Open to opportunities

julliana santos

@jullianasantos

Message

I manage customer lifecycles, strengthen client relationships, and improve customer experiences in financial services.

Zimbabwe

Message

What I'm looking for

I'm looking for a customer-centric, remote-friendly role where I can manage client relationships, improve customer experiences, collaborate across teams, and grow my data-driven customer operations skills.

I've spent over four years managing client relationships and delivering consultative support in the financial services industry.

I manage the customer lifecycle from onboarding and relationship management through problem resolution, retention, and long-term account growth. I communicate complex information clearly, build client trust, and partner with cross-functional teams to deliver effective solutions.

I use Salesforce CRM to manage pipelines, customer interactions, follow-ups, and workflows, and have foundational Zendesk knowledge. I'm also learning SQL to support data-driven customer operations and continuous process improvement.

Experience

Work history, roles, and key accomplishments

Customer Success Professional

Financial Services Industry

Customer-focused professional with over 4 years of experience managing client relationships and delivering consultative support in financial services. Experienced in customer lifecycle management, including onboarding, retention, and account growth.