Carlos Alexis San Juan-Leon
Salt Lake City
Summary
Dynamic corporate trainer with extensive expertise in team leadership, project management, and achieving strategic objectives. Proficient in analytical thinking and effective communication, with strong command of both English and Spanish, complemented by a solid foundation in sales management and organizational leadership. Recognized for developing streamlined processes that uphold high standards while aligning team efforts with overarching business goals. Possesses in-depth knowledge of banking and insurance regulations, ensuring compliance and fostering a culture of excellence through collaboration.
Overview
10
10
years of professional experience
Work History
Project Coordinator
Tesla
11.2022 - Current
- As a Project Advisor at Tesla Solar, my role was to guide customers through the process of transitioning to energy products
- I worked closely with clients to assess their energy needs, providing detailed information on Tesla's solar products and system capabilities
- My responsibilities included educating customers on the benefits of solar power, creating custom energy solutions, and managing projects from initial consultation through installation
- I also collaborated with internal teams to ensure smooth project execution, handled permitting and compliance, and provided ongoing support to ensure customer satisfaction and system optimization
- My work helped promote clean, renewable energy solutions
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
Solar Energy Consultant
Sunrun
04.2024 - 08.2024
- Professionally canvas neighborhoods door to door to pitch and sell the various Sunrun solar product offerings
- Assist homes and families with saving money through our residence focused sales practice
- Gather the necessary homeowner information needed to provide a custom solar solution
- Set appointments for Sales Experts to answer any outstanding customer questions
- Work with sales experts to ensure customer accounts flow through the install process
- Strategically network and expand your customer base
- Confidently provide focused customer service
- Track and monitor performance against team and company metrics
Lead Trainer
Teleperformance USA
06.2017 - 11.2022
- In my previous role as a Trainer specializing in Property and Casualty Insurance, I focused on providing comprehensive training to insurance producers, particularly in assisting military customers
- My training emphasized federal and state regulatory compliance while covering crucial topics such as policy coverage, risk assessment, underwriting, and claims handling
- Additionally, I incorporated the unique aspects of military life, including frequent relocations and deployments, ensuring producers were well-equipped to address the specific insurance needs of military clients
- This practical, compliance-driven approach enabled producers to deliver tailored and effective insurance solutions
- Maintained files and documents by preparing Excel spreadsheets to track and maintain relevant training data.
- Selected training aids, demonstration models, computer tutorials and reference works to use in classroom.
- Developed and implemented successful onboarding program.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Generated quotes and proposals for clients to match individual needs.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Finalized sales and collected necessary deposits.
Field Service Technician
DISH Network
04.2015 - 02.2017
- As a Field Service Technician at Dish Network, my role involved installing, maintaining, and troubleshooting satellite TV systems for residential and commercial customers
- I provided on-site technical support, ensuring equipment was properly set up and functioning
- I also educated customers on using their systems, performed signal tests, and made adjustments to optimize service quality
- In addition to hands-on technical work, I ensured customer satisfaction by addressing service concerns, resolving technical issues efficiently, and maintaining a high standard of professionalism in all interactions
- My work contributed to delivering reliable and high-quality entertainment services
Education
Associate of Science - Business Administration and Management, General
Southern New Hampshire University
Hooksett, NH01.2027
Bachelor of Science - Technical Management
Southern New Hampshire University
Hooksett, NH01-2029
Skills
- Budget coordination
- Technical writing
- Marketing strategies
- Customer service
- Regulatory compliance
- Project management
- Project coordination
- Technical training
- Learning management systems
- Performance assessment
- Training delivery
- New program development
- Leadership training
- Presentation
- Customized training
- Coaching and mentoring
- Sales expertise
- Policy analysis
- Insurance products
- Risk mitigation
- Credit card processing
- Collections management
- Billing dispute resolution
- Bill processing
- Debt collection
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Solar Energy Consultant
Sunrun
04.2024 - 08.2024
Project Coordinator
Tesla
11.2022 - Current
Lead Trainer
Teleperformance USA
06.2017 - 11.2022
Field Service Technician
DISH Network
04.2015 - 02.2017
Associate of Science - Business Administration and Management, General
Southern New Hampshire University
Bachelor of Science - Technical Management
Southern New Hampshire University
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