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Bio

Sergio Sanchez Marin is a seasoned project management expert with a proven track record of delivering complex projects on time and within budget. As a Scrum Master Certification holder, he has a deep understanding of Agile methodologies and has successfully implemented Click Up and HubSpot solutions to enhance operational efficiency and cross-team collaboration. With expertise in Big Data Analysis and a strong proficiency in software testing tools, Sergio has worked with major clients such as Wolt, LATAM, DoorDash, and Ollie, driving data-driven strategies and software implementation for multiple systems. Throughout his career, Sergio has demonstrated exceptional leadership skills, leading cross-functional teams and fostering a culture of continuous improvement. His expertise in project management, marketing campaigns, and budget management has enabled him to develop and implement comprehensive project plans, ensuring efficient project execution and timely delivery of insights. Fluent in Spanish, English, Portuguese, French, and proficient in multiple software tools, Sergio is a versatile professional with a unique blend of technical and business acumen. As a holder of various certifications, including Scrum Certification Master, Software Testing QA Manual, and MBA Marketing and Commercial Management, Sergio brings a wealth of knowledge and expertise to the table. With a strong educational background, including an International Management Master (MBA) from Universidad de la Sabana, Sergio is well-equipped to tackle complex challenges and drive business success.

Experience

  • Legal Intake Pros
    • New York, US
    • Project Manager Marketing and Development
      • Aug 2023 - Present
      • New York, US

      As a Project Manager, I am responsible for configuring, managing, and optimizing project management systems, to streamline onboarding processes and ensure seamless project delivery. I oversee the end-to-end project lifecycle, applying Scrum and Agile methodologies to ensure all projects meet timelines, scope, and deliverables. I maintain rigorous quality control standards across all phases and have successfully developed, implemented, and customized Click Up and HubSpot solutions to enhance operational efficiency and cross-team collaboration.
      - Prepare and deliver clear, client-facing project status reports and performance dashboards, providing actionable insights to stakeholders and ensuring alignment on timelines, deliverables, and project milestones.
      - Configure, customize, and maintain Click Up for new and ongoing projects, including creation of project templates, workflows, task lists, Gantt charts, dashboards, and reporting tools.
      - Develop, manage, and maintain comprehensive project documentation and budget allocation for multiple phases on software development projects.
      - Software implementation for multiple clients on multiple systems.
      - Provide technical guidance and support to internal teams throughout Scrum Master Methodology.
      - Conduct training sessions on project management tools, project workflows, and related tools to maximize team productivity.

    • Project Manager - Director of Operations
      • Jan 2022 - Jul 2024
      • Texas, United States

      As Director of Operations, I deliver complex, large-scale technology projects by leading cross-functional teams and developing clear project plans. I use Agile (Scrum) to boost team productivity, mitigate risks, and ensure projects are delivered on time and within budget. Known for excellence in project management, I foster a culture of continuous improvement and build strong relationships with key stakeholders to ensure success.
      - Develop and implement project plans for large-scale technology initiatives, managing scope, timelines, budgets, and resource allocation.
      - Lead cross-functional teams and act as a liaison between developers, stakeholders, and senior management to ensure alignment and clear communication.
      - Apply Agile/Scrum methodologies to manage workflows, boost productivity, and maintain on-time, on-budget delivery.
      - Identify and mitigate project risks, create contingency plans, and ensure compliance with regulatory and security standards.
      - Monitor deliverables for quality, oversee the integration of new technologies, and coordinate with IT and infrastructure teams.
      - Communicate project status, build stakeholder relationships, and conduct post-project evaluations to drive continuous improvement.
      - Provide training and mentorship on best practices and facilitate meetings and workshops to keep teams informed and aligned.
      - Act as a liaison between the development team, stakeholders, and senior management, ensuring effective and transparent communication

  • Darwin Insights
    • Chicago, Illinois
    • Sr Data Analyst
      • Apr 2022 - Jan 2023
      • Chicago, Illinois

      As a Data Analyst, I delivered data analysis and software solutions for major clients like Wolt, LATAM, DoorDash, and Ollie. I used AI and proprietary tools to spot market trends and boost ad performance. Working with cross-functional teams, I ensured effective, data-driven strategies. I implemented tech and financial software, maintained data accuracy through audits and QA, and produced clear reports. I also developed project and data analysis plans covering schedules, budgets, resources, and timely delivery of insights.
      - Developed and implemented project plans, including schedules, budgets, and resource allocation, to ensure efficient project execution
      - Collaborated with cross-functional teams to create data-driven implementation strategies
      - Analyzed data to identify market trends and business opportunities using AI and proprietary software
      - Implemented and optimized technological and financial software solutions to improve client operations
      - Conducted regular audits and validations to maintain data accuracy and integrity
      - Provided technical support and training to clients on financial software usage and best practices
      - Monitored and analyzed software performance metrics to identify areas for improvement and ensure optimal functionality

    • Colombia
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Country Data Analyst
      • Jan 2021 - Jan 2022
      • Sao Paulo, Brazil

    • Colombia
    • 1 - 100 Employee
    • Project Manager
      • Jan 2021 - 2022
      • Quebec, Canada

    • United States
    • Software Development
    • 200 - 300 Employee
    • BPO and Sales Specialist
      • Feb 2020 - 2021
      • Bogotá, Colombia

Education

  • 2021 - 2023
    Universidad de la Sabana, Colombia
    International Management Master (MBA), MBA
  • 2022 - Present
    CertiProf
    Scrum Certification Master, Project Management
  • 2022 - 2023
    Coderhouse, Argentina
    Software Testing QA Manual, Technology
  • 2022 - Present
    Universidad Centrum PUCP, Perú
    MBA Marketing and Commercial Management, Marketing
  • 2022 - Present
    Universidad Pontifica Bolivariana, Colombia
    Diploma in Project Management, Project Management
  • 2021 - Present
    ESADE, Spain
    Diploma in Business Analytics: From the Data to the Strategy, Data Analysis
  • 2021 - Present
    Universidad de la Sabana, Colombia
    Diploma In Big Data and Business Analytics, Data Analysis
  • 2015 - 2020
    Universidad de la Sabana, Colombia
    International Business Manager, Project Management

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