Freelancer profile translated to English.

Description

Are you looking for a Customer Success Manager who can build trust with your clients, help them develop their skills, and maintain their engagement over time?

This has been the common thread throughout my career.

For nearly 10 years at Société Générale, I managed client portfolios of up to 1,200 people, supporting them with their projects, their evolving needs, and key life events.

Since 2021, I have also been coaching clients individually and have undertaken closing missions for high-value offers. These experiences have strengthened my ability to quickly understand a client's challenges, identify obstacles to their success, and guide them towards a concrete decision or outcome.

I specialize in:

• Onboarding and supporting new clients;

• Portfolio management and client relationship nurturing;

• Identifying disengagement risks;

• Handling sensitive or complex discussions;

• Long-term client retention and relationship development.

My added value? I combine solid customer relationship experience with the ability to quickly grasp the human factors behind expressed issues. This allows me to build lasting relationships of trust and effectively guide clients toward their goals.

Available quickly for part-time Customer Success missions (2 to 3 days per week), remotely.

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

Dionysia
Independent | Coach - Individual 1:1 Coaching
HEALTH AND WELLNESS
January 2021 - Today (5 years and 5 months)
Paris, France
Independent coach and facilitator.

Coaching clients over several months on issues of transition, decision-making, and personal or professional change.

Defining objectives, structuring the coaching journey, regularly monitoring progress, and adapting the coaching based on observed needs. Managing complex situations involving resistance to change, emotional stakes, or significant decision-making.

This experience has allowed me to develop skills directly applicable to Customer Success: in-depth understanding of client needs, active listening, change management, adoption monitoring, relationship management, and long-term support.
Customer Success Management Customer Relationship Management (CRM) Change Management Active Listening Personalized Coaching
Tina Rousseau EI
Closing & Sales Support
CONSULTING AND AUDITS
January 2024 - January 2026 (2 years)
Paris, France
Conducting sales interviews for high-value offers (€2,400 to €5,000) in real estate, coaching, and personal development.

Needs qualification, understanding prospect objectives, leading sales meetings, and supporting decision-making.

Collaborating with various entrepreneurs and adapting quickly to different markets, offers, and client types.

Conversion rate exceeding 20% on all missions completed.
Customer Relationship Management (CRM) Needs Qualification Objection Handling Client Communication CRM
Société Générale
Client Manager (Client Portfolio Management - Customer Relations & Retention)
BANKING AND INSURANCE
October 2012 - April 2022 (9 years and 6 months)
Paris, France
Bank customer advisor for 10 years, managing portfolios of increasing complexity.

• Acquisition Portfolio (800 clients): opening accounts, identifying needs, establishing customer relationships, and supporting initial projects.

• Mass Market Portfolio (1,200 clients): managing a large volume of clients, supporting daily needs (credit, savings, insurance), retention, and long-term relationship development.

• Premium Portfolio (800 clients): supporting clients with more complex wealth management needs (real estate, investment, savings optimization), requiring strong listening, analysis, and personalized advice skills.

This experience has provided me with solid expertise in long-term customer relationships, from needs identification to supporting major projects, in a demanding environment with a strong focus on customer satisfaction.
Client Portfolio Management Customer Success Management Customer Relationship Management (CRM) CRM Client Retention