Alis Virtopeanu
People Development & Empowerment | Global Account Management & Sales | Partnerships | Business Development
Bucharest
Summary
With over a decade of experience in business development and customer success, my journey has led me to my current role at CGP Europe. At CGP Europe, I utilize my expertise in account management and corporate finance to establish strong business relationships. My mission is to align my strategic approach with CGP Europe's vision, fostering a collaborative environment that thrives on innovation and client success. Dedicated to bringing a diverse perspective to the team, I ensure we meet our collective goals with integrity and excellence. Since September 2023, I have played a pivotal role in strengthening CGP Europe's presence in the CEE region. My day-to-day responsibilities involve meticulous account management, client engagement, and orchestrating workshops and crisis interventions. Leveraging my skills in CRM and corporate finance, I have successfully expanded our affiliate network and maintained seamless interactions with key subcontractors, contributing significantly to our sustained growth and client satisfaction.
Overview
18
18
years of professional experience
1
1
Language
Work History
Senior Business Development & Customer Success Lead, CEE
CGP Europe
09.2023 - Current
- Responsible for business relationship and Account Management in Romania;
- Prepare monthly reports and send to the Clients in the first week of every month;
- Keep continuous contact with the Clients and management of their requests;
- Prepare statements and reports;
- Organize workshops and orientations, contacting trainers;
- Organize onsite crisis interventions;
- Develop the affiliate network (finding and contracting with new affiliates, organising the cooperation in the network, etc.);
- Keep continuous contact with subcontractors (psychologists, lawyers, financial advisors, medical experts, etc.);
- Administrative tasks.
- Present, promote and offer the services of the Company to Clients in order to enter into contract with them;
- Cooperate with the Clients and keep contact with them for the maintaining and renewing the contract;
- Keep contact with the Clients and manage their requests
- Organizing business events according to the instructions of the Company;
- Perform administrative tasks and prepare reports of its activity as required by Company;
- Register all information and data of the sale procedures;
- Take part on the courses and trainings assigned by the Company.
Sales Operations Lead Romania
Chestnut Global Partners
03.2023 - 09.2023
- Company Overview: Chestnut Global Partners EAP services have reached multiple industry sectors over the past decades from small to giant corporates worldwide. With our comprehensive HR solutions we help thousands of employees handle both private and work related issues every day.
- Chestnut Global Partners EAP services have reached multiple industry sectors over the past decades from small to giant corporates worldwide. With our comprehensive HR solutions we help thousands of employees handle both private and work related issues every day.
Business Development Manager
HRS Romania
10.2022 - 09.2023
- Identifying new business opportunities, including new markets, new clients, new partnerships, or new products and services;
- Creating strategies to successfully reach new business opportunities;
- Building relationships with new clients, gauging their needs, and developing proposals to address these needs;
- Maintaining and developing relationships with current clients;
- Pitching sales and products to new and existing clients;
- Attending conferences and events to build relationships with industry partners and staying up to date with new trends;
- Possessing a strong understanding of the company's products, the competition in the industry and positioning;
- Collaborating with design and sales teams to ensure that the requirements are met.
Business Banking Relationship Manager
UniCredit Bank Romania
04.2019 - 04.2022
- Responsible for achieving the allocated budget;
- Administer SME client accounts (responsible for the correctness of account opening documents, together with front office colleagues);
- Responsible for selling the entire range of products and services of the bank, including cross-selling support to colleagues in Retail and Leasing;
- Responsible for the acquisition of new clients, also benefiting from the support of the Branch Manager;
- Responsible for the preparation of indicative offers, with the support of the Branch Manager and HO Expert;
- Responsible for the request - and the correctness of the information necessary for the preparation of the credit application for SME clients (information about the client's evolution, financial and - market analysis);
- Responsible for the financial analysis of the borrower, both qualitative and quantitative, with comments on the financial performance of the client;
- Responsible for establishing and maintaining a long-term quality relationship with the bank's clients;
- To keep the Branch Director, the Regional Director and the Head of SME Clients informed about the market trends and to provide analysis on the current conditions on the market (as a way to know the advantages of the competitors) in order to be able to ensure the best range of products for customers;
- Ensures CSS/Admin support by collecting all the necessary documents in order to effectively grant the approved credit facilities, including those that need to be renewed during the credit validity period, as well as the follow-up with the help of Credit Support;
- Specialist of the previous conditions for use and the conditions that must be met during the validity of the credit;
- Responsible for the proactive follow-up for a preventive purpose of the evolution of the managed credit portfolio and the preparation - on time - of applications for review/extension of credit facilities;
- Can take the place of the Branch Manager when necessary.
Key Account Manager
Gi Group
07.2017 - 06.2018
- Developing and sustaining solid relationships with key clients that bring in the most income for the company;
- Addressing and resolving key clients' complaints;
- Acting as the main point of contact between key clients and internal teams;
- Supervising the account teams assigned to each key client;
- Communicating and collaborating with the advertising, design, marketing, sales, and logistics departments to ensure that key clients' needs are met;
- Compiling reports on account progress, goals, and forecasts for account teams and stakeholders;
- Developing a thorough understanding of key clients' needs and requirements and preparing customized solutions;
- Negotiating contracts with key clients and meeting established deadlines for the fulfillment of each client's long-term goals.
