Ximena Bautista Peña
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
13
13
years of professional experience
Work History
Account Executive, Financial Sector
TRANSUNION
11.2021 - Current
- Build and maintain senior relationships with a portfolio of 6 Banks
- Actively manage pipeline of opportunities providing timely and accurate forecasts and clear visibility on sales and revenue performance
- Engage subject matter experts to collaboratively identify, sell, close and manage prospects
- Achieve USD 600,000 annual budget.
Relationship Manager, Global Subsidiary Groups
CITIBANK
10.2019 - 11.2021
- Manage the relationship with around 60 CFO of the Global Subsidiary Groups located in Panama (Central America)
- Sell all the Banks' products to the clients of my portfolio
- Managing the negotiations between the product managers and the clients and solving all the difficulties during the selling process
- Coordinate all the teams involved in the solutions of the crisis or particular issues the clients may have.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Sales Trader
BANCO ITAÚ
12.2016 - 10.2017
- Manage customer relationships with corporate, mid-size clients and SME's (Aprox
- 500 clients) in Bogota, Cartagena, and Pereira
- Increased the number of clients dealing FX products with treasury by 15%
- Designed and implemented various customer services strategies for the area such as personalized conferences Bank-Client
- Offer hedging tailor-made strategies in FX and interest rates products (SWAPS)
- Overcame my sales goals every year by 120% (Yearly budget USD 1,000,000).
Sales Trader
Corpbanca
08.2013 - 12.2016
- Manage portfolio of SME's and individuals (Aprox
- 300 clients).
Operations Manager
FUNDACIÓN FÓRMULA SONRISAS
01.2013 - 07.2013
- Lead five projects of the foundation at Ibagué, Cartagena, Riohacha, Villavicencio, and San Andrés
- Awarded a public bid for more than US$200,000 with the Colombian Presidential Agency for International Cooperation (APC)
- Work with other non-profit Foundations and private sector companies such as Adidas and Kellogg's, I raised more than $50 million pesos in in-kind donations.
Junior Sales Trader
Helm Bank
08.2011 - 12.2012
- Designed workshops to companies to raise awareness about economic outlook and the importance of hedging strategies to educate client base and ultimately increase sales.
Education
Master in F, D & E Management -
SDA Bocconi
12.2018
Business Management -
Universidad de La Sabana
05.2011
Skills
- Client Relationship Building
- Account Management
- Relationship building and management
- Pipeline Management
- New business opportunities
- Customer Relations
- Sales target monitoring
- Decision-Making
- Leadership and team building
- Problem Resolution
- Efficient multi-tasker
- Verbal and written communication
Languages
Spanish
Proficient
C2
English
Advanced
C1
Italian
Advanced
C1
Other
Estandarte, Founder, 2016, Present,
Project devoted to develop a line of customized handcrafts made with sustainable materials. Supporting organizations of Colombian and Ecuadorian artisans.
Affiliations
- ADF member (entrepreneurs group of the National Business Association of Colombia” (ANDI). May, 2011 –To date.
Timeline
Account Executive, Financial Sector
TRANSUNION
11.2021 - Current
Relationship Manager, Global Subsidiary Groups
CITIBANK
10.2019 - 11.2021
Sales Trader
BANCO ITAÚ
12.2016 - 10.2017
Sales Trader
Corpbanca
08.2013 - 12.2016
Operations Manager
FUNDACIÓN FÓRMULA SONRISAS
01.2013 - 07.2013
Junior Sales Trader
Helm Bank
08.2011 - 12.2012
Master in F, D & E Management -
SDA Bocconi
Business Management -
Universidad de La Sabana
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