Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

Beatriz Benítez Guedes

Guaynabo,PR

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Portfolio Optimization SpecialistOffice ManagerBrand Technology Project ManagerCommunications AnalystAccount Manager

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Guaynabo, PRPuerto Rico
Open to relocation: Yes

Important To Me

Work-life balanceHealthcare benefits401k matchCompany CultureFlexible work hours

Summary

Dynamic Marketing Specialist skilled in portfolio management and campaign execution to drive customer retention and profitability. Expertise in leveraging consumer behavior insights for strategic initiatives, complemented by a background in cross-functional leadership and project management. Fully bilingual, fostering effective communication in diverse environments.

Overview

28
28
years of professional experience

Work History

Portfolio Optimization Specialist

FirstBank
San Juan, Puerto Rico
02.2013 - Current
  • Optimized credit card portfolio, enhancing profitability and driving customer growth.
  • Develop portfolio strategies based on customer behavior and risk analysis.
  • Designed and executed targeted activation, usage, and retention campaigns; evaluated performance and recommended optimization strategies.
  • Collaborated with Visa and Mastercard to implement initiatives for portfolio growth, promotional campaigns, and product enhancements.
  • Work cross-functionally with marketing, call center, risk and operations teams to execute strategic initiatives
  • Provide sales teams with necessary tools, training and support to effectively sell retail banking products.
  • Develop sales materials, product training programs and presentations to communicate key product features and benefits.
  • Manage the inventory and forecasting of plastic and collateral inventory to ensure uninterrupted business operations.

Office Manager

Smart Computer Skills
Caparra Heights, PR
05.2011 - 07.2012
  • Organized and coordinated office operations and procedures, enhancing organizational effectiveness and efficiency.
  • Organize office operations and procedures for maintaining records in the office. Ensure that personnel files are up-to-date and secure and policies are carried out effectively.
  • Coordinated hiring and promotion processes, supervised training for new and existing employees, resolved personnel issues, and managed employee time and attendance records.
  • Supervise and coordinate the work of staff, including reviewing work performance, motivating staff to work more effectively, identifying problems with performance and developing solutions to those problems.
  • Managed procurement of office supplies, equipment, and furniture, ensuring availability for operational needs.
  • Prepare manuals and other materials describing office procedures and standards.
  • Advise employees when unusual work situations arise or when new procedures are instituted.
  • Review and update the company's health policy.
  • Led various special projects to enhance team collaboration and efficiency.

Brand Technology Project Manager

De la Cruz and Associates
Guaynabo, PR
03.2009 - 04.2011
  • Defined and managed project approach, scope, deliverables, schedule, resource needs and budget.
  • Drove projects to completion within scope, budget and timeframe.
  • Maintained project alignment through clear task lists, issue tracking, status reports, and meeting notes.
  • Clearly communicated project issues and solutions-oriented resolution to the team.
  • Managed multiple vendor relationships to ensure seamless project execution.
  • Supported account executive and creative teams with consistent communication to align with client goals and expectations.
  • Collaborated with a multidisciplinary team to deliver quality complex digital assignments on time and on budget for key clients including R-G Premier Bank, R-G Mortgage, Burger King, Acura, American Express, Kimberly Clark, Procter & Gamble, Unilever and Pan Pepin.

Communications Analyst

American Express TRS
Guaynabo, PR
02.2007 - 01.2009
  • Implemented, supported and managed marketing strategies, advertising, public relations and premium events for Card members. Reported to Communications Manager.
  • Coordinated and executed comprehensive 360º marketing campaigns (ATL, BTL, promotions, PR) to stimulate Card members' spending during key events such as Restaurant Tour, End of Year, and Día & Noche de Compras en Plaza Las Américas.
  • Enhanced American Express perception in the Island through targeted external PR efforts, including press releases.
  • Improved Cardmember benefit awareness by coordinating and launching the Curriculum Marketing Campaign, which consisted of Direct Mail and Email communications.
  • Developed and coordinated the Boutique Du Vin and Ventana del Mar events to generate incremental spending of Cardmembers.
  • Coordinated the American Express Entrepreneurship program in partnership with Sacred Heart University to develop local entrepreneurship skills among high school students.
  • In charge of conducting the weekly ARB (Advertising Review Board) meetings, alongside Compliance and Legal, to ensure that all BTL and ATL communications are aligned with American Express Branding and guidelines.

Account Manager

De la Cruz and Associates
Guaynabo, PR
02.2005 - 01.2007
  • Defined, developed, implemented and monitored advertising plans and communication strategies for key accounts (El Nuevo Día, R-G Mortgage and American Express) with emphasis on business development, brand guidelines and creative strategic design.
  • Managed day-to-day client projects, advertising budgets, prepared briefs, and supported the creative and media teams to align with the client’s goals and expectations.
  • Analyzed market and competitor trends to generate actionable insights for enhancing client advertising plans and communications.
  • Facilitated weekly client status meetings and presented strategic planning updates to executive stakeholders.
  • Cultivated strong communication and relationships with supervisory staff and client firms to ensure seamless campaign implementation.

Account Executive

Arteaga & Arteaga
Rio Piedras, PR
05.2002 - 02.2005
  • Planned and developed advertising plans and communication strategies for R-G Mortgage and Selectos Supermarkets, enhancing client engagement and brand visibility.
  • Liaised between client and creative team to ensure alignment with client needs and goals on every project, fostering collaboration and delivering successful outcomes.
  • Developed annual budget reports and revised media plans, artworks, and production estimates to align with client objectives and optimize project resources.

Junior Account Executive

Other
11.1998 - 04.2002
  • Managed client communications and maintained positive relationships with key accounts.
  • Collaborated with sales team to develop tailored marketing strategies for clients.
  • Assisted in preparing proposals and presentations for potential clients.
  • Supported Account Director in managing projects and budgets for key client accounts at Badillo Nazca Saatchi & Saatchi and Premier Maldonado.

Education

Bachelor of Science - Marketing and Communications

Babson College
Wellesley, MA
05-1998

Caribbean School
Ponce, Puerto Rico
06-1994

Skills

  • Portfolio management
  • Campaign management
  • Customer segmentation
  • Data-driven decision making
  • Risk analysis
  • Risk assessment
  • Market analysis
  • KPI reporting
  • Business strategy
  • Cross functional leadership

Timeline

Portfolio Optimization Specialist

FirstBank
02.2013 - Current

Office Manager

Smart Computer Skills
05.2011 - 07.2012

Brand Technology Project Manager

De la Cruz and Associates
03.2009 - 04.2011

Communications Analyst

American Express TRS
02.2007 - 01.2009

Account Manager

De la Cruz and Associates
02.2005 - 01.2007

Account Executive

Arteaga & Arteaga
05.2002 - 02.2005

Junior Account Executive

Other
11.1998 - 04.2002

Bachelor of Science - Marketing and Communications

Babson College

Caribbean School

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Beatriz Benítez Guedes