Ana Lucía Troetsch

Customer Success Manager at Cobee
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Location
Madrid, Community of Madrid, Spain, ES

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Experience

    • Customer Success Manager
      • Mar 2023 - Present

      Management of an assigned portfolio of B2B accounts (+500). Responsible for ensuring our clients have a positive experience with our products and services. Deliver a high-quality, personal post-sales experience; lay a solid foundation to ensure the success of our accounts, maximize their satisfaction and retain them. Lead the relationship with our customers as soon as they decide to join Cobee, becoming the go-to-person for them. Bring our HR partner's experience to the next level, by delivering consistent value on each interaction and developing long-term relationships through consistent and proactive communication, identifying their needs and building engagement. Proactively seek ways to enhance customer health score, identifying opportunities within the scope of Customer Success and beyond that (e.g., Sales, Product, Customer Experience, etc.). Consistently provide feedback to Product on our client's needs. Proactively seek ways to improve processes not only within Customer Success but also in those that involve other areas (e.g., Sales, Product, Customer Experience, etc.). Identify Customer Success Qualified Leads (CSQLs) and collaborate with the sales team to maximize sales opportunities. Provide account-specific operational and technical support for different levels of accounts. Refer issues to the technical team. Show less

    • Product Manager & Customer Onboarding Specialist
      • Jul 2022 - Mar 2023

      Spanish DSP SaaS Startup in the AdTech sector. Product Manager: - Coordination and main point of contact between the operations and development team. - Backlog management (Jira - Kanban methodology). - Roadmap planning for future versions of the platform: weekly meetings with the development team to define our goals and the direction of product development. - Ensure product quality through user testing. Customer Onboarding Specialist: - Help and educate users and potential customers to understand the use of our platform so that they can realize its full potential. - Understand customer pain-points in order to offer solutions and advice on how to be successful on our platform. - Manage customer expectations and support tickets. - Work directly with engineers, operational team, and users to understand needs and provide solution guidance. - Creation of documentation for onboarding and support, as well as making demos and training calls when needed. Show less

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Business & Sales Support
      • Nov 2021 - Jun 2022

      Datasite, formerly known as Merrill Corporation, is a leading SaaS provider for the M&A industry, empowering dealmakers around the world with the tools they need to succeed across the entire deal lifecycle. For more information, visit www.datasite.com - Provide a comprehensive, efficient, and effective administration support across the business. - Preparation of proposals and supporting documentation for clients for decision making. - Managing & support customer requests for extension or closure of projects. - Help the Sales and Sales leadership team on large RFP’s and tender bid processes to prepare the offers and gather all the required documentation including Security & Compliance, legal, financial data in collaboration with those departments. - Help the Sales, Sales leadership and collection team with specific local billing related actions required for the invoices to be paid. - Data base management on Salesforce. - Event management with sales and marketing team and on occasion attending events to host and/or co-ordinate. - Undertake various types of research for special project work as directed. - Maintain a good working knowledge of the relevant sales and operations functions and priorities of the organization. Show less

    • Spain
    • Veterinary Services
    • 1 - 100 Employee
    • Jr Product Manager
      • Jan 2019 - Nov 2021

      - Working directly with engineers (tech team), management team and business users in order to understand business and technical needs and provide guidance towards solutions.- Discuss and advise the technical team on the different possible technological solutions to improve product development, based on direct customer feedback.- Helping to identify potential additional business opportunities by being the main point of contact between the customer and the tech team.- Backlog management.- Overseeing the successful delivery of all services developed by the tech team, from the development of the idea (brainstorming) to the final delivery to the client (closeout), including determining agenda details (delivery time) and the follow-up of the progress to ensure it meets customer expectations.- Provide feedback to Support and Product Engineering based upon customer requests for enhancements- Define the milestones and tasks to deliver to clients.- Manage customer improvement requests and client expectations, as well as user support tickets. Show less

    • Head of Business Development & Customer Success
      • Jan 2019 - Nov 2021

      Spanish startup dedicated to the sale of SaaS B2B in the PetTech sector.In charge of the entire sale cycle:- Client portfolio management (+300 B2B clients).- Lead generation, search for new business opportunities (Online and Offline) and business meetings, in order to acquire new clients to grow and strengthen our presence in the region.- Setting prices/promotions and closing contracts, in order to promote the transition to our platform in an easy way.- Follow-up and customer loyalty, in order to develop existing accounts and create a long-term relationship.- Tracking of leads within the sales funnel (CRM: AcitiveCampaign, Pipedrive, Hubspot).- Implementation and execution of sales actions and strategies.Customer Success: - Create “Customer Success Plans”, implementing all the initial documentation from the Technical and Business side to help support our users: FAQs, Onboarding, etc.- Training on our platform to ensure the best use of it through Webinars and live Demos- Ensure the existence of supporting documents such as contracts, purchase orders, work orders, invoices, etc.- Creation, design and launch of email-marketing campaigns in the CRM.- Sending communications to both clients and the database.- A/B tests: creation, implementation and measurement of A/B tests to optimize results.- Implementation and monitoring of Lead Scoring in the CRM.- Keep all communications aligned with the brand and objectives. Show less

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Retail Buyer - Latin America & The Caribbean
      • 2017 - Aug 2017

