Project Engineer Autel Energy
Coordinate tenders, collect required documentation, handle internal approvals, track project timelines, and ensure operational readiness for delivery. Proactively escalate issues and follow up until resolution.
Hector Santoyo
Team Lead — SaaS & Fintech — Customer Success
Open to offers · Member since 13 Jul 2026- Location
- Mexico
- Desired salary
- Confidential
- Work preference
- Remote Only / Full Time
- Experience level
- Senior
About
Professional summaryI am an operations and financial leader with more than 7 years of experience driving cross-functional work in Fintech and B2B SaaS environments.
I have led customer success, financial operations, onboarding, and support initiatives with a strong focus on retention, process improvement, and operational risk reduction.
My background includes building dashboards and performance reporting in Power BI, using data to improve decision-making and accelerate outcomes for clients and internal teams.
I am comfortable working across product, operations, support, and finance functions, and I enjoy solving complex problems that require coordination between multiple stakeholders.
I also bring experience in automation, AI-enabled operations, API integrations, SQL, and CRM platforms such as Salesforce, Zoho, Dynamics, and HubSpot.
I value clear communication, structured execution, and de-escalating difficult situations while maintaining a strong customer and business focus.
Skills
21 capabilitiesExperience
Career historyCustomer Service AT&T Patriot Communications
Assisted with inquiries, resolved complaints, supported form submission questions, and maintained knowledge of company services and policies.
Senior Financial Operations Global Payments
Directed onboarding and strategic planning for high-value clients, developed Power BI dashboards for executive KPIs, monitored cross-functional workstreams, and investigated payment failures and operational issues.
Payments Support Associate Planet Payment
Executed end-to-end onboarding for merchants and hospitality programs, supported strategic reports and presentations, led review and planning frameworks, maintained high satisfaction rates, and supported collections workflows to reduce financial risk.
Technical Support Engineer Zoho
Supported global SaaS customers across multiple applications, partnered with product teams to improve usability, and implemented customer success strategies to increase retention and reduce churn.
Education
Learning historyUTEL
Bachelor of Industrial Engineering, Industrial Engineering
Bachelor's degree in Industrial Engineering.
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