Carlos Peñalba
Verified Expert in Product Management
Product Manager
Carlos is a product manager who has designed and launched software products serving the investment banking industry. He has led a global team of 50 people to deliver analytic solutions to demanding clients. Coming from a business background, he has worked closely with marketing and sales to commercialize innovative software products. Carlos has also served as the director of global operations, bringing excellence to all the company's processes.
Project Highlights
Expertise
Work Experience
Salesforce Project Manager
Port Aventura World
- Successfully implemented Salesforce Service Cloud.
- Worked on the implementation of Salesforce Experience Cloud.
- Coordinated and worked closely with an external partner for both implementations.
Salesforce Consultant
Montreal Associates
- Advised the company on the implementation of Salesforce Sales Cloud.
- Analyzed and reviewed all the company's operational processes before the Salesforce implementation and configuration.
- Worked closely with an external Salesforce development team to define client requirements, design the required solution, and test its implementation.
- Performed Salesforce integration with other systems, including a gamification solution.
- Worked closely with the company's COO to review and implement a new BI model to monitor the company's operations closely.
Author and Photographer
Freelance
- Published a book in English and Spanish about my travel experience after exploring Asia for 18 months.
- Had many of my travel photos published by, among others, NatGeo Traveler, Condé Nast Traveler, Backpacker Magazine, Doctors Without Borders, The Financial Times, Garuda Indonesia, and Macmillan Publishers.
- Worked as a travel content writer for several travel companies.
Director of Global Operations
Dealogic
- Worked closely with area directors to design, improve, and implement the company's global operations.
- Reviewed and improved client relations activities, including the implementation of a new CRM system.
- Coordinated the standardization of all development operations with product managers—from product design to launch.
- Collaborated with HR in reviewing and implementing new recruiting processes across all departments.
Product Manager
Dealogic
- Managed the M&A Analytics product, an analytical tool for investment bankers and financial advisers in the field of global M&A.
- Executed an algorithm that estimates the revenue generated by investment banks from their M&A activity.
- Designed and implemented the rolling of the relevant M&A data to the StrategyManager product, a high-end tool for top investment banking managers.
- Worked closely with the sales and marketing teams to establish, grow, and maintain relationships with top investment banks.
- Designed and provided post-sales client training and support.
Senior Business Analyst
Dealogic
- Formed part of a small group of senior analysts in charge of developing StrategyManager, a new product for investment banks.
- Defined client needs from an M&A perspective by communicating with top M&A bankers.
- Designed and implemented the data flow process from the M&A Analytics product into StrategyManager.
- Presented the product to top investment banks during the design and pilot processes and during its launch.
Research Manager
Dealogic
- Led a team of researchers in Europe and Asia following an M&A activity.
- Designed and implemented a new internal data entry system for the team.
- Established research guidelines and best practices.
- Recruited and trained a staff of researchers and analysts.
Analyst
Dealogic
- Researched M&A activity in France, Spain, Portugal, and Latin America.
- Acted as the co-editor and contributor to M&A Review, a magazine for clients covering M&A activity worldwide.
- Provided leading financial publishing newspapers and magazines with analysis on M&A activity.
Project History
StrategyManager Product for Investment Banks
Successfully designed and launched an innovative product for investment banks to monitor their own performance.
Creation and Launch of the M&A Analytics Product
Rolled two products into one to create a global M&A analytical product for investment bankers.
Education
Bachelor's Degree in Business Administration (Marketing)
Universidad del Pais Vasco - Spain
Certifications
Salesforce Service Cloud Consultant
Salesforce
Salesforce Sales Cloud Consultant
Salesforce
Salesforce Certified Administrator
Salesforce
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