      Responsible of the assortment and regional purchase of all categories for Michael Kors boutiques in Latin America and the Caribbean (Handbags, Small Leather Goods, Footwear, Ready-To-Wear, Swimwear, Men's Wear, Men's Accessories, Jewelry, Watches, Eyewear, Fragrances).Monitor performance, prices and deliveries schedules to take appropriate actions.B2B Sales. Reviewed floor presentations and work with merchandising team to ensure product achieves highest levels of sales.Work and review the Open To Buy (budget) to ensure the stores are on target, and if not, adjust inventory level and strategies to meet plan. Daily inventory review to identify poor sellers and develop an action plan to deal with that inventory. Review warehouse inventories to ensure that they are represented on the selling floor and replenished properly.Create plans to determine how we can maximize the presence of best sellers on the selling floor.Work on return of goods to vendors when possible.Frequent communications with the sales team, store management, company management and others to develop solid marketing strategies that ensures floor demand, including events, e-mail campaigns, sales contests, among others. Show less

    • Licensed Goods Retail Buyer - Latin America & the Caribbean
      • 2016 - 2017

      Responsible of the assortment and regional purchase of watches, jewelry, eyewear and perfumery for Michael Kors boutiques in Latin America and the Caribbean: Aruba, Barbados, St. Maarten, Costa Rica, Chile and Panama. Operation and buying strategy management within budget.B2B Sales. Consumer awareness and purchase behavior by region, adaptation of global trends for local market. Product performance, Sell Thru %, inventory and margin analysis by category/season/country.Responsible for creating Purchase Orders (POs) and ensuring the product reaches the stores on time. Monitor sales to identify top selling products and determine markdowns. Communicate with stores on new deliveries, product information and selling trends. Show less

    • Merchandising Coordinator (Retail, Wholesale & Travel Retail)
      • 2015 - 2016

      Visual Boards:- After season orders have been placed, begin creating visual boards to share with merchandising team.- Highlight top investments and door allocation.- Highlight carryovers to make sure product is not markdown.- Create catalogs for wholesale and licensed products division to share with clients.- If applicable, develop product knowledge packages for store managers and sales associates to review.Compile Reports and share with appropriate parties:- Weekly selling report (Retail, Wholesale and Travel Retail).- Monthly selling report that includes top 10 performers per category overall and top performers per category at full price (Retail, Wholesale and Travel Retail).Purchase Orders- Key in POs provided by Buyer/AE/Junior Planner:a) New Ordersb) AutoPo´sc) Reorders of seasonal product based on sell through performance- Make sure Concept Delivery date for POs match the delivery date requested by buyer.- Enter purchase order changes in final buys and Intelisis when applicable; making sure changes are noted in the master file.- Resolve discrepancies between actual confirmed merchandise and open POs once product has shipped from origin. - Pick merchandise to ship after buyer has approved.- Track ETA’s per door and advise buyer in case it will be later than delivery date expected. Data Management:- Create database RetailPRO.- Review attributes, descriptions and prices.- Work with IT to ensure the solution of any discrepancies regarding data management. Show less

    • Austria
    • Food and Beverage Services
    • 700 & Above Employee
    • Marketing
      • Jun 2014 - Dec 2015

      Instrumental member of Red Bull's consumer collect team, driving strategy and insights. Working closely with the sales department team, offering support conducting trade routes. Collect and report consumer data that directly impact market decisions. Drive product trial to new users + drive existing users into new consumption occasions. Communicate and interact directly with the public/consumers. Taken part in campaigns such as Red Bull Batalla de los Gallos and Red Bull King of the Rock. Show less

    • Switzerland
    • Tobacco Manufacturing
    • 700 & Above Employee
    • Brand Development Partner
      • Apr 2013 - Dec 2013

      Brand Development Partner for the Marlboro brand: Generated relationships with customers in a way that allowed us to create new business opportunities. Supporting management in On premise and Off premise accounts. Supervised points of sale, activations and events to ensure the positioning of the product as a leading brand in the market. Presentation of reports with the results obtained vs. expected. Brand Development Partner for the Marlboro brand: Generated relationships with customers in a way that allowed us to create new business opportunities. Supporting management in On premise and Off premise accounts. Supervised points of sale, activations and events to ensure the positioning of the product as a leading brand in the market. Presentation of reports with the results obtained vs. expected.

    • Panama
    • Airlines and Aviation
    • 700 & Above Employee
    • Internship
      • Jun 2013 - Oct 2013

      Operations & Human Resource: -Assistance in the process of recruiting pilots and co-pilots. -Management and analysis of the Copa Airlines staff database. Operations & Human Resource: -Assistance in the process of recruiting pilots and co-pilots. -Management and analysis of the Copa Airlines staff database.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Internship
      • Jun 2012 - Oct 2012

      Judicial Offices: - Compiled and reviewed weekly and monthly reports of the bank's clients. Judicial Offices: - Compiled and reviewed weekly and monthly reports of the bank's clients.

Education

  • IE Business School
    Master in Management, Administración
    2017 - 2018
  • Universidad Europea Miguel de Cervantes
    Specialization in Marketing and Search Engine Optimization, Marketing
    2019 - 2019
  • Universidad Católica Santa María La Antigua
    Industrial Engineering, Ingeniería
    2012 - 2016

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