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Karla

Business Development Manager with 10+ years in financial services and client relations

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Mexico City, Mexico City, Mexico
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Competencies

Business DevelopmentIntermediate

Identified new market opportunities and developed strategies to expand client base and revenue streams.

Sales & NegotiationAdvanced

Managed pipeline and negotiated deals, prepared presentations, and closed sales with clients and partners.

Customer Relationship ManagementAdvanced

Built and maintained long-term client relationships, ensuring satisfaction and loyalty.

Market Research & AnalysisIntermediate

Conducted market analysis to identify opportunities and support strategic decision-making.

Communication & PresentationAdvanced

Delivered compelling presentations and proposals to clients and internal teams.

Education

High School Diploma
Milby High School
Completed May 2008

Languages

EnglishBilingual
SpanishBilingual

Summary

Business Development Manager with over a decade of experience in financial services, specializing in client relationship management, market analysis, and revenue growth strategies. Proven ability to identify opportunities, negotiate deals, and build long-term partnerships across various departments.

Key Achievements

  • Developed growth strategies and built long-term client relationships at United Credit.
  • Managed sales pipelines, conducted market research, and identified new business opportunities.
  • Maintained high levels of client engagement and satisfaction, supporting revenue growth.

Experience

Business Development Manager

United Credit
October 2022 - February 2024

Identify New Business Opportunities by researching and analyzing markets to find new clients, partnerships, or revenue streams., Build and Maintain Client Relationships by developing strong, long-term relationships with key decision-makers. Serve as the main point of contact for new and prospective...

Sales

United Credit
October 2019 - October 2022

Salesforce.com experience and sales. Capable to manage a pipeline to meet and exceed team goals, Conducting market research. Identifying and contacting new potential clients (businesses or individuals) who are interested in the company’s products or services., Ensure customer satisfaction and...

Customer Service Advisor

United Credit
October 2018 - October 2019

Respond to customer inquiries via phone, email, and chat by providing accurate product and service information., Resolve complaints and issues calmly and professionally. Following up to ensure customer satisfaction., Maintain customer records and updating accounts in CRM., Collaborate with other...

AFORE Executive Agent

Banco Azteca
June 2015 - August 2018

Conducted market analysis to identify and capitalize on business opportunities., Organized client meetings and presented tailored proposals to meet their needs., Managed a robust client portfolio, maintaining high levels of engagement and satisfaction.

Skills

Business DevelopmentSales & NegotiationCustomer Relationship ManagementMarket Research & AnalysisCommunication & Presentation
Published on CazVid - May 17, 2026
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