Summary
Overview
Work History
Education
Skills
Certification
Languages
Software
Timeline
Generic
Tatiana Montero Salazar

Tatiana Montero Salazar

Customer Support Specialist|Customer Success|Sales|CRM
San Isidro,H

Summary

Experienced customer success professional, finance associate, and sales lead with a demonstrated history of working in both corporate and startup environments within the computer software industry. Leveraging expertise to provide exceptional customer service and drive satisfaction. Thriving in dynamic and fast-paced startup ecosystem, adapting quickly to changing priorities and playing a key role in scaling operations. Skilled in problem-solving with a proven ability to navigate complex challenges and deliver tailored solutions. Solid background in finance and sales, bringing a well-rounded perspective to work. Experience spans various software platforms such as Intercom, Hubspot, Salesforce, and ticket systems, enabling seamless integration of technology solutions into customer support processes.

Overview

16
16
years of professional experience
4
4
years of post-secondary education
5
5
Certifications

Work History

Support Services Specialist

ClickUp
4 2024 - Current

As an Account Manager at ClickUp, I oversee 30+ Enterprise Premium accounts, focusing on optimizing Workspaces to enhance user experience with our platform. I collaborate closely with clients to drive efficiency and effectiveness, aiming to help their teams save up to a day per week. My role is dedicated to ensuring our users maximize their potential with ClickUp, transforming their workflow and productivity.

Priority Support Specialist

ClickUp
10.2023 - Current

Provided exceptional support to high-priority clients by promptly addressing and resolving critical issues. Leveraged in-depth product knowledge and advanced troubleshooting skills to ensure timely and effective solutions. Managed complex support cases with a focus on maintaining high customer satisfaction and fostering strong client relationships.

Agency Sales Associate

Slidebean
03.2022 - 08.2023

Drove sales of pitch decks for potential investors by identifying client needs and presenting customized solutions through Slidebean's team. Developed and maintained strong client relationships, delivered compelling product demonstrations, and negotiated contracts to close deals. Utilized market insights and product expertise to exceed sales targets and enhance client satisfaction.

Customer Success Associate

Slidebean
03.2021 - 02.2022

Ensured exceptional customer experiences by providing tailored support and guidance throughout the use of Slidebean's app used mainly for entrepreneurs to develop their own Pitch Decks and Financial Models. Facilitated onboarding, resolved issues promptly, and offered strategic advice to maximize customer satisfaction and retention. Monitored client progress, collected feedback, and collaborated with teams to enhance product features and service quality.

Emergency Coordinator for Blackbaud (Emergency Brigade)

Gestión Integral de Riesgos y Seguridad "GIRS"
08.2020 - 03.2021

Received training and preparation for coordinated emergency response efforts, ensuring timely and effective actions during critical situations at the office, including but not limited to following emergency protocols, conducted drills, and trained team members to enhance readiness. Collaborated with internal and external stakeholders to address and resolve emergencies, maintaining a focus on safety and operational continuity.

Financial Service Specialist

Blackbaud
04.2020 - 03.2021

Provided specialized financial support and guidance to clients, focusing on optimizing the use of Blackbaud's financial management solutions. Assisted with account setup, troubleshooting, and strategic financial planning to ensure clients' needs were met efficiently. Collaborated with cross-functional teams to resolve complex issues and enhance product features, contributing to overall client satisfaction and success.

Financial Services Advisor

Blackbaud
10.2018 - 03.2020

Advised clients on effective use of Blackbaud's financial management tools and services, providing strategic insights and personalized recommendations to optimize financial operations. Assisted with financial planning, analysis, and reporting to support client goals and enhance decision-making. Fostered strong client relationships through exceptional service, resolving complex issues, and ensuring high levels of satisfaction and engagement.

Support Specialist

Rational Group
01.2016 - 10.2018

Dedicated and customer-focused Support Specialist with hands-on experience in providing high-level technical and account support for one of the world's leading online gaming platforms. Proven ability to troubleshoot issues, resolve player inquiries, and enhance the customer experience through effective communication and problem-solving. Strong knowledge of gaming industry regulations, online payment systems, and customer service best practices. Committed to maintaining high standards of service and contributing to the overall success of PokerStars.

International Accounting Assistant

Red Planet
04.2008 - 01.2016

Detail-oriented and organized International Accounting Assistant with experience in managing financial operations and supporting global accounting processes at Red Planet. Skilled in handling mainly accounts payable/receivable, preparing financial reports, and ensuring compliance with international financial regulations. Adept at working with cross-border teams, streamlining workflows, and leveraging accounting software to enhance accuracy and efficiency.

Also maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved and assisted in the preparation of monthly financial statements for timely and accurate reporting to management.

Education

International Relations and Affairs -

Universidad Internacional de las Américas
01.2012 - 05.2015

Curso Libre, Storytelling - undefined

Universidad Creativa
02.2022 - 05.2022

Curso Libre, Neuromarketing - undefined

Universidad Creativa
02.2022 - 05.2022

Participation Certificate, NeuroCoaching - undefined

Latin American and Caribbean Coaching School
01.2020 - undefined

Skills

SaaS

Certification

Getting Things Done

Languages

English

Software

Hubspot

Salesforce

ClickUp

Stripe

Microsoft

Google

Intercom

Zendesk

Chat

Loom

Zoom

Timeline

Priority Support Specialist

ClickUp
10.2023 - Current

Agency Sales Associate

Slidebean
03.2022 - 08.2023

Curso Libre, Storytelling - undefined

Universidad Creativa
02.2022 - 05.2022

Curso Libre, Neuromarketing - undefined

Universidad Creativa
02.2022 - 05.2022

Customer Success Associate

Slidebean
03.2021 - 02.2022

Emergency Coordinator for Blackbaud (Emergency Brigade)

Gestión Integral de Riesgos y Seguridad "GIRS"
08.2020 - 03.2021

Financial Service Specialist

Blackbaud
04.2020 - 03.2021

Participation Certificate, NeuroCoaching - undefined

Latin American and Caribbean Coaching School
01.2020 - undefined

Financial Services Advisor

Blackbaud
10.2018 - 03.2020

Support Specialist

Rational Group
01.2016 - 10.2018

International Relations and Affairs -

Universidad Internacional de las Américas
01.2012 - 05.2015

International Accounting Assistant

Red Planet
04.2008 - 01.2016

Support Services Specialist

ClickUp
4 2024 - Current
Getting Things Done
Happiness and Success in Sales
How to Sell on Value, Not Price
Sales Strategy: Storytelling to Speed Up Your Sales Cycle
EF SET English Certificate 71/100 (C2 Proficient)
Tatiana Montero SalazarCustomer Support Specialist|Customer Success|Sales|CRM