Santiago De Pool

Experience

• 

  ScotiaMcLeod

  May 2019 - Nov 2021

  Provide support to a Wealth/Investment team in a regular review of client portfolios, day to day trading and the administration of their business. Performed all administrative functions essential to client requirements (opening new personal and corporate accounts, maintaining files and date on the appropriate system).Key marketing support for drafting and processing all client/prospect letters and proposals.Led organization of frequent client appreciation events i.e. lunch and learns and seminars as part of the team service offering.

  • Wealth Management Associate

    Jan 2021 - Nov 2021

  • Administrative Assistant Wealth Management

    May 2019 - Jan 2021
• 

  Brevo

  Apr 2022 - now

  As a Customer Success Manager at Sendinblue, I specialize in working with Enterprise level clients in the LATAM/BR/ESP and NAM market, and am dedicated to ensuring their success every step of the way. From onboarding to renewals, I provide personalized support and guidance to help my clients achieve their marketing goals. Drawing upon my expertise in digital marketing channels, I am able to offer tailored recommendations and strategic insights to help my clients stay ahead of the curve. With a focus on delivering exceptional customer service and building long-lasting relationships, I am committed to driving growth and maximizing ROI for my clients. Show less

  • Senior Customer Success Manager

    Oct 2024 - now

  • Customer Success Manager

    Dec 2022 - now

  • Business Development Specialist

    Apr 2022 - Dec 2022