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Debora Agata

@deboraagata

I manage KYC client lifecycles, compliance processes, and stakeholder escalations across international banking and fintech.

Portugal

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What I'm looking for

I'm looking for opportunities in CRM, client onboarding, compliance, or client success where I can improve processes, coordinate stakeholders, and solve client-lifecycle challenges in high-volume international environments.

I've managed KYC client lifecycles across Natixis Global Markets Corporate & Investment Banking, handling onboarding, periodic reviews, updates, and high-priority escalations for EMEA clients.

As a Senior Account Manager, I balance 60+ active periodic-review cases each month with ad-hoc business requests. I run weekly stakeholder meetings, remove process obstacles, and act as the primary contact for Front Office inquiries.

My onboarding experience spans CIB business lines, vetting and compliance coordination, legal-entity maintenance, SLA and KPI monitoring, and negative-news screening. Earlier, at XP Investments, I supported account-opening reviews, financial-securities registration, and platform testing.

I've also supported multilingual customers at IQ Option and advised 40 small businesses at SEBRAE on innovation, MVP development, and marketing strategy. I'm looking to bring my direct problem-solving approach to CRM, onboarding, compliance, or client success work.

Experience

Work history, roles, and key accomplishments

Senior Account Manager

Natixis

Feb 2024 - Jun 2026 (2 years 4 months)

Managed the Global Markets CIB portfolio for EMEA across the full KYC client lifecycle, balancing 60+ active periodic review cases per month. Facilitated communication with business stakeholders and managed Level 4 Alert escalations.

KYC AML Client Onboarding Stakeholder Management Escalation Management SLA KPI Monitoring CRM Salesforce Excel Power BI Fenergo Microsoft Teams Outlook

Senior Onboarding Officer

Natixis

Mar 2023 - Jun 2024 (1 year 3 months)

Coordinated the KYC client lifecycle for onboarding cases across all CIB business lines, working closely with vetting and compliance teams. Organized periodic review files and monitored cases to ensure compliance with KPIs and SLAs.

KYC Client Onboarding Compliance Vetting Coordination SLA KPI Monitoring Stakeholder Management

Junior Onboarding Officer

Natixis

Oct 2021 - Mar 2023 (1 year 5 months)

Coordinated end-to-end onboarding of entities across different business lines, ensuring chain-dependent cases were completed on time. Prioritized service for key strategic clients and coordinated periodic review completion across teams.

KYC Client Onboarding Compliance SLA KPI Monitoring Stakeholder Management

Customer Support Officer

IQ Option

Mar 2021 - Sep 2021 (6 months)

Handled up to 5 simultaneous live chats, delivering 5-star service on trading, financial markets, deposits, and withdrawals under strict KPI and time constraints. Resolved customer complaints with a culturally sensitive approach for a diverse client base.

Customer Support Live Chat KPI Management Multilingual Communication Problem Solving

Local Innovation Agent

SEBRAE

Feb 2019 - Jul 2020 (1 year 5 months)

Monitored a portfolio of 40 companies, providing one-on-one consulting to help entrepreneurs implement innovation strategies. Led workshops on design-thinking methodology and coached business owners to apply the methodology independently.

Consulting Design Thinking Innovation Strategy Market Analysis Coaching Project Management

Junior Analyst – Onboarding

XP Investments

Dec 2017 - Oct 2018 (10 months)

Conducted monthly monitoring of stock exchange rates and analyzed customer documents for account opening and review. Collaborated with Compliance on negative-news screening and facilitated registration of financial securities in the CETIP system.

KYC Compliance Negative News Screening CETIP Account Opening Financial Securities