CLARISSA HARTLEY
San Antonio,TX
Summary
- Strong written and verbal capabilities with PC proficiency
- Excellent analytical, decision making, and organizational skills
- An engaging, outgoing personality and passion for helping customers
- Expert in Outbound/Inbound B2B Lead Generation and Inside Sales with Management experience
- Cultivating relationships with customers to build successful sales pipeline
- Excellent skills in Microsoft Suite Applications, Salesforce, Salesloft, and Gsuite Applications
- Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Inside Sales Representative Manager
Revvix
03.2017 - 08.2019
- Managed assigned team of Inside Sales Representatives and collaborated with other Team Leads to identify pain points in sales process to help companies increase their bottom line
- Created and maintained culture of teamwork and support, building up members and removing obstacles to promote Agent focus on customers
- Lead individual and team meetings regarding team goals/performance, training, product updates, and overall company direction
- Developed and implemented sales strategies to achieve monthly targets
- Demonstrated success in full sales cycle to attain new business, makes sales introductory calls, assess business needs, and close deal with best opportunity possible
- Acted as liaison to provide valuable insights between Operations and other company areas.
- Managed friendly and professional customer interactions.
- Contributed to team objectives in fast-paced environment.
Key Manager
Outback Steakhouse
10.2015 - 08.2019
- Maintain high employment quality standards consistent with the Outback brand
- Supporting and coaching of the front-of-house staff in customer service
- Ability to balance the needs of the front and back-of-the-house staff for smoother operations.
- Listened to and addressed customer concerns using creative problem-solving in accordance with company guidelines.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Assisted with scheduling, interviewing and other administrative tasks to boost success successful store.
- Developed professional relationships to improve retention of key customers.
- Trained new employees on proper protocols and customer service standards.
- Mentored team members for professional growth, fostering a culture of continuous learning within the restaurant environment.
- Developed customized training materials for various roles, ensuring relevancy and applicability across all positions within the restaurant setting.
Account Executive 3
BambooHR
01.2022 - Current
- Average 115% goal attainment for Q4
- Effectively demonstrated potential ROI of SAAS HR software to prospective clients, resulting in conversion to new customers through proficient execution of phone calls, emails, demos, price quotes, and lead mining. Averaged 8-10 new clients monthly.
- Fostered positive and approachable communication with potential clients and customers.
- Managed, prioritized, and superseded multiple weighted tasks proficiently
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Executed successful sales strategies to convert leads into customers.
- Build relationships with HR professionals, department leaders, and executive leaders. Educate, challenge, and teach these professionals on BambooHR platform.
- Managed sales cycle to maintain solid customer base.
- Leveraged CRM to collect, organize and manage sales data and customer information.
- Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.
- Nurtured long-term customer relationships through regular check-ins, keeping them informed of relevant updates and promotions.
Insurance Advisor
Matic Insurance
04.2021 - 01.2022
- Advising customers on best insurance options in Marketplace while staying up to date on market trends, and carrier products
- Attain sales goals while providing customers with quality services
- Streamlining process for customers going through lending process to purchase home and auto insurance
- Developed training material to help identify pain points in agent role and how to best overcome objections and streamline sales process.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Collaborated with Sales Enablement team to enhance the training and development curriculum for the sales onboarding process.
- Contributed insights and recommendations for refining the sales onboarding process based on observed performance and feedback from sales team members.
Sales Representative- Team Lead
Liberty Mutual Insurance
09.2019 - 04.2021
- Conducted needs analysis to determine best insurance solution for Home, Auto, and Life Insurance
- Direct to consumer experience with finding, building, and growing leads and customer base
- Met and exceeded monthly goals which led me to achieve multiple awards.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Collaborated with marketing to create impactful promotional materials for increased brand awareness.
- Attended trade shows to represent company products, generate leads, and network with potential clients.
Education
Bachelor of Business Administration in Management- Cum Laude -
The University of Texas At San Antonio
San Antonio, TX05.2016
Associate of Arts, Concentration in Business Administration-Magna Cum Laude -
Northwest Vista College, San Antonio, TX
San Antonio05.2014
Skills
- Lead Development
- Customer Relations
- Account Servicing
- Customer Service
- Customer Relationships
- Customer Presentations
- Strategic Selling
- Business Development
- Managerial Experience
- Needs Assessment
- Sales Quota Achievement
- Strong Presentation Skills
Accomplishments
- Achieved 3 consecutive months of monthly residual revenue in Q2 at BambooHR
- Achieved 3 consecutive months of monthly residual revenue in Q3 at BambooHR
- Top selling AE3 in monthly residual revenue for my role in February and July of 2023 at BambooHR
Certifications And Awards
- 100 Logos Acquired - BambooHR
- 3 Consecutive Months MRR - Acquired Q2 2023 BambooHR
- 3 Consecutive Months MRR - Acquired Q3 2023 BambooHR
- Insurance Agent – Active (Health, Property, Casualty License) Texas Department of Insurance - 03/2021
- Insurance Agent- Active (Accident, Life, Annuities License) Texas Department of Insurance - 03/2021
- Received 4 Pacesetter Awards in 2020 – given to those who “sprint forward” in the sale of all lines for a minimum monthly requirement.
- Received Lamplighter Award in 2020 - given to those who successfully meet Life & Annuity policy requirements of 20 policies within the first 12 months on plan
References
Jacquelyn Monyok - Former Sales Manager at BambooHR - Utah, 412-616-5178
Michelle Land, Business Development Rep, Revvix, 4204 Gardendale, San Antonio, Texas, 78229, 210-300-3869
Lizette Beltran, Insurance Agent, Liberty Mutual Insurance, 9901 Interstate Hwy 10 Ste 405, San Antonio, Texas, 78230, 281-650-8888
Certification
- Insurance Agent – (Health, Property, Casualty License) Texas Department of Insurance
March 2021
- Insurance Agent- (Accident, Life, Annuities License) Texas Department of Insurance
March 2021
- Received 4 Pacesetter Awards in 2020 – given to those who “sprint forward” in the sale of all lines for a
minimum monthly requirement.
- Received Lamplighter Award in 2020 - given to those who successfully meet Life & Annuity policy
requirements of 20 policies within the first 12 months on plan
Timeline
Account Executive 3
BambooHR
01.2022 - Current
Insurance Advisor
Matic Insurance
04.2021 - 01.2022
Sales Representative- Team Lead
Liberty Mutual Insurance
09.2019 - 04.2021
Inside Sales Representative Manager
Revvix
03.2017 - 08.2019
Key Manager
Outback Steakhouse
10.2015 - 08.2019
Bachelor of Business Administration in Management- Cum Laude -
The University of Texas At San Antonio
Associate of Arts, Concentration in Business Administration-Magna Cum Laude -
Northwest Vista College, San Antonio, TX