Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Casilda Rodríguez-Jurado

Madrid

Summary

Accomplished Senior Client Relationship Manager with a strong background in B2B sales strategy and project oversight. Recognised for the ability to translate data into actionable insights, supporting strategic objectives and enhancing client satisfaction,

Overview

6
6
years of professional experience

Work History

Client Relations Advisor

CoStar Group - STR
Madrid
06.2024 - Current
  • Acted as the main point of contact for international hospitality groups operating in Spain and Portugal, overseeing the full B2B sales cycle from lead generation to account growth.
  • Proactively identified client needs and positioned STR’s data solutions to address strategic objectives, driving new business opportunities.
  • Successfully led the migration to a new data software platform, safeguarding business continuity, and securing a 90% client retention rate.
  • Delivered engaging, insight-driven presentations on tourism and hospitality trends, establishing STR as a thought leader in the Iberian market.
  • Fostered strong, long-term relationships with key clients, consistently championing their success and maximising account value.

Senior Client Relationship Manager

HSBC Continental Europe
Luxembourg
07.2021 - 01.2024
  • Analysis, preparation, and delivery of the Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to clients.
  • Project management from conception to completion, overseeing all phases.
  • Administration of the whole sales lifecycle. Account management and maintenance.
  • Adeptly provided expert financial counsel across the different products and investment vehicles (UCITS, Private Assets, Private Equity, Real Estate Funds, Bonds, Renewable Energy…).

Transfer Agent

State Street Bank International GmbH
Luxembourg
02.2020 - 06.2021
  • Processed requests for dividend payments, corporate actions, and other events impacting customer accounts.
  • Developed efficient methods for transferring securities accurately and efficiently while maintaining compliance with regulatory requirements.
  • Coordinated client communications and resolved inquiries promptly.

Alternative Investment Services Trainee

State Street Bank International GmbH
Luxembourg
11.2019 - 01.2020
  • Assisted with daily operational tasks in banking services and client management.
  • Maintained organized records of client interactions and service requests.
  • Providing timely and insightful financial information to stakeholders, ensuring they are well-informed about their investments and financial strategies.

Education

BBA - Economics And International Business

Universidad De Alcalá De Henares
Alcalá De Henares, Madrid
01-2020

Some College (No Degree) - Administration Et Gestion D'entreprises

Université Du Luxembourg
Belval, Luxembourg

Some College (No Degree) - Certificate in Advanced Hospitality Analytics

STR University
Nashville, Tennessee

Skills

  • Client relationship management
  • B2B sales strategy
  • Data analysis
  • Financial counseling
  • Communication skills
  • Customer engagement

Languages

Spanish
First Language
English
Proficient (C2)
C2
French
Advanced (C1)
C1
Italian
Beginner
A1
Portuguese
Beginner
A1

Timeline

Client Relations Advisor

CoStar Group - STR
06.2024 - Current

Senior Client Relationship Manager

HSBC Continental Europe
07.2021 - 01.2024

Transfer Agent

State Street Bank International GmbH
02.2020 - 06.2021

Alternative Investment Services Trainee

State Street Bank International GmbH
11.2019 - 01.2020

BBA - Economics And International Business

Universidad De Alcalá De Henares

Some College (No Degree) - Administration Et Gestion D'entreprises

Université Du Luxembourg

Some College (No Degree) - Certificate in Advanced Hospitality Analytics

STR University

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Casilda Rodríguez-Jurado