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Sara

Partnerships Analyst at Compass Advisor | BDM Cisco

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Bogotá, Bogota D.C., Colombia
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Competencies

Customer Success ManagementExpert

Proficient in managing client onboarding, retention, and expansion to maximize customer satisfaction.

Partnership & Account ManagementAdvanced

Experienced in building and maintaining strategic relationships with partners to drive mutual growth.

Training & EnablementAdvanced

Skilled in designing and delivering technical and customer service training programs.

CRM & Support ToolsAdvanced

Proficient in Salesforce, HubSpot, and Zendesk for customer engagement and process documentation.

Education

High School Graduate
Cape Coral High School
Completed 2006
Curso Diplomado en Psicología Educativa
Politécnico Superior de Colombia

Languages

SpanishNative
EnglishC1

Summary

Experienced in managing client relationships, delivering impactful training, and optimizing sales pipelines. Skilled in CRM tools and customer success strategies to foster long-term growth.

Key Achievements

  • Optimized sales pipelines and performance reporting, enhancing operational efficiency.
  • Managed client relationships to ensure satisfaction and loyalty with Reseller Partners.
  • Reduced onboarding time by 30% through effective training and customer success methodologies.

Experience

Partnerships Analyst

Compass Advisor | BDM Cisco
Oct 2022 - Present

Manage financial and operational relationships with Reseller Partners, ensuring client satisfaction and loyalty., Monitor sales pipelines, invoicing, and performance reporting to optimize end-to-end customer processes., Coordinate client migration, retention, and satisfaction processes through comprehensive reporting., Implement documentation and partnership management improvements to enhance client support and operations., Workshop delivery to sales teams, increasing revenue, retention, and product knowledge., Insights and Analytics report delivery to sales teams for up to 150 accounts a month., Cisco's BCS 3.0 and TS Portfolio expertise.

Bilingual Trainer | Customer Enablement Specialist

Nub7/8
Sept 2020 - Oct 2022

Prepared users to master CRM systems, technical support basics, and customer service techniques, reducing onboarding time by 30%., Introduced customer success methodologies to improve tool adoption and user satisfaction., Conducted English proficiency assessments and cultural training for customer service agents and staff.

Learning Specialist | Customer Success Support

Sitel Group
July 2013 - April 2016

Bilingual Trainer | CSM & Training Support

Callzilla
April 2016 - April 2019

Skills

Customer Success ManagementPartnership & Account ManagementTraining & EnablementCRM & Support Tools
Published on CazVid - Jun 2, 2026
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