REBECA ROMERO MORFIN
@rebecaromeromorfin
Bilingual Account Manager and Customer Success leader specializing in finance and operations.
MexicoWhat I'm looking for
I am a bilingual Account Manager and Customer Success professional with 10+ years of experience in finance, HR operations, and client relationship management across remote-first and multicultural environments.
I have led operations teams and driven process optimization—streamlining payroll, billing, vendor payments, SOPs, and reporting—while improving accuracy, efficiency, and cash flow through controls and vendor negotiations.
I excel at onboarding, retention, upselling, and cross-functional collaboration, and I leverage tools such as Zoho CRM, QuickBooks, SharePoint, and advanced Excel to deliver executive-level insights and support strategic decision-making.
Experience
Work history, roles, and key accomplishments
Operations & Administration Manager
Apofis del Pacífico
Jan 2017 - Jan 2025 (8 years)
Directed end-to-end operations including payroll, billing, HR, contracts and vendor payments, implemented controls that increased accuracy and efficiency, and prepared executive financial reports to support strategic decisions.
Finance & Operations Coordinator
Desarrollo Capella
Jan 2019 - Jan 2024 (5 years)
Managed financial transactions, contracts and reconciliations for development projects, coordinated budgeting and disbursements, and ensured compliance through collaboration with banks, suppliers and legal advisors.
Account Manager & Customer Success
COH Consultoría Organizacional
Jan 2012 - Jan 2017 (5 years)
Managed full sales cycle for payroll and insurance services, improved client retention through proactive account management, and implemented Zoho CRM to enhance pipeline management and forecasting accuracy.
Education
Degrees, certifications, and relevant coursework
UHUniversidad del Valle de México (UVM), Hermosillo
Bachelor's Degree, Communication Sciences
2006 - 2009
Completed a Bachelor's Degree in Communication Sciences at Universidad del Valle de México, focusing on communication theory and professional practice.
LCLangara College
Studies in Communication, Communication
2004 - 2006
Completed studies in Communication at Langara College with coursework in communication fundamentals and related media topics.
Tech stack
Software and tools used professionally
Availability
Location
MexicoAuthorized to work in
Social media
Job categories
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