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, retain longer, and operate with greater efficiency. My background spans senior leadership roles in project operations and customer service across U.S.-based marketing firms.

I've led multi-team project execution, implemented scalable workflows, and designed customer retention strategies that directly reduced churn and improved long-term value. As Director of Project Operations at AG Marketing, I've overseen large-scale initiatives from concept to delivery, aligning strategic planning with real-world execution.

Prior to that, I helped EGOSI Marketing boost customer engagement and reduce attrition by designing behavior-driven loyalty programs and communication flows. Fluent in English, Spanish, and Italian, I bring a multicultural approach to building sustainable systems that work—whether you're launching a new subscription model, streamlining operations, or training leadership teams to grow confidently.

At Optivize Partners, I combine operational clarity with customer-first strategy to help founders, executives, and teams work 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

2020 - 2024

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

2018 - 2020

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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