Karen Márquez Financial Services | Operations | Revenue | Customer Success |

Félix Pago

Felix

Jan 2026 - Current (10 months)

Account Manager and Fintech Operations. Leverage AI tools like Notion AI for project organization, documentation, and streamlining team workflows, and Gemini for research, drafting communications, and data analysis to enhance productivity and decision-making.
Account Manager and Fintech Operations. Leverage AI tools like Notion AI for project organization, documentation, and streamlining team workflows, and Gemini for research, drafting communications, and data analysis to enhance productivity and decision-making. Used AI-assisted workflows to speed up client reporting and reduce time spent on repetitive administrative tasks, allowing more focus on relationship management and portfolio growth.

Consultant of Account Management and Business Operations

Drip Capital

Jul 2025 - Mar 2026 (9 months)

anaged portfolio operations, ensuring compliance and efficiency.
●
Managed a USD $10.2M monthly portfolio, overseeing customer billing, payment application, collections
follow-ups, STP transfers, and credit-line utilization.
●
Grew portfolio financing volume by 28% YoY and increased revenue by 18% through stronger customer
support, optimized credit-line utilization, and improved operational execution.
●
Increased financed invoice volume by 35%, supporting faster cash-flow cycles for clients and higher recurring
revenue.
●
Oversaw document and contract management, ensuring timely review and execution of agreements.
●
Coordinated invoice issuance, interbank transfers, and paymen

Account Management

Drip Capital

Jul 2023 - Jun 2025 (2 years)

Business Operations - Account Management Consultant (July 2023 - Present)
March 2026)
●
Managed portfolio operations, ensuring compliance and efficiency.
●
Managed a USD $10.2M monthly portfolio, overseeing customer billing, payment application, collections
follow-ups, STP transfers, and credit-line utilization.
●
Grew portfolio financing volume by 28% YoY and increased revenue by 18% through stronger customer
support, optimized credit-line utilization, and improved operational execution.
●
Increased financed invoice volume by 35%, supporting faster cash-flow cycles for clients and higher recurring
revenue.
●
Oversaw document and contract management, ensuring timely revie

Customer Success Representative

Drip Capital

Sep 2022 - Jun 2023 (10 months)

●
Assisted in data collection, AR reporting, and process optimization for improved portfolio management.
●
Provided onboarding support for new clients, ensuring seamless integration into financial services.
●
Developed and implemented new process automation strategies, reducing manual effort by 80%..

Business Operations

Drip Capital

Jan 2022 - Aug 2022 (8 months)

●
Conducted evaluations and due diligence to support compliance and regulatory requirements.
●
Facilitated operational efficiency through process standardization and data accuracy.
●
Maintained accurate internal records and documentation for financial transactions.

Cash Analyst

Honeywell

Feb 2020 - Aug 2021 (1 year 7 months)

Analyze the portafolio over 50 accounts in order to know the resources and value of each account identifying all the cash flow and daily operations participation every month for process improvement. Managed end-to-end B2B invoicing and billing processes, including generating and reconciling invoices, resolving discrepancies, and coordinating with finance teams. Utilized HighRadius and SAP for structured billing and accounts receivable workflows.

Finance - Corporative Accounts - Trainee

Thor Urbana

Nov 2018 - Dec 2019 (1 year 2 months)

Experienced in Real Estate Private Equity. Performed the recovery analysis over 15 projects of construction and operations. Presented presentations to the directors to the company in order to present the analysis of each project. Carry out the execution of financial transaction of each project.

Involved in different areas such as finance, development, asset management, investments and operations.

Promotion

Formula

Aug 2018 - Oct 2018 (3 months)

Logistics coordination and supervision on the day of the event, executing various activities to the staff in order to provide an excellent service to VIP customers by the sponsors of the event.

Karen Márquez

About

Detail

Timeline

Résumé

Karen Márquez

About

Detail

Behavioral traits