Branch Manager
Raiffeisen Bank Romania
04.2015 - 05.2017
- Coordinating the activity of the branch team;
- Defining the team's objectives and establishing the target for each member, constantly monitoring the achievements;
- Implementation of measures to adjust the results;
- Monitoring the quality of services offered to clients and contributing to increasing the level of client satisfaction in the branch's portfolio;
- Maintaining and developing the relationship with the branch's key clients (individuals, legal entities, corporate clients);
- Coordination of the branch from a functional and administrative point of view;
- Representation of the bank in the relationship with the state authorities;
- Representation of the branch in relation to the local business and administrative community.
- Achievements: Exceeding the income indicator by more than 60% compared to shareholders' expectations.
Branch Manager
UniCredit Bank Romania
04.2013 - 05.2015
- Coordinating the activity of the branch team;
- Defining the team's objectives and establishing the target for each member, constantly monitoring the achievements;
- Implementation of measures to adjust the results;
- Monitoring the quality of services offered to clients and contributing to increasing the level of client satisfaction in the branch's portfolio;
- Maintaining and developing the relationship with the branch's key clients (individuals, legal entities, corporate clients);
- Coordination of the branch from a functional and administrative point of view;
- Representation of the bank in the relationship with the state authorities;
- Representation of the branch in relation to the local business and administrative community.
Business Relationship Manager(SME)
UniCredit Bank Romania
12.2011 - 03.2013
- Responsible for achieving the allocated budget;
- Administer SME client accounts (responsible for the correctness of account opening documents, together with front office colleagues);
- Responsible for selling the entire range of products and services of the bank, including cross-selling support to colleagues in Retail and Leasing;
- Responsible for the acquisition of new clients, also benefiting from the support of the Branch Manager;
- Responsible for the preparation of indicative offers, with the support of the Branch Manager and HO Expert;
- Responsible for the request - and the correctness of the information necessary for the preparation of the credit application for SME clients (information about the client's evolution, financial and - market analysis);
- Responsible for the financial analysis of the borrower, both qualitative and quantitative, with comments on the financial performance of the client;
- Responsible for establishing and maintaining a long-term quality relationship with the bank's clients;
- To keep the Branch Director, the Regional Director and the Head of SME Clients informed about the market trends and to provide analysis on the current conditions on the market (as a way to know the advantages of the competitors) in order to be able to ensure the best range of products for customers;
- Ensures CSS/Admin support by collecting all the necessary documents in order to effectively grant the approved credit facilities, including those that need to be renewed during the credit validity period, as well as the follow-up with the help of Credit Support;
- Specialist of the previous conditions for use and the conditions that must be met during the validity of the credit;
- Responsible for the proactive follow-up for a preventive purpose of the evolution of the managed credit portfolio and the preparation - on time - of applications for review/extension of credit facilities;
- Can take the place of the Branch Manager when necessary.
Relationship Manager Affluent Customer
UniCredit Bank Romania
11.2009 - 11.2011
- Manages the relationship with individuals clients (monthly income over RON 5k / month), in order to identify specific financial needs;
- Proposes and implements financial products, and transactions;
- Actively promotes the products intended for private customers;
- Prepares credit applications;
- Monitors the commercial situation of its own portfolio and plans commercial actions;
- Develop your own client portfolio through active sales and cross sales, in accordance with client needs and the bank's strategy;
- Provides support to clients in the lending process and solves the problems that arise in their relationship with the bank;
- Collaborates in identifying potential clients and defining the right marketing strategy to attract them.
Relationship Manager Individuals
UniCredit Bank Romania
09.2007 - 10.2009
- Manages the relationship with individuals clients (monthly income up to RON 5k / month), in order to identify specific financial needs;
- Proposes and implements financial products, and transactions;
- Actively promotes the products intended for private customers;
- Prepares credit applications;
- Monitors the commercial situation of its own portfolio and plans commercial actions;
- Develop your own client portfolio through active sales and cross sales, in accordance with client needs and the bank's strategy;
- Provides support to clients in the lending process and solves the problems that arise in their relationship with the bank;
- Collaborates in identifying potential clients and defining the right marketing strategy to attract them.
Education
Bachelor's degree - Faculty of Agricultural and Environmental
The Academy of Economic Studies
01.2006 - 1 2009
Bachelor of Laws - LLB - Public Administration
"Valahia" University
01.2004 - 1 2008
Skills
Experienced with CRM systems, Proficiency in Apple apps, Skilled in MS Office
Timeline
Senior Business Development & Customer Success Lead, CEE
CGP Europe
09.2023 - Current
Sales Operations Lead Romania
Chestnut Global Partners
03.2023 - 09.2023
Business Development Manager
HRS Romania
10.2022 - 09.2023
Business Banking Relationship Manager
UniCredit Bank Romania
04.2019 - 04.2022
Key Account Manager
Gi Group
07.2017 - 06.2018
Branch Manager
Raiffeisen Bank Romania
04.2015 - 05.2017
Branch Manager
UniCredit Bank Romania
04.2013 - 05.2015
Business Relationship Manager(SME)
UniCredit Bank Romania
12.2011 - 03.2013
Relationship Manager Affluent Customer
UniCredit Bank Romania
11.2009 - 11.2011
Relationship Manager Individuals
UniCredit Bank Romania
09.2007 - 10.2009
Bachelor's degree - Faculty of Agricultural and Environmental
The Academy of Economic Studies
01.2006 - 1 2009
Bachelor of Laws - LLB - Public Administration
"Valahia" University
01.2004 - 1 2008
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