Samantha Sabao
@samanthasabao
I grow client portfolios through retention, strategic reviews, and seamless delivery.
What I'm looking for
I've managed high-value client portfolios at Educate, maintaining approximately 90% client retention and 95% client satisfaction while growing the portfolio by more than 20%. I onboarded 50+ clients, led strategic client reviews, and identified consultative upsell and cross-sell opportunities that strengthened long-term partnerships.
At Atlas / VisionDriven Global, I coordinate high-touch consulting client journeys across onboarding, delivery, payments, communications, vendors, and cross-functional teams. I also manage CRM workflows, build SOPs, and use YouTube performance data to turn operational and audience insights into clear next steps for leadership.
Experience
Work history, roles, and key accomplishments
Executive Assistant
Atlas / Vision Driven Global
Oct 2025 - Present (10 months)
Partner with the CEO and wider team across high-touch client experience, executive support, business operations, systems, and strategic projects within a fast-moving consulting business. Manage the client journey for high-value consulting engagements, coordinate complex projects, and build SOPs and workflows.
Portfolio Manager
Educate
Jan 2014 - Jun 2026 (12 years 5 months)
Managed a diverse portfolio of client relationships across multiple industries, combining strategic account management, customer experience, commercial growth, and cross-functional problem-solving. Maintained 95% client satisfaction and approximately 90% client retention, while growing the portfolio by over 20%.
Salesforce Administrator
Deveau Group
Jul 2023 - Mar 2024 (8 months)
Supported Salesforce data management, imports, deduplication, and database cleanup, contributing to improved CRM accuracy and more reliable customer information. Collaborated remotely with cross-functional stakeholders to support CRM workflows while independently balancing multiple priorities.
Education
Degrees, certifications, and relevant coursework
Maxwell Leadership
Professional Development, Leadership
Completed a leadership program.
Chartered Institute of Customer Management
Professional Development, Customer Experience Management
Completed a program in Customer Experience Management.
Celebration College
Professional Development, Leadership
Completed a Leadership Programme.
Pythias Global Education in affiliation with St Linus University
Professional Development, Business Administration
Completed a program in Business Administration.
Professional Training
Professional Development, Salesforce Administration
Completed Salesforce Administration training.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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