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Samantha Guerrero

@samanthaguerrero

Ops & Client Success Specialist | Data Analyst in Training (TripleTen) 8+ yrs driving operations, billing & CRM to scale performance. Open to roles!

Mexico

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What I'm looking for

I'm looking for a role where I can improve administrative and operational workflows, strengthen financial controls and reporting, and build lasting client and stakeholder relationships.

Communications and Digital Media graduate with over 8 years of progressive experience across administrative management, operations coordination, financial control, and high-profile client success. Proven expertise in optimizing billing workflows, petty cash management, payroll processing, inventory control, executive scheduling, and reporting. Hands-on experience with CRM platforms (Salesforce), ERP/DMS systems (CONTPAQi, GDS, TotalDealer), and strategic communication. Fully bilingual (English C1 - Advanced / Spanish Native) with a strong focus on problem-solving, resource efficiency, and consistently exceeding corporate KPIs.

Most recently, I advised high-net-worth clients at Integra Promotora–Prudential Seguros México on wealth protection, savings, and retirement strategies while managing sales lifecycles and post-sale retention. I bring more than eight years of experience in operations, financial administration, CRM, reporting, and bilingual stakeholder communication. Currently expanding my technical toolkit, I am enrolled in TripleTen's Data Analytics bootcamp, sharpening skills in SQL, Python, Tableau, and data-driven decision-making to optimize operations and business strategy.

Experience

Work history, roles, and key accomplishments

Wealth Management Advisor & Life Insurance Specialist

Integra Promotora - Prudential Seguros México

Nov 2023 - Jan 2026 (2 years 2 months)

Conducted risk analyses and designed tailored financial strategies for wealth protection, savings, and retirement planning. Managed end-to-end sales lifecycles and post-sale retention programs to boost client loyalty.

Risk Analysis Financial Planning Wealth Management Sales Lifecycle Portfolio Management

Administrative Manager

Grupo VAQCSA

Jun 2019 - Dec 2023 (4 years 6 months)

Oversaw end-to-end administrative and commercial operations for the business unit. Managed budget allocation, payroll administration, invoicing, petty cash, and inventory management. Monitored sales pipelines and vehicle delivery workflows to drive operational efficiency; prepared performance metrics and strategic reports for executive leadership.

Excel Project Management CRM Salesforce Data Analysis Microsoft Office English Customer Service

Accounting Assistant

Grupo VAQCSA

Nov 2018 - Jun 2019 (7 months)

Managed accounts receivable/payable (AR/AP), bank reconciliations, document archive organization, and direct support for internal audits.

Excel Data Analysis Microsoft Office English Customer Service Accounts Payable Accounts Receivable

CRM & Digital Strategist

Grupo VAQCSA

Jun 2016 - Nov 2018 (2 years 5 months)

CRM Administration (Salesforce): Implemented and managed Salesforce for lead tracking, sales pipeline optimization, and customer lifecycle analysis.

Digital Strategy & Graphic Design: Developed brand identity and digital marketing communications using Adobe Creative Suite.