Gabriel Santana
@gabrielsantana
Regional operations leader specializing in B2B credentialing, process optimization, and CRM implementation.
ColombiaWhat I'm looking for
Soy profesional en Estadística con especialización en Finanzas y más de 15 años liderando operaciones B2B, acreditación, onboarding y vinculación de clientes en sectores financieros, regulados y de tecnología. Me especializo en diseñar e implementar soluciones para la validación documental y el cumplimiento normativo.
En mi rol regional he creado políticas, SOP y modelos estandarizados en 10 países, definido procesos con controles robustos y generado KPIs para medición y gobernanza. He logrado reducir el TAT de onboarding en 22% y mejorar productividad regional en 27% mediante automatización y optimización de flujos.
Trabajo con herramientas como Python y CRMs (Salesforce, HubSpot, Zoho), desarrollo dashboards y flujos de integración cliente–producto, y priorizo seguridad digital, trazabilidad y mitigación de riesgos. Busco roles donde aportar visión estratégica, estructura operativa y capacidad analítica.
Experience
Work history, roles, and key accomplishments
TRCreated and standardized credentialing policies, SOPs and handbooks across 10 countries; generated KPIs and controls that reduced onboarding TAT by 22% and improved regional productivity by 27%.
TRServed as LATAM Salesforce Champion, led sales committees and forecasting, automated billing processes and produced regional KPI reports to support revenue goals.
CIGenerated performance and regulatory reports, analyzed portfolio data to create targeted strategies, and supported logic development for regional reporting.
CIProduced KPI reports for branches, analyzed performance of physical channels and supported migration strategies from physical to digital channels.
CIPrepared accounting reports, designed and developed test scripts for account workflows during project implementations to ensure accuracy and compliance.
CIManaged branch customer service and financial transactions, supporting daily operations and client services.
Education
Degrees, certifications, and relevant coursework
USUniversidad de La Sabana
Diploma, Project Management
2021 - 2022
Completed a Diploma in Project Management from November 2021 to March 2022 focused on project planning and execution methodologies.
BUBarry University
Diploma, Finance
2017 - 2017
Completed a short program in general Finance during 2017 covering core finance concepts.
UTUniversidad Santo Tomás
Postgraduate Diploma, Finance
2016 - 2017
Postgraduate diploma in Finance completed between 2016 and 2017 with emphasis on financial analysis and instruments.
UTUniversidad Santo Tomás
Bachelor's Degree, Statistics
Bachelor's degree in Statistics completed in 2017 with training in data analysis and quantitative methods.
Tech stack
Software and tools used professionally
Availability
Location
ColombiaAuthorized to work in
Job categories
Skills
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