Summary
Overview
Work History
Education
Skills
Timeline
Generic
Jorge Edgardo Perez Diaz

Jorge Edgardo Perez Diaz

Strategic Account Manager
Colonia Escalon

Summary

I am a Strategic Accounts Manager at The/Studio, a company that offers creative and customized solutions for the design and production of personalized products. My role involves managing client relationships, conducting business analysis, presenting proposals, and solving problems. I have over two years of experience in sales and marketing, having worked as an analyst at Veronica's Insurance and as a project coordinator at CAP Digisoft Growth Center. In these roles, I developed skills such as data analysis, communication, negotiation, and leadership. I am passionate about creating value for clients and helping them achieve their goals. I consider myself a creative, analytical, adaptable, and results-oriented person. My academic background is related to business administration and economics.

Overview

9
9
years of professional experience

Work History

Strategic/Key Account Manager

The Studio
03.2024 - Current

- Developed and maintained strong client relationships for long-term satisfaction and retention.
- Communicated effectively with clients via phone and email to address inquiries and provide updates.
- Delivered insightful presentations to demonstrate program value and propose enhancements for client success.
- Resolved client issues promptly and effectively to preserve positive relationships and prevent escalation.
- Actively participated in meetings to contribute insights, discuss opportunities, and address client concerns.
- Managed contract negotiations, fee adjustments, and annual reviews to align with client needs and organizational goals.
- Proactively anticipated client needs and provided proactive support to ensure a seamless experience.
- Collaborated with cross-functional teams to address client needs and manage projects effectively.
- Monitored client accounts regularly to identify areas for improvement and optimize program performance.
- Maintained comprehensive documentation of client processes to ensure consistency and efficiency in client management.

Project Manager

Cap Digisoft Solutions
05.2022 - 01.2024

- Established the goals, objectives, and deliverables of the project by collaborating with stakeholders and team members.
- Created a detailed project plan outlining the tasks, timelines, resources, budget, and risks involved. This includes defining project milestones and deadlines.
- Allocated and managed the resources needed for the project, such as personnel, materials, technology, and budget.
- Assembled a skilled team to execute the project plan, and assign tasks and responsibilities to team members.
- Encouraged team members to meet project goals and deadlines, and recognize their achievements.
- Tracked and managed the project budget, ensuring that costs do not exceed the approved budget. Make adjustments as necessary.
- Planned for any future resource or budget needs and ensure that resources are available when required.
- Proactively identified potential risks to the project, including technical, financial, and operational challenges.
- Served as the main point of contact for all project stakeholders, including clients, sponsors, and internal teams.
- Identified project issues or roadblocks and take immediate action to resolve them before they escalate.
- Maintained accurate records of project activities, milestones, and deliverables for future reference or audits.

Client Success Manager

Cap Digisoft Solutions
08.2021 - 05.2022

- Lead the onboarding process for new clients, guiding them through initial setup and ensuring they understand how to effectively use our product or service.
- Provided training to ensure clients are equipped to get the most value from what we offer right from the start.
- Worked closely with clients to ensure a smooth transition and a positive first experience.
- Built strong, long-term relationships with clients, understanding their goals and challenges.
- maintained regular communication with clients, checking in periodically to ensure they're satisfied and to address any concerns.
- Proactively monitored client health and usage patterns to ensure they were getting the most out of our product or service.
- Identified any signs of dissatisfaction or potential churn early, and worked to resolve issues quickly before they impacted the relationship.
- Assisted clients in troubleshooting any issues they encountered, working with our support team to resolve technical challenges quickly.
- Took ownership of any client concerns, ensuring timely and satisfactory resolutions.
- Collaborated closely with sales, marketing, product, and support teams to ensure a seamless experience for clients.
- Ensured smooth transitions between teams during handoffs, making sure the client’s needs were always a top priority.
- Worked with internal teams to address any issues, suggest product improvements, and share insights from client interactions.

Quality Supervisor/Project Leader

VERONICA´S INSURANCE
01.2020 - 08.2021

- Successfully led multiple projects from inception through to completion, managing all aspects of planning, execution, and delivery.
- Developed detailed project plans, defining the scope, objectives, timelines, and resources needed to achieve project goals.
- Coordinated the efforts of cross-functional teams, ensuring that everyone stayed aligned with project milestones and deadlines.
- I was responsible for establishing and maintaining quality standards across all phases of the project.
- Conducted regular quality audits, ensuring that deliverables met both internal and external quality standards and complied with relevant regulations and industry best practices.
- Identified areas for improvement and implemented quality control measures to prevent defects and minimize risks to project success.
- Actively led continuous improvement efforts, both within the project and in broader organizational processes.
- Worked with the team to establish best practices and refine workflows, ensuring that lessons learned were applied to future projects.
- Successfully delivered projects that met both client and internal expectations, on time and within budget.
- Ensured the final deliverables were of the highest quality, meeting all specifications and standards.
- Closed out projects by conducting post-project reviews, documenting lessons learned, and ensuring the handover was smooth and seamless.

Customer Service Representative/Trainer

COGNIZANT INTERNATIONAL
01.2017 - 01.2018
  • Processing Orders and providing information about One Call Care Management, In charge of discovering customers need in order to provide a solution base on the customers problems, Provided Remote Customer Service training to Minot in the United States of America

Technical Support Representative/ Acting Team Lead

CONVERGYS LTD. BELL CANADA
01.2016 - 01.2017
  • Offered Technical support and customer service on the following products (Internet, IPTV, VOIP, Headphones ,Cellphones) by taking appropriate actions and offering a prompt solution to customer´s complaints and issues, Also Provided Support Trainings, updates, feedbacks along with the proposals on action plans to improve internal metrics.

Education

Business Administration -

UNIVERSIDAD PEDAGOGICA DE EL SALVADOR

High School Diploma -

COLEGIO IRENA SENDLER EL SALVADOR

High School -

SAINT JOHNS COLLEGE BELIZE

Primary School -

BELIZE ELEMENTARY SCHOOL

Skills

    Strong written and verbal communication skills

    Experience in working with a variety of clients and internal team members

    Self-motivated, dependable and goal oriented

    Exceptional account relationship and management capabilities

    Ability to adapt to changes quickly according to business needs and processes

    Manage Microsoft Office, Internet, Electronic mail and other desktop publishing software

    P > Root Cause Analysis

    P > Productivity Improvement

    P > Project Management

    P > Project Planning

    P > Experience with different CRMs

Timeline

Strategic/Key Account Manager

The Studio
03.2024 - Current

Project Manager

Cap Digisoft Solutions
05.2022 - 01.2024

Client Success Manager

Cap Digisoft Solutions
08.2021 - 05.2022

Quality Supervisor/Project Leader

VERONICA´S INSURANCE
01.2020 - 08.2021

Customer Service Representative/Trainer

COGNIZANT INTERNATIONAL
01.2017 - 01.2018

Technical Support Representative/ Acting Team Lead

CONVERGYS LTD. BELL CANADA
01.2016 - 01.2017

Business Administration -

UNIVERSIDAD PEDAGOGICA DE EL SALVADOR

High School Diploma -

COLEGIO IRENA SENDLER EL SALVADOR

High School -

SAINT JOHNS COLLEGE BELIZE

Primary School -

BELIZE ELEMENTARY SCHOOL
Jorge Edgardo Perez DiazStrategic Account Manager