Arturo Ortiz

Arturo Ortiz Email and Phone Number

Customer Success at FXLoader @ FXLoader
alton, hampshire, united kingdom
Arturo Ortiz's Location
Canada, Canada
Arturo Ortiz's Contact Details

Arturo Ortiz personal email

n/a

Arturo Ortiz phone numbers

About Arturo Ortiz

Seasoned SaaS and startup operations professional with an MBA and extensive experience in optimizing operations, leading teams, and driving customer success. Proficient in data analytics, visualization, and ERP systems including Oracle, with a proven track record across industries including renewable energy, innovation, startup acceleration, and mobility. Multilingual with fluency in English, French, and Spanish, bringing a global perspective to every challenge.

Arturo Ortiz's Current Company Details
FXLoader

Fxloader

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Customer Success at FXLoader
alton, hampshire, united kingdom
Website:
fxloader.com
Employees:
5
Arturo Ortiz Work Experience Details
  • Fxloader
    Customer Success Manager
    Fxloader Nov 2022 - Present
    British Columbia, Canada
    FXLoader provides automated solutions for importing daily exchange rates into ERP systems, ensuring accurate and up-to-date currency data for global businesses.Key Responsibilities:- Lead pre-sales efforts by conducting product demos and setting up trials- Onboard new clients and guide them through the implementation process- Provide ongoing support to optimize product usage- Identify opportunities for upselling and contract renewals- Build strong, lasting customer relationships
  • Strategybox
    Head Of Customer Success
    Strategybox Nov 2020 - Nov 2022
    Canada
    StrategyBox empowers businesses with data-driven insights and tools to optimize operations, enhance customer relationships, and drive growth by transforming raw data into actionable insights, enabling companies to stay ahead in a competitive market.- Onboarding & Training: Streamlined onboarding and created tailored training programs for quick user mastery of our products.- Data Analytics & Visualization: Used advanced tools to turn complex data into clear, actionable insights for strategic decisions.- Renewals & Upselling: Increased customer retention and revenue with targeted renewal and upselling strategies.- Technical Setup: Managed technical setup and deployment, ensuring smooth implementation and ongoing support.- Product Management: Oversaw the product lifecycle from concept to launch, delivering effective and innovative solutions.
  • Velocia
    Product Ops And Marketing Manager
    Velocia Oct 2019 - Jun 2020
    Toronto, Canada Area
    Velocia leverages data-driven solutions to optimize urban mobility and transportation. By integrating advanced analytics and technology, Velocia aims to create smarter, more efficient transportation systems that enhance urban living and sustainability.Key Responsibilities:- Utilize data analytics to inform and refine product strategy- Lead and execute experimental initiatives to drive innovation- Facilitate effective cross-team communication and leadership- Develop and implement impactful marketing strategies
  • Nekso
    Vp Of Operations & Marketing
    Nekso May 2019 - Sep 2019
    Toronto, Canada Area
  • Nekso
    Operations Manager – Mexico
    Nekso Jun 2018 - Apr 2019
    Toronto, Canada Area
    Accountable for spearheading operations in Mexico, with a focus on driving the success of Nekso's platform through strategic initiatives and hands-on management. Key responsibilities include:- Validating ideas and conducting experiments for new product development- Driving partner growth and engagement on the Nekso platform- Designing and implementing strategies for driver onboarding and training- Overseeing partner quality and performance on the platform- Analyzing metrics to drive product and process improvements- Planning and executing expansion strategies, including recruitment- Assessing economic and strategic impacts of partner incentive programs and executing deployment strategies- Leveraging analytics to inform decision-making- Developing and optimizing operational processes for enhanced efficiency
  • Masschallenge
    Operations Manager
    Masschallenge Sep 2016 - Jun 2018
    Mexico City Area, Mexico
    Oversaw the MassChallenge Mexico program, focusing on optimizing efficiency across finances, IT/technology, systems, and startup satisfaction throughout the 4-month accelerator. Accelerator Management:- Oversee day-to-day operations of the accelerator program- Coordinate with mentors and startups, ensuring effective engagement- Conduct needs assessments for entrepreneurs and match them with suitable mentors- Organize and manage workshops and events to support startupsBusiness Operations:- Administer and manage systems and office operations- Handle financial planning, accounting, and execution- Lead team and HR management activities- Provide technology support and ensure smooth IT operations- Address legal matters and manage grants and government relations
  • Bright Inc
    Energy Consultant
    Bright Inc Jan 2016 - Sep 2016
    Mexico City Area, Mexico
    Solar Energy company Bright aims to merge cutting-edge Silicon Valley technology and investment with top talent and opportunities in Mexico. Key Responsibilities:- Promote Bright’s mission to provide clean, affordable energy across Mexico- Drive client acquisition and spearhead business development efforts- Manage the sales cycle and conduct competitive analysis to refine strategies
  • Pdh Domésticos
    Business Operations Manager
    Pdh Domésticos Jul 2014 - Jan 2016
    Mexico City Area, Mexico
    Undertook a comprehensive rotation across various departments within the company to gain a holistic understanding of organizational operations and identify areas for improvement. This experience enabled me to grasp internal procedures deeply and initiate projects to enhance efficiency. Additionally, I was actively involved in the commercial sector, engaging with clients and pursuing new business opportunities.Key Responsibilities:- Drive process improvements and implement new initiatives, including devloping an online store. - Contribute to business growth by managing client relationships and expanding the client base.- Responsible for improving processes within the company, and implementing new projects such as a new online store and internal procedures.
  • Pdh Domésticos
    Accounts Receivable Auditor
    Pdh Domésticos Mar 2014 - Jul 2014
    Mexico City Area, Mexico
    Designed and successfully executed an audit to the accounts receivable department. Determined new procedures to strengthen the department’s security and efficiency
  • Mobalis
    Account Executive - Temporary Position
    Mobalis Jan 2014 - Apr 2014
    Mexico City Area, Mexico
    Responsible for managing and developing client relationships.
  • Makers Academy
    Maker
    Makers Academy Sep 2013 - Dec 2013
    London, United Kingdom
    12 Week, intensive course in Web Development
  • Citi
    Cso Team Leader - Citi Transaction Services
    Citi Jun 2009 - Jun 2012
    Mexico City Area, Mexico
    - Managed institutional client portfolios, including pension and investment funds, ensuring optimal performance and alignment with client objectives.- Oversaw daily securities clearings for trades totalling approximately USD 2 billion, maintaining accuracy and efficiency.- Led the local custody team in Mexico, managing a team of six, and ensuring seamless operations and compliance with regulatory standards.- Served as the primary point of contact for local corporate clients, handling daily local and international market trading activities and fostering strong client relationships.
  • Pdh Domésticos
    Administration Trainee
    Pdh Domésticos Sep 2008 - Mar 2009
    Mexico City Area, Mexico
    • General Administration. Including financial budgeting, sales, accounting and marketing.• Rotation around different areas of the company (retail, distribution, storage, accounting, marketing and sales).
  • Trafigura
    International Trade Trainee
    Trafigura May 2008 - Aug 2008
    • Contracts administration for trading of metals and mineral concentrates.• Insurance and arrangement of cargo transportation.• Hedging.

