Ciara Rojas
Santa Ana,CA
Summary
Motivated and results-oriented sales professional with a solid background in tax relief services and client-facing roles. Demonstrated success in lead generation, client qualification, and consultative selling, with a focus on resolving complex tax issues through tailored solutions that drive business growth. Skilled at building trust, maintaining strong client relationships, and consistently exceeding sales targets. Highly organized, adaptable, and committed to delivering exceptional service while upholding professionalism, integrity, and contributing to overall company success.
Overview
2
2
years of professional experience
Work History
Resolution Manager
Guardian Tax
10.2024 - 05.2025
- Contact potential clients to assess their eligibility for tax relief programs, such as the IRS Fresh Start Program
- Consult with potential clients to assess their tax situation and determine whether they're a good candidate for company services
- Cultivated strong client relationships by actively listening to concerns and providing tailored solutions
- Conduct initial interviews to gather basic financial and tax information
- Pre-qualify clients based on program criteria and company guidelines
- Clearly explain available tax relief options and program benefits
- Transfer qualified leads to tax professionals or case managers for further processing
- Maintain detailed records of client interactions and qualification outcomes
- Meet or exceed sales targets and performance metrics.
- Provide excellent customer service to build trust and rapport with prospective clients
- Interview clients regarding income and expenses, and review income statements, expenditure documentation and other financial records
Account Manager
Diamond Executives/Prime Tech
02.2024 - 11.2024
- Responsibilities Of The Customer Service Representative Position
- Communicate directly with local consumers to initiate and achieve customer acquisition and sales goals
- Develop and utilize knowledge of client products and services to provide solutions and excellent customer service to local communities
- Determine consumer needs by inquiring about their current experience and thoroughly discussing client products, services, and discounts
- Attend training sessions with other Verizon Customer Service Representatives and members of the management team to build knowledge of client operations, sales metrics, and outreach goals
- Navigate client-provided handheld technology to assist in customer service before, during, and after the sales process
Manager
House of Smoke
12.2022 - 07.2024
- Maintained a professional and safe environment for employees and customers
- Resolved customer disputes promptly, ensuring high-quality service and satisfaction
- Managed costs to stay within budget and maximize profitability
- Ensured compliance with tobacco sales regulations
- Built customer loyalty through personalized service and product knowledge
- Optimized inventory management to improve product availability and reduce waste
- Stayed informed on industry trends, emerging brands, and competitors
- Exceeded sales goals by motivating staff and driving targeted promotions
- Handled cash and credit transactions, ensuring accuracy
- Maintained store organization, cleanliness, and merchandising standards
- Mentored new associates and fostered a positive team culture
- Assisted in recruitment and submitted reports for business decision-making
Education
Business
UEI
01.2024
Skills
- Account Management
- Consultative Sales
- Client Relationship Management & Retention
- Tax Advising & Compliance
- Team Leadership & Coaching
- Recruitment, Training & Development
- Effective Communication & Conflict Resolution
- Adaptability, Professionalism & Poise Under Pressure
- Scheduling, Coordination & Multitasking
- Documentation Accuracy & Attention to Detail
- Microsoft Office & Business Software Proficiency
- Analytical Thinking & Problem Solving
- Quality Assurance & Continuous Improvement
- Reliability & Accountability
Timeline
Resolution Manager
Guardian Tax
10.2024 - 05.2025
Account Manager
Diamond Executives/Prime Tech
02.2024 - 11.2024
Manager
House of Smoke
12.2022 - 07.2024
Business
UEI
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