Daniela Ortega

Standardized the customer success operating framework with SOPs and scalable processes across logistics, SaaS, automation, and IT staffing. Led enterprise customer operations and cross-functional workflows to support consultant lifecycle management and executive reporting.

Managed a portfolio of 60+ B2B accounts and led projects from onboarding and scoping through QA, delivery, and client training. Conducted client audits and delivered data-driven recommendations to optimize workflows, increase ROI, and drive account expansion.

Developed and executed lane strategies to drive revenue growth in trucking carrier operations. Helped transition the company to a SaaS model and supported customer management workflows, partnerships, and contract negotiations.

Improved lead conversion by proactively engaging businesses to understand shipping needs and providing tailored logistics solutions. Negotiated shipping contracts, supported account onboarding, and worked across Salesforce and other CRM tools.

Led end-to-end sales initiatives for international translation agencies, including contract acquisition and vendor partnership. Revitalized and upsold existing accounts, improving loyalty, customer satisfaction, and revenue growth.

Managed data-driven operations for ocean carriers to optimize import/export movements and improve supply chain flow. Oversaw PO invoicing and client profiles to enhance customer satisfaction and operational excellence.

Led profitable load-booking operations through strategic carrier negotiations and strengthened relationships. Collaborated with sales teams to understand customer needs and optimize logistics outcomes.

Earned a Bachelor’s in Business Administration from Universidad Autonoma del Caribe.

Completed a Technician program in Business Advisory & Financial Operations through SENA.