Portugal
Expert in CRM/BI systems, automation, and segmentation - accelerating onboarding, boosting retention, and driving expansion through data-driven growth engines.
• Migrated Customer Success from PlanHat to Salesforce, creating new workflows and automations that reduced manual effort by 40%, centralizing operations for 200+ users. • Launched customer trial motion and self-serve billing, resulting in a 25% increase in the expansion pipeline within 2 quarters. • Consolidated GTM tech stack and automated key workflows, saving $100K+ annually and 500+ team hours, while enabling Sales & CS to focus on revenue-driving activities.
• Owned GTM systems (Salesforce, HubSpot, PlanHat, Customer.io and more) for 50+ users, ensuring adoption, integrations, and zero downtime. • Redesigned PlanHat to improve onboarding speed and customer health tracking, laying the foundation for a data-driven CS org. • Partnered with CS leadership to build KPI frameworks and reporting cadence, improving forecast accuracy by 25%.
• Generated $550K+ in CS-qualified opportunities and secured 200+ G2 reviews by scaling workflows and empowering CSM performance. • Cut churn by 15% and boosted productivity by 30% through Salesforce, PlanHat, and Chili Piper automations - saving 750+ hours/year and improving outcomes. • Hired, trained, and coached a technical CSM team, exceeding quarterly forecasts and aligning performance with company goals.
• Owned and optimized the GTM stack (Salesforce, HubSpot, ChiliPiper, DealHub, Aircall and more), ensuring 100% uptime and seamless adoption for 150+ GTM users, while cutting system issue resolution times by 20%, saving 80+ hours/month. • Automated workflows, eliminating thousands of manual data entries each quarter, freeing sales teams to focus on closing deals and improving forecasting accuracy. • Served as primary systems lead, managing vendor relationships and cross-functional alignment to ensure every tool directly drove sales efficiency and measurable revenue growth.
• Owned a portfolio of 100+ high-value enterprise clients across EMEA & North America, delivering strategic account management that drove retention, upsell, and expansion. • Partnered with C-level executives and Facebook account teams to build multi-quarter growth plans, achieving 97% CSAT while advancing adoption of Meta solutions.
• Drove a 45% increase in sales conversions within 3 months, expanding the client base from 7,500 to 11,250 in five months through targeted strategies. Ranked #1 sales executive company-wide. • Led and coached a 25-member sales team, improving performance through training and mentorship - early foundation for later leadership in SaaS operations.