Meet Claudia Pérez

Founder, Optivize Partners | Director of Project Operations | Retention Strategist | Systems Optimizer

Operations LeaderRetention ExpertProject Management
Claudia Pérez, Founder of Optivize Partners

About Claudia Pérez

I'm Claudia Pérez, founder of Optivize Partners and an operations leader with over 15 years of experience helping businesses grow smarter, improve retention, and operate more efficiently. My background includes senior leadership roles in project operations and customer experience within U.S.-based marketing and service organizations.

Throughout my career, I've led cross-functional teams, managed large-scale projects from strategy to execution, and implemented scalable systems that improved performance and reduced customer churn. I specialize in aligning operational structure with customer-focused strategies to drive sustainable, long-term growth.

I've designed behavior-driven retention programs, optimized workflows, and built communication frameworks that strengthen engagement and increase lifetime value. Fluent in English, Spanish, and Italian, I bring a multicultural and strategic perspective to building systems that truly work, whether you're launching a subscription model, refining internal processes, or developing leadership capabilities.

At Optivize Partners, I combine operational clarity with a customer-first mindset to help founders, executives, and teams scale with confidence, working smarter, not harder.

Why Choose Claudia

Bringing together international experience, proven methodologies, and a passion for sustainable business growth.

15+ Years

Leadership experience in operations and customer retention

Multicultural

Fluent in English, Spanish, and Italian

Proven Results

Helped businesses reduce churn and improve efficiency

Strategic Focus

Retention-first approach to business growth

Professional Experience

Founder & Strategic Advisor

Optivize Partners

2024 - Present

Founded Optivize Partners to help growing businesses build scalable systems and stronger customer relationships through strategic consulting and hands-on implementation.

Director of Project Operations

AG Marketing

2018 - 2026

Oversaw large-scale initiatives from concept to delivery, aligning strategic planning with real-world execution. Led multi-team project execution and implemented scalable workflows.

Customer Success Manager

EGOSI Marketing

2017 - 2018

Helped boost customer engagement and reduce attrition by designing behavior-driven loyalty programs and communication flows that directly improved long-term value.

Our Mission

To empower businesses—regardless of industry—to optimize operations, enhance customer retention, and scale sustainably through strategic process design, performance metrics, and human-centered solutions.

Our Vision

To be the go-to partner for businesses aiming to build efficient operations, foster lasting customer loyalty, and grow with clarity and confidence in an ever-changing market.

Ready to Work Together?

Let's discuss how we can help your business grow smarter, retain longer, and operate better.

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