Santiago S.

Account Manager | Customer Success | Operations & Process Automation

I help companies manage clients, improve day-to-day operations, and automate repetitive workflows so teams can spend less time on manual work and more time getting things done. I have 5+ years of experience working with US and Canadian clients across Account Management, Customer Success, Technical Support, Operations, and project coordination. I currently manage client relationships, coordinate internal teams, handle operational issues, and make sure projects and deliverables stay on track. What makes my profile different is the combination of client-facing experience and technical/automation skills. I have hands-on experience with tools such as: • Microsoft Power Automate • Excel • n8n AI Automation • Microsoft Planner • Jira • Asana • Microsoft 365 • Workflow and process automation • Data analysis and reporting • Project and task management I can help your team with: Account Management & Customer Success • Managing client relationships and day-to-day communication • Client onboarding and coordination • Identifying and resolving issues before they escalate • Working with US and Canadian clients • Coordinating between clients and internal teams • Managing priorities, deadlines, and deliverables Operations & Process Improvement • Identifying repetitive or inefficient processes • Creating better workflows and operational systems • Improving task and project tracking • Building reporting and tracking systems in Excel • Coordinating teams using Jira, Planner, and Asana Workflow Automation • Automating repetitive business processes with Power Automate • Connecting workflows across Microsoft tools • Automating notifications, task assignments, and follow-ups • Reducing manual administrative work • Improving visibility and consistency across operational processes I'm also completing my Software Engineering degree, which allows me to approach business problems from both the operations and technical side. If you need someone who can understand your customers, communicate clearly with your team, organize the operation, and identify opportunities to automate repetitive work, that's where I can provide the most value. Bilingual: English and Spanish