Executive Profile
Results-driven executive and entrepreneur with over 20 years of experience in international business development, sales leadership, and strategic growth in the Oil & Gas industry, followed by 6+ years of entrepreneurship in Real Estate and Sales Process Consulting.
Founder of Copilot Agency, helping small and medium-sized businesses identify revenue leaks, strengthen their sales processes, and convert more opportunities into customers.
A collaborative leader passionate about strategic planning, operational excellence, building authentic relationships, and driving sustainable business growth.
Core Competencies
Professional Experience
Founder
- Founded and currently lead a sales process and digital infrastructure consultancy focused on helping small and midsize businesses identify revenue leaks and strengthen sales performance.
- Develop actionable sales plans and Sales Playbooks, diagnose process gaps, and prioritize practical improvements to follow-up and sales execution.
- Align CRM workflows, automation, and digital infrastructure with each client’s sales process to support consistent follow-up and stronger opportunity conversion.
Real Estate Investor & Consultant
Independent Real Estate Entrepreneur- Closed $15.2M+ in real estate transactions across the Houston market, helping clients evaluate investment opportunities, navigate property acquisitions, and make informed financial decisions.
- Built and managed a network of industry professionals, including lenders, inspectors, attorneys, and contractors, coordinating complex transactions from initial evaluation through closing while delivering a client-focused experience.
Integrated Flow Solutions (DXP IFS)
A global leader in the design and manufacture of modular process systems for the Oil & Gas industryGlobal Account Manager
Mar 2018 – Dec 2019- Partnered with executive leadership to design and implement targeted marketing and sales strategies across Latin America and key global accounts in Houston.
- Drove market segmentation, product differentiation, and brand positioning to ensure maximum customer satisfaction and establish IFS as the definitive market leader.
Sales Manager – Southern Latin America
Jun 2006 – Mar 2018- Directed regional business development, achieving an exceptional total sales record of $66.92MM in modular process skids and $2.47MM in field service operations.
- Executed end-to-end sales strategies, managing the entire lifecycle from early-stage FEED (Front End Engineering Design) RFQs to highly profitable orders and aftermarket support.
Engineering & Business Development Progression
Feb 2000 – Jun 2006- Application & Project Engineer: Managed technical scope, budgeting, and commercial proposal strategies. Spearheaded engineering coordination for global clients including Exxon Mobil, Petrobras, DSME, and GM.
- Digital Tool Creation: Proactively developed sophisticated internal tracking tools (Inquiry Load & Track, Gantt Planners, Pricing/Sizing tools) to streamline sales operations.
Education & Technical Proficiencies
Petroleum Engineer
Escuela Politécnica Nacional — Quito, Ecuador — 2001
Software & Tools
GoHighLevel (GHL); AI assistants and large language models, including Claude, Gemini, and ChatGPT.
Languages
English (Fluent), Spanish (Native).
Professional Endorsements
Jason Jimenez
CEO & Principal, IMD Insurance & Financials