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Business Operations Contractor
Customer Success & Solutions in technical SaaS | Product Owner background | API & integrations | Bilingual, remote-first from Mexico
MexicoBusiness Operations Contractor at Independent
Independent consulting across commercial operations, growth, onboarding, and process design for technology, fintech, and consumer companies. Engagements have spanned building scalable outbound GTM engines and acquisition playbooks for an AI-enabled SaaS platform, designing commercial and onboarding processes for a fintech platform, and leading sourcing and operations.
Commercial OperationsAI ToolingProcess DesignGTM Strategy
Managed a cross-border enterprise logistics portfolio as main point of contact across operations, customs, finance, and IT, hands-on with shipping and fleet operations. Expanded accounts and was named Top Seller of the Month (June 2025), closing $487K in new business, a +1,022% year-over-year increase.
Account ManagementCross SellingUpsellingStakeholder Management
ParaPaquetes (Tendencys) is an eCommerce shipping and fulfillment platform for online sellers. Built and ran a cross-sell/upsell program across corporate divisions: diagnosed why it was failing, redesigned the full process, and grew monthly closed deals from 3 to ~55 and revenue from ~$3K to ~$100K (+300% in linked-sales transactions).
Sales StrategyCommercial StrategyCross Selling
EcartAPI (Tendencys) is a single unified API connecting multiple eCommerce platforms, used across 12 countries. As customer-facing Product Owner: owned the relationship with enterprise clients (FedEx, Evri, Nestlé), ran discovery, owned the backlog, wrote requirements, and translated feedback into priorities with Engineering and QA. Grew new users 36.9% and engagement 30.4% across 7 markets.
Product OwnershipAPIsAPI IntegrationAPI TestingRequirements GatheringBacklog Management
Launched the factoring unit at the first SOFIPO authorized for factoring in Mexico. Built the client onboarding process from scratch, placed +$270M MXN in SME financing, and grew key accounts through cross-sell across multiple sites.
FactoringTrade FinanceProcess DesignSME LendingRisk AssessmentStakeholder Engagement
Trusted advisor to 50+ high-net-worth clients across multiple jurisdictions (FATCA/CRS compliance). Reached the highest commission tier in the division with a 90% referral rate through structured onboarding, consultative advisory, and long-term account retention.
Wealth ManagementClient ManagementInvestment BankingFinancial MarketsC Level Relationship ExperienceC Level NetworkingRegulatory ComplianceFATCACRS Inspection ReportsConsultative SalesCustomer Retention