CRMs
Héctor Garza
Business & Relationship Development Specialist | Sales Leadership & Market Expansion | Turning Relationships into Growth
Monterrey
Summary
Dynamic regional leader with extensive experience in market ownership, business growth, and client engagement across diverse territories. A strategic thinker dedicated to developing and executing tailored strategies that enhance client acquisition, retention, and expansion. Proven ability to thrive in fast-paced, cross-functional environments, fostering collaboration among Sales, Marketing, and Affiliate Marketing teams to align with regional objectives while optimizing key performance metrics such as net deposits and active accounts. Committed to process optimization, scalable model development, and nurturing strong relationships with partners and stakeholders to ensure sustainable growth and create lasting value for clients and the organization.
Overview
15
15
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Partnerships & Growth Lead – Caribbean & South America
Weltrade
07.2024 - Current
- Strategic Market Expansion: Designed and executed customized growth strategies to achieve market penetration, client acquisition, and retention across the Caribbean and South America, leveraging deep regional insights and competitive analysis. Successfully launched operations in 10+ LATAM markets.
- Affiliate & Partner Development: Built, nurtured, and optimized high-performance partnerships with affiliates, IBs, and key stakeholders, driving strong growth in net deposits, active accounts, and client engagement.
- AI & Data-Driven Optimization: Implemented AI-driven tools, analytics, and automation to improve partner management, marketing efficiency, and business intelligence, enabling scalable and sustainable regional growth.
- Cross-Functional Leadership: Aligned Sales, Marketing, and Affiliate teams to ensure seamless execution of regional objectives, process optimization, and high-impact collaboration.
- Revenue & Performance Growth: Drove sustainable revenue growth through high-value partnerships, optimized incentive structures, and continuous improvement of acquisition and retention strategies.
- Key Achievements:
- Achieved 100% growth in active client base across the region.
- Generated 200% year-over-year revenue growth.
- Successfully launched 3 new products across 10+ markets, including full regional online rollout.
- Planned and executed 20+ strategic brand and market development events across LATAM and the Caribbean.
- Led and managed a remote, multicultural team of 6 international professionals, establishing performance culture, annual roadmap, regional strategy, and best practices for sustainable growth.
Sales Supervisor
TripleTen
10.2023 - 10.2024
- Team Leadership Management: Directed a diverse team of 9 professionals remotely across Latin America, comprising 7 closers and 2 Sales Development Representatives (SDRs). Successfully led the team in achieving and exceeding sales targets in a dynamic and culturally varied market.
- Achievement of Sales Targets: Consistently surpassed sales targets, achieving 120% of the monthly team goal since the first month, through strategic planning and effective team management.
- Direct Sales Contributions: Actively engaged in client interactions and sales closures, contributing to at least 5 successful sales per month, demonstrating a hands-on leadership approach.
- Recruitment and Team Development: Played an instrumental role in recruiting, training, and developing team members, focusing on enhancing their sales skills, product knowledge, and performance.
- Sales Material and Training Development: Created and implemented compelling sales materials, including scripts and presentations. Conducted regular training sessions to boost team productivity and performance, directly contributing to revenue growth.
- Operational and Analytical Excellence: Monitored sales metrics, analyzed data, and generated detailed reports for senior management, providing valuable insights for strategic decision-making.
- Customer Satisfaction and Issue Resolution: Excelled in resolving escalated customer inquiries, maintaining high levels of customer satisfaction and loyalty.
- Compliance and Ethical Standards: Ensured strict adherence to company policies, procedures, and upheld ethical standards, reinforcing the integrity of the organization.
- Key Skills: Developed and honed skills in inside sales, business relationship management, leadership, and inspiring teams, significantly contributing to the overall success of the organization.
Credit Consultant
Credit Glory
08.2023 - 10.2023
- Client Engagement and Sales: Excelled in cold calling and inbound call handling, achieving an impressive conversion rate of over 25%. Consistently delivered high sales volume, averaging 18 sales per week for plans priced around $300 with a monthly subscription of $99.
- High Call Efficiency: Demonstrated exceptional efficiency and effectiveness in call handling, averaging 14 effective calls per day, leading to consistent sales success and client satisfaction.
- Credit Repair Solutions: Actively contributed to Credit Glory's mission of providing leading credit repair services. Focused on improving clients' credit scores and offering personalized solutions, playing a key role in positively impacting clients' financial freedom.
