Maria Paula

* Lead end-to-end onboarding and daily operations for brokerage clients, including CRM setup, platform access, and system integrations.

* Manage client requests and incident resolution through ticketing systems, supporting CRM, trading platform, and operational workflows.

* Coordinate payment processor integrations and transaction flows (deposits and withdrawals) to ensure uninterrupted client activity.

* Act as the operational bridge between clients and internal technical, product, and operations teams to improve retention and long-term account performance.

* Managed and expanded corporate and strategic partnerships across LATAM, Europe, Asia, Africa, and MENA, supporting client onboarding and ongoing

relationship management.

* Conducted client due diligence and risk-based assessments in line with internal policies, regulatory frameworks, and AML guidelines.

* Executed KYC onboarding parameters and documentation processes, ensuring compliance readiness and operational efficiency.

* Supported compliance-aligned partner relationships, collaborating with internal teams and external partners (including enterprise-level providers) to align

business strategy with regulatory requirements.

* Managed B2C sales cycles, including lead prospecting, client calls, meetings, and relationship management across regional markets.

* Maintained and optimized CRM pipelines (HubSpot), tracking leads, opportunities, and conversion performance to support sales decisions.

* Prepared financial and performance reports for sales teams and senior management, summarizing trends and commercial outcomes.

* Conducted market analysis to identify sales opportunities, evaluate customer needs, and support client acquisition strategies and supported account and

deposit approval processes, coordinating internal workflows related to funds and investments.

* Planning, monitoring, and optimization of projects that involve analyzing data to implement best practices and internal and external processes.

* Supported project planning, tracking, and execution through data analysis and process documentation to improve operational efficiency.

* Coordinated internal communication and content workflows across teams, ensuring alignment with project objectives and timelines.

* Assisted in strategic planning meetings and progress reporting, helping identify execution gaps and support timely issue resolution.

* Executing direct marketing campaigns and development of public relations at foreign policy events and digital media to enhance event participation and engagement.