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Ana Clara B.
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Ana Clara B.

Business Analyst / Customer Success & Onboarding Consultant Saas

I am a results-driven professional with solid experience in Customer Support, Customer Success, and Product Management. ✅ Successfully led a Customer Experience & Support initiatives that significantly improved user satisfaction and overall experience. – Implemented a new ticket prioritization system and enhanced team training on conflict resolution. – Reduced response times and increased first-contact resolution. – Collaborated with the product team to address recurring issues, resulting in fewer tickets and higher customer retention. ✅ As a Customer Success Specialist, I managed client onboarding for chatbot platforms: – Ensured smooth transitions and effective adoption of new technology. – Delivered strategic guidance, personalized training, and proactive support. – Helped boost client engagement and retention. ✅ As a Product Owner, I bring a background in product management and business analysis. – Skilled in Agile methodologies, communication, and project management. – Collaborate with cross-functional teams to deliver high-quality products aligned with customer needs and business goals. 🔹 Business Analyst | Functional Analyst ✔️ Translated business needs into detailed requirements and functional specifications. ✔️ Defined and communicated documentation for project teams to ensure successful delivery. ✔️ Planned and estimated BA activities, monitored solution implementation, and managed acceptance criteria. ✔️ Assessed risks related to feature development and implementation. ✔️ Led CRM testing: test case definition, execution, and post-implementation support using Scrum. ✔️ Reviewed CRM policies and managed content updates. ✔️ Continuously analyzed performance based on team and client feedback to improve processes. 🟦 Industries / Industry Experience: ✔️ Private Banking – Worked on a loan application platform within a private bank environment. – Focused on improving digital lending experiences for users. ✔️ Fintech / Social Media Application – Customer Experience Analyst for a fintech app with social media features. – Responsible for support, testing, and user journey optimization. ✔️ SaaS – Chatbot Platform – Led client onboarding and customer success for a SaaS chatbot solution. – Ensured effective adoption, training, and long-term engagement.

🇵🇹Lisbon, Portugal$35/hr100% JSS5.00 (4)Since Oct 2022

Earnings and projects

MRR
$597

Last 6 months ÷ 6

World#70,403 / 412k
🇵🇹Country#293 / 2,011
Revenue, last 30 days
$389

Last 6 months: $3.6k

World#69,114 / 412k
🇵🇹Country#290 / 2,011
Total earnings
$49k

Billed in all: $49k

World#77,840 / 412k
🇵🇹Country#447 / 2,011
Per project
$9.7k

$1.8k in the last 6 months

World#16,463 / 412k
🇵🇹Country#108 / 2,011
Projects, last 6 months
2
0% fixed100% hourly
World#88,918 / 412k
🇵🇹Country#367 / 2,011
Projects in all
5

Across 7 contracts

29% fixed71% hourly
World#266,042 / 412k
🇵🇹Country#1,328 / 2,011

Earnings, last 30 days

$49.5k+$389 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$49.0k$49.2k$49.4k$49.6kOct 8Oct 23Nov 7

Skill rankings: Top 13% in Business

Ranked by MRR among everyone on Upwork with the skill.

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  4. #212Business1,581 freelancers · 🇵🇹 #1Top 13%
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  6. #437Business Management2,777 freelancers · 🇵🇹 #3Top 16%
  7. #1,123Customer Relationship Management5,121 freelancers · 🇵🇹 #4Top 22%
  8. #1,963CRM Software8,314 freelancers · 🇵🇹 #7Top 24%