Sr. Salesforce Business Analyst | IT Operations Manager 🌐 | Process Optimization 📈
Mexico City, Mexico
With extensive experience as a Sr. Salesforce Business Analyst and IT Operations Manager, I have led transformational projects focused on the implementation and optimization of Salesforce in various corporate environments. My expertise includes CRM adoption management, where I have significantly improved operational efficiency and user satisfaction by spearheading the transition from Salesforce Classic to Lightning. I excel at coordinating synergy between technology teams and business departments to ensure solutions that not only meet business requirements but also drive organizational growth and innovation. My focus on continuous process improvement and the adoption of advanced technologies positions me as an ideal candidate for leadership roles in IT operations, Salesforce management, or CRM management.
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Jobs
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Salesforce Manager
Luca
Sep 2025 - Current(1 year 2 months)
Salesforce strategy and roadmap leadership Cross-functional stakeholder management CRM transformation and process optimization Sales Cloud, Service Cloud, and Experience Cloud delivery Salesforce automation and Flow governance Integration projects across Salesforce and external systems AI enablement within Salesforce ecosystems Team leadership and vendor / partner coordination Business analysis, solution design, and delivery oversight Agile project execution and release management KPI tracking, reporting, and operational efficiency improvements Scalable CRM architecture and adoption initiatives
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Sr. Salesforce Business Analyst
Sep 2022 - Current(4 years 2 months)
• Identify and gather business requirements to align customized solutions with strategic objectives. • Optimize resource allocation in project development while maintaining cost efficiency. • Supervise and lead projects from conception to completion, ensuring on-time and on-budget delivery. • Design and implement innovative solutions in Salesforce, increasing productivity and reducing operational errors. • Manage IT project budgets to maximize return on investment. • Lead solution testing to ensure compliance with acceptance criteria. • Implement Salesforce solutions that automate key processes, saving over 20 man-hours per week. • Create customer-centric solutions in Salesforce to enhance satisfaction and
CRM Operative Manager
La Haus
Jun 2022 - Sep 2022(4 months)
• Gather requirements in Salesforce to tailor effective solutions. • Assign user stories to facilitate the implementation of project requirements. • Define and oversee projects, ensuring delivery within budgets and timelines. • Coordinate between the CRM technology team and the commercial team to optimize operations. • Manage CRM system improvements, enhancing operational efficiency and user interface. • Achieve a 95% CRM adoption rate by optimizing Service Cloud, increasing productivity and user satisfaction. • Implement and design new solutions aligned with business needs. • Test team solutions to ensure functionality and effectiveness. • Create content to enhance the customer experience, boosting r
Sales Tool Administrator
La Haus
Jun 2021 - Jun 2022(1 year 1 month)
• Collaborate with internal clients during CRM adoption to ensure effective integration. • Gather input from the commercial and IT departments to prioritize requests and provide suitable solutions. • Communicate business request options with the Salesforce development team to align strategies. • Establish response times for new requests, increasing operational efficiency. • Support the sales force with training and reference materials, enhancing knowledge and performance. • Train over 500 sales representatives across Latin America in Salesforce, improving CRM competencies and efficiency. • Lead the Salesforce implementation and successfully migrate all data from HubSpot, optimizing sales and data management pro
Aftermarket Sales Specialist and Salesforce Admin
Siemens Gamesa
Jun 2019 - Aug 2021(2 years 3 months)
• Collaborate with clients to address post-sales service needs and sell new products or modifications. • Prepare quotes and negotiate optimal financial terms. • Act as a Salesforce specialist for LATAM, supporting report generation and training initiatives. • Lead the Salesforce adoption project in Latin America, increasing user adoption from 5% to 95% in three months. • Localize and adapt the headquarters' sales workflow to meet regional market requirements and improve local sales strategies.
Control Desk Executive & Salesforce Support
Elara Comunicaciones
Jul 2018 - Jun 2019(1 year)
• Supervise and monitor sales to ensure compliance with legal requirements. • Follow up on purchase orders and framework agreements to ensure complete documentation. • Implement improvements in sales monitoring processes to increase operational efficiency. • Lead the migration from Salesforce Classic to Lightning, enhancing and automating processes through the CRM to optimize operations and boost productivity.
Business Analyst and Mini Investigations Bilingual
CIAL Dun & Bradstreet
Oct 2017 - Jul 2018(10 months)
• Prepare financial reports by interacting directly with clients and establish standards for improving report presentation. • Communicate daily with clients to provide advice aimed at enhancing their performance and financial health. • Initiate and lead a home office migration project, adapting office tools for remote work while maintaining productivity standards.
Education
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ISU Universidad — Master’s Data Science
ISU Universidad
Jan 2023 - Dec 2024(2 years)
Master’s, Data Science
Universidad Autónoma Metropolitana — Bachelor’s Business Administration