Summary
Overview
Work History
Education
Skills
Certification
Extracurricular Activities
About Me
Contact
Timeline
Generic
Josué David Romero Soto

Josué David Romero Soto

Administrator

Summary

I have a solid foundation in business operations, accounting, and marketing principles and practices. I am motivated by learning new technologies and applying them to real-world problems. I am also passionate about FinTech and the opportunities it offers to create more efficient and inclusive financial services.

I've applied my skills in Microsoft Excel, Salesforce, and Money Transfer analysis to support and optimize the performance of customers.

I created and managed Excel Macros and databases to generate monthly agent performance reports. I also used Salesforce to log and track various tasks, such as marketing requests, commissions, exchange rate incentives, money transfers, and money order analysis. I contributed to improving the agent retention rate and customer satisfaction by providing timely and accurate feedback and solutions.

Overview

4
4
years of professional experience
7
7
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Freelancer

Graphic Design And Web Marketing Services
02.2024 - Current

In my freelance capacity, I consistently juggled multiple graphic design, web marketing, and administrative projects, often for different clients, without compromising quality or missing deadlines.For instance, I might be designing a new brand identity for one client, simultaneously optimizing SEO for another's website, and managing invoices and scheduling for a third. This required a highly organized approach to project management, including utilizing Asana for task tracking and implementing strict time management techniques. My ability to focus on intricate details across creative and technical tasks, from precise color matching in design to accurate data entry in admin, was crucial to maintaining a high standard of work on every project.

Inside Sales Representative

MoneyGram
06.2023 - 01.2024
  • I have developed strong technical and administrative skills through hands-on experience with tools such as Microsoft Excel, Salesforce, and QuickBooks. In Excel, I created and managed automated Macros, dynamic database reports, Pivot Tables, VLOOKUP/XLOOKUPfunctions, and dashboards to track monthly performance and analyze financial data. I used Salesforce CRMextensively to support the analysis of Money Transfer agents, handling tasks such as marketing requests, logging commissions and exchange rate incentives, and generating agent performance reports. Additionally, I am proficient in the Microsoft Office Suite, including Word, PowerPoint, Outlook, and Teams for communication, reporting, and collaboration. My experience also includes using QuickBooksfor invoicing, payroll, expense tracking, and account reconciliation. I am skilled in data analysis and reporting, CRM platforms like Salesforce and HubSpot, and I excel in professional communication, multitasking, and managing priorities under pressure.

Sales Agent

Global Tele Sourcing
07.2022 - 10.2022

At Global Tele Sourcing, a company specializing in outbound sales and customer service solutions, I held the position of Sales Agent, where I was responsible for promoting and selling subscription services for SiriusXM, a prominent satellite radio company based in the United States. My role required a strong command of sales techniques, product knowledge, and active listening skills to effectively engage potential customers through outbound calls. I provided clear and persuasive information about various subscription plans and promotional packages, helping clients select the most suitable option based on their preferences and listening habits.

In this fast-paced environment, I consistently met or surpassed weekly and monthly sales targets, demonstrating resilience, adaptability, and customer-oriented communication. I was also tasked with handling objections and resolving concerns in real time, building rapport, and turning initial hesitation into closed sales. To manage customer interactions and ensure a seamless sales process, I used CRM software to log conversations, track sales progress, and follow up on leads. Additionally, I used Microsoft Office tools, including Excel and Outlook, for organizing call lists, generating performance summaries, and maintaining internal team coordination.

This role sharpened my ability to work under pressure, strengthened my communication and negotiation skills, and provided valuable experience in high-volume sales and customer relationship management across a U.S. client base.

Administrator of a Clinical Center

Coordenada Medica
06.2021 - 12.2021

At Coordenada Médica, a healthcare provider focused on delivering quality medical services and patient care, I served as an Administrator where I played a key role in supporting the clinic’s operational and financial functions. My responsibilities included managing and processing invoices and payroll for medical and administrative staff, ensuring that all payments were accurate, timely, and compliant with local regulations. I maintained detailed Excel-based inventory databases to track and replenish medical supplies, enabling efficient stock management and preventing shortages in critical materials. Additionally, I was responsible for overseeing day-to-day accounting operations, including expense logging, reconciliation, and documentation of financial transactions, which helped maintain organized and transparent records for auditing and internal reporting purposes.

To carry out these responsibilities effectively, I used a combination of Microsoft Excel, accounting software, and payroll management systems, applying formulas, data validation tools, and structured templates to streamline operations. This role strengthened my skills in administrative coordination, financial accuracy, and process organization in a fast-paced, service-oriented environment, and gave me firsthand experience with the backend operations of a medical facility.

Education

Bachelor's - Management

Universidad Autonoma de Nuevo Leon
01.2017 - 01.2024

Skills

  • Microsoft Excel
    (Advanced Macros, Pivot Tables, VLOOKUP/XLOOKUP, Data Validation, Conditional Formatting, Dashboards, Power Query, and Excel-based Reporting Automation)
  • Microsoft Office Suite
    (Word, PowerPoint, Outlook, Teams)
  • Salesforce CRM
    (Task Management, Lead Tracking, Campaign Logging, Data Entry, Report Generation)
  • Data Analysis & Visualization
    (Excel Charts, KPI Tracking, Business Metrics)
  • Administrative Skills
    (Payroll, Invoicing, Inventory Management, Report Writing)
  • Accounting Software
    (QuickBooks – invoicing, expense tracking, and reconciliation)
  • Customer Relationship Management (CRM)
    (Salesforce, HubSpot basics)
  • Email & Phone Communication
    (Professional Email Writing, Outbound Sales, Follow-ups)
  • Time & Task Management
    (Prioritizing Deadlines, Multitasking Under Pressure)

Certification

Quickbooks ProAdvisor

Extracurricular Activities

Owner 03/2016 - 01/2019 CCL APPAREL S.A. DE C.V., Entrepreneurship in textile industry

About Me

  • I consider myself a loyal, tenacious, diligent, and organized person.
  • My goal is to develop myself in management, finance, and marketing, as well as learn new skills and work tools.

Contact

  • PHONE NUMBER: (+52) 8113748679
  • EMAIL: JDROMEROSOTOaGMAIL.COM

Timeline

Quickbooks ProAdvisor

07-2025

Freelancer

Graphic Design And Web Marketing Services
02.2024 - Current

Inside Sales Representative

MoneyGram
06.2023 - 01.2024

Sales Agent

Global Tele Sourcing
07.2022 - 10.2022

Administrator of a Clinical Center

Coordenada Medica
06.2021 - 12.2021

Bachelor's - Management

Universidad Autonoma de Nuevo Leon
01.2017 - 01.2024
Josué David Romero SotoAdministrator