Diego Ortega
Dallas
Summary
Dedicated business professional with special attention to meeting company goals by utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Effective negotiator, with a history of reaching profitable business agreements with clients in over 10 countries. Excellent relationship management skills, taking pride in providing exemplary customer services.
Overview
3
3
years of professional experience
Work History
Client Success Associate
Gartner
03.2024 - Current
- Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth.
- Successfully onboarded new clients through client-value interactions and research consultations while maintaining a 76% re-engagement rate within 30 days of onboarding.
- Maintained detailed records of client interactions on Salesforce to ensure continuity in future engagements.
- Collaborate with sales and account teams to identify growth opportunities within specific client accounts.
Portfolio Manager
Hencorp Becstone Capital, L.C.
01.2022 - Current
- In charge of managing and growing a portfolio made up of over 80 clients and over US$290 million disbursed in working capital loans.
- Manage relationships of existing and new clients in North America, South America, Central America, and Europe.
- Perform continuous prospect outreach, in order to meet quarterly growth projections.
- Prepare presentations for our risk committee, in order to obtain approval for financing of new and existing clients through extensive financial analysis by working closely with our risk analysts.
- Responsible for negotiating financing proposals, including fees, interest rates, facility structure, and collaterals.
- Provide exemplary customer service with existing clients, and assist them with necessary documentation for facility roll-overs, cleanups, and overall management.
Project Intern
El Salvador Stock Exchange
10.2021 - 12.2023
- Assisted in the development of a project that targeted middle class investors, allowing them to access education on stock exchange practices, investment opportunities, and portfolio management.
- Produced professional reports, documents and presentations for project needs.
- Assisted in assembling project documentation for project manager, confirming inclusion of data and preliminary information.
- Acquired knowledge of industry trends and developed solutions and strategy through effective research.
Education
BBA - Finance
Western Michigan University
Kalamazoo05.2021
Associate of Arts - Business
Kalamazoo Valley Community College
Kalamazoo07.2019
Skills
- Relationship building and management
- Analyzing investment opportunities
- Excellent Communication
- Teamwork and Collaboration
- Contract negotiations
Additional Information
Bilingual:
- Spanish (Native Speaker)
- English (Fluent)
Timeline
Client Success Associate
Gartner
03.2024 - Current
Portfolio Manager
Hencorp Becstone Capital, L.C.
01.2022 - Current
Project Intern
El Salvador Stock Exchange
10.2021 - 12.2023
BBA - Finance
Western Michigan University
Associate of Arts - Business
Kalamazoo Valley Community College
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