Carlos Guizar

IT Project Manager with 12+ years leading technology and CRM projects across Europe and the Americas. Experienced leading and coordinating large cross-functional teams (20-38 people across departments and vendors) without having direct authority over them. Strong background in change management and user adoption, vendor management and budget approval, data governance, and working with both business and IT teams through the full project lifecycle — from discovery and requirements to testing, deployment, and post-launch support.

Global Project Delivery Manager at Independent Consultant (2026-04 – Present)

Lead the delivery of global IT and Salesforce projects, making sure organizations are ready — both technically and as a team — to get real value from the new tools. Work through a partner ecosystem, combining advisory support, hands-on delivery, and change management.

• Lead project delivery across scope, timeline, budget, and quality
• Work with business and technology teams to make sure delivery translates into real value
• Manage distributed teams and stakeholders across multiple regions
• Set governance rules, roadmaps, and delivery strategy
• Manage risk, escalation, and go/no-go decisions

Delivery & Tech Transformation Lead at Nubilux (2022 – 2026)

collaboration since 2022, formalized in 2026

• Led delivery of CRM and digital transformation projects across the Salesforce ecosystem
• Main point of contact between business, product, and technology teams
• Defined delivery plans, priorities, and resource allocation
• Made sure delivery quality, stakeholder alignment, and platform adoption stayed on track

Delivery & Digital Enablement Lead at Yssue / MENTENOVA (2026-05 – Present)

Includes managing the implementation of a corporate AI assistant for an industrial client, plus organizational readiness work (process design, training, delivery methods) and web/portal development.

• Main point of contact between client leadership, user teams, and the external development vendor; prepare progress updates for the client's steering committee
• Own requirements and manage scope changes, formalizing agreed changes in contract annexes
• Review and negotiate vendor proposals; track platform costs (AI usage and infrastructure); support pricing decisions; approve vendor payments against an assigned budget
• Plan project phases, manage schedule risk ahead of the pilot date, and recommend releasing in stages to protect delivery
• Coordinate the external vendor's development, QA, and architecture work; track open decisions and take part in User Acceptance Testing (UAT)
• Designed and run a training program for a 30-user pilot, including basic AI training for users
• Learning hands-on cloud deployment skills in this project (AWS S3, KMS, IAM; GitLab; EasyPanel)

Strategic Advisor at ITSI Gestión (2026-04 – Present)

Advisory role, not delivery.

• Give strategic advice on technology, business perspective, and data modeling for infrastructure-sector projects

Senior Salesforce Functional Consultant / Product Manager at HBX Group (2023-06 – 2026-04)

• Coordinated a Marketo-to-Salesforce Marketing Cloud migration with about 38 people across four departments plus an external vendor — none of them reporting to me directly
• Took a calculated risk and skipped full end-to-end testing in a production-only environment to deliver 100+ campaigns on time; this project also fixed a compliance risk (unsubscribed contacts still receiving emails) and included a database cleanup
• Coordinated a three-level (L1/L2/L3) day-to-day support model, with decision authority over the team's work at a product-manager level
• Led a data governance project to unify contact ownership (one record layout, turned duplicate rules back on, Account-Contact Relationships), despite strong pushback from the business side — explained and defended the technical approach directly with senior business stakeholders
• Managed the Salesforce enhancement backlog, roadmap, and releases across business and IT teams

Founder Partner & Board Member, Salesforce Ecosystem at Proyecto Kernel (2020-07 – 2023-08)

parallel to full-time roles below

• Co-founded and sat on the board of a social enterprise that connected Salesforce implementation projects with a team of low-income students in Mexico, managed remotely from Spain
• Won and delivered Salesforce projects, giving hands-on technical coaching and onboarding to build the team's skills
• Designed adoption strategies to turn client investment into real results (efficiency, customer experience, revenue growth) for both for-profit and mission-driven organizations
• Led remote operations across countries, balancing business development, delivery quality, and social impact goals

Associate Manager, Tech Operations (CRM Delivery Focus) at Bacardi Spain (2022-01 – 2023-03)

• Led delivery of Salesforce and Conga-related initiatives within a global IT operations environment
• Coordinated delivery activities with global and regional teams across Europe
• Supported implementation planning, rollout readiness, and change activities
• Acted as the bridge between business teams and technical delivery teams

Salesforce Functional Consultant & Business Analyst at BairesDev (2020-10 – 2022-02)

• Supported enterprise Salesforce projects during a high-demand transformation period, working with distributed teams in a fully remote environment
• Contributed to business analysis, requirements clarification, and functional design across multiple CRM initiatives
• Coordinated UAT/SIT testing, issue tracking, and go/no-go decisions before releases
• Built automation and document solutions (FieldFX, Salesforce Flows, Conga Composer, XML Forms) to improve efficiency and standardization

Salesforce Project Manager / Functional Delivery Lead at VASS México (2019-06 – 2020-06)

• Managed Salesforce projects, delivering on time and on budget
• Coordinated distributed teams and external vendors
• Managed risk, scope, and delivery milestones under PMI governance

Salesforce Manager (CRM Governance & Project Delivery) at FANDELI (2016-10 – 2019-06)

• Led multi-country CRM transformation projects across Mexico, the U.S., and Central/South America
• Coordinated third-party vendors, system integrations, and regional rollout activities
• Delivered a platform migration (Salesforce Classic to Lightning) across multiple markets
• Designed and led a change management program — defined criteria to select ambassadors, checked candidates with management and HR, and personally recruited and managed the rollout — this helped increase platform adoption by 40% after the migration

Salesforce Consultant & Business Analyst at SURA México (2012 – 2016)

• Process improvement, CRM optimization, governance support, and business–IT alignment work

Bachelor's in Administrative Computing – Universidad Michoacana de San Nicolás de Hidalgo

Diploma in Project Management (PMP) – Tecnológico de Monterrey

Diploma in Managerial Skills – Tecnológico de Monterrey