Browse categories
Explore
Fiverr Pro
English
$
USD
I will manage your client portfolio and optimize your CRM
Gestionare tu cartera de clientes y optimizare tu CRM para lograr fidelizacion
Profesional con más de 6 años de experiencia en el sector financiero internacional, especializado en gestión de cuentas, ventas B2B/B2C y liderazgo de equipos comerciales en los mercados español y lat...
About this Gig
Struggling to manage your clients or retain them long-term? I can help.
With 6+ years in the international financial sector, I specialize in CRM optimization and client portfolio management for businesses in Spain and LATAM. Throughout my career, I have progressed from Account Administrator to Head of Account Managers, giving me a complete view of the client lifecycle.
What I offer:
- CRM audit, setup and optimization
- Client portfolio organization and segmentation
- Follow-up processes to reduce churn
- Customer loyalty and retention strategies
- KPI tracking and performance reporting
Why choose me:
- 6+ years managing client accounts in an international environment
- Proven experience in B2B & B2C markets across Spain and LATAM
- Detail-oriented, reliable and fully committed to your results
- Fast delivery and clear communication throughout the process
Who this is for:
- Small and medium businesses wanting to organize their client base
- Entrepreneurs looking to improve customer retention
- Companies expanding into Spanish-speaking markets
Ready to turn your clients into long-term partners? Let's talk.
Language:
Spanish
FAQ
What information do I need to provide to get started?
Just share access to your current CRM platform or a summary of how you manage your clients today. If you don't have a CRM yet, don't worry — I will help you set one up from scratch.
Which CRM platforms do you work with?
I work with the most common CRM tools including HubSpot, Salesforce, Zoho, and Pipedrive, among others. If you use a different platform, feel free to message me before ordering.
How long does it take to see results?
Depending on the package, delivery takes between 3 and 7 days. Improvements in client retention and organization are usually noticeable within the first few weeks of implementation.
Can you work with businesses outside Spain and LATAM?
Absolutely. While my core experience is in Spanish-speaking markets, the CRM and account management strategies I apply work for any market or industry.
What if I need something more customized?
Send me a message before ordering and I will put together a custom offer tailored to your specific needs.
