Shelena Gutierrez Lopez

Business Manager

2022 - Current

Business Manager & Developer of LATAM (CFDs) Zeal Capital Market Ltd (Trade), City of London (UK) April 2022 – Present As Business Manager and Developer for LATAM, I lead strategic initiatives to drive growth, manage key partnerships, and enhance operational efficiency in the CFD market. I designed and implemented a comprehensive business plan for the LATAM region, focusing on KPIs, workflow optimization, budgets, and pipeline development, ensuring alignment with organizational goals. My responsibilities include managing and tracking all sales pipelines, preparing client-facing communications, and serving as the primary negotiator for vendor and partner agreements, collaborating closely with the Legal team. I work directly with clients, including IBs and partners, to resolve escalated pre- and post-sale issues, fostering strong relationships and driving satisfaction. I spearhead growth strategies that prioritize financial performance and client satisfaction, actively building a network of new prospects and maximizing opportunities in the LATAM market. Additionally, I drive IT and product integration to improve operational efficiencies and align with business objectives. In my leadership role, I mentor and coach team members, ensuring they uphold company values, achieve targets, and develop professionally. By monitoring risk trends and leveraging opportunities, I maintain a client-centric approach while contributing to the company’s broader success in a competitive market.

Senior Sales Manager

2021 - 2022

Senior Sales Manager & Developer of LATAM and Spanish Market (CFDs) FCI-Markets Ltd, Essex (UK) February 2021 – April 2022 In this role, I was responsible for driving business growth across the LATAM and Spanish markets by developing strategic relationships with corporate clients and managing a high-value client portfolio based in Spain. I spearheaded the seamless onboarding of new accounts, delivering tailored demonstrations and training sessions to ensure client success. With a strong focus on exceeding sales targets, I implemented proactive relationship management strategies, delivering exceptional customer service to build trust and long-term partnerships. My ability to collaborate effectively with cross-functional teams ensured streamlined workflows and client satisfaction. Leveraging advanced communication and active listening skills, I identified client needs, provided actionable insights, and executed follow-ups to drive engagement and retention. My efforts consistently contributed to achieving key business objectives in a competitive CFD market.

Broker Sales Executive

2018 - 2021

Relationship Management Team

2020 - 2021

Senior Sales Manager ATFX Global Markets Ltd, City of London (UK) June 2018 – January 2021 As Senior Sales Manager, I played a pivotal role in driving business growth and enhancing client relationships. My responsibilities included sourcing and generating new business opportunities, delivering exceptional relationship management, and ensuring outstanding customer service. I promoted product updates and events to prospects and clients, showcasing a deep understanding of financial markets, foreign exchange, and CFDs. With a strong focus on lead generation, prospect research, and nurturing client relationships, I consistently achieved targets, driving approximately £1.5 million in quarterly revenue. My role demanded excellent communication, negotiation, and presentation skills, complemented by a proactive approach to adopting new technologies and systems. My contributions not only strengthened client retention but also supported the company’s strategic objectives in a competitive market.

Fx Broker & Corporate Sales Executive

2017 - 2018

Operational Management

2015 - 2016

Operational Management BBVA en España Jul 2015 – Aug 2016 · 1 yr 2 mos In this role, I worked within the operations department, where I was responsible for cash management, income tax payments, procurement, and invoice processing. Additionally, I acted as a financial advisor to bank clients, supporting them with credit card transactions, international payments, transfers, and tax advice.

National Administration Controller

2014 - 2015

In this role I worked for a start-up company within the sport industry. In this position, I assisted the company with seeting up a professional database in excel to record all client information and provide a financial forecast. Adicionally, I was responsible for invoice processing. Industry specific tool used: Excel

Financial Advisor & Operational Management

2014 - 2014

In this role, I held a key position within the Operations Department, where I oversaw and managed critical financial processes, including cash flow optimization, income tax payment execution, procurement strategies, and end-to-end invoice processing. I ensured compliance with regulatory standards, streamlined operational workflows, and implemented best practices to enhance efficiency and accuracy across these functions. Additionally, I provided strategic financial advisory services to bank clients, leveraging my expertise to deliver tailored solutions that aligned with their financial goals and risk profiles. This involved analyzing market trends, assessing client portfolios, and recommending strategies to optimize financial outcomes. My contributions played a pivotal role in strengthening client relationships and driving organizational success.

Accounting Administrative Assistant

2010 - 2010

Alongside my university studies, I undertook international work experience in Dublin,Ireland. My role with Moore Stephens Nathans, was to account as an accounting clerk; assisting with the analysis of income, balance sheet and cash-flow statementns for clients. The role involved financial modeling and analysis via Excel, account reconciliation, database management and general administrative tasks.