As the leader of the CRM, Reporting & Analytics areas, I manage a team of over 150 people providing support in 10 LATAM countries, including Mexico, Brazil, Chile, Peru, Colombia, Panama, Costa Rica, El Salvador, Guatemala, Ecuador, and others such as Cyprus, with more than 2,000 employees.*CRM and ERP:*- Responsible for leading 3 CRMs (Dynamics, Fintech, and Zoho) with 7 different brands.- Management of support for the 5 BPOs, focusing especially on the automation of lead assignment and reassignment, views, flows, and graphs to improve sales team management.- Development of strategies in the CRM and ERP to optimize and support the KPIs of the Sales areas and API integration with CRM.Data Science:*- Utilization of tools such as SQL, MySQL, Power BI, ETL, jobs, etc., to collect, analyze, and automate data.- Generation of hourly reports on BPO efficiency, number of leads, lead contacts, calls, effective calls, sales by agent, team leader and floor manager, PLV, and classification review indicators.- Extraction of data from different CRMs through mirrors for processing via ETLs in managerial reports.- Development of custom solutions for various areas of the organization.*Skills:* CRM Databases · Automation · Customer Relationship Management (CRM) · Microsoft Dynamics CRM · Zoho · Interactive Voice Response (IVR) · WhatsApp API · SQL · Data Analysis · Microsoft Power BI · Extract, Transform, Load (ETL)

We offer financial advisory services for legal entities, individuals, and patrimonial entities. We specialize in intermediation through brokerage contracts of all types, including the purchase of construction projects, factoring, sale of mines, companies, and strategic sites for construction projects. Additionally, we provide factoring services with corporate companies and loans secured by real guarantees.We facilitate investments both in Colombia and abroad, with a special focus on rental properties. Our approach includes seeking opportunities in asset markets, underlying markets, and open markets.As a complement, through strategic allies, we offer additional services such as tax planning, company valuation, foreign exchange advisory, and estate management, all designed to protect and maximize our clients' wealth.

- Co-lead with the CEO the comprehensive management of the company, CRM, encompassing operations, sales, information technology, quality control, and the entire corporate team.- Lead the acquisition of strategic clients.- Supervise a sales and technical team to ensure timely delivery of Crezco's BPO services, within budget and meeting our clients' standards.- Develop and execute strategies in collaboration with our clients' marketing department to qualify and close business opportunities.- Enhance conversion rates by designing improvements throughout our customer service process using CRM systems.

- Develop, maintain, and expand the investment portfolio of various products of the trust company through CRM and technological tools.- Deepen relationships with investors in different products of the institution through technological solutions.- Expand the client base nationwide with a robust marketing network.- Meet established metrics and key performance indicators.- Contribute in terms of financial metrics, profitability, and long-term client relationships, measured through interactive surveys.- Effectively manage operational and customer service requirements through integrated CRM tools and communication APIs such as chatbots and corporate WhatsApp (click-to-action).

- Lead a team of over 60 business managers nationwide to strategize the retention and expansion of business and corporate clients in the Factoring product.- Oversee the portfolio of business and corporate factoring clients across the country.- Innovate strategies to enhance the efficiency and implementation of the factoring product.- Acquire new clients from the market to meet area-defined placement goals.- Provide early warnings on collection risks.- Regularly report to management on results achieved in collections, risk assessment, and commercial management efforts.

To be the specialized financial support providing information and advisory services to the Bank's VIP clients on the savings and investment options available in the market.1. Manage service offices throughout Bogotá, responsible for maintaining and growing the client portfolios of these offices and managing a personal portfolio.2. Increase deposit balances by engaging, deepening, and retaining clients and their referrals in the Bank's investment portfolios, brokerage, trust services, and international subsidiaries.3. Collaborate on team strategies to safeguard client assets and prevent attrition.4. Advise clients on investments in the Bank's international subsidiaries in Panama and Miami, covering investment products, placements, and specialized financial market products abroad.5. Manage client assets in stock markets through services provided by Davivienda Corredores, Davivienda Fiduciaria, Davivienda Banco, and Davivienda subsidiaries in Panama and Miami.

-Coordination of commercial projects: Promote, manage and implement projects of new tools that support the commercial work and the organized arrival to the Network and the sales force. -Provide necessary information for the elaboration of the Business Plan of the projects, preparing the cost sheet and budget approval.Identification of the different problems that arise in the-Commercial Campaigns Management: Manage the process of database generation and manage the commercial campaigns that are assigned to the different sales channels of the Bank.-Receipt, review, approval and adjustment of DB with areas involved according to the standards defined by the bank.