Regional Sales Manager
Libertad Academy LMS
07.2022 - 03.2023
- -Led the sales strategy for multiple office in South America, overseeing a team of over 30 individuals in a remote and multicultural environment.
- -Implemented forecasting and goal-setting based on analytics for each quarter and office and successfully sold fintech products by expanding and maintaining the customer base.
- -Utilized Power BI to analyze sales data across South American offices, and integrated Salesforce for efficient customer relationship management and lead tracking.
- -Recruited, trained, and managed staff to meet regional sales human resource objectives.
- -Collaborated with the marketing team to develop and execute effective sales strategies and pitches, utilizing marketing materials and strategies to drive sales
- -Built strong relationships with other departments and subordinates, through regular office visits, team building and communication exercises, which resulted in a cohesive and effective cross-functional team.
- -Addressed and resolved problems, completed audits, and identified and implemented improvements to the sales system.
- -Established sales objectives and quotas in alignment with national goals and forecasted requirements to prepare annual budgets, analyzed variances and initiated corrective actions when necessary.
- -Maintained and expanded customer base by providing guidance to branch directors and sales representatives, building relationships with key customers, and identifying new business opportunities.
Branch Sales Supervisor - Sales Trainer
Libertex Group
03.2021 - 07.2022
- Work in a multicultural fast paced sales environment with people in Europe, and LATAM
- Use strong communication skills and relationship-building in live, recorded, and online training materials.
- Develop a deep expertise in how Libertex processes, systems, and resources work.
- Proactively identify gaps in training and institute targeted interventions to drive increased efficiency and quality.
- Monitor the correctness of sales reps’ work in Salesforce CRM system.
- Leveraged Power BI for visualizing sales rep KPIs and Salesforce for monitoring CRM system accuracy and sales rep activities.
- Monitor sales reps’ KPIs and build training strategy according to them.
- Create reports on progress and problems.
Business Development Manager
GreenPACE Capital
06.2020 - 03.2021
- Sales performance monitoring and training development
- Proactive identification and addressing of training gaps
- Implementation of a framework for tracking the effectiveness of various training methods
- Identification and assessment of training needs for customers, employees, and industry trends
- Development and management of a centralized training resource hub (LearningHub) and diagnosing and validating development needs for the organization and implementing targeted learning solutions.
Sales Development Representative USA Manager
Crisalix
04.2020 - 03.2021
- Led growth and acquisition of new US customers for 3D and 4D Augmented & Virtual Reality software platform for plastic surgery
- Managed and monitored the performance of a remote team of 15 SDRs
- Utilized CRM (Hubspot) to effectively manage and track sales performance KPIs
- Worked closely with sales, marketing and SDR teams to develop and execute effective sales strategies and pitch for new customers
- Provided support to the team by handling customer objections and serving as team's 'closer'
- Used existing network of relationships in the plastic surgery industry to drive sales.
- Actively involved in training, hiring, coaching and long-term growth of sales teams globally.
Business Development
the rest
01.2021 - 01.2021
- Networking with related businesses and fostering B2B relationships.
- Generate new business through outbound opportunities, conducting high level conversations with senior executives in prospect accounts to fuel growth.
- Work closely with Account Executives, creating and prioritizing strategically the sales pipeline.
Commercial Manager / Sales
Trayecto Zenit
04.2018 - 05.2020
- Subject Matter Expert on proactive sales techniques who builds integrated training programs and service delivery directives that meet long- and short-term objectives, capture record-breaking revenues, new pipeline /channel/lead generation and adoption of advertising products.
- Provide elite consulting service to cross-industry small and medium business (SMB) owners and managers by calmly responding to shifting priorities and resolving escalated problems, in sales departments.
- Consistently exceeded annual sales forecasts by at least 15%
- Coach and mentor team leaders, by conducting effective sales training and goal setting methods that return high productivity.
- Assisting sales managers, evaluating sales performance, developing training materials, offering feedback to sales agents.
- Presented and led training sessions for large groups (regional/national sales meetings) Online and offline.
- Personally trained and on-boarded all new salespeople through 1 week hands-on workshops and 60 day field orientation for all new sales hires.
- Clientele: Ahal | Smithers Oasis | Pro Magazine | Mympsa | Servindustral Prestamo Seguro | Dycusa | VivaPersianas | Proseco | Crediplata | Sigma Farmacias Laredo | Andamios Amarillos | Gemeinde
Business Development Manager
Barron Guerra & Asociados S.C.
