GEOFFREY STEPHEN PEREZ PICHARDO
New York,NY
Summary
Accomplished business administration professional with over 10 years of experience in financial analysis, operations management, and SME client relations. Demonstrated success in optimizing sales performance, managing high-impact projects, and providing strategic financial advice. Skilled in leading teams, improving operational efficiency, and driving business growth. Proficient in Microsoft Office, CRM systems, and budgeting. Fluent in English and Spanish.
Overview
16
16
years of professional experience
Work History
SME Account Executive
Banco de Reservas
02.2021 - 07.2024
- Responsible for driving sales and managing relationships with small to medium-sized business clients
- Focus on identifying business opportunities, generating revenue, and ensuring client satisfaction
- Identify, qualify, and close sales opportunities with small and medium-sized businesses (SMBs)
- Achieve or exceed sales quotas through direct sales efforts, including cold calling, prospecting, and pitching solutions
- Develop and present tailored sales proposals to meet the specific needs of SMB clients
- Build and maintain strong, long-term relationships with SMB clients to ensure satisfaction and retention
- Serve as the primary point of contact for clients, handling any issues or escalations efficiently
- Understand the client’s business goals and provide solutions to address their challenges and opportunities
- Guide new clients through the onboarding process to ensure a smooth implementation of products or services
- Provide product training, support, and consultation to help SMB clients
- Generate new leads through networking, referrals, and online research
- Provide feedback on market trends, competition, and customer preferences to improve products and sales tactics
- Participate in team meetings, training sessions, and product demonstrations
- Accurately track and report all sales activities, including contacts, opportunities, and pipeline management, in the CRM system
- Provide regular updates to management on sales progress, forecasts, and client feedback
Chief Executive Officer
Cristal Enterprise, Srl
01.2009 - 01.2021
- Responsible for the overall success and management of the organization
- Develop and execute the company’s strategic plan to achieve its long-term vision and objectives
- Align the organization’s operations with its mission, values, and goals
- Identify opportunities for business growth and drive new ventures, markets, and partnerships
- Oversee market expansion strategies and ensure competitiveness in the industry
- Monitor the financial health of the organization by setting and managing budgets, ensuring profitability, and allocating resources effectively
- Oversee financial planning, forecasting, and investment strategies
- Ensure that day-to-day operations align with the strategic goals of the company
- Set performance benchmarks for the organization and measure progress toward those goals
- Lead, mentor, and inspire the senior leadership team and employees to foster a high-performance culture
- Ensure proper succession planning and talent management across the company
- Build and maintain strong relationships with stakeholders, including the board of directors, investors, clients, and partners
- Represent the company in public, industry events, and media engagements
- Assess organizational risks and implement plans to mitigate them
- Ensure compliance with legal, ethical, and regulatory standards
- Foster a culture of innovation, encouraging new ideas and approaches that drive business success
- Lead organizational changes that promote growth and improve efficiency
Education
Bachelor's - Business Administration
Pontificia Universidad Catolica Madre y Maestra
07.2016
Workshop - Commercial Management
Pontificia Universidad Catolica Madre y Maestra
04.2016
Workshop - Business Etiquette and Protocol
INFOTEP
09.2016
Diploma - Foreign Trade
Santiago Chamber of Commerce and Production
10.2018
Diploma - Project Management and CAPM Certification Preparation
Santiago Chamber of Commerce and Production
01.2020
Skills
- Technical and Financial Skills
- Financial Transaction Processing
- Reconciliation and Risk Mitigation
- Collateral Management
- Financial Analysis and Budget Planning
- Data Analysis and Reporting
- CRM Systems
- Audit Reporting
- Microsoft Office Suite Sales, Client Management and Strategic Skills
- Sales Strategies
- Client Relationship Management
- Customer Focus
- Stakeholder Management
- Negotiation and Persuasion
- Results Orientation
- Leadership and Organizational Skills
- Team Leadership and Collaboration
- Training and mentoring
- Organizational Skills
- Strategic Thinking
- Decision-Making
- Strong analytical skills Soft Skills
- Communication
- Problem-Solving
- Time Management
- Multitasking
- Adaptability and Flexibility
- Interpersonal Skills
- Attention to Detail
Languages
Spanish
Native or Bilingual
Timeline
SME Account Executive
Banco de Reservas
02.2021 - 07.2024
Chief Executive Officer
Cristal Enterprise, Srl
01.2009 - 01.2021
Workshop - Commercial Management
Pontificia Universidad Catolica Madre y Maestra
Workshop - Business Etiquette and Protocol
INFOTEP
Diploma - Foreign Trade
Santiago Chamber of Commerce and Production
Diploma - Project Management and CAPM Certification Preparation
Santiago Chamber of Commerce and Production
Bachelor's - Business Administration
Pontificia Universidad Catolica Madre y Maestra
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