Empowering Businesses and Teams through Leadership, Strategy, and Results.
Let's Grow Together.
CAREER ACCOMPLISHMENTS
MY MISSION
My mission is to lead with integrity, inspire growth, and drive impactful results by leveraging my expertise in sales, operations, and marketing.
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I strive to foster meaningful connections, develop high-performing teams, and contribute to the success of an innovative and forward-thinking organization where I can continue to grow and make a positive impact.
MY BACKGROUND
TIMELINE
2012 - 2013
Promoted to Office Manager
2014
Began work at Sotheby's as Sales Associate
2016
Graduated from Monterrey Institute of Technology and Higher Education with a B.S.
2018
Graduated from Monterrey Institute of Technology and Higher Education with an M.B.A.
2012
Begin work at H&R Block as a Sales Associate
2013
Promoted to District Manager
2015
Left H&R Block
2016
Promoted to Account Executive Regional at Sotheby's
2017
Promoted to Account Executive Global at Sotheby's
2018
Promoted to Global Sales Manager at Sotheby's
2019
Promoted to Sales Director (LATAM) at Sotheby's
2020
Promoted to Sales & Operations Director (LATAM) at Sotheby
2023
Left Sotheby's to work at Aegis as Business
Development Manager
Ready for what's next...
SALES
EXPERIENCE
TYPES
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Inside, Outside, Direct and Channel Sales
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Transactional, Consultative, and Solution Selling
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Enterprise, SaaS, and Marketing Sales
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Inbound, Outbound and Key Account Sales
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Regional and Global Sales
INDUSTRIES/MARKETS
Proven ability to sell across diverse industries, demonstrating the capacity to deeply understand client businesses and customize professional services to meet their unique needs.
CLIENT RANGE
SMB and Mid-Size Business: Expertise in providing tailored solutions that address the unique challenges of small and medium-sized businesses.
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B2C and B2B: Skilled in both direct-to-consumer and business-to-business sales, adapting strategies to match the specific requirements of each segment.
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Enterprise and Corporations: Experience managing complex sales cycles and establishing long-term relationships with large enterprises.
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Public Sector: Familiar with the processes and requirements of public sector sales, including federal, state, and military entities.
MARKETING
EXPERIENCE
Campaign Strategy & Execution: Developed and executed marketing campaigns that align with business objectives and target audience needs.
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Digital Marketing: Utilized digital marketing channels such as email campaigns, social media, and SEO to increase brand reach and generate qualified leads.
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Market Penetration: Led initiatives to penetrate new markets, resulting in increased brand visibility and customer acquisition.
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Analytics & Optimization: Monitored marketing performance metrics and used data-driven insights to optimize campaigns and improve ROI.
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Content Development: Created engaging marketing content, including whitepapers, case studies, and digital assets, to support lead generation and sales enablement.
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Collaborative Partnerships: Worked closely with sales teams to align marketing initiatives with sales goals, ensuring consistency in brand representation.
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Brand Positioning: Contributed to defining brand identity and positioning strategies to differentiate services in competitive markets.
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Event Marketing: Organized and managed events, including trade shows and webinars, to promote brand awareness and facilitate networking opportunities.
OPERATIONS
EXPERIENCE
PROCESS &
EFFICIENCY IMPROVEMENT
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Operational Efficiency: Streamlined processes to enhance operational efficiency and reduce costs, resulting in significant improvements in productivity.
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Process Improvement: Identified and implemented process improvements, optimizing workflows and increasing overall efficiency.
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Change Management: Successfully led organizational change initiatives, including system migrations and new technology implementations, minimizing disruptions and enhancing performance.
PROJECT &
TEAM MANAGEMENT
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Project Management: Led and executed multiple large-scale projects from inception to completion, adhering to timelines and budget constraints.
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Team Leadership: Directed operational teams, providing guidance, support, and training to ensure team success and development.
COLLABORATION & VENDOR MANAGEMENT
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Cross-Functional Collaboration: Worked closely with various departments, including finance, marketing, and sales, to ensure alignment of operational strategies with business objectives.
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Vendor Management: Managed relationships with key vendors and service providers, negotiating contracts and ensuring quality standards were met.
MONITORING & COMPLIANCE
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KPI Monitoring: Developed and monitored key performance indicators to track operational performance and make data-driven decisions.
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Compliance & Risk Management: Ensured all operations complied with regulatory standards and implemented risk management strategies to mitigate operational risks.
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Budget Oversight: Managed operational budgets, tracking expenses, and finding cost-saving opportunities while maintaining service quality.
MY WINS
H&R BLOCK 2012 - 2015
OFFICE MANAGER & DISTRICT MANAGER
2012 - 2015
Sales Growth:
Increased annual sales revenue by 12%, equivalent to an additional $560,000 over 2 years.
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Client Retention:
15% increase in customer retention by implementing client surveys. Reducing client churn, and increasing returning business by 9%.
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Lead Generation:
Improved lead-to-customer conversion rate by 18% by refining lead tracking process.
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Deal Size:
Increased the average deal size by 8% across the district through upselling premium tax products.
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Efficiency Gains:
Reduced operations costs by 12% across five Phoenix-area offices by streamlining appoint scheduling and KPI monitoring.
