
Juan G.
High Ticket Closer l Appointment Setter l IT l Ecommerce l Coaching l SDR
Skills

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Portfolio
Werkervaring
Workfront Principal Architect | IT Project Management
Code and Theory ⢠Fulltime
Jun 2025 - Present ⢠1 yr 4 mos
⢠Guided qualified prospects through structured conversations clarifying needs, expectations, objections and decision pathways. ⢠Participated in pre-sales cycles: scoping sessions, solution presentations and proposal coordination. ⢠Managed communication sequences ensuring consistent follow-up and pipeline momentum through every decision stage. ⢠Helped prospects understand frameworks, benefits and requirements, enabling confident and informed decisions. ⢠Tracked engagement indicators and qualification criteria in CRM, improving pipeline visibility and forecasting. ⢠Delivered post-call support reinforcing trust and long-term confidence after each client interaction. less
Business Analyst | Jr. Project Manager | CRM Implementation |
Tata Consultancy Services ⢠Fulltime
Aug 2024 - Jun 2026 ⢠1 yr 10 mos
Creatio CRM implementation for a Fortune 500 insurance and financial services client, with distributed teams across the US, India and Latin America. ⢠Supported structured prospect interactions, ensuring clarity, alignment and seamless movement through decision stages. ⢠Managed communication workflows, monitored engagement and delivered timely updates strengthening the overall client experience. ⢠Collaborated across teams to maintain consistency, solve prospect concerns and reinforce trust during conversations. ⢠Addressed inquiries, clarified expectations and provided guidance to improve understanding throughout buying processes. ⢠Configured CRM pipelines, stages and reporting used by sales teams for qualification and forecasting. ⢠Balanced operational tasks with client-facing responsibilities, ensuring organized pipelines and smooth prospect management.
Media Assistant | Campaign Project Delivery & Reporting
NEUE MEDIA ⢠Fulltime
Aug 2023 - Jul 2024 ⢠11 mos
Media campaign delivery for a portfolio of 10 real estate accounts in the Australian market (marketing and e-commerce). ⢠Supported structured prospect follow-ups, ensuring timely communication, clarified expectations and improved decision readiness. ⢠Coordinated daily interactions, keeping consistent messaging and delivering the information clients needed before committing. ⢠Prepared organized reports and tracking insights supporting clearer conversations and smoother guidance during buying processes. ⢠Monitored engagement activity and delivered updates helping clients stay aligned through every decision stage. ⢠Managed competing deadlines and stakeholder expectations in a fast-paced agency environment. ⢠Featured in The Australian Financial Review front page coverage, representing NEUE MEDIA.