Carolina Jimenez
Phoenix,AZ
Summary
Dynamic enterprise sales leader with a track record of exceeding sales quotas by over 120% annually. Proven expertise in developing strategic relationships with C-suite executives to deliver tailored financial solutions, driving substantial revenue growth. Ready to apply consultative selling skills and industry knowledge in a SaaS Account Executive position.
Overview
14
14
years of professional experience
Work History
Territory Manager (Fintech)
Billd
10.2025 - Current
- Drove B2B sales for financial technology platform, improving contractor access to financing solutions in commercial construction projects.
- Engaged with presidents, CEOs, COOs, CFOs, and key decision-makers to design tailored financial solutions.
- Managed territory sales while cultivating partnerships with contractors and suppliers to maximize business opportunities.
- Delivered consultative sales presentations that aligned financing solutions with client cash flow objectives.
- Oversaw full sales cycle including prospecting, qualification, product demonstrations, and closing deals.
- Developed and maintained a robust pipeline of contractor clients, consistently generating new revenue streams.
- Collaborated with cross-functional teams to synchronize product offerings and promotional strategies.
Vice President, Merchant Consultant
Bank of America
10.2022 - 10.2025
- Achieved annual sales quotas: 121% (year 1), 128% (year 2), 135% (year 3).
- Enabled business owners to increase revenue and reduce DSO by adopting credit card processing.
- Acted as a trusted advisor for clients to optimize payment workflows.
- Negotiated pricing and contracts to close deals while ensuring profitability.
- Translated complex financial concepts into clear, customer-focused solutions.
- Supported and guided project execution phases, ensuring alignment with client objectives.
- Collaborated with internal stakeholders to streamline onboarding and implementation processes.
- Conducted live product demonstrations of payment processing platforms, invoicing and POS systems.
Home Mortgage Consultant
Wells Fargo
08.2021 - 10.2022
- Managed sales lifecycle from initial consultation to closing, ensuring a seamless client experience
- Delivered tailored financial solutions that addressed specific client needs and enhanced satisfaction
- Cultivated relationships with realtors, builders, and financial professionals to drive referrals and business growth
- Generated and closed high-value loan opportunities through self-sourced leads and referral networks
Bilingual Home Equity Specialist
Wells Fargo
01.2018 - 08.2021
- Delivered tailored financial solutions to Spanish-speaking and English-speaking clients
- Identified and executed cross-sell and upsell opportunities, enhancing client portfolios and financial outcomes
- Consistently met or exceeded performance and sales goals
- Managed high-volume pipeline of inbound and outbound opportunities, ensuring timely follow-ups and client engagement
Account Manager
CIMETAL S.A.
11.2012 - 05.2016
- Managed a portfolio of key commercial accounts, serving as the primary point of contact for client relationships and growth
- Expanded business through account growth and prospecting new clients, enhancing overall portfolio value
- Led contract negotiations, pricing discussions, and renewals, ensuring profitability and client satisfaction
- Cultivated long-term client relationships, generating repeat business and contributing to revenue growth
- Presented solutions and proposals to clients, effectively communicating product value and aligning with client needs
- Managed multiple accounts simultaneously while maintaining high client satisfaction
- Coordinated with internal teams to ensure successful execution and delivery of solutions
- Monitored market trends and competitor activity to position offerings effectively
Education
Bachelor's Degree - Business Administration
Fundación Universitaria Autónoma De Las Américas
Medellin ColombiaSkills
- Fintech and SaaS sales
- B2B sales
- Enterprise and mid-market sales
- Consultative selling
- Solution selling
- Contract negotiation and closing
- Pipeline forecasting
- Sales optimization
- CRM management
- Revenue growth
- Bilingual consultative selling
Additional Information
Native Spanish / Fluent English, Experience selling into LATAM markets, Strong financial, technical, and consultative sales background
Languages
- English
- Spanish
Timeline
Territory Manager (Fintech)
Billd
10.2025 - Current
Vice President, Merchant Consultant
Bank of America
10.2022 - 10.2025
Home Mortgage Consultant
Wells Fargo
08.2021 - 10.2022
Bilingual Home Equity Specialist
Wells Fargo
01.2018 - 08.2021
Account Manager
CIMETAL S.A.
11.2012 - 05.2016
Bachelor's Degree - Business Administration
Fundación Universitaria Autónoma De Las Américas