SEBASTIAN MONTALVO LOZANO
Mexico City,México
Summary
Results-driven professional in account management and customer success, specialising in client retention and relationship building. Experienced in stakeholder management and business development, utilising CRM tools like Salesforce to improve customer experience. Skilled in problem solving and cross-functional collaboration, focusing on consultative sales and operations management to support strategic business objectives.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work history
Financial & Wealth Advisor
U Consulting (Seguros Monterrey Partner)
Mexico City
09.2025 - 06.2026
- Managed a portfolio of clients through consultative advisory and relationship management
- Built long-term client relationships focused on retention and satisfaction
- Delivered tailored financial solutions aligned with individual client goals
- Conducted regular account reviews and proactive follow-ups
- Identified upselling and cross-selling opportunities within existing accounts
Sales Executive
Shiji Group (Hospitality Technology)
Mexico City, Mexico
07.2024 - 08.2025
- Managed the full customer lifecycle from prospecting to onboarding and adoption
- Supported hotel clients in optimizing operations through tech solutions
- Delivered product demos and consultative recommendations to decision-makers
- Coordinated with implementation and support teams to ensure client success
- Built and maintained relationships with hospitality stakeholders
Food & Beverage Manager
InterContinental Miami (IHG)
Miami, USA
05.2023 - 05.2024
- Led daily F&B operations in a high-end luxury hospitality environment
- Managed teams while ensuring service quality and operational efficiency
- Maintained relationships with VIP and repeat guests to drive loyalty
- Handled guest escalations and service recovery situations
- Collaborated across departments to ensure seamless guest experience
Operations & Customer Experience Manager
Don Manolito Restaurant Group
Madrid, Spain
07.2022 - 05.2023
- Managed multi-location restaurant operations and team coordination
- Improved customer experience through feedback and service recovery processes
- Oversaw suppliers, scheduling, and operational efficiency
- Implemented process improvements to enhance service quality
- Supported business growth initiatives and performance tracking
Management Trainee
Grupo Mundo Imperial
Acapulco, Mexico
01.2022 - 06.2022
- Supported revenue optimisation and performance analysis initiatives to identify growth opportunities.
- Collaborated with departments to streamline processes and enhance operational efficiency.
- Rotated through departments including revenue, front office, sales, guest relations, and operations to gain comprehensive operational insights and enhance service delivery.
- Assisted in guest experience and service recovery processes
Education
Bachelor of Business Administration (BBA) - Hospitality Management – Entrepreneurship
Les Roches Global Hospitality Education
Switzerland 03.2019 - 08.2022
Skills
- Account Management
- Customer Success
- Consultative Sales
- Business Development
- CRM (Salesforce)
- Customer Experience
- Stakeholder Management
- Cross-functional Collaboration
- Operations Management
- Problem Solving
- Customer loyalty
- Relationship Building
- Portfolio management expertise
Websites
Certification
Salesforce CRM Administration Diploma — Universidad Anáhuac
LANGUAGES
Spanish (Native)
English (Fluent)
Timeline
Financial & Wealth Advisor
U Consulting (Seguros Monterrey Partner)
09.2025 - 06.2026
Sales Executive
Shiji Group (Hospitality Technology)
07.2024 - 08.2025
Food & Beverage Manager
InterContinental Miami (IHG)
05.2023 - 05.2024
Operations & Customer Experience Manager
Don Manolito Restaurant Group
07.2022 - 05.2023
Management Trainee
Grupo Mundo Imperial
01.2022 - 06.2022
Bachelor of Business Administration (BBA) - Hospitality Management – Entrepreneurship
Les Roches Global Hospitality Education
03.2019 - 08.2022