Petuala Pinto

With 11 years as a Sr. Analyst and Client Service Manager, I am driven by a deep sense of accountability and determination to achieve mastery in client service. I thrive on collaborative problem-solving, leveraging my empathetic approach to build strong relationships and consistently deliver pragmatic, impactful solutions.

Experience

Sr. Analyst, Client Service Manager

Rayden Interactive · Jan 2023 – Oct 2023

Not yet confirmed

R

Sr. Analyst, Client Services

Rayden Interactive (Phreesia Partner) · Jan 2023 – Oct 2023

Not yet confirmed

• Spearheaded implementation projects, technical builds, training, and post-implementation optimization.
• Collaborated with stakeholders at all levels (CEO, physicians, IT, billing, office managers, receptionists) to enhance client value.
• Provided specialized consultation in workflow analysis, application training, system build activities, go-live assistance, and optimization.
• Independently managed client escalations, coordinating with team members and managers to ensure timely resolution and high client satisfaction.
• Reviewed workflow to solve issues and identified upsell opportunities.

Client Service Manager

Amaha · Mar 2022 – Nov 2022

Not yet confirmed

A

Client service manager

Amaha (Mental Health Care) · Mar 2022 – Nov 2022

Not yet confirmed

• Conducted regular client meetings to assess service capabilities and figure out issues.
• Planned employee webinars to increase customer engagement and product awareness.
• Developed CRM strategies to retain clients, establish trust, and drive business growth.
• Tracked and analyzed key performance indicators (KPIs) such as webinar attendance, feedback scores, and engagement levels to evaluate client satisfaction.
• Supported service improvement initiatives based on these insights.

L

Inside Sales Manager / Pre & Post Sales Servicing Lead

LEAD · Mar 2021 – Feb 2022

Not yet confirmed

• Collaborated with school stakeholders, including principals, teachers, trustees, and administrators to distinguish pain points and present tailored solutions demonstrating the benefits of LEAD.
• Ensured alignment with their specific needs.
• Engaged with prospective clients through professional networks, cold calls, emails, and incoming inquiries to measure needs.
• Delivered product demos to improve lead-to-customer conversion rates.
• Maintained accurate records in CRM systems and tracking performance targets were met.

Inside Sales Manager

LEAD School · Mar 2021 – Feb 2022

Not yet confirmed

Senior Relationship Executive

VIBGYOR Group of Schools · Jul 2017 – Oct 2020

Not yet confirmed

V

Senior Relationship Executive

Viboyor Empire Foundation · Jul 2017 – Oct 2020

Not yet confirmed

• Provided prompt support via phone, web, and email.
• Conducted outbound calls to generate leads and resolve parent feedback.
• Managed ERP records, post-visit follow-ups, upselling, and cross-selling activities.

T

Customer Service / Administration Executive

Toms Fast Food Restaurant · May 2013 – May 2017

Not yet confirmed

• Assisted customers, processed orders, handled payments, and assured customer satisfaction.
• Maintained cleanliness and organized workstations while fulfilling side act responsibilities.

M

Senior Technical Support Executive

Mphasis an HP Company · Feb 2011 – Dec 2011

Not yet confirmed

• Responded to client service requests and conducted troubleshooting sessions.
• Provided remote support and maintained quality standards across all technical processes.

Mortgage Account Specialist

Bank of America · Jun 2007 – Apr 2010

Not yet confirmed

• Managed mortgage accounts and assisted in property tax disbursements.
• Coordinated with tax authorities, attorneys, and law firms across the US.
• Handled email and fax research projects on bankruptcy and special loans.