Sofia Jorge Email & Phone Number

Lisbon, Portugal

Lisbon, Remote

Ensure customers achieve maximum business value at every stage of their post-sale journey.Drive adoption of all licensed products, ensuring customers realize measurable ROI.Develop and execute joint strategic success and value plans tailored to each customer’s goals.Conduct regular business reviews with senior leadership to present progress, key metrics, achievements, and recommendations for future product and service enhancements.Capture customer insights, product feedback, and enhancement requests, documenting them in Salesforce for actionable outcomes.Guide customers in planning and implementing digital shelf programs, often facilitating critical change management.Advocate for customer success by sharing impactful success stories and optimizing customer success systems and processes.Tools: Salsify, Gainsight, Salesforce, Redash, Consensus, Confluence, Copilot, Zoom, Slack, Google Workspace

- Train and educate new and existing customers by understanding their requirements and workflows, to increase adoption and expansion- Understand and map out complex customer issues in related to their business process and deliver trusted, long-term, high ROI solutions- Explain technical concepts to customers from different industries, backgrounds and regions through all phases of the onboarding process via web conference, phone and email, in a way that is comfortable and easily absorbed by non-technical users- Project-manage and drive complex deployment projects with patience and a sense of ownership/urgency- Build high- level relationships of collaboration with PandaDoc customers and internal teams to increase technical/ business expertise and provide customer-centric feedback- Establish confidence in recommendations via product expertise, custom product demonstrations, technical troubleshooting, workflow outlines & product roadmap discussionsTools: Pandadoc, Salesforce, Gainsight, Gong, Hubspot, Zendesk, Zapier, Slack, Google Workspace

Lisboa, Portugal

• Successfully onboarded and trained new customers, ensuring smooth adoption of Talkguest software• Expanded customer base through effective calls and demonstrations, resulting in increased revenue• Acted as a dedicated Talkguest specialist, providing tailored solutions to address customer needs and challenges• Aligned business objectives with Talkguest software, advising customers on how to optimize their usage• Collaborated cross-functionally with sales, support, and product teams to maximize profitability through direct and cross-selling• Conducted thorough investigations, troubleshooting, and reporting to resolve customer issues efficiently.

Fátima, Santarém, Portugal

- Participation in trade shows and events of the sector (nationally and internationally, including all the organization and preparation of participation in these events)- Prospecting new customers and monitoring new markets and / or operators- Database update and consistent supply of such (CRM Management)- Budgeting and reservations (from individuals and groups), management of deadlines in group reservations and follow-up of the process- Invoicing- Contracting with TA, TO’s and OTA’s- Responsible for digital marketing

Ourém

Manager of the "Fátima 2017 - internationalization of a brand" project within ACISO. This comprised several different activities, such as:- Managing the financial aspects of the project (regarding the Portugal 2020 funding);- Follow up of funding requests to different entities;- Organizing all aspects for roadshows, workshops or participation in religious tourism related fairs in key markets to Fatima (such as Colombia, Philippines, South Korea, USA and Brasil);- Organizing the 4th and 5th International Workshop on Religious Tourism: I was responsible for managing the Hosted Buyers program (invitations, travels, accommodation in Fatima, fam trips after the event in coordination with tourism regions) and manage the suppliers. I had to contact all sponsors and airlines sponsoring the event, as well as Public entities (municipalities, tourism regions...).

Leiria Area, Portugal

Responsible for marketing, newsletters and social mediaResponsible for administrative and financial areaTelephone and email prospecting for new customers and scheduling meetings Database update and consistent supply of suchDatabase and CRM ManagementFollow-up meetings with potential clientsOrganizing Success in Sales Intensive Courses (Lisbon, Porto, Aveiro and Leiria)

Macao

Marketing and commercial support to our clients in different markets (Macau, China and Hong Kong)Brand promotion/ambassadorTook part in different wine tastings, trade shows (Vinexpo 2014 Hong Kong) and other relevant eventsOrganised wine tasting and dinnersCompleted a market research about Wine market in Macau, assessing and evaluating that information and how it could be useful to the brand

Kayseri, Turkey

Tasks:Visits to various NGO’s in KayseriPresentation of youth work practices in PortugalImplementation of intern’s own Initiative (English conversation classes)Attending European Project Training sessionsGiving support to Kayseri Youth Center’s staff in developing and implementing projectsParticipation in center’s daily activity (and acting as support staff in punctual events, seminars and training courses)Facilitator on the “Youth Works in Rural Areas” Training Course

Ourém, Portugal

Contact with clients and suppliersStock management Assist in accountancyAdministrative assistance to the managers

Ourém, Portugal

Contact with clients and suppliersStock management Assist in accountancyAdministrative assistance to the managers and other employeesAssist the elaboration and implementation of the Quality SystemEmission of invoices and other documents

Postgraduate

Bachelor'S Degree