Bernaldo Soto
Mission,Texas
Summary
Sales Engineer with 3+ years of experience in B2B and B2C services, specializing in CRM solutions, pre-sales engineering, and client relationship management. Adept at conducting tailored product demonstrations, identifying technical needs, and designing impactful solutions to address client challenges. Proficient in CRM platforms (Zoho, Salesforce, HubSpot), data analysis tools (Google Analytics, Zoho Analytics), and collaboration tools (Microsoft 365). Fluent in English and Spanish, with a proven ability to excel in diverse and fast-paced environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Pre-Sales Solutions Engineer
Zoho
McAllen, TX
07.2022 - Current
- Delivered customized CRM product demonstrations to prospective clients, resulting in a 20% increase in lead conversion rates
- Partnered with sales teams to conduct discovery sessions, addressing client technical challenges and showcasing Zoho’s software capabilities
- Developed technical skills and ensured alignment between client requirements and product functionalities
- Created customized CRM solutions to meet client-specific needs, leveraging full CRM capabilities
- Held technical discovery calls with sales teams and clients to uncover technical needs and challenges, ensuring Zoho apps were the right fit
- Provided in-depth technical support, addressing customer questions regarding product features and integrations
SDR/Solutions Engineer
Careerist
Mission, TX
02.2022 - 05.2022
- Engaged leads generated through marketing campaigns
- Conducted outreach via cold calls and emails to schedule client meetings, maintaining a conversion rate above industry average
- Facilitated seamless communication between customers and sales executives to ensure a tailored approach to closing deals
- Conducted personalized demo presentations, working closely with the sales team to gather customer requirements and address pain points
Compliance Coordinator
CMA Management
Mission, TX
11.2019 - 06.2022
- Oversaw compliance for 2,000+ properties, ensuring adherence to HOA regulations through comprehensive documentation and reporting
- Created modification processes and assisted clients with building permit applications to maintain community standards
Pool Manager
CMA Management
Mission, TX
03.2017 - 10.2019
- Directed and monitored pool staff to ensure safety, cleanliness and customer satisfaction.
- Inspected swimming areas regularly for water quality, equipment conditions and safety hazards.
- Enforced all pool rules and regulations in a courteous manner.
- Maintained accurate records of pool activity such as attendance, maintenance needs and chemical readings.
New Car Sales Consultant
World Car Kia
San Antonio, TX
01.2015 - 01.2016
- Developed customer relationships through active listening and responding to customer needs.
- Provided customers with detailed information about car features, pricing, financing options and warranties.
- Greeted customers in a friendly manner and conducted follow-up calls after sales.
- Performed test drives with customers to demonstrate vehicle performance capabilities.
- Assisted customers in selecting the right car for their budget and lifestyle.
Merchant Service Consultant
The Bankcard Group
Mission, TX
01.2011 - 01.2015
- Provided B2B sales solutions, showcasing payment platforms tailored to business operations, resulting in revenue growth for over 50% of clients
- Streamlined payment processes and reduced operational costs for clients, increasing satisfaction rates
Education
Bachelor of Business Administration (BBA) - Business Management
University of Texas Pan American
12.2014
Skills
- CRM Management: Zoho, Salesforce
- Marketing Automation: Email Marketing and Journey Builder
- Product Demonstrations: Tailored presentations and Solution Customization
- Technical Discovery: Uncovering client needs and Pain Points
- Data Analysis: Google Analytics
- Microsoft 365
- Zoho Analytics
- Workflow Automation
- AI CRM Integration: Salesforce Trailhead AI CRM
- Zoho Zia AI and CRM
- Client Engagement: Relationship management and Client satisfaction
- Communication & Collaboration: Cross-functional teamwork
Certification
- Salesforce Trailhead Workflow Automation
- Salesforce Trailhead CRM
- Salesforce Trailhead AI + CRM
- Careerist Sales Engineer Online Course
Languages
English
Native/ Bilingual
Spanish
Full Professional
Timeline
Pre-Sales Solutions Engineer
Zoho
07.2022 - Current
SDR/Solutions Engineer
Careerist
02.2022 - 05.2022
Compliance Coordinator
CMA Management
11.2019 - 06.2022
Pool Manager
CMA Management
03.2017 - 10.2019
New Car Sales Consultant
World Car Kia
01.2015 - 01.2016
Merchant Service Consultant
The Bankcard Group
01.2011 - 01.2015
Bachelor of Business Administration (BBA) - Business Management
University of Texas Pan American
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