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Mauricio Pinzón

Account Manager
Skills
(Self-evaluation)
Languages
Spanish:
  • Writing
    100%
  • Reading
    100%
  • Speaking
    100%
Professional profile

Customer Service and Account Management Specialist with over 12 years of experience in technology, insurance, and financial services. Expert in CRM, data analytics, and leading digital transformation projects.

Work experience

Account Manager
facele | December 2024 - July 2025 (7 months)
Used skills

I led customized strategies to improve customer satisfaction and retention, developing business relationships aligned with business objectives and coordinating improvement projects.

Major achievement

Key account management, sales process optimization with CRM, team leadership and coordination of continuous improvement projects.

Financial Consultant
logam seguros | March 2021 - October 2024 (3 years 7 months)
Used skills

Portfolio presentation, credit analysis and agile and effective service, achieving high levels of satisfaction.

Major achievement

Personalized advice on financial and insurance products, customer portfolio maintenance and after-sales follow-up.

Customer Success Advisor
siigo s.a.s | October 2021 - December 2022 (1 year 2 months)
Used skills

Analysis of growth metrics and customer satisfaction, implementation of solutions for business clients.

Major achievement

Implementation and support of SIIGO Cloud, training and support in payroll and electronic invoicing.

Education experience
Excel for Business Advanced Level Certified
Universidad austral | Specialization
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