Experience

Guideline

• United States
• Financial Services
• 200 - 300 Employee

• Sales Development Representative

  • Nov 2022 - Present



Wix

• Israel
• Software Development
• 700 & Above Employee

• Account Executive

  • May 2022 - Aug 2022

  Miami, Florida, United States . Manage and maintain an active client pipeline. . Review and prospect new leads by assessing user site activity, nature of business, and software enabled. . Determine the most optimal email marketing campaign for users on a case by case basis to expand their business. . Manage and follow up on active email cadences. . Personally communicate with high priority leads via phone and text. . Utilize multiple SalesForce reports to research and prospect potential leads. . Cold… Show more . Manage and maintain an active client pipeline. . Review and prospect new leads by assessing user site activity, nature of business, and software enabled. . Determine the most optimal email marketing campaign for users on a case by case basis to expand their business. . Manage and follow up on active email cadences. . Personally communicate with high priority leads via phone and text. . Utilize multiple SalesForce reports to research and prospect potential leads. . Cold call 20-30 users daily to assess and qualify their business needs and opportunities for growth. . Host demos via Zoom with prospective leads showcasing how our business solutions can optimize and expand their business. . Assess and refer clients to our Account Managers for continued growth. . Engage in continued product knowledge courses and keep up to date with new product features.

• Sales Development Representative

  • Aug 2021 - May 2022

  Miami, Florida, United States . Made a target amount of cold calls and prospecting calls on a daily basis. . Cold called target prospects to demonstrate system features and benefits. . Handed off leads to Account Executives in a timely fashion for the closing of sales. . Set up meetings with leads and Account Executives for future dates. . Provided clients with customer assistance to ensure satisfaction. . Documented all the campaign execution and lead/opportunity management activities in SalesForce … Show more . Made a target amount of cold calls and prospecting calls on a daily basis. . Cold called target prospects to demonstrate system features and benefits. . Handed off leads to Account Executives in a timely fashion for the closing of sales. . Set up meetings with leads and Account Executives for future dates. . Provided clients with customer assistance to ensure satisfaction. . Documented all the campaign execution and lead/opportunity management activities in SalesForce correctly, work together with manager/expert as necessary. . Reported to Sales Manager on my results and potential areas of growth and improvement in a weekly basis.



haku

• United States
• Software Development
• 1 - 100 Employee

• Participant Support Representative

  • Mar 2020 - Aug 2021

  Miami Metropolitan Area . Supported an average of 100 participants with technical and event support. . Kept up to date on current organizer events and policies. . Multitasked and provided professional phone, email, and live chat support via Zendesk. . Routed event specific questions to the correct organizers or account managers. . Documented customer feature requests from partners and participants and forwarded to the development team. . Reported bugs and created tickets in JIRA. . Guided… Show more . Supported an average of 100 participants with technical and event support. . Kept up to date on current organizer events and policies. . Multitasked and provided professional phone, email, and live chat support via Zendesk. . Routed event specific questions to the correct organizers or account managers. . Documented customer feature requests from partners and participants and forwarded to the development team. . Reported bugs and created tickets in JIRA. . Guided clients to use self-help resources. . Recorded issues and solutions to troubleshoot guides. . Tested out new updates and software before deployment. . Kept participants updated on ticket resolution times. . Traveled to partner events to assist in event day tasks. Show less



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Financial Relationship Consultant

  • Apr 2018 - Mar 2020

  Miami/Fort Lauderdale Area . Matched the implied or expressed needs of customers with appropriate products/services designed to meet those needs. . Understood and confidently communicated the details, benefits, and requirements of various product and service options. . Adjusted recommendations based on the individual circumstances of each customer, and successfully responding to customer objections. . Interacted with customers in a pleasant and professional manner. . Built rapport, demonstrated… Show more . Matched the implied or expressed needs of customers with appropriate products/services designed to meet those needs. . Understood and confidently communicated the details, benefits, and requirements of various product and service options. . Adjusted recommendations based on the individual circumstances of each customer, and successfully responding to customer objections. . Interacted with customers in a pleasant and professional manner. . Built rapport, demonstrated an interest in customers, conveyed information confidently, enthusiastically, and clearly. . Avoided the use of jargon, providing negative information in a tactful manner, and communicated in an ethical and trustworthy manner. . Assisted 10-15 customer a day. . Titled as branch digital coach, updating the team in what’s new from the company technology team as well as new procedures and operations. . Provided customers with knowledge based tools to use and understand the banking app and web interface. . Assisted customers in technology-based issues such as mobile deposit, password resets, and Zelle enrollments. . Titled as marketing coordinator, making sure the branch was up-to-date with flyers, brochures, posters, and graphic displays. . Made 10 cold calls a day to find solutions for new and existing clients. . Closed $250,000.00 in loans per quarter. . Managed accounts ranging from consumer, small business, and commercial. . Performed operational duties in the vault and teller line. Show less



Geek Squad

• IT Services and IT Consulting
• 700 & Above Employee

• Apple Master

  • Mar 2017 - Apr 2018

  Miami/Fort Lauderdale Area · Performed all tasks previously stated for Consultation Agent. · Took scheduled learning and online seminars for Apple ASP news. · Knowing the latest specs and features of iOS and OSX devices. · Performed component repairs for iOS devices. · Filed Apple escalations for client, consignment issues, or pending debits. · Performed biweekly Apple consignment counts. Varied from 200-300 parts every consignment. · Educated and informed clients about the latest apple products and… Show more · Performed all tasks previously stated for Consultation Agent. · Took scheduled learning and online seminars for Apple ASP news. · Knowing the latest specs and features of iOS and OSX devices. · Performed component repairs for iOS devices. · Filed Apple escalations for client, consignment issues, or pending debits. · Performed biweekly Apple consignment counts. Varied from 200-300 parts every consignment. · Educated and informed clients about the latest apple products and apple solutions.

• Consultant Agent

  • Jul 2014 - Mar 2017

  Miami/Fort Lauderdale Area · Provided technological assistance to clients as well as offered and sold service plans efficiently and swiftly to meet client needs. · Troubleshooted issues appropriately to understand client issue and solution needed. · Shipped client unit as well as store stock units to service center for repair. · Checked in and queued clients with appointments or walk in visits in a timely manner. · Set up client units that were expected for predictive pick up. · Certified… Show more · Provided technological assistance to clients as well as offered and sold service plans efficiently and swiftly to meet client needs. · Troubleshooted issues appropriately to understand client issue and solution needed. · Shipped client unit as well as store stock units to service center for repair. · Checked in and queued clients with appointments or walk in visits in a timely manner. · Set up client units that were expected for predictive pick up. · Certified products for open box selling. · Provided customer service for car technology and vehicle installs. · Worked with 15-20 customers per day. · Assisted other departments when needed.



Sunglass Hut

• Sales Associate

  • Aug 2012 - Jul 2014

  Miami/Fort Lauderdale Area · Sold eye wear at high volumes while providing quality customer service. · Responsible for recording shipment of inventory in a timely fashion · Responsible for counting the end of shift money at the register and submitting it to the appropriate manager on duty. · Would work at different store locations if needed.