Customer Success and Account Management professional with 5+ years of experience managing investor and client relationships tied to a $59M–$118M portfolio. Skilled in contracts, operational systems, and cross-team coordination that support retention, growth, and executive visibility. Proactive problem solver known for improving processes, follow-up, and stakeholder communication.
Overview
13
13
years of professional experience
Work History
Investor Relations / Project Manager
Black Diamond Claims Solutions / Omnio Home
Sunriser
06.2023 - Current
Managed investor relations and contract administration for a portfolio of 118 investors, representing $59M–$118M in capital, ensuring accurate documentation, communication, and executive visibility.
Assumed key COO operational functions, ensuring continuity across billing, vendor management, budgeting, and cross-department coordination.
Managed the sales team to keep the pipeline, follow-ups, and account priorities aligned with retention and growth objectives.
Rebuilt a three-year backlog of investor contracts into a centralized, organized system, improving executive access and compliance.
Managed Amerant Arena suite program as a relationship-building initiative for clients and stakeholders
Assistant Manager/Estimator
Superior Claims Services
Miami
04.2020 - Current
Strengthen cross-functional team relationship and communication by optimizing databases;
Reorganized the company's filing system to assess large influx of customers during Hurricane Irma, Ida and Ian, which led to profit increase;
Maintained clear flow of information on accountancy level with the owner
Managed project communication and client relations on behalf of the company to ensure client satisfaction
Sketched, wrote and reviewed estimates to ensure projects accuracy based on replacement costs.
Project Manager
Influencer Marketing Factory
Miami
12.2018 - 03.2020
Managed Client's relations throughout the duration of marketing campaign, which reduced contingencies by improving cross-functional collaboration and mutual long-term growth;
Defined and implemented marketing strategy for specific clients, which improved product engagement and discoverability;
Successfully negotiated contracts with leads on behalf of top client which led to a total saving of 48.8% of the budget from the campaign; savings were reinvested on future campaigns.
Intake Claims Rep II
Assurant Specialty Property
Miami
11.2014 - 06.2017
Defined and created a new claims process in collaboration with Upper Management which led to saving over $1 mil. to the company; thereafter traveled to Atlanta, GA to train employees on the new process;
Created cohesion between the teams and trainees which resulted in an overall positive working environment;
Supported management on handling auto and liability claims on a specialized system.
Customer Service Rep
Assurant Specialty Property
Miami
04.2013 - 11.2014
Managed a high-volume workload within a deadline-driven environment, resolving an average of 95 calls daily;
Contributed to excellent customer service skills by delivering detailed information to customers, communicating efficiently and effectively with both customers and adjusters.
Applied organizational skills by recording details of inquiries and complaints, which improved conflict resolutions.
Education
Bachelor of Business Administration -
Florida International University
Miami, FL
04.2017
A.A. - Accounting
Miami Dade College
Miami, FL
12.2012
Skills
Microsoft office
Salesforce
Customer Relationship Management (CRM)
Stakeholder & Executive Communication
Process Improvement & Workflow Optimization
Communication
Problem Solving
Marketing Strategy
Team Work
SQL
Additional Information
Attention to Details, Data Driven, Dedicated, 100% Customer Centric, Goal Oriented, Committed, Adaptable
Awards
SPS Award, Commended by management for initiative, enthusiasm, and intense customer focus and awarded the SPS award 5 months in a row for dependability., Assurant Specialty Property
President's Award, Commended by management on overall performance throughout department for 2014., Assurant Specialty Property