Open to opportunities

Jorlli Aguilar

@jorlliaguilar

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Data analyst focused on customer operations, case resolution, and process improvement.

Costa Rica

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What I'm looking for

I’m looking for a data analyst role in customer operations where I can use SQL, Salesforce, and Excel to resolve high-volume cases, improve data accuracy, and turn recurring issues into measurable process improvements.

I’m a customer-focused analyst with 4+ years of experience managing cases and resolving account issues in high-volume service environments, while keeping cross-functional teams aligned.

In my current role, I investigate billing, payment, insurance, and account cases by reviewing customer and internal records, validating data with SQL, ERP systems, and Excel, and ensuring Account Support cases are accurately closed.

I strengthen case quality through detailed documentation, root-cause analysis, incident investigation, escalation management, and troubleshooting—so records remain accurate and easy for others to pick up.

I’m also driven by process improvement: I identify patterns in recurring errors and missing information, flag them for better data accuracy, and create practical solutions like automation for call templates and live data capture.

Experience

Work history, roles, and key accomplishments

Customer Support & Data Analyst

Solventum

Jan 2025 - Apr 2026 (1 year 3 months)

Investigated billing, payment, insurance, and account cases by reviewing customer and internal records, aging reports, and balances to determine next actions. Used SQL, ERP systems, and Excel to validate data before closing Account Support cases, documenting root-cause findings and coordinating escalations across finance, operations, and collections.

SQL ERP Systems Excel Data Validation Salesforce CRM Root Cause Analysis Troubleshooting Escalation Management Cross Functional Collaboration Process Improvement Documentation

Claims Support & Documentation Analyst

Oct 2022 - Dec 2024 (2 years 2 months)

Handled healthcare and insurance-related claims cases by collecting medical records and payer documentation, and tracking down missing items with customers, providers, and internal teams. Verified claims against Medicare/Medicaid/commercial insurance and payer-specific requirements using SQL, ERP, Excel, Power BI, and Salesforce CRM, analyzing denied/rejected claims and escalating complex cases wh

SQL Advanced Excel Salesforce CRM ERP Case Documentation Claims Documentation Medicare Medicaid Commercial Insurance Requirements Claims Support Data Analysis Process documentation Root Cause Analysis Escalations

Customer Service & Application Support

BGO

Jan 2020 - Sep 2022 (2 years 8 months)

Managed customer interactions and credit application cases end-to-end in Salesforce, updating records and documenting each step of the process. Collected income and employment information, reviewed applications for missing or inconsistent documentation, and performed background and credit checks to support credit decisions.