Multifaceted Sales & Client Relations Specialist | CazVid

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J.PABLO Tapia Carrera

San José, San José, Costa Rica

Sales and Client Relationship Manager with 8+ years in technology and finance

  • Led a team of 15-18 Case Managers at Digital Forensics Cop, managing client interactions and reporting performance metrics.
  • Managed renewal processes and fostered client relationships as Senior Supervisor at Accenture, overseeing 5-10 renewal specialists.
  • Developed customized mortgage loan programs at Ameriquest Mortgage, ensuring compliance with regulations.
Team Leadership
Advanced
Directed and managed teams across various roles, improving operational efficiency and performance.
Client Relationship Management
Advanced
Built and maintained strong client and partner relationships to identify opportunities and ensure satisfaction.
Sales & Negotiation
Intermediate
Engaged prospects and negotiated deals, adding value and increasing sales pipeline efficiency.
Reporting & Data Analysis
Intermediate
Prepared detailed reports on team performance, KPIs, and operational metrics to inform decision-making.
Technical Proficiency
Expert
Proficient with Windows OS, MS Office Suite, Salesforce, and Dynamics for various operational tasks.

Languages

Spanish
Bilingual
English
Bilingual
03/2023 - Present
Sales Manager
Digital Forensics Cop
Managed a team of 15 -18 Case Managers, overseeing client interactions and ensuring the delivery of high-quality services., Enhanced team productivity through targeted strategies, consistently surpassing performance targets., Prepared and submitted detailed daily and monthly reports to track team performance , KPI’s and operational efficiency.
05/2021 - 11/2022
Senior Supervisor, Microsoft Renewals Specialist
Accenture
Managed a team of 5 -10 Renewal Specialists responsible for client outreach and software renewal appointments., Fostered strong client and partner relationships, identifying opportunities for upselling and cross -selling., Oversaw renewal processes from initiation to closure.
02/2019 - 12/2020
Outbound Lead Generator
NomadUX
Contacted prospective home sellers to present optimal property solutions., Conducted negotiations, adding value to the sales pipeline and increasing business close ratios.
12/2014 - 11/2018
Partner Consultant, Lenovo
Tech Data
Promoted Lenovo products to partners and supported their PC, server, and storage projects., Assisted with deal closure and negotiated prices with Lenovo distributors.
09/2012 - 10/2014
Research Team Member
Industrial Fire and Rescue
Analyzed government bids and built relationships with international companies to secure exclusivity and competitive pricing.
04/2008 - 02/2012
Academic Advisor
Kaplan University
Informed prospective students about degree benefits and online study flexibility, enrolling an average of five students monthly., Promoted to the international team, which managed non -financial aid students.
08/2006 - 11/2007
Mortgage Specialist
Ameriquest Mortgage
Developed customized mortgage loan programs, complying with all state and federal regulations.
03/2001 - 07/2006
Inbound/Outbound Activation Account Manager
MBNA America Bank
Managed a team of 12 -15 specialists handling activation calls for promotional offers., Created training programs that improved team productivity, exceeding performance goals.
04/1997 - 09/2000
Inbound/Outbound Collector
Applied Card Systems
Negotiated delinquent accounts, consistently exceeding company performance thresholds.
🎓
Centereach High School

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