Customer Success Senior Specialist

Alexa Rosario

Brooklyn, NY, *****

ad2p22@r.postjobfree.com 347-***-****

EDUCATION

CUNY Hunter College May 2020

Bachelor of Arts in Political Science, minor in Sociology, GPA 3.84; Honors and Membership: ALPFA, Phi Beta Kappa

EXPERIENCE

S&P Global New York, NY

Go-to-Market Strategy: Senior Specialist January 2023 - September 2023

• Worked with clients to gather valuable feedback on the platform to drive content design initiatives for fintech solution with Product & Sales team.

• Developed and created dashboards on Salesforce that performed extensive research and formulated analysis that identifies 50+ prospective joint ventures on potential leads for Sales & Marketing.

• Collaborated with Sales & Scrum team on fintech products in order to enhance user experience with improved user workflow innovative functionality, expand content, and drive client retention. Successfully migrated 3+ accounts from older desktop solution to newer platform.

• Created release trainings that demonstrated 6+ new enhancements and features fintech products for Sales and Product Team.

• Peer mentored 2 interns for a span 2 months. Assisted in a fintech Solutions project that was recognized for delivering solutions on automation vs. manual.

Customer Success Manager January 2022 –January 2023

• Own end-to-end client journey managing financial institution accounts valued at 20 M ACV in AMER, EMEA, and APAC.

• Lead presentations to provide tailored platform, product functionality for 4 fintech solutions to both new and existing users a week of being trained; Drove usage by over 45% within first 6 months

• Define and commercialize suite of Fintech products and identify any risks and opportunities to designated product line. (Insurance, Real Estate, ESG, Public and Private Markets, TMT, Power & Utilities).

• Leverage internal tools to drive adoption and development of new product lines for existing accounts drive development through usage metrics, market analysis, client feedback, and collaboration with business stakeholders.

(Salesforce, Excel, Salesloft).

• Collaborated with Sales and Product teams to a nalyze competitive landscape, market/industry trends; Identified 10+ leads for cross-sell/up-sell opportunities

Kroll New York, NY

Consultant July 2020 – January 2022

• Communicate with with clients, counsel, financial advisors, shareholders and external communications team regarding the trajectory and status on restructuring for creditor data valued at 2+ M (GNC, JCPenney, LSC, Forever 21, Hertz, Modells,

Covia).

• Leverage legal technology to maintain integrity of classified client information and financial data; created 30+ financial analysis reports for financial advisors.

• Coordinate with communications department to manage and prepare inquiry logs for Hertz and GNC and escalate to clients and case professionals.

• Utilize HMTL to serve as one of the website producers; ensuring consistency of website content and strategy across digital properties.

LEADERSHIP & PROFESSIONAL DEVELOPMENT

BSU Geneseo, NY Collaborations Coordinator August 2016 – October 2017

• Created and implemented the first multicultural scholarship with $2000 available to the SUNY Geneseo community.

• Increased involvement off campus by creating a nd leading peer mentorship for local group, The Kids Downtown Bridge Center; increased enrollment rate by 15 new peer mentors.

• Assisted in organizing fundraising initiatives for local community organizations; surpassed expected contribution by 30%.

SKILLS

Language: Fluent in spoken and written Spanish. Computer: Microsoft Office Suite, G Suite, SQL, Tableau, Sharepoint, HTML, SPSS, Survey Monkey, Powerpoint, Quickbooks, Salesforce, Asana, Apollo, LexisNexis, Visio, Slack.

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