This is my profileContact via CazVidLisbeth
Data Analyst with 5+ years in financial services
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Competencies
Extensive experience analyzing data to identify trends and insights.
Proficient in querying databases to extract and manipulate data.
Skilled in creating complex spreadsheets and pivot tables for data reporting.
Able to convey analytical insights to non-technical stakeholders.
Worked effectively within cross-functional teams to achieve project goals.
Education
Summary
Data analyst with over 5 years of experience in financial services, specializing in data collection, analysis, and reporting to support strategic decisions.
Key Achievements
- Developed comprehensive reports that improved decision-making processes.
- Led data collection and cleaning for large-scale projects, reducing redundancies.
- Participated in cross-functional teams to support strategic initiatives.
Experience
Retention Agent – Mobility
Managed a client portfolio with the primary objective of securing service renewals and preventing cancellations, consistently exceeding team retention goals., Negotiated customized solutions and value packages to meet complex client needs, resulting in a high rate of customer satisfaction and loyalty., Identified and capitalized on upselling opportunities within the existing client base to drive revenue growth.
Customer Service Agent (Sales)
Achieved an 85% closing rate on inbound service calls by effectively communicating product benefits, contributing to 95% of the team's overall revenue goals., Served as the main point of contact for customers, handling a high volume of daily interactions related to sales, billing, and support.
Technical Support Agent
Resolved complex technical issues for users of the Wix platform, guiding them step-by-step through solutions via phone and chat., Maintained a calm and professional demeanor in high-frustration customer situations, transforming technical problems into positive support experiences.