Carlos Simó

Finance & Operations Manager @Simmple

MexicoInvestor & VCPortfolio ManagerInvestment AnalystITFinancial AnalystEngineerConsultingFinanceFinancial PlannerIndustrial EngineerData ScientistData EngineerData AnalystBI Analyst

• Led the implementation of the Zoho ERP suite (including CRM, BI, Helpdesk and Call Center) resulting in full adoption by 60+ employees automated data analysis driving a culture of data-driven decision-making. • Coordinated the franchising. Lleading to standardized processes and the near-launch of Simmple’s first franchise, setting the foundation for scalable expansion. • Trained and deployed a custom Mexican Taxes GPT model, reducing sales training time by 40% and significantly increasing sales efficiency through real-time guidance during lead and client interactions. • Provided high-level support in the ongoing development of the Simmple SaaS platform, ensuring strategic alignment and robust technical functionality.

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