Open to opportunities

Amadeo Rouzier

@amadeorouzier

Multilingual account and client success leader who keeps high-net-worth clients and delivers consultative research and projects.

Costa Rica

Message

What I'm looking for

I’m looking for remote-friendly work in account management, client success, sales, or project delivery—where consultative ownership matters, targets are measurable, and I can use tools like Salesforce and AI automation to deliver outcomes and retention.

I’m an account management and client success professional who builds trust through consultative ownership—understanding what clients are trying to do, delivering the plan, and keeping them. I’ve maintained 95% client retention across roughly 500 high-net-worth households with $250M+ in assets serviced as a Series 65 registered investment adviser, while coaching clients through market volatility and translating strategy into clear, confident decisions.

Across B2B sales and research delivery, I consistently drive outcomes: I hit 125% of a $500K monthly quota every month at Lenovo while managing a 200-account SMB book, and I now run 6 concurrent expert-research projects end-to-end for hedge funds, private equity firms, and consultancies, generating $30K to $50K in monthly project revenue. I operate in Salesforce, Power BI, Excel, and MoneyGuidePro, and I build my own AI agents to automate sourcing, screening, and reporting—so the work stays accurate, responsive, and scalable.

Experience

Work history, roles, and key accomplishments

Current

Project Manager, Client Engagement

Current

Focal Fact

Feb 2026 - Present (6 months)

-Manage 6 concurrent expert-research projects end-to-end for hedge funds, private equity firms, and consultancies, generating $30K to $50K in monthly project revenue.

-Beat monthly booking targets by 65% while protecting roughly 75% gross margin through supplier rate negotiation.

-Source 30 to 35 fully vetted senior experts per project from 300 to 350 multi-channel outreach touches (LinkedIn,

Account Management Salesforce Customer Retention Business Process Improvement Customer Success Project Management Sales Value Selling Remote Collaboration Time Management AI Agents Sourcing Expert Bios Reporting

Financial Advisor

Fisher Investments

Jul 2025 - Jan 2026 (6 months)

-Serviced roughly 500 high-net-worth households representing $250M+ in assets under management, on a 4-advisor team responsible for a $1B+ book.

-Held 95%+ client retention with net-positive asset flows every quarter, coaching clients through market volatility to keep long-term plans on track.

-Acquired 1 to 2 new clients monthly at $500K+ in liquid assets; ran 1 to 2 comprehensive portfolio r

Financial Planning Account Management Financial Advisory Salesforce Customer Retention Business Process Improvement Customer Success Portfolio Planning Market Analysis Portfolio Management Investment Planning Time Management

Channel Account Manager

Lenovo

Nov 2024 - Jul 2025 (8 months)

-Attained 125% of a $500K monthly quota every month of tenure, roughly a $6M annualized run rate, across a 200-account SMB book covering the entire Quebec region.

-Closed a $1.3M mission-critical server deal for a finance-sector client against a competitor bidding $150K lower, won on value through a multi-stakeholder cycle with the client's sales and IT teams.

-Ran 3 to 10 concurrent deals ($1

Account Management Salesforce Customer Retention Business Process Improvement Customer Success Project Management Sales Revenue Cycle Management Portfolio Management Value Selling Remote Collaboration Time Management

Sales Consultant - International RE

Terre De Reves

Jan 2022 - Nov 2024 (2 years 10 months)

Closed roughly 5 real estate transactions per year in Costa Rica and Panama (typically $250K to $1M). Ran an end-to-end cross-border relocation practice for francophone expat buyers, coordinating property search, negotiation, and closing across jurisdictions while building pipeline via a self-built website and Meta/Instagram campaigns.

Customer Retention Business Process Improvement Customer Success Project Management Sales Revenue Cycle Management Portfolio Management Value Selling Remote Collaboration Time Management

Sales Consultant, International Real Estate

Terre De Reves

Jan 2022 - Nov 2024 (2 years 10 months)

-Closed roughly 5 transactions per year across residential, commercial, and land in Costa Rica and Panama, with typical deals of $250K to $1M.

-Ran an end-to-end relocation practice for francophone expat buyers from Quebec, France, and Belgium: property search, cross-border funds guidance, negotiation, and closing coordination with lawyers and notaries across two jurisdictions.

-Operated in th

Customer Retention Business Process Improvement Customer Success Project Management Sales Revenue Cycle Management Portfolio Management Value Selling Remote Collaboration Time Management

Sales Consultant, Real Estate

Terre De Reves

Jan 2022 - Nov 2024 (2 years 10 months)

Closed roughly 5 transactions per year across residential, commercial, and land in Costa Rica and Panama, with typical deals of $250K to $1M. Ran an end-to-end relocation practice for francophone expat buyers, operating in three languages and generating pipeline via a self-built website plus Meta/Instagram ads and photography.