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Rosemary Mendez

@rosemarymendez

Program & Project Manager | 10+ years leading digital platforms, product launches and AI automation | Executive Master in Business Analytics (ESADE)

Colombia

Message

I’m a Program & Project Manager with over 10 years of experience leading digital and interactive projects end to end, from planning through implementation. At SMB Capital, a US proprietary trading and trading education firm, I lead a cross-functional team of 8 and manage an annual budget of USD 300,000, working with stakeholders across the US, Europe and Latin America.

I co-created SMB Inside Access, a subscription product built from customer feedback and historical sales data, which accounted for 16% of 2024 and 17% of 2025 annual sales. I now lead its retention program, where iterative release cycles have reduced churned subscribers by roughly 10% over the last two months.

I enjoy turning data and technology into results. I built AI-driven analytics workflows in Claude and reporting agents in Grok that save more than 35 hours of manual work per month. I’ve also led the 2025 redesign of our Real Time trading platform (migrating 2,000+ customers), the migration of our training programs from Drupal to Moodle (cutting UX-related refunds by 38%), and implementations of Keap, Freshdesk and BambooHR. I also designed and managed the SMB Trading Summit NYC in 2024 and 2026, with over 200 attendees each.

I hold an Executive Master in Business Analytics from ESADE and a Project Management Diploma from Universidad del Rosario, and I’m fluent in English and Spanish. I’m looking for remote program or project management roles in B2B companies, especially in fintech, edtech and SaaS, where I can lead digital transformation and cross-functional delivery.

Experience

Work history, roles, and key accomplishments

Current

Senior Project Manager & CX Manager

Current

SMB Capital, LLC

Dec 2019 - Present (6 years 10 months)

Lead a team of 8 and a USD 300K budget. Co-created SMB Inside Access (16-17% of annual sales) and lead its retention program (churn down ~10%). Built AI workflows in Claude and Grok saving 35+ hours/month. Led the Real Time platform redesign (2,000+ customers migrated), the Drupal to Moodle migration (38% fewer refunds) and the SMB Trading Summit NYC (250 attendees, 5% of 2024 sales).

Program Management Project Management Digital Transformation Stakeholder Management AI Automation Team Leadership Budget Management

Jr. Project Manager & CX Representative

SMB Capital, LLC

Dec 2013 - Dec 2020 (7 years)

Led post-sales service for ~600 active clients a year and designed customer service policies. Coordinated 11 training product launches with directors, designers and developers. Implemented Infusionsoft (Keap) as the company CRM and Freshdesk, cutting response time from 2 hours to 35 minutes. Redesigned smbcap.com on WordPress and organized 50+ free webinars a year.

CRM Implementation Project Coordination Product Launch Process Improvement Customer Experience

Customer Support & HR Assistant

SMB Capital, LLC

Dec 2009 - Dec 2013 (4 years)

Coordinated the Salesforce implementation, integrating Sales, Customer Support and Trader Training. Oversaw risk management for traders in Russia, South Africa and Argentina, acting as liaison with trading platform providers. Trained new traders on risk management and platform use, and supported recruitment and onboarding.

Salesforce Risk Management Recruitment Onboarding Trader Training

Intraday Equities Trader

SMB Capital, LLC

Dec 2007 - Dec 2011 (4 years)

Traded U.S. equities on the NYSE, AMEX and NASDAQ with a USD 200,000 real-money account, applying technical and fundamental analysis to make high-pressure decisions and manage risk.

Equities Trading Technical analysis Fundamental analysis Risk Management