Beatriz Ayala
Project Support Coordinator
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About
Project Support Coordinator with 8+ years of experience driving smooth M&A onboarding and client success across SaaS platforms. Excels at coordinating stakeholders, resolving onboarding and fraud issues, and maintaining accurate Salesforce records to reduce delays and improve platform engagement. Aiming to advance in project management and scale repeatable onboarding processes.
Experience
DEAL ONBOARDING ASSOCIATE - SRS Acquiom - El Paso, Texas
(2026)
- Coordinated M&A onboarding to ensure complete deal documentation and timely go-live
- Acted as primary liaison between buyers, sellers, counsel, and teams to maintain clear transaction communication
- Prepared and maintained onboarding files, invoices, records, and closing materials to support deal execution
- Partnered with cross-functional teams to resolve onboarding issues, monitor progress, and collect invoices
MERGERS AND ACQUISITIONS PROJECT COORDINATOR - Datasite LLC - Remote, US
(2024-10 - 2025-07)
- Support global clients in M&A, enhancing platform usage and satisfaction.
- Resolve technical issues across channels, ensuring seamless user experience.
- Lead client onboarding, boosting platform engagement and satisfaction.
- Collaborate cross-functionally to enhance issue resolution and service quality.
- Maintain accurate service logs in Salesforce, ensuring data consistency.
- Implemented tailored product demos, increasing user familiarity and driving substantial growth in platform utilization.
BILINGUAL RISK OPERATIONS - Alza - Remote, US
(2024-01 - 2024-08)
- Conducted thorough investigations into suspicious activities, including new accounts, charge-backs, account takeovers, and other fraud-related incidents.
- Utilized AML monitoring tools to identify and investigate irregular patterns.
- Monitored fraud reports daily to determine account closure and submit SAR and UAR reports.
- Reviewed check deposits, ACH (outgoing and incoming), and wire transfers for fraud.
- Quickly analyzed multiple data points to make quality decisions that impact our clients.
- Interacted with customer service and customers through various forms of communication and assisted analysts with customer escalations.
FRAUD LOSS PREVENTION SPECIALIST - Charles Schwab & Co. - Remote, US
(2021-05 - 2023-11)
- Developed and managed intricate decision logic across a multitude of fraud risk channels, including new account opening, deposit risk, and payment risk in various mediums like wire transfer, ACH, debit card, check clearing, and online bill pay.
- Handled critical tasks such as foreign currency trades, account recall submissions, fraud reports, and account security measures to prevent money laundering, client vulnerabilities, romance scams, and account takeovers.
- Exhibited proficiency in Anti-Money Laundering (AML), Fraud Risk Assessment (FRA), client central, Bene tool, Incident Reports, and internet research, providing assistance to other departments and adapting swiftly to new tasks.
- Utilized analytical tools and data-driven decision-making to detect fraudulent behavior and inform automated risk assessment logic.
- Demonstrated strong teamwork and support for colleagues, ensuring effective communication and collaboration in addressing fraud risk challenges.
B2B SALES LEAD - Verizon Wireless - El Paso, TX
(2018-10 - 2020-02)
- Utilize Salesforce for precise deal forecasting, enhancing store team efficiency.
- Surpass sales targets by training reps, boosting skills and product knowledge.
- Engage decision-makers via calls to secure deals and seize opportunities.
- Develop new business accounts through effective B2B strategies and referrals.
- Drive revenue growth with client management, sales support, and issue resolution.
Education
ASSOCIATES - POLITICAL SCIENCE - El Paso Community College (2007 - 2011)
