Jansen M.

Account & Portfolio Manager | Risk-Aware Client Growth | EN/PT/ES

I own accounts end-to-end — or step in for exactly the piece you need. I've managed a business account portfolio from prospecting through full lifecycle ownership, and I've separately audited that same kind of portfolio for compliance and risk exposure. That combination is uncommon: most account managers grow relationships; most auditors review them from the outside. I do both — which means I catch what a purely relationship-focused AM misses, and I know how to keep growth from creating exposure. What I can own for you: Full account/portfolio management — prospecting, onboarding, relationship management, renewals, full-lifecycle ownership Compliance and risk review of an existing account book — auditing for discrepancies, policy gaps, and exposure Data verification and reconciliation — matching records against source systems and regulatory requirements CRM and reporting systems — building the scoring, dashboards, and automation that give you real visibility into your own portfolio Track record: Grew an active account portfolio from 9 to 38 through direct prospecting and relationship development Inherited a high-risk, under-managed portfolio and reduced risk exposure by approximately 90% — including holding the line on accounts that couldn't be corrected Conducted 50+ weekly compliance audits across a US/Canadian dealer network, reconciling records against funding, inventory, and title documentation Built automated reporting systems (Excel and Python) that cut preparation time by roughly 60% Currently own end-to-end billing and account data verification for a US energy company, feeding directly into invoice generation Tools: Salesforce, HubSpot, Excel (advanced), Python, Power BI, Kanban and more. Languages: English and Portuguese (native), Spanish (fluent) Available for full-time long-term contracts, part-time ongoing support, or defined short-term projects — whichever shape fits what you need done.