Martha R.
Senior Customer Success & Sales Specialist
Open to offersNew to PlatformAbout
Martha T. is a seasoned Client Success & Inside Sales Specialist with over 8 years of experience in the financial and technology sectors. Her expertise lies in client retention, consultative sales, and optimizing remote operations. Martha has successfully led projects resulting in a 20% increase in operational efficiency and client satisfaction rates above 95%. She has a proven track record in international account management, with a focus on data-driven decision-making using tools like Salesforce and Power BI. At MSCI, she has been instrumental in generating new revenue, strengthening client retention, and enhancing self-service capabilities through innovative digital campaigns. Martha also excelled as a liaison, ensuring the seamless flow of trade information and delivering data-driven insights to influence strategic decisions. She holds a Bachelor of Business Administration from Tecnologico de Monterrey (ITESM) and is fluent in Spanish and advanced in English.
Experience
Inside Sales Specialist
MSCI · 2024 — 2026Generated new revenue by converting leads and acquiring new clients. Developed and executed sales strategies that contributed to annual revenue growth. Enhanced client retention through effective programs and collaborated with marketing to improve digital campaigns.Sales Support Associate
MSCI · 2022 — 2024Managed sales allocations and maintained client accounts to ensure smooth operations. Provided consultations on products to improve client usage and implemented digital campaigns to boost self-service adoption. Facilitated communication among Banking, Trading, Sales, and Operations regarding trade information.Index & ESG Client Coverage Analyst
MSCI · 2021 — 2022Coordinated global teams to deliver comprehensive client experiences and resolve complex issues. Mentored colleagues in high-pressure environments and presented quarterly performance reviews to senior leadership to promote operational enhancements.Client Service Analyst
MSCI · 2019 — 2021Managed client relationships, achieving high satisfaction ratings. Improved efficiency and retention through the adoption of self-service tools and contributed to innovation projects, including Online Case Management.Sales Operations Intern
MSCI · 2018 — 2019Created operational reports for clients and senior management while supporting contract drafting and deal cost allocations. Handled Salesforce opportunity management and coordinated with third-party vendors for accurate data delivery.
Skills & Expertise
Education
- Bachelor of Business AdministrationTecnologico de Monterrey (ITESM)
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