• Gerenciar uma carteira de clientes, atuando como principal ponto de contato e garantindo uma experiência positiva ao longo da jornada. • Conduzir reuniões de acompanhamento, apresentar resultados e elaborar planos de ação para promover o sucesso dos clientes. • Monitorar indicadores de saúde da carteira, identificar riscos de churn e executar estratégias de retenção e engajamento. • Identificar oportunidades de expansão de receita por meio de upsell, cross-sell e ampliação do uso da solução. • Planejar e realizar visitas presenciais estratégicas, fortalecendo o relacionamento, entendendo necessidades e apoiando a geração de valor para o cliente.

• Serve as the day-to-day point of contact for customer requests and operational support. • Support customer onboarding and communication in Spanish and, where required, English. • Deliver excellent customer experience through timely updates and issue resolution. • Manage support requests and maintain accurate operational records. • Receive, prepare, configure, validate, and package laptops and mobile devices. • Support device enrolment and basic MDM workflows. • Perform initial troubleshooting and diagnostics. • Coordinate repairs, replacements, returns, and asset recovery processes. • Create shipping labels and coordinate device collections and deliveries. • Track shipments and proactively manage delivery updates. • Support storage, warehousing, stock organisation, and inventory reconciliation. • Maintain SOPs and operational documentation. • Identify opportunities to improve operational efficiency. • Support business scaling initiatives and process improvement. • Work cross-functionally across Customer Success, Operations, and technical teams.

• Configurar y optimizar campañas en HubSpot mediante la administración de formularios, workflows, listas, segmentaciones y activos digitales orientados al seguimiento y medición de resultados. • Construir y personalizar módulos dentro de HubSpot CMS, incluyendo landing pages, formularios y componentes asociados a campañas y estrategias comerciales. • Generar dashboards y reportes avanzados en HubSpot. • Realizar carga, limpieza e integración de leads desde archivos Excel o CSV y plataformas externas.

• Manage executive calendars and scheduling. • Coordinate appointments through Acuity Scheduling. • Audit calendars and prevent scheduling conflicts. • Schedule recurring meetings and client sessions. • Respond professionally to client inquiries. • Coordinate payment corrections through Stripe. • Maintain accurate client records and documentation. • Ensure key stakeholders are included in client communications. • Resolve minor administrative and technical issues as they arise. • Serve as the primary administrator for the organization's GoHighLevel platform. • Build and maintain marketing funnels. • Create landing pages. • Design and optimize automation workflows. • Build drip campaigns and customer journeys. • Create and maintain email templates. • Build newsletters and promotional campaigns. • Configure subscription products. • Create internal forms. • Manage CRM pipelines. • Build Smart Lists. • Implement tagging and segmentation strategies. • Audit CRM data for accuracy and consistency. • Monitor automation performance and troubleshoot workflow issues. • Maintain and optimize the organization's technical ecosystem. • Configure advanced Jotform forms with conditional logic. • Integrate Jotform with GoHighLevel. • Test lead routing and automation accuracy. • Audit WordPress forms and website functionality. • Troubleshoot GoDaddy hosting and DNS issues. • Monitor website uptime and system health. • Verify email and notification delivery. • Maintain CRM integrity across all connected platforms. • Troubleshoot system integrations and workflow failures. • Provide operational support for marketing activities.