jefferson montoya TECHNICAL PROJECT MANAGER | LEGAL OPERATIONS s SCM

Chief Business Officer (CBO)

Helioustin

Jan 2025 - Current (1 year 3 months)

● Leading company growth strategy and operational oversight, focusing on scalable and sustainable business models. ● Implemented AI and data tools to optimize service delivery, improving internal workflows by 35%. ● Designed cross-functional project pipelines, combining business intelligence and automation to support regional expansion. ● Actively managing stakeholder relations, investment strategy, and ESG-related reporting. ● Oversaw service delivery processes where quality assurance was essential to maintain performance KPIs, ensuring high standards were met. Collaborated closely with tech teams to implement AI-based tools, aligning with ITIL principles for effective service management. Supported the resolution of high-level oper

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Digital Projects Consultant

Polytechnic

Feb 2022 - Current (4 years 2 months)

As a Digital Projects Consultant, I designed and developed a Java-based book catalog app using the Gutendex API and a local database, significantly improving data accessibility for over 70,000 records. I led full-cycle project management utilizing Scrum and iterative development methodologies, which boosted time-to-delivery and enhanced user engagement. My role involved advising SMEs on digital adoption, AI experimentation, and business process reengineering, effectively leveraging my knowledge of various systems, including Salesforce, to address specific needs. This approach allowed me to implement solutions using proven tools, enhancing overall project outcomes. Additionally, my understanding of standard operating procedures, Six Sigma me

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Administrator

Distryempaques C.A.

May 2015 - Feb 2022 (6 years 10 months)

As an Administrator, I successfully managed the opening of a new branch, resulting in an 18% increase in revenues during the first year. I implemented a digital management system that reduced response times in internal and external communication by 20%. Additionally, I led cross-functional teams to establish quality controls and standardize operational processes in alignment with Six Sigma principles, significantly enhancing overall efficiency. I coached team members in adopting new workflows, which supported effective workforce planning across multiple departments and ensured service consistency, directly contributing to quality assurance and staff development. Engaging in financial planning and analysis (FP&A), I prepared monthly cash flo

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Administrator

Distribuidora y Comercializadora Yulita C.A.

Feb 2014 - Feb 2022 (8 years 1 month)

• Optimized resources and achieved a 10% cost reduction through the restructuring of administrative and financial processes. • Supervised personnel, leading to a 15% increase in operational efficiency. • Implemented CRM tools to manage customer data, track interactions, and enhance sales and service processes, which personalized communication, increased customer retention, and streamlined follow-ups, directly contributing to improved overall business performance. Additionally, leveraged expertise in financial strategy to design financial roadmaps that focus on operational efficiency and P&L management, transforming volatile operations into predictable, profitable, and high-growth organizations. This strategic approach not only enhanced

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Administrator

Disconza C.A.

Feb 2014 - Feb 2022 (8 years 1 month)

As an Administrator, I was responsible for negotiating with suppliers and closing deals that generated annual savings of up to 12%. I coordinated administrative and financial activities, ensuring alignment with the strategic objectives of the group. My role involved utilizing CRM tools to track client interactions and manage sales pipelines, which enhanced follow-up coordination and improved response times. This integration of CRM systems was essential in organizing our customer base and directly supported sales and service performance, making it a core aspect of my administrative role. Additionally, I monitored and managed the company’s financial health, which involved tasks related to FP&A, including budgeting, cost analysis, and forecast

jefferson montoya

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