Open to opportunities

Leticia Bulgarelli

@leticiabulgarelli

Message

I drive customer success and retention through consultative account management and Salesforce.

United Arab Emirates

Message

What I'm looking for

I’m looking for a customer-focused role where I can own the customer journey, manage accounts end-to-end, and drive measurable conversion and retention. I want strong cross-functional collaboration and the chance to grow client relationships through consultative guidance.

I’m a Customer Success professional focused on account management, client experience, and relationship-driven outcomes. I coordinate onboarding through successful enrolment and ensure a seamless customer journey by building trust and staying proactive.

In my current role, I manage 100+ prospective students across the full customer lifecycle and guide customers from onboarding to enrolment. I monitor pipeline performance and customer engagement in Salesforce CRM, achieving an average 30% conversion rate through consistent follow-up and consultative support.

Previously, I led the complete customer journey from enquiry to enrolment, generated strong monthly revenue (approximately USD 30,000), and maintained high customer satisfaction. Earlier experience in commercial account support and investment sales strengthened my stakeholder management, documentation/compliance discipline, and the ability to deliver exceptional service—recognized as the #1 Commercial Assistant Manager for client service excellence.

Experience

Work history, roles, and key accomplishments

Current

Customer Success & Account Mgmt

Current

Global Study UK

Jan 2025 - Present (1 year 6 months)

Manage a portfolio of 100+ prospective students across onboarding through successful enrolment. Coordinate cross-functional stakeholders and use Salesforce CRM to monitor customer journey and drive customer engagement and conversion.

Customer Success Account Management Customer Lifecycle Management Onboarding Stakeholder Management Cross Functional Collaboration Salesforce Customer Engagement Customer Retention

Business Development & Sales Exec

ES English

Jun 2023 - Jan 2025 (1 year 7 months)

Managed the end-to-end customer journey from initial enquiry through enrolment. Built long-term relationships and coordinated with internal teams to deliver a strong customer experience.

Business Development Sales Customer Relationship Management Customer Journey Management Cross Functional Collaboration Customer Experience

Commercial Assistant Manager

Itaú BBA

Mar 2021 - Jan 2023 (1 year 10 months)

Managed relationships across a portfolio of 25–30 corporate banking clients and supported relationship managers with client service. Coordinated documentation, compliance, and issue resolution in a regulated environment.

Corporate Banking Client Support Account Management Client Services Documentation Compliance Issue Resolution Cross functional Coordination

Investment & Relationship Associate

Theo3 Investimentos (XP Partner)

Jan 2020 - Jan 2021 (1 year)

Managed relationships with high-net-worth clients across their investment journey and delivered personalised financial solutions. Supported customer retention through ongoing engagement and consultative client support.

Investment Sales Relationship Management Financial Solutions Customer Retention Customer Engagement Client Consulting Stakeholder Management Client Relationship Management