Samuel Martinez

Samuel Martinez Email and Phone Number

Salesforce Business Analyst & Consultant at Copilot (VASS) @ Copilot
new york, united states
Samuel Martinez's Location
Medellín, Antioquia, Colombia, Colombia
Samuel Martinez's Contact Details

Samuel Martinez work email

Samuel Martinez personal email

n/a
About Samuel Martinez

A customer experience and innovation professional with multidisciplinary, cross-cultural business experience and user-centered design experience. I aim to leverage software, design thinking, communication and emotion to design and build solutions driven by real user needs intrinsically driving adoption, success, ease and improvement.Striving every day to strengthen my tribe as we work on creative solutions to real world problems and foster a future we can all confidently and excitedly work towards together.

Samuel Martinez's Current Company Details
Copilot

Copilot

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Salesforce Business Analyst & Consultant at Copilot (VASS)
new york, united states
Website:
crmcopilot.com
Employees:
13
Samuel Martinez Work Experience Details
  • Copilot
    Business Analyst
    Copilot Apr 2024 - Present
  • Vass
    Business Analyst And Salesforce Consultant
    Vass Sep 2022 - Present
    Singapore
    • Designed and created collateral for and led introductory meetings with industry stakeholders and potential clients as part of the founding team of a new Salesforce implementation practice in the region• As director of pre-sales, estimated effort and calculated costs for projects and RFPs worth over $850k, drafting proposal presentations to clearly articulate them in client-facing meetings • Established and executed project delivery methodology spanning the entire implementation… Show more • Designed and created collateral for and led introductory meetings with industry stakeholders and potential clients as part of the founding team of a new Salesforce implementation practice in the region• As director of pre-sales, estimated effort and calculated costs for projects and RFPs worth over $850k, drafting proposal presentations to clearly articulate them in client-facing meetings • Established and executed project delivery methodology spanning the entire implementation lifecycle from leading of discovery workshops, tracking backlog with JIRA and migrating data in preparation for successful go-live events• Achieved Salesforce Admin, Platform App Builder and Business Analyst Certifications and on track to earn 2 more and reach Double Ranger rank in Trailhead training program this year Show less
  • Petricorp
    Strategy And Business Deployment Lead
    Petricorp Apr 2019 - Aug 2021
    Medellin, Antioquia, Colombia
    • Designed, developed a user-centered system enabling a diverse board to make better decisions; included operation processes, a digital automated tool and simplified dashboards/presentations rationalizing cash flow management for usd$600k/yr budget.• Analyzed, evaluated and pitched opportunities, including continuing successes in a fintech, an innovative early-stage food and beverage tech fund, a bottling plant and low-cost gyms. • Led feasibility study including market research and… Show more • Designed, developed a user-centered system enabling a diverse board to make better decisions; included operation processes, a digital automated tool and simplified dashboards/presentations rationalizing cash flow management for usd$600k/yr budget.• Analyzed, evaluated and pitched opportunities, including continuing successes in a fintech, an innovative early-stage food and beverage tech fund, a bottling plant and low-cost gyms. • Led feasibility study including market research and ideation, managed contractors, and tracked usd$400k budget on a remodel project turning single big box retailer into gallery of stores. Increased foot traffic, doubled monthly income and increased asset value by over 30%.• Negotiated contracts during COVID-19, helping to find tenant solution which mitigated tenant churn and closed new long-term contracts with large scale enterprises such as Farmatodo, Home Burger, Newo, and Tres Trigos, among others. Show less
  • Construcciones El Condor Sa
    Finance And Investments Analyst
    Construcciones El Condor Sa Sep 2016 - Mar 2019
    Medellin, Antioquia, Colombia
    • Co-authored, translated, and transmitted messages across cross-functional stakeholders for an Offering Memorandum in a usd$400 million multi-tranche project finance deal providing funds for a long-distance toll road construction.• Co-led in a usd$100 million local, F1+ graded short-term bond emission, working closely with a teammate, bankers, lawyers.• Functioning as Head of Investor Relations reporting to c-level, planned and orchestrated 2 general investor assembly events and 8… Show more • Co-authored, translated, and transmitted messages across cross-functional stakeholders for an Offering Memorandum in a usd$400 million multi-tranche project finance deal providing funds for a long-distance toll road construction.• Co-led in a usd$100 million local, F1+ graded short-term bond emission, working closely with a teammate, bankers, lawyers.• Functioning as Head of Investor Relations reporting to c-level, planned and orchestrated 2 general investor assembly events and 8 quarterly presentations for a public company. Show less
  • Gotta
    Co-Founder
    Gotta Aug 2014 - Aug 2016
    Medellin, Antioquia, Colombia
    • Designed and implemented internal business processes as well as maintenance protocols and schedules.• Designed, delivered presentation synthesizing tech and health/safety processes for approval from governmental agency.• Secured seed capital funding of usd$100 thousand.
  • Bank Of America
    Operations Analyst
    Bank Of America Jun 2012 - May 2014
    Charlotte, North Carolina, United States
    • First rotation was in Business Continuity where I improved the team's compliance training experience by designing and maintaining a visual gamification of metrics and scores.• Second rotation was on team leading the transformation of the wholesale lockbox service. Apart from the ad-hoc requirements of the team I also designed call center scripts and monitored calls.• Was part of the program's Volunteer Council.
  • Unc Student Stores
    Customer Relations Representative
    Unc Student Stores Sep 2009 - Dec 2011
    Chapel Hill, Nc
    • Improved time management skills by successfully combining a rigorous work and study schedule• Broadened customer profile intuitions by interacting with hundreds of visitors a week through cashier responsibilities• Gave feedback for new items and help with the aesthetic/strategic merchandising arrangement
  • Bank Of America
    Omap Internship
    Bank Of America Jun 2011 - Aug 2011
    Charlotte, North Carolina Area
    • Led a community service project team of 10 peers in the donation of a mural at a local library; Team was awarded the top prize out of the 40 intern teams.• Built original database consolidating BCMR metrics from various sources and presented to stake holding executives; database was utilized by the team going forward.• Performed a feasibility test for a potential all-hands call using telepresence, had to advise an executive against his idea, but recommendation was backed by a well… Show more • Led a community service project team of 10 peers in the donation of a mural at a local library; Team was awarded the top prize out of the 40 intern teams.• Built original database consolidating BCMR metrics from various sources and presented to stake holding executives; database was utilized by the team going forward.• Performed a feasibility test for a potential all-hands call using telepresence, had to advise an executive against his idea, but recommendation was backed by a well researched report which made the right decision clear.• Reported remotely to manager, strengthening alternate communication skills and solidifying a strong self-discipline. Show less
  • Construcciones El Condor
    Organizational Contractor
    Construcciones El Condor Jun 2010 - Jul 2010
    Medellin, Colombia
    • Organized information around an associated project for the urbanization and real estate development of roughly 500 hectares of commercial area.• Filtered, organized and documented legal, technical, financial and commercial files which spoke to the feasibility and actual execution of project.• Populated database in order to have a digital record of where physical files could be found and retrieved from storage.

