Gartner Expert

Simon Escobar

Director, Advisory

Prior to joining Gartner, Mr. Escobar established an extensive career in the Fintech & BPO Space (i.e. Mastercard, Western Union, Comdata Group) with +10 years in Corporate Strategy & M&A, as well as Finance Strategy and Operations roles.

With Data Analytics and Process optimization at the heart of Mr. Escobar's expertise, he led initiatives and teams to drive cross functional efficiency and collaboration, including Sales and Product functions, ultimately resulting in outperformance of organizational targets.

Previous experience

Mr. Escobar Led the Products and New Payments Platforms financial operations and strategic investments at Mastercard. Mr. Escobar was responsible for designing/overseeing the strategic KPIs that interfaced with Financial priorities for optimal P&L Management (through Dashboard Enhancements and creations), working closely with Senior Leadership in Products and Sales functions to review metrics and Business Cases opportunities on a weekly basis, presenting the results to C-Level Executives at a Regional and Corporate Level.

Professional background

Mastercard

Director, Finance Business Partner

Western Union

Senior Manager, Corporate Strategy & M&A

Comdata Group

Pre-Sales Manager

Areas of coverage

Sales Operations

Sales Strategy and Leadership

Revenue Technology Strategy

Education

Bachelors in Economics

MBA, Finance Concentration

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Top Issues That I Help Clients Address

1Leveraging Sales Analytics to help with the delivery and execution of Mission Critical Priorities

2Driving CRM Adoption through Change Management Processes

3Building a Data Driven Sales Organization

4Leading the Sales Budget and Efficiency Benchmark to help drive optimization and margin health

5Improving sales forecast accuracy