Camila A.
Independent Consultant – Business Development & Customer Success (Cross-Border)
Notable Highlight
Generated 40–60 qualified leads monthly through outbound prospecting and built strategic partnerships that accounted for 30–40% of inbound opportunities in cross-border B2B sales.
Experience Summary
B2B sales and customer success leader with 10+ years driving client retention, revenue expansion, and lifecycle management across fintech and banking. Specialized in consultative selling, account growth strategies, and cross-border operations. Built pipelines, managed corporate portfolios, and implemented customer success frameworks that reduced churn.
Key Achievements
Built a pipeline from zero, generating 40–60 qualified leads per month with consistent 20–30% lead-to-opportunity conversion rates. Developed partnerships responsible for 30–40% of new inbound opportunities and implemented re-engagement strategies that recovered 15–25% of inactive leads. Created comprehensive onboarding frameworks and bilingual sales materials to support international client acquisition.
Skills
Work Experience
Independent Consultant – Business Development & Customer Success (Cross-Border)
Fir. · Aug 2025 – Feb 2026
- Built pipeline from zero through outbound prospecting and partnerships, generating an average of 40–60 qualified leads per month.
- Achieved consistent conversion rates across the funnel, with ~20–30% lead-to-opportunity and 10–15% close rate, focused on founders across Brazil and the U.S., expanding internationally.
- Developed and managed partnerships with accounting and law firms, responsible for 30–40% of new inbound opportunities.
- Conducted outbound outreach (calls, email, LinkedIn), averaging 40+ touchpoints per day, maintaining consistent pipeline growth.
- Structured lead qualification using criteria such as business stage, revenue potential, urgency, and cross-border needs, improving pipeline quality and prioritization.
- Implemented onboarding and customer success framework (30-60-90 days), contributing to higher client engagement and lower early churn.
- Reduced time-to-value by developing educational materials and onboarding flows, accelerating client activation.
- Implemented re-engagement strategies, recovering 15–25% of inactive leads back into the pipeline.
- Conducted structured customer interviews to identify service gaps and improve conversion and onboarding experience.
- Created bilingual (PT/ES/EN) sales and educational materials to support acquisition and cross-border client communication.
Senior Sales Manager – FX (Corporates)
HGM · Jan 2025 – Apr 2026 · Remote
- Manage full customer lifecycle, from acquisition to onboarding and long-term account development.
- Build and grow a portfolio of corporate clients, focusing on retention and revenue expansion.
- Identify churn risks through client behavior and engagement, acting proactively to improve retention.
- Deliver consultative solutions tailored to each client's needs, increasing trust and long-term relationships.
- Develop partnerships with brokers, fintechs, and platforms to drive new business opportunities.
- Use CRM tools (Salesforce, HubSpot) to track pipeline, engagement, and client performance.
- Collaborate with product and operations teams to improve client experience and delivery.
Sales Manager / Commercial Specialist / Sales Trader – FX (Private & Corporate)
ESA · Jun 2021 – Oct 2024
- Managed and grew a portfolio of corporate clients, focusing on retention and expansion.
- Delivered consultative solutions through a digital platform for cross-border operations.
- Led onboarding processes, ensuring fast activation and early value delivery.
- Identified opportunities for upsell and cross-sell based on client needs and usage.
- Built long-term relationships, generating recurring revenue.
- Automated internal processes to improve efficiency and customer experience.
- Developed partnerships and supported business growth initiatives.
Sales Account Manager
IUSA · Feb 2021 – Jun 2021
- Managed corporate client relationships and financial solutions.
- Conducted active prospecting and client engagement.
- Provided advisory services tailored to client needs.