Daniel Ruiz Customer Lifecycle Manager @Microsoft

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Customer Life Cycle Manager @Microsoft

Microsoft

Apr 2024 - Current (2 years 1 month)

➢ Management of international clients and leads, ensuring effective and personalized communication. ➢ Sales and client acquisition, achieving a significant increase in the customer base. ➢ Implementation of infrastructure solutions, including migration to Azure. ➢ Conducting security and license assessments to improve protection and cost optimization. ➢ Coordination of meetings and consultations with Microsoft specialists to discuss migration plans and costs. ➢ Database management and control, ensuring the integrity and availability of information. ➢ CRM management, optimizing customer relationship management. ➢ B2B experience, developing strategies for the acquisition and retention of business clients. **Sales Manager** ➢ Management of a

B2B Business Development & SaaS Sales Manager – Field Operations &

Godoworks

Jul 2023 - Mar 2024 (9 months)

Led consultative sales efforts for field service software (SaaS) within the B2B segment, combining virtual and in-person strategies to drive revenue growth, client retention, and operational optimization. ➢ Conducted virtual product demos and needs assessments via Zoom and Google Meet, tailoring solutions to client operations. ➢ Increased business opportunities in untapped markets through strategic prospect profiling and LinkedIn outreach. ➢ Led the design and execution of quarterly OKRs, contributing to consistent achievement of company growth targets. ➢ Executed full sales cycle, including negotiation, contracts, NDAs, and technology implementation plans. ➢ Maintained and monitored pipeline using HubSpot CRM, improving visibility and

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Sales Specialist Representative – Solar Energy Solutions (B2B & B2C, U.S. Market)

Palmetto solar LLC

Jun 2021 - Jul 2023 (2 years 2 months)

Led remote sales of customized solar panel solutions for both business and residential clients in the U.S. market. Responsible for full-cycle consultative sales, contract execution, and CRM-driven lead management. ➢ Executed B2B and B2C sales strategies in an assigned U.S. territory, promoting solar energy systems and upselling consulting services. ➢ Built tailored proposals and business cases aligned with client goals, energy usage, and ROI expectations. ➢ Managed contract execution and documentation, including financial credit applications and construction permits. ➢ Conducted virtual consultations and consistently developed new business through cold outreach via phone, email, and CRM platforms (HubSpot, Salesforce). ➢ Delivered accu

B2B Account Executive – Payroll & Electronic Invoicing Solutions (SaaS)

Amazonas ERP

Sep 2020 - May 2021 (9 months)

Led the consultative sales process for cloud-based payroll and electronic invoicing software. Managed both new and existing B2B accounts, provided post-sales training, and built long-term relationships to drive revenue growth and customer retention. ➢ Identified and qualified high-potential enterprise clients through outbound prospecting and CRM-based account profiling (HubSpot). ➢ Delivered personalized software demonstrations and consultations via Zoom, Microsoft Teams, WhatsApp, and Google Meet. ➢ Recommended tailored payroll and invoicing solutions based on detailed needs assessments aligned with compliance and operational goals. ➢ Managed the full sales cycle, from proposal generation to contract execution, leveraging ERP and CRM t

Sales Executive – Modular Architectural Projects & Technical Support Services

Econtainers

Jan 2020 - Aug 2020 (8 months)

Responsible for the commercial management of architectural projects, modular space rentals, and after-sales technical services. Handled B2B and B2C client portfolios across multiple business lines, ensuring satisfaction, contract renewals, and operational alignment. ➢ Sold and leased modular units including offices, sales rooms, dormitories, warehouses, and commercial spaces. ➢ Prospected and nurtured potential clients, managed contract renewals, and closed B2B and B2C deals. ➢ Led customer acquisition, retention, and loyalty initiatives to ensure long-term business relationships. ➢ Coordinated internal and external processes with production and logistics teams to ensure timely delivery of modular units. ➢ Managed client relationships

Lead Team Sales

Centro de Idiomas Universal

Aug 2016 - Sep 2019 (3 years 2 months)

• Consultative sales B2B and B2C of language programs, business training. • Led a sales team in building relationships with clients and negotiations of sales contracts and financial credits. • Developed reports and was responsible for managing targets the team. • Increased billing and generated new contracts. • Trained commercial personnel. • Leading long term business relationships with clients, focusing on quality of service and client satisfaction to drive repeat business.

Key Account Executive:

Academia de Cocina Verde Oliva

Jun 2014 - Feb 2015 (9 months)

➢ Direct Sales of Cooking and Pastry Programs. ➢ Creating and management quotes (CRM) and closing of businesses. ➢ Business Visiting food companies and restaurants, to offer the company's briefcase. ➢ Consultative selling, telemarketing and sales closing. ➢ Preparation and monitoring of new services from customers.

Key Account Manager

Smart Academia de Idiomas

Jan 2012 - May 2016 (4 years 5 months)

• Consultative sales of training foreign languages, and visiting B2B or B2C consumers. • Generating sales from new and/or existing customer accounts • Seeking new leads and closing potential clients. • Signing of contracts and documentation such as financial credits. • Presented to clients on the benefits and use case of our services. • Assess clients needs and resources and recommend the appropriate services. • Identified sales funnel trends and provide strategic recommendations to stakeholders to stop potential gaps

Commercial Director

AXA Colpatria

Jul 2010 - May 2011 (11 months)

➢ Forecast Planning and follow up with customers considering market trend and opportunities. ➢ Contacting and follow-up potential enterprise customers. ➢ Consultative sales of life insure "safe family". ➢ Development of business strategy B2B and B2C. ➢ Building long term relationships with new and existing customers. ➢ Office visits, increased billing, and insurance policies.

Product Manager Debito

BBVA

Sep 2009 - Mar 2010 (7 months)

➢ Support all aspects of multiple related projects to ensure the overall program is aligned to and directly supports the achievement of strategic objectives. ➢ Develop and deliver appropriate and effective reports, proposals and presentations on project progress to various audiences, including the project team, executive leadership and key stakeholders. ➢ Monitor and report on the results of project success criteria as well as performance metrics. ➢ Stay abreast of emerging industry trends and benchmarketing, as well as PM methods and best practices. ➢ Build Quantify Value Proposals

Daniel Ruiz

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