Cristian H.

Cristian H.

Onboarding Specialist @ Owner.com

About

Finance major and passionate about Customer Success. Grew up in the United States. Experience in Software as a Service SaaS, Customer Onboarding, Sales and Business Development. Experience in closing deals with sales teams as well as guiding customers in their post-purchase success, as well as as following up on quotes, invoices, and renewals. Knowledge and use of Salesforce, Jira, Oracle, Tableau, among others. Previous Compliance experience and 5+ years of customer service experience. I am a proactive and responsible person who likes to support the growth of companies.

Country

Colombia

City

Bogota

Industry

Information Technology & Services

Skill

Customer Relationship Management (CRM), Analytical Skills, Client Onboarding, Scrum, Agile Methodologies, English, Oracle Applications, Finance, Project Planning, Personal Finance, Time Management, World Check, Customer Experience, Customer Lifecycle Management, Teamwork, Customer Satisfaction, Sales, Sales Management, Customer Service, Technical Support

Experience

Owner.com

Onboarding Specialist

Owner.com

LinkedIn
2024-10 - Present · 2 yrs
Wazuh

Customer Success Manager

Wazuh

LinkedIn
2023-5 - 2024-9 · 1 yr 5 mos

As a Customer Success Manager at Wazuh, I ensure our clients achieve maximum value from our open-source security platform. - Onboard and introduce customers to the benefits of their new contract and products purchased with Wazuh - Being the main point of contact for the customer throughout their lifecycle to guarantee Customer Success - Utilizing customer information and identifying needs in order to generate new sales, upsells and renewals - In charge of the renewal process for each customer, in order to confirm customer commitment and reduce churn - Working with technical teams to make sure customer issues are resolved in timely manner as well as proactively - Use of Salesforce and Jira for sales and customer case management as well as tracking

Nub7/8

Cisco Onboarding Specialist - Business Development Manager

Nub7/8

LinkedIn
2020-9 - 2023-5 · 2 yrs 9 mos

- Work with clients in order for them to know and experience the benefits of their new contract and products purchased with Cisco (SaaS). - Work closely with sales team (managers, sales specialists) to guarantee the customer's needs are met. - Being the main point of contact for the customer throughout their lifecycle, which includes performing training sessions of the portals through video calls with customers, sales team and partners and working with the relevant resources needed. - Identify customer needs, priorities, barriers and objectives in order to achieve customer success through a success plan - In addition to customer success tasks, I worked in Business Development, using data literacy, analytics and specialized software to gather customer insights towards business deal acceleration and strategic corporate upsells. - Working with leads and account sales teams in order to generate new sales, upsells and renewals. Subject-matter expert on services portfolio. - Worked in several projects/initiatives within the company, as well as being chosen as internal Quality Analyst within the team.

Scotiabank

AML Compliance Analyst

Scotiabank

LinkedIn
2018-10 - 2020-9 · 2 yrs

Bogotá D.C., Colombia

In charge of performing profile and financial behavior analysis of individuals and/or companies to ensure compliance with Canadian regulations in order to prevent money laundering and terrorist financing. -Used KYC (Know Your Customer) information as well as other tools to perform Enhanced Due Diligence on the bank's clients, both personal and business. - Worked in the Sanctions teams, in which we worked with customers with possible Sanctions exposure - Worked with PEPs (Politically Exposed Persons) in determining the level of risk held, including PEP owned companies - Worked in Transaction Monitoring, in which I worked with flagged transactions to determine whether they were to be deemed as suspicious or not. - Was top perfomer within EDD and Transaction Monitoring, delivering high quality reports and being able to offboard high-risk clients with justified reason. - Was named internal Quality Analyst within the Sanctions team

Sitel Group

Bilingual Call Center Advisor - Sales Mentor

Sitel Group

LinkedIn
2015-6 - 2018-10 · 3 yrs 5 mos

Bogotá, Distrito Capital, Colombia

- Bilingual advisor for communication company: Customer service, technical support and sales - Mentor: Guiding new agents through quality analysis and feedback - Sales Mentor: In charge of the creation, execution and analysis of effectiveness in strategies to strengthen sales within the company and meet monthly sales goals. Received monthly bonus for meeting monthly goals each time. Achieved helping the site meet sales quota monthly as well as performing weekly Sales Trainings to advisors. - Financial Specialist: Responsible for providing resolution, advice, accompaniment and consultation to bank clients regarding payroll accounts and tech support for payment terminals.

Convergys

Bilingual Call Center Advisor

Convergys

2014-6 - 2015-2 · 9 mos

Bogotá, Distrito Capital, Colombia

Bilingual campaign customer service advisor assisting with customer needs regarding their payments and website/app experience

Education

Universidad de La Salle

Universidad de La Salle

LinkedIn

Finanzas internacionales

2012 - 2017 · 5 yrs

Cristian H.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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