Experience

Solar Energy Partners

• Australia
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Solar sales

  • May 2023 - Present

  -Independent contractor -Project manage to initiate, plan, execute, monitor and control each PV system until close. -Manage individual sales activities by developing highly effective, communications focuse relationship with multiple sales channels. -Employ use of SalesForce CRM to record pertinent data relate to perspective customer's site quality and financial qualifications. -Inform potential clients of NRG's services and solutions. Provide PPA, buy, loan, and lease options for customers Utilize Google sketch up to create panel rendering for client propose projects. -Conduct analysis of customer's current and project electrical usage and finacial ROI. -Meet w/prospective buyers for solar systems, sales, lease, PPA, designingsolar systems.For customers residential homes. -Utilize CRM data to deliver critical insights into trends and profiles, developing target programs for businesses to increase revenue opportunities. -Record prospect contact information in Salesforce. Create sales presentations determining ROI and other financial incentives to persuade customers to utilize solar energy. -Operate as inside sales consultant, primarily in areas of customer relations, sales/service support, coordinating production and transportation scheduling -Deliver PowerPoint presentations at homeowner's kitchen table to educate and sell. Use regional solar radiation or insolation data provide by NASA and accurately calculate system output in either Btu's or kWh. Show less



Natural Alternatives International, Inc.

• United States
• Pharmaceutical Manufacturing
• 100 - 200 Employee

• Client Success Manager

  • Sep 2022 - Apr 2023

  -Develop and maintain awareness and understanding of the client’s market, product profile and trends -Demonstrate knowledge of market when interacting with client and internal teams -Attend client meetings with support from Client Services Director and drive completion of follow-up actions -Keep an overview of issues arising with clients within account team(s) and work with Client Services Director and Senior Account Manager to ensure they are resolved so that future relationships are not damaged -Flag any unresolved issues to the Senior Account Manager or Client Services Director outlining business risk and making recommendations for action Show less



eCapital Corp.

• United States
• Financial Services
• 200 - 300 Employee

• Factoring Consultant

  • Mar 2022 - Sep 2022

  -Engaging in a consultative sales approach, diving deep into a prospects business challenges and advising on the best solution-Building value and rapport with prospects and colleaguesManaging the entire sales cycle from qualifying, pitching, follow-ups, and submitting contracts to closing deals-Utilizing a CRM for sales pipeline tracking and ensuring all record keeping is timely and accurate-Developing, managing and maintaining a healthy sales pipeline-Converting prospects from multiple lead sources-Demonstrating strong sales skills and continuously developing closing skills-Achieving (or even better, beating) established sales goalsRepresenting company’s services and offerings positively Show less

• NBC Coordinator Supervisor

  • Apr 2021 - Mar 2022

  Provide daily direction and communication to employees to ensure sales calls are answered in a timely,efficient, professional, and knowledgeable manner• Monitors employee performance to assure that all sales goals are achieved• Takes corrective action, and counsel employees on performance, attendance and other areas ofimprovements• Assist the Manager in the preparation of work schedules, performance and sales reports• Assist in the hiring process from interviews to new hire training Continuously review and implementsprocess improvements• Plan, direct and evaluate call workflows, as well as coordinates work activities to achieve expectedgoals• Tracking Time and Attendance for New Business Coordinator team• Handle and resolve escalated sales calls and customer inquiries• On occasions the supervisor will have to fill-in for callers and handle the day-to-day tasks• Special projects as needed or assigned Show less



AutoClaims Direct, Inc.

• Carlsbad, California, United States

• Account Manager

  • Oct 2018 - Apr 2021

  Primary point of contact to service and build long-term relationships with customers • Help customers through email and phone • Develop a trusted advisor relationship with key accounts • Ensure the timely and successful delivery of our solutions according to customer needs and objectives • Update job knowledge by participating in reading professional publications; maintaining personal networks; participating in professional organizations • Enhance department and organization's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments • Responsible for keeping current clients satisfied and delivering exceptional client service on a day-today basis • Monitor and analyze customer's usage of our product • Liaise between the customer and internal teams Show less



Bob Baker Chrysler

• Carlsbad, California, United States

• Sales Representative

  • Oct 2014 - Oct 2018

  • Mentored new sales professionals on customer service and closing skills • Complete confidence in my ability to convince and persuade clients face to face • Utilized various CRM systems • Mentored new sales professionals on customer service and closing skills • Complete confidence in my ability to convince and persuade clients face to face • Utilized various CRM systems



Z57 Internet Solutions

• San Diego, California, United States

• Social Media Consultant

  • May 2014 - Oct 2014

  • Outbound Call Center, high volume, selling custom social media products to Realtors • Develop company market share in assigned territories • Educate prospects on how to successfully integrate social media marketing • Continually exceeded call metrics requirements • Outbound Call Center, high volume, selling custom social media products to Realtors • Develop company market share in assigned territories • Educate prospects on how to successfully integrate social media marketing • Continually exceeded call metrics requirements



State Farm Agent

• Insurance
• 700 & Above Employee

• Sales Professional

  • Jan 2012 - May 2014

  Transitioned from high volume call center sales to face to face walk in and referral sales at State Farm Agent Julie Ngo • Learned essentials and nuances of face to face sales • Utilized Salesforce CRM, social media marketing tools at State Farm Transitioned from high volume call center sales to face to face walk in and referral sales at State Farm Agent Julie Ngo • Learned essentials and nuances of face to face sales • Utilized Salesforce CRM, social media marketing tools at State Farm



GEICO

• United States
• Insurance
• 700 & Above Employee

• Sales and Customer Service Professional

  • May 2006 - Oct 2011

  Mastered phone customer service handling 60+ inbound daily calls, achieved top metrics in achieving Geico "A" call results, utilizing and transitioning to multiple CRMs • Top ranked first call closer, multiple Chairman's Club award winner • Consistently exceeded monthly quota • Monitored and supervised new employee call metrics Mastered phone customer service handling 60+ inbound daily calls, achieved top metrics in achieving Geico "A" call results, utilizing and transitioning to multiple CRMs • Top ranked first call closer, multiple Chairman's Club award winner • Consistently exceeded monthly quota • Monitored and supervised new employee call metrics