JOAN CALDERA ALEXANDRE
Davenport,FL
Summary
Dynamic and results-driven Renewals Account Executive with a Bachelor’s degree in Public Accounting, bringing extensive experience in strategic account management, contract negotiations, customer retention, and financial planning. Proven ability to lead teams, drive customer success, and implement growth strategies that maximize revenue, and enhance client satisfaction. Adept at renewals management, forecasting, upselling, and cross-selling to support business objectives. Native and fluent in Spanish, with professional proficiency in English, ensuring seamless communication with diverse clients and stakeholders. Exceptional skills in negotiation, data analysis, and financial strategy to optimize business outcomes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
General Manager
PECALEX MANAGEMENT CORP
Davenport, FL
07.2016 - Current
- Led and managed a portfolio of strategic accounts, ensuring customer satisfaction and retention through tailored solutions.
- Developed and executed win/win negotiation strategies to secure contract renewals while protecting and enhancing customer trust.
- Identified and maximized account growth opportunities, increasing customer lifetime value through upselling and cross-selling initiatives.
- Collaborated with sales and customer success teams to align strategies and drive renewal processes to on-time closure.
- Maintained accurate forecasting and pipeline management, ensuring revenue retention, and minimal churn.
- Designed and implemented data-driven sales strategies, improving customer engagement, and contract value.
Finance Manager
DRAPSHOP LLC
Plantation, FL
10.2020 - 10.2023
- Managed contract renewals, financial forecasting, and customer procurement processes, ensuring seamless financial transactions.
- Provided data-driven insights on customer behavior to enhance renewal strategies and retention rates.
- Negotiated and structured multi-year service contracts, securing long-term client relationships.
- Developed and supervised financial models and reports to drive strategic decision-making.
- Collaborated with sales and leadership teams to develop pricing strategies aligned with market trends.
- Provided guidance on accounting issues related to new business initiatives.
- Made estimates of funds required for short and long-term financial objectives of organization.
Manager of Operations
Calex Oil Equipment LLC
Orlando, FL
07.2015 - 09.2016
- Led business operations, including customer success, sales growth, and financial planning.
- Optimized contract renewals and service agreements, driving revenue growth, and improving customer retention.
- Supervised vendor relationships and managed customer escalations to resolve contract and service-related disputes.
- Oversaw inventory management activities including ordering supplies as needed.
- Provided leadership and direction to staff members to ensure successful completion of projects on time and within budget.
- Developed and maintained operational policies and procedures.
Senior Tax Auditor
KPMG International
Maracaibo, Venezuela
10.2009 - 04.2014
- Conducted financial audits and risk assessments, identifying compliance gaps, and ensuring adherence to tax regulations.
- Provided expert guidance on financial planning, taxation strategies, and risk mitigation, reducing the financial impact on businesses.
- Managed a team of auditors, streamlining audit and compliance processes for improved efficiency.
- Identified any discrepancies or errors in the documents, such as unreported income or deductions, and recommended corrective action.
- Reviewed financial records including ledgers, journals, and other documents to verify accuracy of information reported on tax returns.
- Advised management on ways to minimize their tax liability while maintaining compliance with all applicable laws.
Education
Bachelor of Science - Public Accounting & Finance
Universidad Dr Rafael Belloso Chacin
Maracaibo, Venezuela05-2010
Skills
- Account Management and Renewals
- Contract Negotiation and Revenue Growth
- Customer Success and Retention Strategies
- Sales forecasting and pipeline management
- Financial Analysis and Budgeting
- Cross-functional team collaboration
- Business Development and Expansion
- CRM and Data Analysis (Salesforce, Gainsight, Excel)
- Operations management
- Leadership
- Business development
- Customer relations
- Business administration
Certification
- Financial & Tax Administration Training
Affiliations
- Sales & Negotiation Strategies for SaaS and Tech Industries
- CRM & Data Analysis (Salesforce, Gainsight, HubSpot)
Timeline
Finance Manager
DRAPSHOP LLC
10.2020 - 10.2023
General Manager
PECALEX MANAGEMENT CORP
07.2016 - Current
Manager of Operations
Calex Oil Equipment LLC
07.2015 - 09.2016
Senior Tax Auditor
KPMG International
10.2009 - 04.2014
Bachelor of Science - Public Accounting & Finance
Universidad Dr Rafael Belloso Chacin