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

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
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
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
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.