Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic
ARTURO CASTELLANOS

ARTURO CASTELLANOS

Fullerton,CA

Summary

Experienced Sales Development Representative with expertise in B2B sales, lead generation, and customer relationship management. Demonstrated success in developing sales strategies to enhance revenue and foster long-term client relationships. Exceptional communication skills facilitate understanding of client needs and provision of customized solutions. Previous contributions significantly improved pipeline development and overall organizational performance.

Overview

16
16
years of professional experience

Work History

Sales Development Representative

Hito, LLC
Irvine, CA
04.2024 - 04.2025
  • Led outreach initiatives to educate businesses on R&D Tax Credit, identifying qualified leads and facilitating handoffs to senior tax consultants.
  • Onboarded and trained new SDR team members, enhancing productivity and knowledge-sharing.
  • Developed Standard Operating Procedure (SOP) for lead generation platforms, improving efficiency in prospecting processes.
  • Utilized Seamless.AI to build targeted lead lists, enriching CRM data for optimized outbound campaigns.
  • Represented Hito at industry conventions and conferences, forging relationships with CPA partners and business professionals.
  • Achieved title of Business Advisor through engagement in LeTip networking group, sourcing new partnership opportunities for the firm.

Business Development Specialist

FYDI
Tustin, CA
05.2023 - 02.2024
  • Conducted product market research to identify potential clients and industry trends.
  • Developed and executed strategies to acquire new clients, targeting financial institutions.
  • Maintained a robust sales pipeline through effective lead generation activities.
  • Cultivated strong, long-term relationships with key clients as primary point of contact.
  • Prepared comprehensive proposals for prospective clients to enhance engagement.
  • Negotiated mutually beneficial agreements and collaborated with leadership to finalize contracts.
  • Translated complex technical documents from Spanish to English with high accuracy.

Senior Relationship Banker

Bank of the West
Garden Grove, CA
02.2021 - 04.2023
  • Delivered personal financial counseling and assisted with lending services for diverse clients.
  • Managed a varied client portfolio, including established businesses and startups.
  • Prepared and reviewed credit applications to enhance loan processing efficiency.
  • Facilitated referrals of prospective clients to in-house Wealth Management representatives.
  • Supported high-profile business clients with comprehensive financial planning and analysis.
  • Conducted financial planning seminars for both existing and prospective clients.

DJ/Event Coordinator

Secret Service Entertainment
Long Beach, CA
02.2021 - Current
  • Coordinated and planned meetings with diverse groups, vendors, and artists.
  • Managed online promotion and marketing initiatives across social media platforms.
  • Collaborated with event staff to ensure seamless scheduling and execution.
  • Provided music, visual, and artistic entertainment for events exceeding 300 guests.
  • Oversaw setup and teardown of event audio and visual equipment.

Personal Banker

Wells Fargo
Garden Grove, CA
02.2015 - 10.2021
  • Demonstrated relationship management expertise, enhancing account acquisition capabilities.
  • Analyzed customer data to develop customized financial plans.
  • Maintained high production and customer service objectives consistently.
  • Conducted monthly offsite meetings with local businesses to present products and services.

Manager

Check into Cash
Cypress, CA
02.2009 - 02.2015
  • Oversaw five locations and managed over 20 associates to optimize operational efficiency.
  • Drove revenue growth through strategic planning and execution of client-focused sales initiatives.
  • Supported sales team in acquiring and expanding major institutional accounts.
  • Ensured adherence to all risk management policies to mitigate potential issues.

Education

Some College (No Degree) -

DeVry University
Pomona, CA

Skills

  • Ability to Multitask
  • Microsoft Office
  • Customer Service
  • Deadline Management
  • Salesforce
  • Hubspot
  • SeamlessAI
  • Apolloio
  • QuickBooks
  • Project Management

Languages

Spanish
Professional

References

References available upon request.

Timeline

Sales Development Representative

Hito, LLC
04.2024 - 04.2025

Business Development Specialist

FYDI
05.2023 - 02.2024

Senior Relationship Banker

Bank of the West
02.2021 - 04.2023

DJ/Event Coordinator

Secret Service Entertainment
02.2021 - Current

Personal Banker

Wells Fargo
02.2015 - 10.2021

Manager

Check into Cash
02.2009 - 02.2015

Some College (No Degree) -

DeVry University

Similar Profiles

CREATE PROFILE
ARTURO CASTELLANOS