Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ricardo Rivera

North Vancouver,BC

Summary

Highly adaptable results oriented individual, experienced working with net new and current customers, thrives working in a fast paced environment with lots of moving parts and uncertainty.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Account Executive

Brex
05.2022 - Current
  • Helped build out Scaled Account Executive team, first team to ever sell an Empower contract
  • Drove net-new revenue growth by selling the Empower and generating spend on the Brex Card
  • Developed strategic plans on how to close companies and generate more revenue
  • Engaged with businesses at all points of the sales cycle, prospecting, product demonstrations, onboarding, and close
  • Supported other team members as the BBA specialist (licensed)

Licensed Customer Experience Specialist

Brex
05.2021 - 04.2022
  • Maintain extensive knowledge of company products to recommend items aligned with customer needs.
  • Identify patterns in customer behavior, product usage, and other factors in order to mitigate risk.
  • Creates strong relationships cross-functionally with other Operations teams to resolve sensitive or risky cases with customer.
  • Expertise on Cash product, ability to effectively serve both Cash and Card customer inquiries with a strong sense of ownership and urgency.
  • Compose thoughtful, personalized responses for a variety of customer requests.
  • Consistently achieving +90% CSAT and QA score

Service Associate

HSBC
01.2020 - 12.2020
  • Understanding needs of business banking customers in order to complete online transactions and resolve issues quickly and efficiently.
  • Ability to identify customer needs and apply effective sales strategies to upsell premium features on HSBCnet platform averaging 8% more than other associates MoM.
  • Maintaining superior and courteous service to internal and external contacts.
  • Conducting due diligence procedures on account information and financial statements.
  • Liaise with external parties to provide banking solutions in a fast paced environment.

Sales Representative

Steve Nash Fitness World and Sports Club
08.2019 - 12.2019
  • Upselling by creating rapport with prospective customers, presenting the product and getting referrals.
  • Exceeding individual sales targets, 15+ memberships a month by prospecting, cold calling and driving traffic into the location.
  • Provide friendly, professional and thoughtful customer service.
  • Assisting with administrative and operational service requests.
  • Increased sales by offering advice on purchases and promoting additional products.

Finance and Accounting Analyst

Techint Engineering and Construction
05.2018 - 06.2019
  • Reporting and analysis of monthly closing statements, informing and communicating sales and treasury departments on status of pending payments.
  • Prepared quarterly balance sheet reconciliations to accurately determine organization's financial situation.
  • Prepare monthly and quarterly management reports and performed KPI analysis.
  • Analyzing project data and assisting in creating cost budgets
  • Processing of accounts payable and receivable transactions.

Finance and Accounting Analyst

Cinépolis
07.2015 - 06.2016
  • Financial statement analysis Analysis and generation of preliminary expenses reports.
  • Analysis and support on completion of required documentation for customers and new prospects.
  • Proactively cultivate and maintain relationships with customers and partners.
  • Assisted in general ledger updates to create data for monthly financial statements.

Finance and Accounting Intern

Auditores y Asesores Patrimoniales S.C.
02.2014 - 06.2015
  • Keep track of monthly and quarterly performance on client earnings and expenses.
  • Effectively process business intelligence to provide insight and decision support for internal and external customers.
  • Providing assistance on forecasting reports and client presentations.
  • Support in cost analysis.

Education

Diploma in International Business Management -

Greystone College
Vancouver, BC
07.2020

International Student Exchange Program -

UCSC
Concepcion Chile
07.2017

Bachelor of Accounting -

Universidad Michoacana De San Nicolás De Hidalgo
Morelia MX
07.2017

Skills

  • Relationship building and management
  • Strategy and process development
  • Knowledgeable in Retool and Salesforce
  • Goal oriented
  • Self Motivated
  • Bilingual Spanish and English
  • Collaboration and adaptability
  • Active Listening

Certification

FINRA Series 7

FINRA Securities Industry Essentials (SIE)

Microsoft Office Specialist Certification (ID. 9189575)

Background in SAP

Timeline

Account Executive

Brex
05.2022 - Current

Licensed Customer Experience Specialist

Brex
05.2021 - 04.2022

Service Associate

HSBC
01.2020 - 12.2020

Sales Representative

Steve Nash Fitness World and Sports Club
08.2019 - 12.2019

Finance and Accounting Analyst

Techint Engineering and Construction
05.2018 - 06.2019

Finance and Accounting Analyst

Cinépolis
07.2015 - 06.2016

Finance and Accounting Intern

Auditores y Asesores Patrimoniales S.C.
02.2014 - 06.2015

Diploma in International Business Management -

Greystone College

International Student Exchange Program -

UCSC

Bachelor of Accounting -

Universidad Michoacana De San Nicolás De Hidalgo

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Ricardo Rivera