Consumer Services
Financial Services
Manufacturing
Retail
Active

Jorge Hernandez

Sales Manager, K.A.M., Customer Success

About Me

Customer Success and Account manager professional with experience leading multichannel support and key account relationships in B2B settings. I manage the full customer lifecycle—from onboarding and adoption to renewals and expansions—turning feedback and data into simple improvements that raise satisfaction and speed up resolutions. On the commercial side, I run consultative conversations, build clear value stories, and support upsell and new business while keeping solid forecasts. I lead and coach teams through 1:1s, quality reviews, and clear playbooks. I work closely with Product, Operations, Finance, and Marketing to fix root causes and deliver consistent service. Experienced with CRM and reporting tools (Salesforce/Bigin, Excel/Power BI). Bilingual (Spanish/English). I enjoy making complex situations feel easy for customers and for the team.

Jurisdiction

Mexico

Experience

Seniority LevelExecutive
Years of Experience10-15 years
Current StatusActive
SME Sales Executive
2024 - 2025

- Responsible for prospecting clients for accounting, tax, and financial services through various channels. - In charge of timely CRM updates to track clients. Responsible for supervising the preparation and documentation for creating commercial records. - Managed deals end-to-end from first contact to contract signature, coordinating a clean onboarding handoff to Customer Success. - Acted as the main point of contact for enterprise clients, meeting SLA attainment and reducing AHT. - Managed P1/P2 escalations with clear timelines and updates; cut MTTR also. Achievements: I significantly increased my client base compared to the months prior to joining, with a nearly 100% increase.

National Sales Manager
2023 - 2024

- Supervised the sales team of 10 representatives, as well as industrial projects nationwide, contributing to their commercial follow-up. - Managed and served key accounts such as Bimbo, Barcel, and Mondelez (Ricolino), and led strategic negotiations. - Promoted and supervised the CRM Bigin by Zoho, monitoring project registrations and ensuring KPI follow-up. - Oversaw the entire sales process (pipeline), provided customer service and post-sales support, targeting Top of Funnel and acquiring new clients. - Delivered proactive communication to customers regarding order status, shipments, and changes - Presented executive-ready readouts to clients and internal leaders, translating trends into actions with owners. - Delivered empathetic, clear communications to prevent churn and strengthen long-term relationships. Achievements: Acquired high-profile key accounts such as Cemex, Totis, and Biopappel. Increased CRM updates by 70%. Opened new internal communication channels.

Sales Supervisor/Promotion
2021 - 2023

- Directly supervised 12 promoters and 50 indirect collaborators. - Implemented and optimized field strategies (door-to-door, activations, BTL events, local branding), digital marketing, and cold calls to acquire clients, strengthen brand positioning, and close sales. - Provided post-sales service to new and existing clients and offered advice and follow-up on each contract handled by the sales team. Achievements: Most productive team for nine consecutive months. Achieved targets ranging from 100% to 140%.

Skills

Core skills0
Languages2

Languages

English
Spanish