Summary
Overview
Work History
Skills
Tools And Tech
Timeline
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Albert L. Lovato Jr.

Florence,AZ

Summary

Dynamic sales professional with a successful history in high-growth tech services, driving $5M in monthly revenue. Recognized for expertise in consultative selling and fostering client relationships, leading to increased customer loyalty. Experienced in optimizing sales processes through CRM tools and enhancing client engagement. Background includes client advisory roles in financial institutions, proficient in direct sales and banking transactions, with exceptional communication skills and flexible availability.

Overview

10
10
years of professional experience

Work History

Yearbook Liason

United Portraits
Queen Creek, AZ
02.2024 - 05.2025
  • Served as primary contact for schools and yearbook advisors, guiding yearbook creation process.
  • Delivered training on yearbook software through virtual walkthroughs and comprehensive documentation.
  • Assisted yearbook advisors in navigating platform and managing project timelines.
  • Tracked client progress and monitored deadlines to guarantee timely project completion.
  • Troubleshot technical issues, escalating unresolved problems to internal teams for resolution.
  • Collaborated with design, production, and photography departments to ensure seamless delivery.
  • Maintained detailed records of communications and resolutions for future reference.

Client Advisor

HomeLight
Scottsdale, AZ
02.2020 - 02.2023
  • Closed over 70 deals in 2022, generating more than $14M in revenue.
  • Achieved internal performance goals consistently each quarter while maintaining a 100% customer satisfaction rating.
  • Recognized as Advisor of the Year for outstanding sales performance.
  • Managed high-volume, consultative sales cycles, tailoring solutions to meet unique financial objectives.
  • Educated external partners through product training and certification programs to enhance their capabilities.
  • Drove client retention and partner loyalty via consistent communication and organized educational sessions.
  • Developed strong client relationships through regular follow-ups and effective communication strategies.
  • Resolved customer complaints efficiently by employing advanced problem-solving techniques.

Sales Consultant

Supreme Lending
Tempe, AZ
06.2019 - 02.2020
  • Cultivated strong client relationships to provide tailored financial solutions.
  • Partnered with builders and real estate professionals to establish referral pipelines.
  • Delivered custom sales presentations aligned with client goals and financial needs.
  • Recommended process improvements to optimize sales performance.
  • Created personalized presentations based on specific customer requirements.
  • Maintained client relationships to drive increased sales revenue.

Inside Sales Specialist

Offerpad
Scottsdale, AZ
05.2018 - 06.2019
  • Refined internal sales processes, optimizing conversion rates and reducing client friction.
  • Launched targeted marketing campaigns to boost inbound pipeline and increase brand visibility.
  • Assessed risk and eligibility, advising clients on next steps during solution lifecycle.
  • Managed sales pipeline through CRM software from lead generation to closure.
  • Collaborated in cross-functional teams to enhance operational efficiency across organization.
  • Researched pricing models, determining optimal cost structures for products and services.
  • Participated in cross-departmental initiatives to improve overall operational effectiveness.
  • Utilized CRM tools to oversee sales pipeline process from initial lead to final close.

Senior Sales Executive

Quicken Loans
Phoenix, AZ
06.2017 - 05.2018
  • Managed 80 to 120 daily client interactions, qualifying leads into revenue opportunities.
  • Established client trust and fostered loyalty through consistent follow-up and consultative selling.
  • Achieved $5M in monthly revenue with client satisfaction ratings exceeding 98%.
  • Negotiated contracts with clients, ensuring alignment with profitability goals.
  • Analyzed customer data to identify trends in buying behavior and preferences.
  • Conducted training for internal staff on product features and use cases.

Sales Manager

Sindeo
Scottsdale, AZ
09.2015 - 06.2017
  • Achieved consistent monthly revenue exceeding $5M, earning Advisor of the Year award.
  • Led team of 10 advisors, coaching on consultative sales and client communications.
  • Oversaw performance metrics and resolved sales funnel issues to optimize results.
  • Conducted regular staff meetings to review quarterly and yearly goals.
  • Collaborated with marketing team to develop promotional materials targeting customers.
  • Worked with cross-functional teams using Jira and cloud-based tools for operational efficiency.
  • Assisted senior management in formulating long-term strategic growth objectives.

Skills

  • B2C & B2B Sales Strategy
  • Complex Pipeline & CRM Management
  • Client Relationship Building
  • Cross-functional Collaboration
  • Partner & Channel Enablement
  • Presentation & Negotiation
  • Customer Success & Retention
  • Tech-Savvy
  • Salesforce
  • Jira
  • Google Workspace
  • HubSpot
  • ZoomInfo
  • G-Suite
  • Documents360
  • Slack
  • Calendly
  • Sales strategy
  • Client retention
  • CRM software
  • Financial analysis
  • Consultative selling
  • Product training
  • Lead generation
  • Risk assessment
  • Market research
  • Team leadership
  • Effective communication
  • Relationship building
  • Time management
  • Negotiation skills
  • Customer engagement
  • Client relationship management
  • Relationship management
  • Information collection
  • Client retention strategies
  • Consultative sales
  • Product recommendation
  • Business development
  • Client interaction
  • Client profile building
  • Service level agreements
  • Cross-selling techniques
  • Information verification
  • Work training
  • Product promotion
  • Prospect qualification
  • New business development
  • Financial services
  • Customer consultations
  • Demand forecasting
  • Referral implementation
  • Department coordination

Tools And Tech

  • Salesforce
  • HubSpot
  • ZoomInfo
  • G-Suite
  • Jira
  • Documents360
  • Slack
  • Calendly

Timeline

Yearbook Liason

United Portraits
02.2024 - 05.2025

Client Advisor

HomeLight
02.2020 - 02.2023

Sales Consultant

Supreme Lending
06.2019 - 02.2020

Inside Sales Specialist

Offerpad
05.2018 - 06.2019

Senior Sales Executive

Quicken Loans
06.2017 - 05.2018

Sales Manager

Sindeo
09.2015 - 06.2017

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Albert L. Lovato Jr.