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Ana

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Toronto, Ontario, Canada
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Competencies

HubSpot CRM

Demonstrated experience with HubSpot CRM.

Salesforce (Fundamentals)

Demonstrated experience with Salesforce (Fundamentals).

Google Workspace

Demonstrated experience with Google Workspace.

Microsoft Office

Demonstrated experience with Microsoft Office.

Property Sales & Rentals

Demonstrated experience with Property Sales & Rentals.

Education

Bachelor’s Degree, Integral Design
ITESO, México

Summary

Professional profile

Experience

Customer Success Manager

The Merchant Hub (US)
Jan 2025 - Jan 2026

Managed client relationships and provided ongoing support to ensure customer satisfaction and retention.. Owned onboarding for new accounts, guiding customers through setup and initial product adoption.. Assisted clients with their needs, resolved issues, and coordinated with internal teams to deliver effective solutions.. Monitored account health and usage to identify at-risk customers and proactively reduce churn.. Conducted regular check-ins and business reviews to track customer goals and satisfaction.. Tracked and reported on Customer Satisfaction (CSAT) and retention metrics to inform account strategy.. Identified upsell and cross-sell opportunities based on customer usage patterns and needs.. Maintained accurate customer records and communication history in the CRM (HubSpot).. Followed up with customers to strengthen engagement and improve their overall experience.

Real Estate Sales & Customer Care / Administration / Sales

Mexico Luxury Properties
Jan 2018 - Jan 2019

Provided end to end client support throughout property sales and rental transactions, from first inquiry to closing, for local and international clients.. Handled client calls, scheduling, and appointment coordination, acting as the main point of contact through closing to ensure a smooth, responsive experience.. Created marketing + design and listing materials.. Balanced client care, sales support, and administrative coordination in a fast-paced, deadline-driven environment, managing multiple client relationships at once.

Independent Beauty Artist

Remember Brides
Jan 2019 - Present

Managed the full client lifecycle from initial contact through post-service follow-up.. Maintained ongoing client communication to ensure clarity, satisfaction, and engagement.. Coordinated schedules, logistics, and teams across multiple simultaneous bookings.. Managed payments, invoicing, and administrative client processes.. Resolved issues in high-pressure, time-sensitive situations while maintaining a positive client experience.. Created client-facing guides, timelines, and terms documents to improve onboarding and clarity.. Conducted post-service follow-ups to track satisfaction and identify repeat business opportunities.

Graphic / Branding Designer

Independent
Jan 2016 - Jan 2024

Managed multiple clients simultaneously.. Delivered tailored designs based on client needs.. Built long-term client relationships through consistent work.

Skills

HubSpot CRMSalesforce (Fundamentals)Google WorkspaceMicrosoft OfficeProperty Sales & Rentals
Published on CazVid - Sep 5, 2026
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