Bernardo Melgoza Gutierrez work email
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Bernardo Melgoza Gutierrez personal email
I am Bernardo Melgoza, a Senior Business Development Manager with over 10 years of experience in product management, marketing, and business development. I have a passion for creating and delivering innovative, customer-focused solutions that drive business growth and profitability.Currently, I am orchestrating a highly effective digital marketing strategy at W2 Tax Pro, leading to the successful acquisition and management of over 250 clients within two seasons. Previously, I pioneered the development and execution of the first online platform offering insurance, mutual funds, robo advisory, and online mortgages at W CUADRADA SAPI DE CV, showcasing my digital marketing expertise and innovative thinking. I am also a public speaker and a volunteer, sharing valuable insights in finance, investments, and vocational guidance.I am always eager to connect with like-minded professionals and discuss how I can leverage my skills and experience to help organizations transform their product and marketing strategies for greater market penetration and growth. Feel free to reach out to me here on LinkedIn or via email at b.melgoza@me.com.
W2 Tax Pro
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Senior Product And Business Development ManagerW2 Tax Pro Jan 2023 - PresentVancouver, British Columbia, Canada• Orchestrated a highly effective digital marketing strategy leading to the successful acquisition and management of over 250 clients within two seasons, exhibiting an outstanding conversion rate of 98.9%.• Implemented robust financial strategies with a focus on tax-efficient saving and investment products (TFSA, RRSP, and RESP), resulting in three out of every four clients requesting additional services, underscoring the high client engagement and satisfaction levels.
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Senior Product And Business Development ManagerW Cuadrada Online Brokerage And Robo Advisor Jun 2017 - PresentMexico City Area, Mexico• Pioneered the development and execution of the company's first online platform offering insurance, securities, mutual funds, and online mortgages, showcasing innovative thinking and digital marketing expertise.• Implemented a comprehensive marketing strategy involving lead magnets, landing pages, and retargeting, optimizing UX and CX through monitoring key performance indicators, conversion rates, and click-through rates.• Supervised the execution of marketing strategies across SaaS, WordPress, Hubspot, WhatsApp Business, and various social media campaigns on Facebook, Instagram, TikTok, LinkedIn, and Google Ads.• Established and maintained long-term relationships with strategic product, technology, and vendor partners, while identifying business opportunities and strategic partners, facilitating synergistic collaborations, and enhancing business growth.
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ConsultantConsulate General Of Mexico In Vancouver Sep 2022 - Dec 2023Vancouver, British Columbia, Canada -
Senior Product And Business ManagementSura Asset Management Nov 2009 - Apr 2017Mexico• Developed and implemented an innovative product strategy for a company with over 6 million customers, focusing on attraction, retention, service, upselling, and cross-selling, leading to improved customer lifecycle management.• Strategically designed and managed the lifecycle of savings, investment, insurance, tax benefit, and pension products, including cost determination, compensation schemes, commission structures, and pricing for various market segments.• Championed the development and implementation of the regional product development process, and coordinated and supervised the commercial messaging and product positioning per segment, which resulted in a 20% increase in investment terms and a 30% boost in cross-selling.• Introduced a unique product offering comprising four target-risk mutual funds and six life-cycle mutual funds, contributing to a 25% increase in fee income.
Bernardo Melgoza Gutierrez Skills
Bernardo Melgoza Gutierrez Education Details
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Product Strategy -
Alta Direcciòn -
Accounting -
Innovation -
Re-Engineering Of Process -
Finanzas Corporativas
Frequently Asked Questions about Bernardo Melgoza Gutierrez
What company does Bernardo Melgoza Gutierrez work for?
Bernardo Melgoza Gutierrez works for W2 Tax Pro
What is Bernardo Melgoza Gutierrez's role at the current company?
Bernardo Melgoza Gutierrez's current role is Senior Product Manager @ Company | Digital Financial Product Development.
What is Bernardo Melgoza Gutierrez's email address?
Bernardo Melgoza Gutierrez's email address is b.****@****pade.mx
What schools did Bernardo Melgoza Gutierrez attend?
Bernardo Melgoza Gutierrez attended Northwestern University - Kellogg School Of Management, Ipade Business School, Universidad Intercontinental, Tecnológico De Monterrey, Universidad La Salle, A.c., Universidad Panamericana.
What skills is Bernardo Melgoza Gutierrez known for?
Bernardo Melgoza Gutierrez has skills like Business Strategy, Strategic Planning, Team Leadership, Financial Analysis, Business Planning, Management, Strategy, Banking, Sales Management, Negotiation, Risk Management, Change Management.
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