Business Development Project Management

Rodrigo Estigarribia

Deerfield Beach, FL *****

561-***-**** **@************.*** LinkedIn

PROFILE

Bi-lingual results-oriented finance and business consultant with 8+ years of experience in client relationship management, business development, and financial analysis. Proven ability to facilitate collaborative achievements, aligning cross- functional teams to drive organizational goals and deliver measurable results. Adept at leveraging financial acumen and industry expertise to develop tailored solutions in dynamic, fast-paced environments. Demonstrated success in driving revenue growth, optimizing operational efficiency, and leading high-performing teams with confidence and strategic vision. EXPERTISE

Financial Analysis Coaching & Mentoring Risk Management Project Management

Data Driven Decision Making Negotiation Business Development Compliance

Relationship Management Data Analytics Strategic Planning Change Management EXPERIENCE

American Express (Sunrise, FL) Nov 2022 – Oct 2024 Small Business Consultant (Team Leader)

• Service existing client accounts, build relationships engaging with business owners and decision makers, discover their needs by having strong comprehension of different industries.

• Perform in-depth analysis to identify best fit within AMEX global commercial services product suite for companies up to $4M in revenue and advise prospects on the right product solution for their needs.

• Continuously share examples and best practices among customers, discuss industry trends, new releases, product enhancements, and KPIs.

• Define measurable goals and objectives with clear outcomes, ensure cohesive communication across internal and customer audiences at all levels.

• Support new hires with mentorship, onboarding, training, compliance, best practices, understanding of systems and tools, building rapport to support career development and success in role. Middle Market Business Consultant (Team Leader)

• Managed and grew client accounts for businesses with revenues up to $40M by analyzing financial documents and credit utilization to provide tailored solutions from AMEX's global commercial services product suite.

• Spearheaded the development of a productivity tracker, resulting in a 22% reduction in contract decision-making time.

• Provided mentorship and training to new hires, enhancing team performance and career development.

• Defined and communicated measurable goals, ensuring alignment with organizational objectives and customer expectations.

• Engaged with business owners and decision-makers to identify and address industry-specific needs and opportunities. Partsbase (Boca Raton, FL) Apr 2021 – Aug 2022

Customer Success Manager

• Managed 400 accounts and over 1000 users, focusing on subscription retention and growth.

• Proactively identified, develop, and support revenue growth opportunities while building relationships as a trusted advisor to customers. Serve as an escalation point for Customer Support, Account Management, and Customer Success on product challenges.

• Discovered customer pain points to uncover upsell opportunities. Continuously shared examples and best practices among customers, educated them on industry trends, new releases, product enhancements, and KPIs.

• Defined measurable goals and objectives with clear outcomes, ensured cohesive communication across internal and customer audiences at all levels.

• Scheduled meetings with Airlines, OEMs, Defense Contractors, US Military sites, represented the organization at networking events, and trade shows.

• Awarded Top Retention 2nd quarter 2022.

Rodrigo Estigarribia

Deerfield Beach, FL 33442

561-***-**** **@************.*** LinkedIn

Subcontractor/GC knowledge International Project Management skills financial and accounting principles time management Trusted Insurance Brokers (Remote) Jul 2019- Nov 2022 Business Development Manager

• Directed agency operations including accounting, marketing strategy, and forecasting, resulting in enhanced operational efficiency.

• Developed and implemented a sales training program for new hires that increased client acquisition and retention.

• Negotiated commissions with vendors and developed marketing materials to drive business growth.

• Maintained and updated CRM systems (Salesforce, NowCerts, AgencyZoom, ZOHO) and created impactful presentations and marketing events.

• Achieved top performance status, growing a book of business during challenging market conditions.

• Represented the company at industry events and trade shows, fostering relationships with key stakeholders. Insurance Express.Com (West Palm Beach, FL) Jul 2015- Jul 2019 QuoteSlash Team: Assistant Manager

• Developed new and increased existing business, sales, serviced professional client relations, created presentations, hosted marketing events, updated and maintained CRM.

• Directed team of 12, developed sales training program, onboarded and trained team members.

• Analyzed division expenses and performance, reviewed team’s performance, and efficiency.

• Protego VIP: Team Member: Specialized select team for high value personal line insurance products, established trust with high net-worth/ profile clients, produced new and increased existing business. Jr. Agent Team

• Sold personal lines insurance, established professional relationships, team lead, worked on special product projects.

• Trained co-workers, updated and maintained CRM, top producer, highest closing ratio 80.1%. Education & Licenses

Bachelor in Business Administration: Finance – Florida Atlantic University (Boca Raton, FL) 2-20 General Lines Agent License – Florida Department of Financial Services (Tallahassee, Fl.) Additional Skills

Bilingual - English/Spanish Excel Certified Team Building

CRM Systems Public Speaking Collaboration

Financial Analysis KPI Development & Tracking Pipeline Management

Industry Trends Influence Active Listening

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