07.2015 - 01.2018
- Helped new hires find new business opportunities and exceed income expectations.
- Improved revenue generation of new hires by 100% with improved onboarding process.
- Led recruiting force during a year in a billet to be awarded as the Top Sales Force Team of the Year, 2017
Asesor Profesional de Seguros
Seguros Monterrey New York Life
07.2013 - 01.2017
- -Prospección de Alto Perfil
- -1 lugar en primas de Gastos Médicos Mayores de la Nueva Organización en el despacho Barrón Guerra y Asociados.
- -2 lugar en pólizas de Gastos Médicos Mayores de la Nueva Organización en el despacho Barrón Guerra y Asociados.
- -2 Lugar primas del ramo de Vida de la nueva organización.
- Diseño de estrategias e implementación para comercializar productos en estrategias empresariales.
Revenue Strategy Developer
Rumbo
09.2012 - 02.2013
- +Diseño de estrategias de precios en mercados europeos para la agencia de viajes online más grande de europa.
- Funciones descritas en inglés:
- +Focus on analyzing and defining potential opportunities to acquire revenues through the development of pricing strategies.
- +Define and create the Daily Air Sales for managing directors and COs, in which the following information was analyzed and presented on a daily basis:
- -Total bookings made per country and language
- -Average service fees and average ticket prices for the main markets
- -An airline view which includes the 'Top 6 + Other' sales evolution
- +Creation of different periodic and adhoc reports to understand our clients booking behavior and purchasing demands in terms of OD, prebooking time, group and family travelling among others.
Marketing Planning & Strategy
Amadeus
07.2011 - 09.2012
- Project management for the 2011 Business and Marketing plans by organising workshops and gathering key inputs from the different Regional Offices and business units around the globe.
- Assisting senior management during the whole planning process for the Travel Agency Distribution marketing department for 2012.
- Team member planning and execution for a priority project for the Executive Committee in which the Total Addressable Market for Amadeus will be measured.
- Responsible in the maintenance of the departments intranet
- Content database manager & developer of the presentation for the Content Proposition used by the sales force worldwide
Company Project Consultant
Job and Talent
05.2011 - 06.2011
- International business Qualitative and Quantitative analysis developed for a 2011 Bully Awards start up Internet Company.
- Presented directly to CEO for further investment plans.
External Consultant
"Cervecería Cuauhtémoc-Moctezuma" Heineken México.
01.2011 - 02.2011
- Institutional Reputation consultancy project revising Corporate image and branding strategy.
- Developed a methodology and assumptions from scratch for the Corporate Social Responsibility department of Heineken Mexico.
Education
Master - International Business
EGADE Business School
01.2011
Master - European Business
ESCP Europe
01.2011
Licenciado - Administración Financiera
Tecnológico de Monterrey
01.2010
BA - Finance
Lignan University
Hong Kong01.2009
Skills
Relationship Building
Analytical Skills
Sales
Team management
Software
Office and Google Suite
Remote work tools
Certification
Bloomberg Certificate Clase A
Interests
Martial Arts
Fitness
Parenthood
Timeline
Partnerships & Growth Lead – Caribbean & South America
Weltrade
07.2024 - Current
Sales Supervisor
TripleTen
10.2023 - 10.2024
Credit Consultant
Credit Glory
08.2023 - 10.2023
Regional Sales Manager
Libertad Academy LMS
07.2022 - 03.2023
Branch Sales Supervisor - Sales Trainer
Libertex Group
03.2021 - 07.2022
Business Development
the rest
01.2021 - 01.2021
Business Development Manager
GreenPACE Capital
06.2020 - 03.2021
Sales Development Representative USA Manager
Crisalix
04.2020 - 03.2021
Commercial Manager / Sales
Trayecto Zenit
04.2018 - 05.2020
Business Development Manager
Barron Guerra & Asociados S.C.
07.2015 - 01.2018
Asesor Profesional de Seguros
Seguros Monterrey New York Life
07.2013 - 01.2017
Revenue Strategy Developer
Rumbo
09.2012 - 02.2013
Marketing Planning & Strategy
Amadeus
07.2011 - 09.2012
Company Project Consultant
Job and Talent
05.2011 - 06.2011
External Consultant
"Cervecería Cuauhtémoc-Moctezuma" Heineken México.
01.2011 - 02.2011
Master - European Business
ESCP Europe
Licenciado - Administración Financiera
Tecnológico de Monterrey
BA - Finance
Lignan University
Master - International Business
EGADE Business School