Portfolio
Work Experience
Jan 2022- Present
Staff Account Operations Manager
• Operational counterpart capturing and addressing roadblocks to drive opportunity velocity and operational readiness
• Main point of contact for non-standard escalation requests raised by Sales and Operations counterparts
• Responsible for enabling pre-sales and order process, leveraging the appropriate escalation channels
• Driving demand forecast and fulfillment through proactive planning and backlog management
• Executing a pre-defined account support plan provided by the coverage model and capturing account insights to accommodate customer care-about
• Expert in supporting a sales organization including the use of CRM tools and processes
• Internal and external meeting results presentation and analysis of the business
• Lead clear objectives while setting milestones for self and tracking progress
• Building and maintaining key relationships for long-term
• Develops business, industry, technical and operational knowledgebase
• Drive challenges to effective resolution
• Capture and evaluate business risks and identify the appropriate route for escalation
• Create and lead new processes supporting team gaps
• Mentoring and coaching to new members, creating smoother learning curves
2020 - 2022
Account Operations Manager
â–ª Proactively collaborate with sales on opportunities for operations support driving velocity and removing roadblocks through the entire opportunity lifecycle through fulfillment
â–ª Leverage technical expertise to complete system configurations and the creation of accurate & timely quotations for sales account managers
â–ª Establish and maintain relationships with key technical & operational counterparts within accounts
â–ª Identify technical & procurement insights for the collective account team that can be stored in a centralized account summary and treatment strategy database
â–ª Drive the process of inventory forecasting to our Planning organization from sales opportunity reviews
â–ª Serve as a centralized point of contact for non-standard commercial terms review and partner with Deal Desk providing a recommendation for approval based on account knowledge
â–ª Partner with post-sales Customer Support Representative to ensure orders are processed with correct pricing, entitlement, and technical solutions flow through from CRM to ERP for implementation, tracking, and reporting purposes
2018 -2020
Senior Customer Quotation Rep
â–ª Daily encourage teamwork and constant communication
â–ª Handle phone, web, Salesforce, and email quotation request
â–ª Manage internal and external customers with technical questions
â–ª Support the Sales Engineer Team with quotations, discounts and configuration systems
â–ª Sales Policies Management – Academic, Schedule, Agreement and exceptions discounts
â–ª Excellent customer service for internal and external customers with the acknowledgment required
â–ª Identify the issue and provide a quality and timely resolution
â–ª Drive the workload for the team within the SLA
â–ª Distribute workload according to needs and agent level
â–ª Learn and understand about NI products and strategic
â–ª Meet and excite metrics established
â–ª Be a point of contact for colleagues
â–ª Looking for gaps and improvement
â–ª Solving problems in the benefit of our internal and external customers
â–ª Attend meetings and take notes
â–ª Create and strengthen good relationships with global stakeholders within and outside the AMER Region
â–ª Be accountable in decisions for the team
â–ª Resource master for the region
â–ª Be available to manage an unexpected event and cover the queue
â–ª Work from home
â–ª Learn and work with other departments to make a good contribution to the company
â–ª Assist with escalations and urgency request
â–ª Guide, improve and executive Mentoring program
â–ª Report Out creation and presentation
â–ª Execute training in Portuguese, English, and Spanish
â–ª Feedback provider with STAR/AR model
â–ª Coacher
Education
2018 - 2023
BS Electronic Engineer
I am currently pursuing a BS degree in Electronic Engineering from Hispanoamericana University. My research interests include aerospace engineering and space technology.
2017 - 2018
Lingua Portuguese para Hispanoparlantes
2012 - 2013
Conversational English
Certifications
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LabVIEW Core 1
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LabVIEW Core 2
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LabVIEW Core 3
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Python
Skills & Expertise
- My skills and expertise include:
- Project management
- Technical writing
- Electrical design
- Prototyping and testing
- Programming in Python and C++
Click here to see some of my projects.