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Customer Satisfaction:
Raised customer satisfaction by 19%, aiming for an NPA of 80 or higher.
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Project Success:
Delivered 3 high-profile initiatives, including the implementation of Health Care Advisors throughout the district, exceeding first annual sales goal by 23%.
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Market Expansion:
Penetrated two new suburbs in the Phoenix metropolitan area, resulting in a 10% increase in market share.
Acquired over 300 new clients for next tax season, by implementing appoint scheduling.
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Team Leadership:
Successfully trained and guided 87% of all district tax professionals to exceed their annual goal by 5% or more.
SOTHEBY'SÂ 2014 - 2023
ACCOUNT EXECUTIVE
2015 - 2018
Sales Growth:
Increased sales revenue by 16% across the region, leading to the acquisition of 50 new clients in the professional services sector.
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Client Retention:​
Boosted client retention by 65% by implementing enhanced customer success processes.
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Lead Conversion:
Improved the lead-to-client conversion rate by 45% by refining the sales funnel, improving outreach strategies, and collaborating with channel partners to better target high-value clients.
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Market Expansion:
Expanded into 3 new international markets by establishing key partnerships, resulting in a 12% increase in global market share.
GLOBAL SALES MANAGER (USA)
2018 - 2019
Sales Growth:
Grew LATAM sales by 32% in two years by expanding service offerings to international investors, focusing on high-demand real estate markets in Mexico, Colombia and Brazil.
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Lead Conversion:
Improved global lead conversion by 14% by working closely with marketing to deliver region-specific campaigns, tailored investment offers, and personalized communication with international clients.
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Leadership:
Led a global sales team of 8 professionals, exceeding sales quotas by 20% across key markets. The team included 4 top performers.
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Market Expansion:
Successfully entered 5 new LATAM markets, resulting in a 21% increase in LATAM market share.
SALES & OPERATIONS DIRECTOR (LATAM)
2019 - 2023
Sales Growth:
Increased annual revenue by 35% in the LATAM market, generating over $100 million in sales.
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Client Retention:
Achieved a 86% client retention rate by enhancing post-sales services, developing long-term investment plans for clients, and maintaining strong communication channels across multiple countries.
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Market Expansion:
Began expansion into 2 new markets (Argentina and Chile), resulting in a 12% increase in regional market share and 120 new clients within the first year.
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Deal Size:
Increased average deal size by 15% through upselling property management services and offering additional legal and tax advisory services to high-net-worth clients in the LATAM region.
AEGIS 2023 - PRESENT
BUSINESS DEVELOPMENT MANAGER
2023 - PRESENT
Sales Growth:
Increased annual sales revenue by 22% within the first year by creating streamlined processes that improved collaboration between the customer success, marketing, and project management teams. Resulting in a total revenue increase of $1.4 million.
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Client Retention:
Achieved a 26% increase in customer retention by enhancing customer success processes, implementing automated follow-up systems, and offering personalized account management.
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Conversion Rate:
Improved the lead-to-client conversion rate by 17% by optimizing the sales funnel and creating a seamless process between marketing and customer success. Leading to faster decision-making and shorter sales cycles.
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Deal Size:
Increased average deal size by 10% by cross-selling additional project management consulting services and upselling clients on enhanced SaaS features. This approach allowed to maximize the value of existing accounts and generate $235,000 in additional revenue over the course of a year.
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Operations Efficiency:
Reduced operational costs by 12% through process automation and workflow improvements across marketing, customer success, and project management teams. Implemented CRM and project management tools that streamlined internal communication, reduced redundancies, and improved service delivery without sacrificing quality.
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Market Expansion:
Led efforts to penetrate two new markets within the engineering and construction sectors, resulting in a 15% increase in market share and 10 new high value clients.
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Leadership:
Led a combined team of 10 members from the marketing and customer success departments, consistently exceeding sales and retention targets by 15%. Through regular training, process optimization, and clear communication.
And the best is yet to come...
SKILLS
SALES
Hard Skills
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Sales Strategy Development
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Account Management
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CRM Software Expertise
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Lead Generation & Prospecting:
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Negotiation
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B2B, B2C, and B2G Sales
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SaaS and IaaS Sales
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Pipeline ManagemenT
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Soft Skills
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Customer Relationship Building
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Consultative Selling
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Communication
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Adaptability
MARKETING
Hard Skills
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Digital Marketing
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Market Research & Analysis
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Content Development
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Campaign Management
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Brand Positioning
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Lead Conversion Optimization
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Soft Skills
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Creativity
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Collaboration
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Strategic Thinking
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Customer Focus
OPERATIONS
Hard Skills​
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Process Improvement
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Budget Management
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Vendor Management
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KPI Monitoring & Reporting
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Project Management
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Risk Management & Compliance
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Soft Skills
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Attention to Detail
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Problem-Solving
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Time Management
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Adaptability
LEADERSHIP
Hard Skills
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Team Leadership
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Cross-Functional Leadership
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Training & Development
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Performance Management
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Change Management
Soft Skills
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Empathy
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Conflict Resolution
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Communication & Influence
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Visionary Leadership
