Summary
Overview
Work History
Education
Skills
Timeline
Generic

Claudia Lewis

Sun City Center,FL

Summary

Experienced with relationship-building and driving sales growth through effective communication. Utilizes persuasive techniques to foster client trust and close deals. Track record of exceeding sales targets and contributing to team objectives.

Overview

7
7
years of professional experience

Work History

Senior Support Sales Representative

Foundation Finance Company
Remote Florida
05.2022 - Current
  • Work with existing dealers to increase program usage. Make sales and relationship management calls 150+ calls weekly as directed, in cooperation with field sales and inside sales manager.
  • Manages Network performance for assigned territory through a consultative/account management approach
  • Supports sales team objectives, including but not limited to lead entry and follow up, new dealer introductions and training, customer application support and prioritization of dealer contacts/visits.
  • Corresponds with dealers and management regarding escalated dealer situations; follow proper communication procedures for resolving escalated phone calls and requests.
  • Identify and deliver solutions to dealers concerns and issues as needed for resolution
  • Developed and maintained strong dealer relationships to drive sales growth.
  • Conducted presentations and demonstrations to potential clients, Engage with and educate dealers regarding our process
  • Collaborated with marketing team to create targeted campaigns for prospective dealers.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
  • Utilized CRM software to manage client information, track leads, and monitor sales progress.

Manager Sales Onboarding

Service 1st Financial
Remote FL
05.2021 - 05.2022
  • Mapped and built the contractor onboarding process to drive coordination between the Outside Sales, Training, and Customer Success teams.
  • Generated over $50MM in target revenue opportunities for the organization.
  • Conducted ~150+ outbound dials weekly
  • Identified and built lead lists in ZoomInfo for the organization
  • Developed and implemented strategic initiatives to optimize financial processes and client satisfaction.
  • Led cross-functional teams to enhance operational efficiency and improve service delivery.
  • Streamlined workflow processes, reducing turnaround times and improving overall productivity within the team.
  • Collaborated with executive leadership to align departmental goals with organizational objectives for sustained growth.

Inside Sales Representative

PowerPay
Remote AZ
08.2020 - 03.2021
  • Conduct outbound calls and handle inbound requests for information about the Powerpay financing program.
  • Developed two regional books of business totaling over 800 accounts.
  • Conducted onboarding training and ongoing training for dealers.
  • Created the outbound prospecting materials (scripts, emails, assets, etc.)
  • Developed and maintained relationships with clients to identify their needs and provide tailored solutions.
  • Utilized CRM software to track sales activities, manage leads, and analyze customer interactions.
  • Conducted product demonstrations and presentations to showcase features and benefits to prospective clients.
  • Trained and mentored junior sales representatives on best practices for client engagement and closing techniques.

Sales Development Representative

Solar Mosaic
Remote AZ
06.2019 - 03.2020
  • I was a member of the founding team at Mosaic for Sales Development. Quickly outperformed my peer group and was established as a leader within the group which led to a new role being created for me.
  • Booked 20+ meetings per month leading to 50+ contractors being added to the company.
  • Created call scripts and email templates that had a 25% higher conversion rate compared to my team
  • Created the best practice document to ensure consistent performance within the SDR team.
  • Conducted high-volume outbound calls to qualify leads and promote solar financing solutions.
  • Collaborated with marketing teams to refine targeting strategies for lead generation campaigns.
  • Utilized CRM systems to track interactions, manage pipeline, and ensure accurate data entry.
  • Trained new team members on sales processes, tools, and best practices to enhance team performance.

Education

High School Diploma -

Enterprise High
Clearwater, FL
03.2016

Skills

  • Microsoft Office
  • Account Management, Activation, and Success in the Home Improvement Financing Space User Research
  • CRM: HubSpot and Salesforce
  • Sales Apps: ZOOM, ZoomInfo, Excel, Power BI, Tableau, Twilio HubSpot, Office 365 Suite, Slack Teams
  • Communication skills
  • Organizational skills
  • Customer service
  • Leadership
  • Sales expertise
  • Relationship building
  • Client service
  • Process improvement
  • Complex Problem-solving
  • Sales presentations

Timeline

Senior Support Sales Representative

Foundation Finance Company
05.2022 - Current

Manager Sales Onboarding

Service 1st Financial
05.2021 - 05.2022

Inside Sales Representative

PowerPay
08.2020 - 03.2021

Sales Development Representative

Solar Mosaic
06.2019 - 03.2020

High School Diploma -

Enterprise High
Claudia Lewis