Daniela Moreno Joya Email & Phone Number

Bogota, D.C., Capital District, Colombia

Supervisar y liderar la planificación, ejecución y finalización exitosa de los proyectos organizacionales de la Vicepresidencia Banca de Empresas, gestionando efectivamente los recursos, cronogramas y presupuestos, garantizando la experiencia de usuario en las herramientas de gestión comercial.

Bogotá, Distrito Capital, Colombia

Responsable de la mejora de la productividad de los equipos de ventas de los segmentos de Empresas, por medio de la correcta implementación de la sistemática comercial y diseño de planes de mejoramiento en la productividad que garanticen el cumplimiento de metas comerciales e indicadores. Logros:- Apoyo en la construcción de tableros de impulso a la productividad comercial para los segmentos de Empresas, logrando visualizar los equipos con mejor desempeño (Ranking comercial).- Generación de alertas semanales que han ayudado a movilizar los KPI's de productividad en un 30% y han movilizado el 20% del equipo a los cuadrantes de mejor desempeño.- Desarrollo de plan de divulgación de las mejores prácticas de los equipos Top Performance que apoyan al escalonamiento de los equipos con más oportunidades de mejora.- Acompañamiento a los lideres de equipos comerciales en la implementación de la sistemática comercial.

Bogotá, Distrito Capital, Colombia

Responsible for the definition of User Stories and their prioritization, maximizing the value of the milestones of the Customer Acquisition Initiative, managing operational risks, proposing mitigation plans in the team, defining and monitoring OKRs of strategies implementation that guarantee the achievement of goals and business impact. Develop business cases for the Customer Acquisition and Onboarding Initiative. Plan and implement tactics to increase productivity in teams for Customer Acquisition.Achievements- I designed strategies and tactics to link new customers in the Business Banking segments, achieving a 125% overachievement of the OKR for linking new customers during 2022.- I designed the referral model strategy for linking, reaching 90% OKR compliance in 2022, compared to 50% in previous years.- Developed business case and tactics for outreach initiative with additional $3 billion bottom line impact.- I supported the structuring of the digital flow to link new clients (companies), with the reduction of time in linking from 3 to 1 day.- Developed the creation of the Welcome Portfolio for new clients, increasing loyalty by 15% and the acquisition of a package of services and products.

Bogotá, Distrito Capital, Colombia

In charge of the development of tactics of the Business Banking segments for the achievement of goals and contribution to the budget. Give support to the integrated commercial model for the correct execution in the sales teams. Follow up on indicators (OKR) that allow monitoring the strategic plans and the productivity results of the sales teams.Achievements- I supported the development of the board to boost commercial productivity that allowed monitoring with a drone view of the results and being able to prioritize low performance to mobilize results from the commercial teams.- I supported the training of the commercial team of the Medium Company segment on "High Performance B2B Commercial" for more than 200 people.- I supported the migration of the Medium Business segment to the Vice Presidency of Corporate Banking, training the teams in the business model of the Vice Presidency and helping in the transition process.- Participate in the design of the “Conocer 2022 Exam” for the Corporate Banking Vice Presidency, which is presented by more than 400 people and has a content of 250 questions. As well as the update of the primer with content of more than 20 topics for its preparation.

Barcelona, Cataluña, España

In charge of the control and execution of billing and accounting of the company's advisors and suppliers. Operational relationship with the Banks (BBVA - Caixa Bank) to generate transfers, payments and account reconciliation. Support to the supplier area on closing dates with accounting of supplier billing and payment. Generation of financial reports to the financial management, CFO and CEO to generate new action plans focused on meeting the KPI's. Attention to commercial advisors on issues of internal processes. Assist the finance department with accounts payable and accounts receivable tasks

Bogotá, Distrito Capital , Colombia

Responsible for supporting the formulation of commercial strategies for the Vice Presidency of Corporate Banking. Analyze the KPI's of productivity of the commercial force and deliver insights for the mobilization and revitalization of commercial results. Support the definition of 360° business strategies for the corporate segment and business banking with an emphasis on cash management products. Develop cash and credit products with end-to-end processes and product campaigns in conjunction with product management.Achievements- I supported the creation of the new National sales and productivity strategy area, building the objectives that were wanted to be achieved during the first year.- Developed the incentive strategy for Foreign Currency products (derivatives), achieving compliance with the Vice Presidency's budget for 2018, getting more business units to place this product.- I supported the optimization of the results of the budget goals for the year 2018 to 120% of the goal in the business and corporate banking segment.

Bogotá, Distrito Capital, Colombia

Responsible for the development of brand positioning strategies in the segments in charge. Analysis of KPI’s of onboarding and development of promotion and activation campaigns in alliance with product management. In charge of the activation of deposit, payment and credit products for the Official and Social Banking segment and definition of the segment's media plan to enhance the Bank's brand positioning in the financial market.Achievements- I managed to get the Institutional Banking segment to participate in 100% of the events of its union with the presence of the brand and the participation of commercial managers, allowing relationships with their clients to be strengthened (Fiduciaries, Insurers, Financial Institutions, Asobancaria).- I supported the design of commercial contests that increased the placement of the Affinity Debit Card product by 40% in the Social segment.

Bogotá, Distrito Capital, Colombia

Responsible for the development of new products and processes for the government segment nationwide. Structure positioning strategies and brand activation in cultural events. Active participation in post-sale processes of transversal transformation of the Bank. Responsible for leading the end-to-end project Rec@udos 2016 (MEL – Municipalities Online). Prepare, analyze and publish market share of Official Banking compared to the system. Coordinate and structure training for clients in the segment in different areas of the country, on issues of public interest (General Royalty System, Master Accounts, National Budget)Achievements- I supported the development of the master accounts product for the Government Banking segment, generating the activation of more than 70% of the segment's clients in this product.- I developed the Government Banking primer for the training of the specialized commercial force of the segment with dynamic online courses, in which 100% of the commercials were trained

Bogotá, Distrito Capital, Colombia

Develop and execute sales strategies for passive and active products and services that would allow the commercial goals of the assigned office to be met. Guide the other members of the commercial team in their action plans to achieve commercial objectives.

Bogotá, Distrito Capital, Colombia

Master In Marketing And Commercial Management, Marketing And Sales

Gerencia De Producto Y Marketing Digital

Programa De Administración Bancaria - Pab

Gerencia Financiera Con Énfasis En Riesgo Crediticio, Administración De Negocios Internacionales

Análisis Cualitativo Y Normalización De Cartera

Bachelor In Internactional Business Administration, Administración