowdfunding platform revenue by 120% in six months by targeting real estate and equity platforms.
• Managed client relationships on the debt relief platform the while generating new revenue month over month.
• Acted as a primary liaison between customer and engineering team in India as well as hold weekly calls with clients to address questions, concerns, and showcase new product features.
• Responsible for ensuring that financial statements were accurate and GAAP compliant and facilitating all audit requests for internal and external parties.

San Mateo, CA, US

• Deposits and Reconciliations: Daily reconciliation of accounts including Pay Pal, American Express, eBay, Visa and Master Card
• Retail Store: Web based reconciliation of transactions
• NetSuite: Banking and deposits, journal data entry adjustments
• RMA Transactions: Compiling daily sales information tied to returns
• Commissions and Royalties: Analyze, process, and invoice monthly commission reports for Speck sales representatives and carriers

San Mateo, CA, US

• Interned under Controller inputting and analyzing raw data from carriers and clients around the world.
• Compiled databases for all of products for easy reference.
• Audited fixed assets in all four buildings on the Speck campus.
• Ran Ad Hoc reports for different departments as well as run cost accounting analysis for all product manufacturing, packaging, and shipping locations.

Santa Clara, CA, US

• Assisted Santa Clara University's Risk Manager in coordination of activities of the insurance group (CPSJIG) consisting of the California's three Jesuit Universities and their religious communities.
• Processed and manage the insurance billings from the CPSJIG group.
• Reviewed insurance claims, contractual agreements, leases, and other legal documents, and new programs for risk management purposes.

Santa Clara, CA, US

• Approved invoices for the schools expenses in Peoplesoft (a division of Oracle).
• Processed all invoices received digitally or via postal mail.
• Confirmed payment amounts and process both ACH and paper checks for mailing.

Rolling Meadows, IL, US

• Worked closely with insurance brokers and their teams, in completing projects that lead to new and retained business.
• Collaborated with other interns on special projects that helped us develop skills such as public speaking, sales presentations, and client service.

Bachelor Of Science, Finance

Education record