<aside> 📒 Contact info

[email protected]

LinkedIn

Resume

(+52)999-542-4743

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<aside> 👋🏾 I’m a accountant with an MBT, born and raised in Merida, now based in Mexico City, 5+ years of professional experience, I've shaped my career within the B2B SaaS sector, concentrating on FinTech for the past 3 years. Starting in finance, my journey evolved organically into roles encompassing operations, product management, and customer success. I've successfully collaborated with both remote and hybrid companies. My strong commitment to innovation is clearly reflected in my active participation in financial markets, as well as my interaction with technology enthusiasts. Collaborating within the startup ecosystem and participating in tech events has allowed me to establish strong connections. :)

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💼 Work experience

Head of Finance

Treo, Mexico City – (Jun 2025 - Present)

Banking Operations Specialist

Clip, Mexico City – (Mar 2024 - May 2025)

Responsibilities & Executions

• Customer engagement
• Product engagement
• Sales strategy and analytics

Achievements

• Establish an actions plan with Product to increase product stickiness and experience.
• Establish an actions plan with Sales to increase the conversion rate.
• Co-Create a better value proposition for customers with Product, Growth and Sales team.
• Co-Create a go to market with Growth and Brand team.
• Train the Sales team on Financial Services products.

Account Manager

Syscap, Mexico City – (Feb 2023 - Oct 2023)

Responsibilities & Executions

• Customer tracking, resolution of product-user frictions, and continuous product improvement.
• Responsible for updating information in Salesforce, supervising satisfaction surveys, maintaining smooth communication with clients and internal departments, and ensuring efficiency in financial management.
• Long-term tracking strategies, metrics analysis, creation of educational material, and organization of webinars to optimize the user experience.
• Proactive management of collections, invoice sending, and churn resolution to maintain customer satisfaction and financial efficiency.

Achievements

• Establish NPS.
• Establish tracking metrics.
• Design of dashboard with metrics.
• Increase the use of Salesforce.
• Creation of educational material.
• Increase in MRR.