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Gabriel Villalobos

@gabrielvillalobos

I manage complex finance operations portfolios and build trusted client relationships across multinational teams.

Costa Rica
Message

What I'm looking for

I’m interested in Customer Success opportunities within financial technology and SaaS environments where I can use financial insight, client partnership, and cross-functional problem-solving to improve account performance and customer experience.

At Publicis ReSources, I manage financial and operational relationships for 111 client accounts across five agencies, representing a portfolio approaching USD 350 million.

I partner with Finance, Billing, Client Operations, and executive stakeholders to resolve account challenges, deliver weekly forecasts and reporting, and turn financial data into practical action plans. I also built Excel VBA automation used by four operational teams, reducing manual processing time by 30–35%.

Previously, I supported multinational accounts, reconciliations, and a QuickBooks-to-SAP migration that recovered approximately eight months of historical financial information. I’m interested in applying my consultative, data-driven approach to Customer Success in fintech and SaaS environments.

Experience

Work history, roles, and key accomplishments

PR
Current

Senior Accounts Receivable Specialist

Publicis ReSources

Apr 2024 - Present (2 years 5 months)

Manage financial and operational relationships for five agencies comprising approximately 111 client accounts and a portfolio approaching USD 350 million. Partner with agency finance teams and internal stakeholders to resolve complex issues, provide financial forecasts and reporting, and maintain strong long-term client relationships.

FO

Mentoring Agent | Customer Service Representative

Foundever

Apr 2020 - Oct 2021 (1 year 6 months)

Managed high-volume customer interactions while consistently exceeding quality and productivity targets. Mentored and coached new employees through onboarding and operational training, and developed training documentation to improve service consistency.

Education

Degrees, certifications, and relevant coursework

Universidad de Costa Rica logoUR

Universidad de Costa Rica

Bachelor's Degree, Business Administration

Graduated with a Bachelor's Degree in Business Administration in June 2025.

PM

PM4R

PM4R Professional, Project Management

Earned the PM4R Professional certification.

PM

PM4R

PM4R Agile, Project Management

Earned the PM4R Agile certification.

LS

Lean Six Sigma

Lean Six Sigma Green Belt, Process Improvement

Earned the Lean Six Sigma Green Belt certification.

DT

Design Thinking

Design Thinking, Design Thinking

Earned the Design Thinking certification.

MIT logoMI

MIT

Data Science and Machine Learning, Data Science and Machine Learning

Completed the MIT Data Science and Machine Learning program.

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