Business & Operations Analyst

Manage approximately 30 leads weekly in HubSpot with structured follow-up of progress, objections, next steps, and intention signals. Maintain a conversion rate of 18%-19% combining consultative sales, pipeline organization, and timely follow-up. Use conversion metrics, commercial activity, and follow-up quality to identify process improvements. Support customer lifecycle before enrollment, connecting needs, expectations, recommended programs, and next steps. Work with automation of follow-ups, reports, and CRM records to maintain order and continuity. Achieved monthly billing exceeding 120% of target and average monthly revenue over USD 25,000. Explain technical programs clearly to non-technical people, linking product content with professional goals.

Managed corporate accounts in the automotive sector, combining customer service, commercial follow-up, and basic financial analysis. Reviewed liquidity, solvency, cash flow, and risk information to support commercial proposals. Prepared monthly reports to understand account status and prioritize follow-up actions. Implemented post-sale strategies that increased corporate client retention by 20%. Acted as a bridge between client needs, commercial conditions, and financial viability.

Reviewed companies and analyzed credit viability for heavy vehicle financing operations. Read financial statements to understand payment capacity, risk, and approval conditions. Presented operations to credit line, coordinating financial, documentary, and commercial information. Explained conditions to corporate clients and accompanied the signing of approved financings. Managed disbursements of approximately COP 1.2 billion monthly. Handled about 6-7 companies per month, coordinating case progress, pending issues, and response times.

Evaluated credit, leasing, and insurance applications based on financial information, client profile, and internal criteria. Prepared basic risk profiles and recommendations to support approval decisions. Analyzed portfolio behavior and risk signals to prioritize opportunities and follow-ups. Exceeded annual sales targets by an average of 130% through disciplined follow-up and client profile reading. Developed judgment to balance commercial growth, customer experience, and risk control.

Received and profiled individual clients for light vehicle credit operations. Presented operations to financial entities and coordinated approval or rejection processes. Led relationships with associated banks at Metrokia headquarters, maintaining case and condition follow-up. Organized commercial and credit information to facilitate prioritization, client response, and goal achievement. Strengthened operational coordination skills, basic credit profile analysis, and commercial management.