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Spanish - Native or Bilingual English - Advanced

About Me

I am a bilingual account management and finance operations professional with more than 5 years of experience supporting U.S.-market clients. I specialize in client retention, billing resolution, and cross-functional coordination in fast-paced international environments.

My background includes managing high-volume accounts, resolving discrepancies, and maintaining strong client satisfaction through proactive communication and reliable follow-through. I have worked extensively with CRM platforms such as Salesforce and Zendesk, and I am comfortable navigating operational workflows that require accuracy and attention to detail.

I have a strong track record in B2B client relations, revenue retention, and identifying upsell and cross-sell opportunities. I enjoy building trusted relationships with stakeholders and helping teams align around practical solutions that improve both client experience and business outcomes.

In my recent roles, I have served as a primary point of contact for clients, merchants, and internal teams, ensuring smooth account operations and timely issue resolution. I am known for being organized, analytical, and calm under pressure, especially when handling complex billing or service-related concerns.

I bring a digital-first mindset and a collaborative approach to work. I value data-driven decision-making, clear communication, and continuous improvement, and I am always looking for ways to increase efficiency and strengthen client partnerships.

I hold a Bachelor’s degree in Business Administration and an EF SET C1 Advanced English certification. I am fluent in Spanish and English, and I am open to opportunities where I can contribute my experience in account management, financial operations, and client success.

Skills

Problem SolvingSalesforceCustomer ServiceData AnalysisCRMNegotiationAccount ManagementCross Functional CollaborationZendeskBillingUpsellingB2BOperations ManagementLogisticsCross SellingAccount ReconciliationFinancial OperationsRevenue Retention

Experience

Invoicing Specialist II (Client Account Operations) @ TreviPay
Oct 2025 - Present

Primary operational contact for U.S.-market clients, managing high-volume billing accounts with a low error rate and ensuring satisfaction on financial inquiries. Resolves billing discrepancies, tracks account health, and collaborates with finance and operations teams.

Program Success Associate (Account Management) @ TreviPay
Oct 2023 - Sep 2025

Managed a portfolio of clients, merchants, and consumers in U.S. markets. Drove satisfaction and retention, identified upsell and cross-sell opportunities, handled complex account inquiries, and coordinated with internal teams to deliver seamless service.

Customer Service Representative / Network Support @ DHL Express
2021 - 2023

Delivered bilingual support to international clients across phone, chat, and email. Managed complex logistics cases using CRM tools, built client relationships, and collaborated with internal and external teams to maintain operational continuity.

Education

Universidad Americana, Costa Rica
Not specified

Bachelor’s, Business Administration

Bachelor’s degree in Business Administration. Completed.

Portfolio not available.

Services not available.

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