Julissa Linarez

As an account manager, I owned and grew a 100–150 client B2B portfolio, including 80% enterprise accounts, while sustaining 96–100% quarterly retention. I closed the largest account in portfolio history and generated 10–20 new and referred clients monthly through referrals and LinkedIn Sales Navigator.

I run the full client lifecycle—from discovery and proposals to onboarding, renewals, and upsells—and translate portfolio performance, regulatory change, and risk data into executive reports, forecasts, and corrective action plans. I also author policies, audit documentation, and dispute filings while directing back-office support as the client’s single point of accountability.

As an economist and independent researcher, I apply policy research, scenario modeling, statistical analysis in R, and bilingual communication to help institutional decision-makers act on complex information. My background also includes marketing analytics, administrative operations, IT support, and KPI-driven customer service.