CRM
VILMA RODRIGUEZ
Houston
Summary
Dynamic professional with a proven track record at Financiera Mundo Facil SAS, excelling in customer service and operations support. Skilled in utilizing advanced CRM tools to enhance client satisfaction and drive personalized investment strategies. Recognized for effective presentation development and event organization, contributing to a 40% increase in market share.
Motivated individual offers strong work ethic and punctuality. Uses organizational and team collaboration skills to improve processes.
Overview
6
6
years of professional experience
Work History
Etudiante Online ExamFX
Campaña De Educacion Financiera
12.2024 - 04.2025
- Completed rigorous readings as directed to support unit learning goals.
- Collaborated with colleagues to share best practices and improve overall teaching effectiveness in the department.
- Enhanced classroom experience by utilizing multimedia presentations and interactive learning tools.
Asociado De Ventas
SMART SALES SPA CHILE
06.2024 - 08.2024
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Independent Marketer
VisionBiz Tour & Real Estate
01.2024 - 05.2024
- Conducted research to analyze customers' behavior, preferences, and purchasing habits.
- Managed cross-functional teams to ensure timely completion of marketing projects within budget constraints.
- Coordinated trade shows and events, showcasing company products while fostering valuable networking opportunities.
- Established fruitful partnerships with industry influencers, expanding brand reach and potential customer base.
- Wrote engaging and successful marketing, advertising, and website copy.
- Assisted in development of products and services previously unrepresented in industry to increase shares in new markets 40%.
- Developed campaigns and specific marketing strategies for clients.
Advisor Supervisor
Financiera Mundo Facil SAS Colombia
02.2019 - 12.2023
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
Education
Licencia De Lineas Generales Vida, Salud Y Acciden -
Online
Houston Texas04-2025
Skills
- Punctual and reliable
- Customer service
- Ethical awareness
- MS office
- Presentation development
- Event organization
- Appointment setting
- Verbal and written communication
- Operations support
- Administrative assistance
Certification
Licencia de Lineas Generales
- [Licencia de Seguros de Vida Salud y Accidentes TX] License - [2025]
Accomplishments
Colaboracion Especial en el Libro Bolivar el Gobierno Diferente, en resguardo en la Biblioteca de la Universidad de Harvard
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Colegio Nacional de Periodistas #6823 VENEZUELA
Quote
Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Software
Microsoft Officce
Canva
WordPress
Languages
Spanish
Native or Bilingual
English
Elementary
Interests
Espiritualidad
Negocios
Timeline
Etudiante Online ExamFX
Campaña De Educacion Financiera
12.2024 - 04.2025
Asociado De Ventas
SMART SALES SPA CHILE
06.2024 - 08.2024
Independent Marketer
VisionBiz Tour & Real Estate
01.2024 - 05.2024
Advisor Supervisor
Financiera Mundo Facil SAS Colombia
02.2019 - 12.2023
Licencia De Lineas Generales Vida, Salud Y Acciden -
Online
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