Summary
Overview
Work History
Education
Skills
Timeline
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Sofia Martinez

Miami

Summary

Customer Success and Business Development professional with 2+ years of experience owning client relationships, leading training programs, and managing strategic events and initiatives. Proven ability to support onboarding, enhance client satisfaction, and drive engagement through streamlined communication and cross-functional execution. Excels in CRM systems, webinar management, and supporting growth through tailored customer solutions.

Overview

4
4
years of professional experience

Work History

Business Development Coordinator

Kaufman Rossin
Miami
12.2023 - Current
  • Managed 50+ client leads via web and phone, ensuring timely follow-up, accurate tracking, and smooth client handoff.
  • Coordinated 10+ major events and sponsorships (virtual and in-person), handling end-to-end logistics, communication, and post-event follow-up.
  • Independently organized firm webinars and training sessions across multiple offices; managed invites, content, feedback surveys, and session recordings.
  • Developed and maintained Salesforce and Asana pipelines to track presentations, proposals, training, and BD opportunities.
  • Created and QC’d 12+ firmwide presentations/proposals; established reporting templates and firmwide activity calendars.
  • Supervised two interns and led the Emerging Rainmakers program, strengthening professional engagement and leadership visibility.
  • Played an active role in the rollout of the 'One Firm Strategy,' identifying cross-service opportunities and helping tailor support to client needs.

Culture Expert & Admin

Anatomy
Miami
04.2022 - 12.2023
  • Delivered exceptional customer service, resolved account issues, and converted leads into memberships.
  • Supported operational logistics and assisted the Director of Operations with internal communications and project coordination.

Personal Assistant

AP Health Solutions
Palmetto Bay
08.2021 - 04.2022
  • Oversaw administrative operations including calendar management, vendor payments, and logistics.
  • Maintained detailed household schedules, appointments, and expense tracking.

Education

Bachelor of Arts - Psychology

University of Miami
Miami, FL
05.2021

Skills

  • Salesforce
  • Proposal creation
  • Asana
  • Microsoft
  • Client Onboarding & Support
  • Event Management
  • Cross-Team Collaboration
  • Lead Handling
  • Strategic Communication
  • Project Coordination

Timeline

Business Development Coordinator

Kaufman Rossin
12.2023 - Current

Culture Expert & Admin

Anatomy
04.2022 - 12.2023

Personal Assistant

AP Health Solutions
08.2021 - 04.2022

Bachelor of Arts - Psychology

University of Miami

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