I am a licensed public accountant with more than 6 years of experience supporting ERP software, electronic invoicing, and solutions for SMEs.
I have worked in functional support, customer success, onboarding, and commercial implementation, helping clients understand administrative and accounting processes inside software platforms.
My background includes requirements gathering, personalized demonstrations, remote training, ticket management, and follow-up of client needs to ensure a smooth adoption of the system.
I have experience working with HubSpot, Freshdesk, Softland, Microsoft Office, and several ERP and invoicing platforms, always focusing on service quality and process continuity.
I am comfortable working remotely, coordinating with internal teams, and translating technical or accounting topics into clear guidance for users and clients.
I am open to opportunities in ERP functional support, customer success, onboarding, back office, and accounting administration roles where I can contribute with organization, communication, and client-oriented problem solving.
Responsible for gathering administrative and accounting needs, delivering functional demonstrations, resolving questions about ERP modules, following up on users and opportunities in CRM, and supporting clients during contracting and implementation preparation.
Delivered personalized ERP demonstrations via video calls, guided clients on accounting, finance, inventory, invoicing, and CRM modules, and coordinated the client onboarding process.
Provided system demonstrations and remote user guidance, supported implementation and initial configuration, and advised on ERP, accounting, and tax solutions for SMEs and entrepreneurs.
Gathered requirements related to electronic invoicing, inventory, e-commerce, and B2B API integrations, delivered personalized demonstrations, supported implementation and platform use, and followed up on requests, quotations, and client onboarding processes.
Managed a high volume of requests through tickets and calls, analyzed and resolved incidents and inquiries, tracked client needs in Freshdesk, and provided remote training while following ISO 9001 processes.
Licenciada en Contaduría Pública, Contaduría Pública
Undergraduate degree in public accounting.
This professional hasn’t added portfolio projects yet.
This professional hasn’t listed any services yet.
vishal Yadav Document Preparation and Hindi-English Translation Assistant 
Kenneth Amadi Customer Success Specialist 
Chariza Claire Cuanso Account Manager 
M Ayan Ahmed Client Support Coordinator 
Samir Husić Operations Associate — Customer Success and Support 
Lorena Ferreira Customer Service and Sales Professional 
Ratih Mawantika Pre & Post-Sales Consultant | Banking API Solutions | Enterprise Cash Management 
Jenny Martinez Procurement Executive and Marketing Professional