Samuel Martinez Skills

Spanish Multicultural Microsoft Excel Powerpoint Community Development Strategic Analytics Team Building Access Customer Service Virtual Teams Webex Call Monitoring Organization Of Events Lockbox Operations Social Media Strategic Communications

Samuel Martinez Education Details

Frequently Asked Questions about Samuel Martinez

What company does Samuel Martinez work for?

Samuel Martinez works for Copilot

What is Samuel Martinez's role at the current company?

Samuel Martinez's current role is Salesforce Business Analyst & Consultant at Copilot (VASS).

What is Samuel Martinez's email address?

Samuel Martinez's email address is sa****@****ica.com

What schools did Samuel Martinez attend?

Samuel Martinez attended University Of North Carolina At Chapel Hill, Ie Business School, Southern Methodist University.

What are some of Samuel Martinez's interests?

Samuel Martinez has interest in Mobile Payments, Exploring New Cities, Currency Trading, Tasteful Street Art, Experiential Design, Motorcycle Riding, Economic Empowerment, Mobile Photography, Healthy Cooking, Mindfulness Practice.

What skills is Samuel Martinez known for?

Samuel Martinez has skills like Spanish, Multicultural, Microsoft Excel, Powerpoint, Community Development, Strategic Analytics, Team Building, Access, Customer Service, Virtual Teams, Webex, Call Monitoring.

Who are Samuel Martinez's colleagues?

Samuel Martinez's colleagues are Victoria Gonglach, Don Koppel, David Graver, Nick Welch, Elbert Kim, Trevor Lai, June Duan.

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