Ruth Sosa
@ruthsosa
Bilingual customer success professional specializing in onboarding, retention, and revenue growth.
What I'm looking for
I am a bilingual customer-focused professional with over 7 years of experience in relationship management, technical support, and client retention, skilled in onboarding, training, and CRM systems like Salesforce. I build trust with customers, resolve complex issues, and align solutions to client goals to drive adoption and satisfaction.
I have designed onboarding programs and engagement strategies that boosted event attendance by 20%, increased Property & Casualty premiums by 27%, and produced $420K in new premium in six months. I thrive on using data-driven insights, cross-functional collaboration, and proactive support to reduce churn and uncover growth opportunities.
Experience
Work history, roles, and key accomplishments
Manager
Nena Enterprises
Feb 2021 - Jul 2023 (2 years 5 months)
Managed relationships with a diverse client base, designed onboarding and training programs to improve adoption, and implemented process improvements that increased customer satisfaction scores. Created a customer engagement strategy that boosted event attendance by 20%.
Built and managed a portfolio of customer accounts, delivered proactive account reviews and maintained accurate Salesforce records to track interactions and renewals. Targeted recommendations increased Property & Casualty premiums by 27%.
Provided consultative account management and managed end-to-end policy lifecycle, producing $420K in new premium in the first six months while maintaining strong retention rates. Delivered customer education to optimize coverage and renewals.
Acted as primary contact for customers handling inquiries, policy adjustments, and renewals while delivering ongoing education that improved policy adoption rates. Partnered with customers to optimize coverage for evolving needs.
Education
Degrees, certifications, and relevant coursework
Independence High School
High School Diploma, Secondary Education
High School Diploma from Independence High School in Charlotte, NC.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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