Alex Carrillo
Austin, TX Metro Area
Summary
With over 5 years of experience in customer service, customer success, and sales, I have developed a strong foundation in relationship management and effective communication. My technical expertise enhances my ability to diagnose problems and provide tailored solutions, fostering customer satisfaction and loyalty. Currently, I am building experience in process efficiency and project management, which I believe are crucial for driving customer success. I am eager to transition into a customer success specialist or manager role, where I can leverage my skills to enhance client experiences and streamline operations.
Overview
9
9
years of professional experience
Work History
HVAC Selling Technician
Classic Services
2024.03 - Current
- Conducted face-to-face customer engagements, effectively communicating and identifying needs to offer personalized HVAC solutions.
- - Delivered compelling in-home presentations on equipment replacements, repairs, and upgrades, showcasing the value proposition and service options to drive sales.
- - Performed troubleshooting, diagnostics, and preventative maintenance on residential HVAC systems, fostering trust and confidence with customers to encourage repeat business and referrals.
HVAC Service and Sales Technician
Air Today Heating and Air Conditioning
2023.08 - 2024.03
- - Delivered repair and maintenance services to residential HVAC systems, developing customized estimates for clients’ needs.
- - Executed in-home presentations for equipment and ductwork solutions, showcasing value and service alternatives.
HVAC Service Sales
Altruistic AC & Heating
2023.07 - 2023.08
- - Diagnosed and repaired HVAC systems across various residential properties.
- - Provided detailed changeout estimates and maintained customer relationships through routine maintenance.
HVAC Service Technician
Stan’s Heating, Air & Plumbing
2022.06 - 2023.07
- - Recommended optimal repairs for peak HVAC system performance during tune-ups.
- - Created project quotes within my service scope, educating customers on necessary repairs.
Client Service Associate
Ameriprise Financial
2021.10 - 2022.03
- - Enhanced office efficiency for financial advisors by managing budgets, reports, and vendor schedules.
- - Improved client engagement and service through proactive assistance with requests.
- -Facilitated account openings, processed check deposits, and executed large monetary transactions for client investment accounts.
Aircraft Fueler
Menzies Aviation
2021.07 - 2021.10
- - Managed fueling operations efficiently in a dynamic environment, emphasizing timely service and resource management.
Policy Sales Agent
All Web Leads
2021.01 - 2021.05
- - Drove sales for Medicare supplement products through proactive communication and needs assessment.
Insurance Agent
Independent Insurance/Retirement Professional
2019.12 - 2020.12
- - Conducted consultations to address client concerns regarding retirement and life insurance, scheduling numerous appointments.
Financial Services Professional
New York Life/Ameriprise
2018.02 - 2019.12
- - Built strong relationships to offer financial guidance and retirement strategies.
HVAC Tech & Installation
Air Rescue AC & Heating
2017.07 - 2018.02
- - Installation and repair of HVAC systems for residential and commercial clients.
Warehouse Worker
Century AC Supply
2016.10 - 2017.07
- - Organized product shipments and managed inventory for optimal storage and delivery efficiency.
Education
HVAC Certification - HVAC
St Philips College
San Antonio, TX12.2015
Skills
- - Sales and Customer Relationship Management
- - Problem Solving and Diagnostics
- - Effective Communication
- - Time Management
- Project Management
Languages
English
Full Professional
Spanish
Full Professional
Timeline
HVAC Selling Technician
Classic Services
2024.03 - Current
HVAC Service and Sales Technician
Air Today Heating and Air Conditioning
2023.08 - 2024.03
HVAC Service Sales
Altruistic AC & Heating
2023.07 - 2023.08
HVAC Service Technician
Stan’s Heating, Air & Plumbing
2022.06 - 2023.07
Client Service Associate
Ameriprise Financial
2021.10 - 2022.03
Aircraft Fueler
Menzies Aviation
2021.07 - 2021.10
Policy Sales Agent
All Web Leads
2021.01 - 2021.05
Insurance Agent
Independent Insurance/Retirement Professional
2019.12 - 2020.12
Financial Services Professional
New York Life/Ameriprise
2018.02 - 2019.12
HVAC Tech & Installation
Air Rescue AC & Heating
2017.07 - 2018.02
Warehouse Worker
Century AC Supply
2016.10 - 2017.07
HVAC Certification - HVAC
St Philips College