Nancy Betancourt Ortiz

Critic
DISC Type : C

Analista Funcional y Negocio at AFIRME Grupo Financiero

Monterrey, Nuevo León, Mexico

Overview

Nancy Betancourt Ortiz is a Functional and Business Analyst at AFIRME Grupo Financiero, specializing in IT process consulting, change management, and quality management. Described by colleagues as committed, organized, and a leader, she is a graduate of UANL and recently earned a Power BI certification, showcasing her dedication to continuous skill development.

Nancy is deeply invested in professional growth, frequently completing and sharing courses on topics like team conflict management and software quality assurance. This demonstrates a proactive approach to enhancing both her technical and soft skills, reflecting a commitment to personal and team excellence.

She has a specific interest in enhancing team dynamics, having recently completed a course on conflict management.

Personality Overview

Precise

ROI Driven

Critic

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Change Management
Has significant experience defining and executing change management strategies and methodologies for large clients like Lowe's and Cydsa.
Business Process
Her core expertise involves process consulting and mapping, with a background in analyzing functional requirements for financial services operations.
Data Visualization
Recently obtained a Power BI: Desktop credential, indicating a current focus and active interest in data analysis and visualization tools.

Media Appearances

Nancy has no verified media appearances

Work History

7-2020
Analista Funcional y Negocio at AFIRME Grupo Financiero
1-2020 - 5-2020
Consultor de Procesos - Principal Afore at Linnoit
10-2019 - 1-2020
Consultor funcional - InverCap Afore at BICO Savant
12-2018 - 9-2019
Consultor de Gestión del Cambio - Cydsa at BICO Savant
10-2017 - 12-2018
Consultor de Administración del Cambio - Lowe’s at BICO Savant

Education

1993 - 1997
Licenciatura from Facultad de Contaduría Pública y Admon. UANL
1991 - 1993
Bachillerato from Preparatoria # 16 UANL

More Information

Social Presence :

Prographics :

Exp : 9 Location : Monterrey, Nuevo León, Mexico Job Level : N/A Designation : Analista Funcional y Negocio at AFIRME Grupo Financiero
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Nancy

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Nancy take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Nancy

Personality Compatibility


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