Microsoft Office

Economist with more than 15 years of experience as Relationship and Product Manager in both the Financial Sector (Fintech - Payments) and the Federal Government. Very passionate about generating positive impact and adding value to professional projects, as well as people. Ambitious and results-oriented personality, sociable, with great capacity to conduct multiple projects simultaneously with positive results, work under pressure and towards objectives, always in the pursuit of personal and professional growth, both my own and the team. Always looking to be part of a Company where to contribute with negotiation and communication skills in the management of innovative projects.
Financial Services. Company specialized in B2B credit with an expense management platform for businesses.
Report to Sales Director and General Manager
Administration of over 120 of large and medium-sized accounts. Establish close relationship with customers, taking responsibility for retention and increase of GTV, as well as providing solutions to complex needs of customers. Coordinate with Central Ops to enhance communications and follow up on each account. Work hand in hand with Product and IT teams to improve product and service. Analyze data regarding spend and churn on each product on DoD, MoM and YoY. Coordinate with Finance for account reconciliations.
Achievements: Increased 20% of Jeeves Pay and card spend. Allocated loans up to 750k in Q2. Open up to 20 new accounts of existing clients.
Financial Services. Specialized trading company in Latin America and the largest provider of non-bank loans in USA
Report to International Money Transfers Inbound Payments Director
Lead cross functional teams hand in hand with the Marketing team to established the strategy according to the goals of the department either to increase the market share or the number of transactions (inbound payments).
Provide information to the Analytics team concerning the campaigns in an effort to establish the ideal Region for them to take place.
Establish and build strong relationships with the Implementation and Operation teams in order to coordinate efforts and assist the self-service customer migration involving +1,800 branches.
Achievements: Establish a line of communication for deployments and obtain valuable feedback from operations team in order to make adjustments and increase efficiency of campaigns.
Financial Services. Specialized trading company in Latin America and the largest provider of non-bank loans in USA
Report to Digital Transformation Director
Analysis of the Mexico market involving International money transfers and design of the strategy to increase market share. In charge of coordinating efforts and implementation of strategies to improve the money transfers payments, reduce customer churn and recover lost clients.
Achievements: Downsize the % of clients affected with a payment method to 1% on the first month - goal set in 3% within the next 3 months.
Technology developing conversational customer interactions and AI Software
Report to Commercial Director
In charge of building relationship with clients and business growth. Work hand in hand with IT and Customer Success teams to design client solutions.
Achievements: 4 projects in the stage of design and implementation.
Technology & Financial Services Company expert in payment solutions
Report to Vice President of Strategic Projects - B2B
Established strong relationships with customers, being responsible of increasing revenue and for management of contract renewals. Processes and Product design. Established and lead complex cross functional teams for development and implementation of innovative projects and improvement of customer experience. Being responsible for development of aVirtual Card "Hipoteca Verde" 2nd top revenue generator for the Company, as well as management of end-to-end project. Coordinate mom-and-pop stores and big box retailers integration and training into projects. Lead development of a new revolving credit product for payroll discount. In charge of relationships with international clients.
Achievements: During first year of operation of Hipoteca Verde, reached up to MXN$2,700 M in 120,000 transactions and affiliated more than 300 businesses and branches. Operation increased by 40 % within next year.
Report to Vice President of Institutional Relations
Establish a close relationship with customers, taking responsibility for retention and increase revenue, as well as providing solutions to complex needs of customers. Establish and lead working groups with internal and external key players for a proper execution of strategy, as well as improvement of product and service, once implemented. Progress status report of projects to President and Vice President. In charge of relationships with international clients.
Achievements: 4 projects implemented which lead to meet 60% of years target in 6 months - Target set on $16 MDP (EBV), 20 projects in stage of design and development of solutions.
Technology & Financial Services Company expert in payment solutions
Report to Vice President of Customer and Post-Sales Service
In charge of relationships and carry out opportunities for business growth regarding the main client of the Company. Established working teams with key players to work on designing and implementation of projects, as well as improvement of product, obtaining positive results.
Achievements: Allocation of +50,000 credits in 12 months, detection of identity theft through biometrics which involved the prevention of fraud for approximately $2.5 MDP.
Law Firm specialized in Labor Law
Report to Managing Partner
In charge of the administration of the Firm, billing, collection and payroll, as well as the personal bank accounts of the Managing Partner.
Achievements: Collection above MXN $ 1.5 MDP
Decentralized Public Organism of the Ministry of Finance and Public Credit
Achievements: Formalize deeds related to the sale of real estate held under the administration of Banobras.
Financial Assets and Companies Sales Manager 2004-03 / 2010-10
Achievements: Revenue of +458 million in two bidding processes.
Leadership
undefinedMicrosoft Office
Salesforce
Smartsheet
HubSpot
In charge of volunteer recruitment in Academic Institutions and of monitoring security equipment working hand in hand with the Presidential Military Staff.
Positive - Contagious, optimistic enthusiasm and get others to be excited about the things they are going to do
Connection - I seek to relate to people whose philosophical perspective provides balance and courage to face adversity
Initiator - Determined to get things done by turning ideas or thoughts into concrete actions
Excellence - I focus on strengths as a way to stimulate personal and group excellence, seeking to transform something good into something great
Empathy - I am aware of the emotions of those around me and help them feel safe enough to risk sharing their thoughts