Mexico City Metropolitan Area
Senior sales and business development professional with over 15 years of experience in financial services, specializing in B2B, trade finance related solutions, working capital, and complex corporate client relationships. Proven track record in originating new business, managing high value client portfolios, and driving revenue growth through consultative sales, cross-selling, and end to end deal execution. Strong ability to partner with global bankers, product teams, and operations to deliver compliant, client-centric trade and financial
Manage complex client engagements and act as primary relationship contact, ensuring delivery against contractual and operational requirements. Experienced Project Management professional skilled in the administration and control of daily tasks for senior and junior teams, focused on optimizing time and resources. Proven track record in managing special projects with high-profile clients, including government, private, and large-scale sectors in Canada Strong ability to maintain long-term client relationships by ensuring the fulfillment of needs and requirements, as well as effectively managing complex situations. Expertise in building and leading multicultural, high-performance teams to achieve organizational goals. Proficient in budget and resource control, preparation of detailed reports, and end-to-end project management using various CRM platforms. Experienced in training both senior employees and new hires on company policies, processes, and operational procedures to drive efficiency and excellence across teams.
Originated and expanded B2B financial business with global corporations, large enterprises, and SMEs. Managed complex client portfolios, driving revenue growth through credit, payment, and working capital–type solutions. Led end-to-end sales processes including client prospecting, solution design, proposal preparation, negotiation, and implementation. Worked jointly with product, risk, legal, and operations teams to deliver compliant and scalable solutions. Acted as trusted advisor, identifying revenue vulnerabilities and retention risks while strengthening long-term client relationships. Maintained full compliance with regulatory, KYC, and internal governance standards. Developed and implemented strategies to attract and retain clients, resulting in a significant increase in revenue. Collaborated with cross-functional teams to develop innovative financial products and services. Provided training and mentorship to junior team members, fostering their professional growth. Built and maintained strong relationships with key stakeholders, including senior executives and industry partners.
Develop and deliver comprehensive training programs focused on customer service and sales techniques specific to the financial services industry. Conduct training needs assessments to identify skill gaps and customize training content accordingly. Delivered training on financial products, customer engagement, and sales effectiveness. Supported frontline teams in improving product knowledge, compliance, and client communication. Utilize a variety of training methods, including workshops, e-learning modules, and role-playing exercises, to engage participants and enhance learning outcomes. Collaborate with subject matter experts to ensure training materials are up-to-date and aligned with industry best practices. Monitor and evaluate training effectiveness through assessments and feedback, making necessary adjustments to improve program outcomes.