Provided customer onboarding and training to ensure successful product adoption.
Developed and maintained relationships with customers to facilitate user engagement and satisfaction.
Analyzed customer data to identify trends, issues, and opportunities for improvement.
Collaborated with cross-functional teams to develop strategies for driving customer success.
Created reports outlining customer usage and retention metrics.
Delivered presentations on product features, benefits, and value propositions at conferences or webinars.
Handled renewal conversations that included multi-years (closed $108k YTD amongst 4 Deals)
Increased average engagement across my own book of business from 4% - 11% in 7 months
Golf Operations Assistant II
City of San Diego
San Diego, CA
09.2022 - Current
Served guests with an enthusiastic, helpful demeanor to promote positive, memorable experiences.
Monitored golf shop operations to enforce adherence to equipment and purchase policies.
Attended daily meetings and contributed ideas for improvement.
Verified completion of daily assignments in alignment with golf shop standards.
Promoted golf products and accessories and utilized upselling to increase sales.
Assisted golf course personnel with daily operations.
4 months of ACE Award
Consistently excelled in my quarterly EPRs
Managed Volunteers at Farmers Insurance Open (Team of 7)
Enterprise Sales Development Representative
Rocket Lawyer
San Diego, CA
09.2023 - 12.2023
Collaborated with marketing teams to develop strategies for lead nurturing and conversion initiatives.
Identified upsell opportunities within the existing customer base and worked with Account Executives to close deals.
Participated in weekly meetings with sales team members discussing best practices and strategy execution plans.
Reached out to Enterprise companies with 1000+ benefit-eligible employees, with already approaching $204,912 in closed TARR ( SAM Companies, MML Hospitality, and Chukchansi Gold Resort and Casino)
Promoted cross-selling of our Rocket Tax product.
Sales Development Representative
Rocket Lawyer
04.2022 - 09.2023
Called on key decision-makers using phone, email, and social touches to bring on new business
Maintained communication with account executives to facilitate the development of sales opportunities.
Leveraged CRM to maintain activity, contact, and account information of customers and prospects.
Executed cold calls, social media, and other digital strategies to acquire customers.
Set appointments to present solutions to prospective customers.
Adhered to company initiatives and achieved established goals.
Researched potential prospects online to produce qualified call lists for sales colleagues.
119% Quota Attainment
Created 124 Qualified Opportunities
$2,898,312.00 in Pipeline TARR
Closed $342,185.98
Mentor for the sales interns (Summer 2023)
Financial Representative
Northwestern Mutual Life Insurance Company
San Francisco, CA
04.2020 - 03.2022
Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Achieved Power of 10 as a College Financial Representative as well as Pacesetter 40 in which only 5% of first time representatives hit in there first 6 months
Ran a full sales cycle from open to close
Closed $102,329 in Insurance products
Brought over $50,000 in AUM
Education
Bachelor of Science - Business Management
Sonoma State University
Rohnert Park, CA
05.2021
Skills
Effective Communication
Relationship Building
Win-Win Negotiations
Closing
Adaptability
Continuous, Rapid Learning
Effective Time Management
Problem-Solving
Accountability
Team Collaboration
Certification
- Proficient in Microsoft Excel, Word and Powerpoint
- California, Life, Accident and Health Insurance
- Finished Top 3 in interns for the Summer of 2020 in the SF Bay Area