Overview
Work History
Education
Skills
Leadership And Involvement
Timeline
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Valentina Charria

Fort Worth,TX

Overview

11
11
years of professional experience

Work History

Customer Success Specialist

Plannery, Inc.
San Mateo, CA
09.2022 - 09.2023
  • Secured new partnerships resulting in a 20% increase in new client acquisitions through proactive outreach, effective communication, and strategic relationship building
  • Oversaw 110 accounts, guaranteeing elevated customer satisfaction and successful product assimilation
  • Assisted engineering team in resolving 50+ product-related complications and provided guidance on optimal implementation that improved product efficiency by 20%
  • Identified and capitalized on opportunities for upselling and cross-selling, resulting in a 25% revenue increase
  • Collaborated with product development colleagues, aiding in the enhancement of 10+ product features leading to a 35% adoption rate
  • Leveraged CRM software to track and report on 200+ customer interactions and related feedback
  • Monitored and optimized campaign performance for internal and external partners, analyzing key metrics and making data-driven recommendations for improvement
  • Assisted customers with technical troubleshooting, resolved product-related issues, and provided guidance on best practices to optimize product usage
  • Contributed to new product development initiatives, providing insights and feedback to improve existing products and drive innovation to increase customer engagement across social media sites.

Commercial & Fleet Credit Analyst I & II

GM Financial
Irving, TX
07.2019 - 08.2022
  • Analyzed a profitable portfolio's financial statements and cash flows to mitigate risk for 700+ commercial borrowers and inform strategic lending decisions
  • Surpassed monthly quotas by 10% through account manager and client collaboration, showcasing commitment to team objectives and exceeding performance expectations
  • Utilized Salesforce to oversee existing accounts up to $5MM, identifying further financing opportunities to meet business growth and client requirements
  • Executed rigorous due diligence and credit analysis, underwriting $60MM+ in commercial vehicle loans for nationwide small to medium-sized businesses
  • Improved the new analyst onboarding process by developing training materials, delegating tasks, and offering mentorship, leading to over ten promotions annually.

Team Lead

Advantage Solutions & Marketing LLC
Elgin, IL
08.2012 - 11.2016
  • Managed a team of 10 direct reports responsible for providing 20 weekly sampling events at Meijer locations
  • Implemented a training program resulting in 60% team efficiency and a 15% improvement in impactful selling of the weekly featured items
  • Spearheaded the planning and execution of high-impact sampling programs, leading to a measurable 30% increase in brand awareness within Meijer stores
  • Cultivated strong relationships with Meijer store management and multiple department heads, securing prime placement for sampling activities and ensuring program visibility
  • Elevated Meijer's weekend sales performance, with the Elgin location consistently boasting the highest grossing sales due to the impactful food sampling programs.

Education

Bachelor of Science in Finance -

Northern Illinois University
05.2019

Skills

  • Cold-Calling
  • Upselling
  • Cross-Selling
  • Negotiation
  • Account Management
  • Multi-Team Collaboration
  • CRM (Salesforce)
  • Lead Qualification
  • Native Spanish Speaker
  • Problem-Solving
  • Financial Analysis
  • Adaptability

Leadership And Involvement

  • Tarrant Food Pantry, Volunteer, Fort Worth, TX, 12/01/19, 07/01/21
  • Elgin Community College, President of OLAS, Elgin, IL, 05/01/16, 05/01/17

Timeline

Customer Success Specialist

Plannery, Inc.
09.2022 - 09.2023

Commercial & Fleet Credit Analyst I & II

GM Financial
07.2019 - 08.2022

Team Lead

Advantage Solutions & Marketing LLC
08.2012 - 11.2016

Bachelor of Science in Finance -

Northern Illinois University
Valentina Charria