Jhoalbert Beltran
@jhoalbertbeltran
Senior Client Success & Operations specialist improving retention through CRM automation, client communication, and streamlined workflows.
ColombiaWhat I'm looking for
With over 7 years of remote experience, I specialize in operational and administrative support across remote teams, client communication and relationship management, and building CRM-driven productivity workflows using tools like HubSpot, Salesforce, Google Workspace, and Slack.
As a Senior Client Success Specialist at REBOLT HQ, I own and maintain CRM pipelines across 45–55 active accounts—ensuring 100% data accuracy, up-to-date contact records, and task hygiene with zero open items at end of day. I built a weekly account segmentation system to drive proactive outreach, designed and documented internal onboarding workflows to improve time to first value (TTFV), and identified cross-functional communication gaps to reduce response delays.
At WONDER YOGA WELLNESS, I implemented streamlined lead-tracking and engagement processes that improved response times and conversion rates. I also developed personalized follow-up strategies for new and returning clients, managed membership and service inquiries across email/phone/messaging, and coordinated scheduling for private sessions, workshops, and consultations.
Earlier in my career, I supported high-volume customers and operations at AIRBNB and Kohl’s. I coordinated maintenance and post-service follow-ups, reduced appointment cancellations by 10%, and maintained CRM data entry accuracy at 99%—always focused on clarity, responsiveness, and a seamless client experience.
Experience
Work history, roles, and key accomplishments
Senior Client Success Specialist
Rebolt HQ
Aug 2025 - Present (10 months)
Owned and maintained CRM pipelines for 45–55 active accounts with 100% data accuracy and zero end-of-day open items. Built onboarding workflows and account segmentation to improve TTFV, enable proactive outreach, and reduce cross-team response delays.
Customer Success Operations
Wonder Yoga Wellness
Aug 2024 - Aug 2025 (1 year)
Implemented lead-tracking and engagement systems to improve response times and conversion rates for potential members. Managed customer inquiries and appointment scheduling, and executed personalized follow-ups to increase class attendance and membership retention.
Managed high-volume customer inquiries for rental properties across email, phone, and SMS while consistently exceeding service expectations. Coordinated maintenance and inspections and handled scheduling follow-ups across departments, reducing appointment cancellations by 10%.
Organized digital files, tracked service requests, and maintained appointment schedules to support the customer service department. Entered data into the CRM with 99% accuracy and provided recommendations that contributed to a 15% increase in upsell opportunities.
Education
Degrees, certifications, and relevant coursework
Universidad Pontificia Bolivariana
Bachelor’s Degree in Social Communication (Journalism), Social Communication - Journalism
Bachelor’s degree in Social Communication with a focus on Journalism from Universidad Pontificia Bolivariana.
Greystone College
Marketing and Communications Diploma, Marketing and Communications
Completed a Marketing and Communications Diploma at Greystone College in Melbourne.
Tech stack
Software and tools used professionally
Availability
Location
ColombiaAuthorized to work in
Job categories
Skills
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