Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Santiago Ruiz

Fort Lauderdale

Summary

Energetic and enthusiastic individual with a strong ability to deliver exceptional customer service and drive new business generation across various industries. Demonstrated success in achieving, maintaining, and increasing customer relationships throughout the entire sales and customer success process. Committed to exceeding goals with an innovative mindset focused on continuous growth. Passionate about developing technology that revolutionizes the financial industry, recognizing the immense opportunity it presents for creating new and improved interactions with customers.

Overview

7
7
years of professional experience

Work History

Associate banker-ME

JP Morgan Chase
02.2024 - Current
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Boosted branch revenue with diligent cross-selling of various banking products and services.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
  • Educated customers on features and benefits of banking products and services.
  • Referred customers to other banking departments for specialized services.

Entrepeneur

Own Business - Dropshipping and Fullfilment
05.2022 - 12.2023
  • Launched new product lines successfully through comprehensive planning, strategy and research.
  • Determined business plan, mission statement, and vision.
  • Analyzed sales data to identify trends, adjusting marketing strategies to capture new market segments.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Established a startup by researching market opportunities, creating a business plan, and securing funding.

Operations & Growth Manager

KONVEX - Unified API to Connect ERPs, CRMs & EComm
05.2021 - 05.2022
  • Developed a customer segmentation model that identified key customer segments and their growth potential
  • Successfully developed and implemented strategies for increasing user engagement, retention, and the lifetime value of customers
  • Increased revenue, developing strategic partnerships and negotiating favorable contract terms.
  • Recruited top talent for various roles within the Growth team by attending job fairs and networking events
  • Structured and pitching the fundraising, managing the pre-seed round of $300k

Sales manager

Family Business - Underwear & Reducing Belts
08.2018 - 05.2021
  • Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
  • Developed and executed strategic plans for business growth and expansion, resulting in increased market share.
  • Negotiated with suppliers to secure better pricing, reducing operational costs while maintaining product quality.
  • Optimized supply chain logistics, ensuring timely delivery of products and significantly reducing transportation costs.
  • Accelerated digital transformation by overseeing adoption of production technologies
  • Structured and pitching the sale of the company to a group of investors

Education

Bachelor of Business Administration -

Pontificia Universidad Javeriana
03.2019

Skills

  • Sales proficiency
  • Branch operations
  • Analytical thinking
  • Strategic planning
  • Customer Service-oriented
  • Creative thinking
  • Analyzing data
  • Business development
  • Team collaboration
  • Portfolio management

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Associate banker-ME

JP Morgan Chase
02.2024 - Current

Entrepeneur

Own Business - Dropshipping and Fullfilment
05.2022 - 12.2023

Operations & Growth Manager

KONVEX - Unified API to Connect ERPs, CRMs & EComm
05.2021 - 05.2022

Sales manager

Family Business - Underwear & Reducing Belts
08.2018 - 05.2021

Bachelor of Business Administration -

Pontificia Universidad Javeriana

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Santiago Ruiz