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Bio

Executive with over 6 years of experience in Sales and Financial Operations, specializing in market analysis, pipeline optimization, and client relationship management. I have worked in technology and financial services, collaborating with multicultural teams across Latin America, the US, and Europe. Passionate about driving business growth and operational efficiency, I leverage data analytics, CRM (salesforce and hubspot) and visualization tools (Power Bi and looker studio) to make strategic decisions and forge alliances among Sales, Marketing, and Innovation. Interested in leveraging my skills to create seamless customer experiences in the travel industry.

Experience

    • United States
    • Software Development
    • 700 & Above Employee
    • GTM Startegy & Operations Analyst
      • May 2023 - Jan 2025
      • remote, US

      Mapped the Total Addressable Market (TAM) for 100,000+ accounts across 8 verticals, enhancing market penetration and strategic planning. Developed and implemented a comprehensive customer development strategy, utilizing R for advanced data analysis and incorporating customer feedback, to create detailed customer personas and optimize SDR sales funnels in collaboration with SalesOps, CSM, Marketing, and Product teams. Achieved a 20% increase in customer acquisition and retention rates through dat

    • Colombia
    • Financial Services
    • 300 - 400 Employee
    • Financial Operations & Client Relations Lead
      • Apr 2021 - May 2023
      • bogotá

      Led financial reporting and disbursement process improvements, streamlining operations and reducing processing errors significantly. Acted as a key control point for fraud investigations by collaborating closely with the risk management team, thereby reducing fraud-related losses. Developed and maintained strong client relationships by managing communications and coordinating appointments between internal stakeholders and external financial partners. Managed and mentored a team to optimize finan

    • Operations Specialist
      • Aug 2018 - Apr 2021
      • colombia

      Led financial reporting and disbursement process improvements, streamlining operations and reducing processing errors significantly. Acted as a key control point for fraud investigations by collaborating closely with the risk management team, thereby reducing fraud-related losses. Developed and maintained strong client relationships by managing communications and coordinating appointments between internal stakeholders and external financial partners. Managed and mentored a team to optimize finan

Education

  • 2018 - Present
    Universidad de la Sabana
    Master’s in Investment Management, Finance
  • 2014 - 2018
    Universidad de la Sabana
    Bachelor of Economics, International Finance

Services

Industry Focus. “Software Development”

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