Arturo Ortiz

Customer Success Manager at FXLoader
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Contact Information
Location
Canada, CA
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency
  • French Professional working proficiency

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Bio

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Experience

    • United Kingdom
    • Software Development
    • 1 - 100 Employee
    • Customer Success Manager
      • Nov 2022 - Present
    • Ireland
    • Business Consulting and Services
    • Head of Customer Success
      • Nov 2020 - Nov 2022

      - Onboarding & Training - Data analytics & visualization - Renewals & Upselling - Technical Setup - Product Management - Onboarding & Training - Data analytics & visualization - Renewals & Upselling - Technical Setup - Product Management

    • Canada
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Product Ops and Marketing Manager
      • Oct 2019 - Jun 2020

      - Data analytics - Product strategy - Experimentation - Cross-team communication and leadership - Marketing - Data analytics - Product strategy - Experimentation - Cross-team communication and leadership - Marketing

    • Canada
    • Technology, Information and Internet
    • 1 - 100 Employee
    • VP of Operations & Marketing
      • May 2019 - Sep 2019

    • Operations Manager – Mexico
      • Jun 2018 - Apr 2019

      · Responsible for launching operations in Mexico· Idea validation and experiments for our new product· Responsible for the growth of partners on the Nekso platform· Creation of strategies for driver onboarding and training· Managing the quality of partners on the Nekso platform· Metrics analysis for product/process improvements· Expansion planning/recruiting· Evaluation of the economic and strategic costs and benefits of partner incentive programs and the deployment of those strategies· Analytics · Development and optimization of processes Show less

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Operations Manager
      • Sep 2016 - Jun 2018

      High-energy, detail-oriented operations professional managing all operations of the MassChallenge Mexico program. Committed to operational efficiency insofar as it relates to finances, IT/technology, systems & processes, and startup satisfaction through our 4-month accelerator program. Key responsibilities: Accelerator: - Responsible for the operations during the program - Mentor and startup coordination - Needs assessment for entrepreneurs - Mentor matching - Workshops and events Business Operations - System Administration - Office Management - Financial & Accounting Planning and execution - Team & HR Management - Technology Support - Legal - Grants and government Show less

    • United States
    • Non-profit Organizations
    • Energy Consultant
      • Jan 2016 - Sep 2016

      Solar Energy company seeking to combine the latest technology and capital of Silicon Valley with the greatest talent and opportunities in Mexico. With a young and innovative team, BRIGHT’s goal is to provide customers with a sustainable energy source in an affordable and reliable way. ● Spreading Bright’s mission to bring clean and affordable energy to Mexico. ● Responsible for client acquisition and business development. ● Sales cycle management and competitive analysis. Solar Energy company seeking to combine the latest technology and capital of Silicon Valley with the greatest talent and opportunities in Mexico. With a young and innovative team, BRIGHT’s goal is to provide customers with a sustainable energy source in an affordable and reliable way. ● Spreading Bright’s mission to bring clean and affordable energy to Mexico. ● Responsible for client acquisition and business development. ● Sales cycle management and competitive analysis.

    • Business Operations Manager
      • Jul 2014 - Jan 2016

      Rotation throughout different areas of the company in order to understand the way the organisation works and find out which are its opportunity areas, this process has led me to understand its procedures and I have started to carry out new projects in order to increase the company’s efficiency. Additionally I have been in the commercial area of the company, meeting existing clients and attracting new ones.• Responsible for the improvement of processes within the company, implementation of new projects such as a new online store and the creation of internal procedures. Show less

    • Accounts Receivable Auditor
      • Mar 2014 - Jul 2014

      Designed and successfully executed an audit to the accounts receivable department. Determined new procedures to strengthen the department’s security and efficiency

    • South Africa
    • Information Technology & Services
    • Account Executive - Temporary Position
      • Jan 2014 - Apr 2014

      Responsible for managing and developing client relationships. Responsible for managing and developing client relationships.

    • Brazil
    • Professional Training and Coaching
    • Maker
      • Sep 2013 - Dec 2013

      12 Week, intensive course in Web Development 12 Week, intensive course in Web Development

    • Mexico
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • CSO Team leader - Citi Transaction Services
      • Jun 2009 - Jun 2012

      • Portfolio management for institutional client accounts, mainly pension & investment funds. • Performed daily securities clearings for approx. USD 2 billion of trades. • Responsible for the local custody team in Mexico managing a team of six. • Acted as first point of contact with local corporate clients, responsible for the daily local and international market trading. • Portfolio management for institutional client accounts, mainly pension & investment funds. • Performed daily securities clearings for approx. USD 2 billion of trades. • Responsible for the local custody team in Mexico managing a team of six. • Acted as first point of contact with local corporate clients, responsible for the daily local and international market trading.

    • Administration Trainee
      • Sep 2008 - Mar 2009

      • General Administration. Including financial budgeting, sales, accounting and marketing. • Rotation around different areas of the company (retail, distribution, storage, accounting, marketing and sales). • General Administration. Including financial budgeting, sales, accounting and marketing. • Rotation around different areas of the company (retail, distribution, storage, accounting, marketing and sales).

    • Singapore
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • International trade trainee
      • May 2008 - Aug 2008

      • Contracts administration for trading of metals and mineral concentrates. • Insurance and arrangement of cargo transportation. • Hedging. • Contracts administration for trading of metals and mineral concentrates. • Insurance and arrangement of cargo transportation. • Hedging.

Education

  • Hult International Business School
    Master of Business Administration (M.B.A.)
    2012 - 2013
  • Universidad Iberoamericana, Ciudad de México
    Bachelor of Business Administration (B.B.A.), Finance, General
    2002 - 2008

Community

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