Daniel Paz

Led onboarding, demos, and user training for 20+ CRM and AI accounts. Configured Kommo CRM, designed AI chatbots with OpenAI API, and automated processes with Make and Zapier.

Built the Customer Success function from scratch, including Health Score dashboards, NPS, and retention processes. Owned renewal and expansion of active accounts, analyzed adoption data, and scaled operations from 2 to 6 people.

Achieved a 90% renewal rate and 30% revenue growth through cross-sell and upsell in enterprise accounts. Built the CS function across LatAm and standardized onboarding, QBRs, and renewal playbooks.

Led customer service offices with a team of 30+ agents, managing KPIs and modernization initiatives. Turned service interactions into cross-sell opportunities, exceeding targets by 150%.

Raised patient satisfaction by 20% through personal follow-up and guided treatment decisions. Implemented reports and processes that improved center efficiency by 25%.

Served and renewed 50+ corporate fleet-leasing clients, growing a $14M portfolio by 20%. Led the national accounts team and built proposals with an 85% closing rate.

Worked as a Business Development Representative, focusing on sales and client acquisition.

Handled Zoho CRM sales and implementation, supporting clients with CRM solutions.

Master's degree in Digital Commerce from Universidad Rey Juan Carlos, completed in 2023.

MBA in Corporate Finance from Viña del Mar University, completed in 2015.

Degree in Business & Commercial Engineering from PUCE, completed in 2013.