Arturo Ortiz Skills

Financial Analysis Teamwork Business Strategy Leadership Financial Services Investments Marketing Microsoft Office Portfolio Management Microsoft Excel Analysis Customer Service Banking Social Media Accounting Securities Business Planning Public Speaking Budgets Spanish Powerpoint Research Project Management Trading Team Management Ruby On Rails Html 5 Css Javascript Ruby Lean Startup Heroku Github Jquery Test Driven Development Git Global Custody Microsoft Word

Arturo Ortiz Education Details

Frequently Asked Questions about Arturo Ortiz

What company does Arturo Ortiz work for?

Arturo Ortiz works for Fxloader

What is Arturo Ortiz's role at the current company?

Arturo Ortiz's current role is Customer Success at FXLoader.

What is Arturo Ortiz's email address?

Arturo Ortiz's email address is ar****@****der.com

What is Arturo Ortiz's direct phone number?

Arturo Ortiz's direct phone number is (888) 782*****

What schools did Arturo Ortiz attend?

Arturo Ortiz attended Hult International Business School, Universidad Iberoamericana, Ciudad De México.

What skills is Arturo Ortiz known for?

Arturo Ortiz has skills like Financial Analysis, Teamwork, Business Strategy, Leadership, Financial Services, Investments, Marketing, Microsoft Office, Portfolio Management, Microsoft Excel, Analysis, Customer Service.

Who are Arturo Ortiz's colleagues?

Arturo Ortiz's colleagues are Simon Smith.

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