Ritiele G Generoso

Ritiele G Generoso

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Customer Success Manager | Client Retention
Florida, United States

Contact Ritiele regarding: 
work
Full-time jobs
Starting at USD1.8k/month
Flexible work
Starting at USD10/hour

Timeline


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Résumé


Jobs verified_user 0% verified
  • T
    Customer Success Specialist
    Taiber Kosmala and Associates LLC
    Apr 2024 - Jul 2024 (4 months)
    • Responsible for managing end-to-end client meeting logistics, ensuring seamless coordination of scheduling, report delivery, documentation, and project deliverables, and serving as the primary point of contact.
    • Delivered service to high-net-worth clients by handling complex financial operations such as cash raises, transfers, bill payments, and custodian alerts, as well as managing capital calls, RMDs, and account openings/closings.
  • Confidential - Retail Industry
    Family Business
    Confidential - Retail Industry
    Aug 2023 - Nov 2024 (1 year 4 months)
  • Wood Mackenzie
    Senior Customer Success Specialist
    Wood Mackenzie
    May 2022 - Jun 2023 (1 year 2 months)
    • Leveraged technical product expertise to act as a bridge between sales, engineering, and customers, resolving complex issues and providing feedback that drove product improvements aligned with customer needs.
    • Led comprehensive onboarding and training programs for new clients, ensuring a seamless transition to the platform and empowering users to maximize results through tailored guidance on product utilization.
    • Built and maintained strong relationships with customers, working collaboratively with client stakeholders to ensure they saw value in the services/products, and demonstrating a clear understanding of their goals and needs.
  • T
    Customer Success Specialist
    The Pacific Financial Group Inc
    Jun 2020 - May 2022 (2 years)
    • Provided exceptional support and strategic guidance to key producers, empowering them to fully leverage the company’s tools and platforms, resulting in increased adoption and client satisfaction.
    • Acted as the primary support for onboarding new advisors and assistants, overseeing multiple department projects, and generating insightful Salesforce reports that informed business decisions.
    • Managed training programs for new members and account teams, ensuring a deep understanding of processes and procedures while addressing concerns, leading to a more efficient and knowledgeable workforce.
  • T
    Customer Service Representative
    The Pacific Financial Group Inc
    Oct 2018 - Apr 2019 (7 months)
    • Set up new accounts and records in the CRM and portfolio accounting software (Salesforce/Orion), while navigating the systems to manage customer data and review account documentation.
    • Interacted daily with clients by phone and email, assisting customers with transactions and requests. Built strong relationships with clients, focusing on delivering attentive care and support to nurture positive outcomes.
  • Bookingcom
    Client Partner
    Bookingcom
    Jan 2017 - Jan 2018 (1 year 1 month)
    • Managed over 300 customer interactions per week, effectively communicating product and service benefits to enhance client understanding, while fostering a collaborative team environment to drive overall success.
  • Cultural Care Au Pair
    Cultural Exchange Program
    Cultural Care Au Pair
    Nov 2014 - Jan 2016 (1 year 3 months)
    • Navigated a relocation to the USA, participating in a transformative cultural exchange program that facilitated cross-cultural understanding and fostered personal growth and a deep appreciation for diversity and inclusivity.
  • U
    Project Coordinator and Researcher
    Universisade do Extremo Sul Catarinense
    Mar 2009 - Jul 2013 (4 years 5 months)
    •Developed research under the supervisor of the Laboratory professor;
    •Presented the results at conventions;
    •Wrote summaries based on findings;
    •Managed the project making sure deliveries would meet timelines.
  • M
    Operations Manager
    Mercado Generoso
    Sep 2006 - Feb 2009 (2 years 6 months)
    • Supervised and managed employees and assigned tasks to meet the daily demands of the store.
    • Oversaw all purchasing, sales, marketing, and customer service operations to ensure high performance.
Education verified_user 0% verified
  • University of Illinois UrbanaChampaign
    Master of Science - MS, Business Administration and Management, General
    University of Illinois UrbanaChampaign
    Jan 2020 - Dec 2022 (3 years)
    Skills: Interpersonal Skills · Microsoft Office
  • Universidade do Extremo Sul Catarinense
    Bachelor of Science - BS, Biology/Biological Sciences, General
    Universidade do Extremo Sul Catarinense
    Jan 2009 - Dec 2013 (5 years)
    Skills: Microsoft Office
Projects (professional or personal) verified_user 0% verified