Senior CSM with 10+ years experience managing high-stakes enterprise portfolios ($6M+). I’m seeking a remote role to leverage my background in financial operations (FEBRABAN) and Agile methodologies (PSM I) to drive NRR and process excellence. I thrive in data-driven cultures, translating complex tech into ROI for C-level stakeholders while scaling customer adoption and retention.
Camila Pascotto
@camilapascotto
Customer Success & Operations Manager | (PSM I) | Financial Services | Customer Success | Agile Methodologies | Stakeholder Management
What I'm looking for
Strategic Customer Success & Operations leader with over 10 years of experience managing high-value Enterprise portfolios. My career is built on the intersection of operational excellence and client financial success. I specialize in transforming complex customer requirements into scalable business growth, ensuring long-term retention through data-driven strategies and proactive relationship management.
As a Certified Scrum Master (PSM I) and FEBRABAN-certified professional, I combine Agile methodologies with a rigorous standard for financial compliance and data integrity. This unique blend allows me to navigate the complexities of SaaS ecosystems while delivering measurable ROI for stakeholders.
Core Expertise:
* Enterprise Portfolio Management: Overseeing multi-million dollar assets with a focus on expansion and churn mitigation.
* Customer Journey Optimization: Leveraging Agile frameworks to streamline onboarding and enhance the "Time to Value."
* Strategic Advising: Acting as a trusted partner for C-level stakeholders, translating technical data into business results.
* Operational Rigor: Expertise in CRM workflows (Salesforce), project governance, and financial reporting.
Currently deepening my technical expertise in Technology Management at FIAP, I am driven by the "Be Better" mindset—constantly seeking innovative ways to improve the client experience and drive organizational growth.
🎯 Key Skills:
CS: Retention Strategy, Customer Journey Mapping, QBRs (Quarterly Business Reviews), Expansion Revenue.
Ops: Agile (PSM I), Project Lifecycle, Data Analysis, CRM Management.
Finance: Asset Management, Compliance (FEBRABAN), ROI Forecasting.
Experience
Work history, roles, and key accomplishments
Customer Success & Ops Manager
Box Car COM
Dec 2017 - Present (8 years 2 months)
Senior CSM managing a $6M enterprise portfolio in the automotive space. I lead high-stakes renewals and expansions using Agile methodologies to streamline client delivery. I’ve consistently improved NRR by driving product adoption and demonstrating clear ROI to C-level stakeholders. Expert in churn mitigation, cross-functional leadership, and financial operations (FEBRABAN).
Travel Consultant
Byblos Travel Agency
Jan 2016 - Dec 2017 (1 year 11 months)
Managed end-to-end travel operations, bookings, and financial transactions for diverse clients, maintaining high customer satisfaction and coordinating with international partners.
Education
Degrees, certifications, and relevant coursework
Google / Coursera
Google Project Management Professional Certificate, Project Management
2026 - 2026
Completed the Google Project Management Professional Certificate covering the project lifecycle, traditional and Agile methodologies, governance, and problem-solving techniques.
Scrum.org
Professional Scrum Master I (PSM I), Agile / Scrum
2024 - 2024
Grade: 97%
Earned the Professional Scrum Master I (PSM I) certification with a 97% score, validating expertise in the Scrum Framework and team facilitation.
FEBRABAN
Financial Services & Compliance Certification, Financial Services & Compliance
2023 - 2023
Completed a Financial Services & Compliance certification focused on Brazilian banking regulations, financial operations, and ethical compliance standards.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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