Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Cody Lerch

Cody Lerch

Boerne,TX

Summary

Dynamic Sales Manager with a proven track record at Home Instead, specializing in territory sales management and consultative sales approaches. Excelled in building high-performing teams, exceeding sales targets by leveraging Salesforce CRM and strategic business planning. Known for exceptional rapport-building, ensuring client satisfaction and referral business. Achieved significant sales growth through targeted marketing and relationship-building strategies.

Overview

8
8
years of professional experience

Work History

Sales Manager

Home Instead Senior
10.2019 - 06.2024
  • Recruit, train, coach, and develop a high-performing sales team. Set clear performance expectations and provide ongoing feedback.
  • Monitor sales metrics and KPIs, analyze data to identify trends, and implement corrective measures to underperformance.
  • Oversee the sales process from lead generation to closing, ensuring efficiency and effectiveness at every stage.
  • Managed approximately 30 incoming calls, emails and texts per day from customers, and referral providers
  • Over 5 years our team increased monthly revenue by approximately 65%

Home Care Consultant

Home Instead
04.2016 - 10.2019
  • Built and maintained strong relationships with clients, families, and healthcare providers to ensure ongoing client satisfaction and referral business.
  • Identified and engaged with potential clients through various outreach methods including cold calls, referrals, community events, and digital marketing campaigns.
  • Maintained an average of 20-30 conversations per week with potential referral providers
  • Present home care services in a compelling manner, highlighting benefits, costs, and the care plan structure to both clients and their families.
  • Consultation conversion rate of 70%
  • Conduct detailed assessments to understand the specific care needs of each potential client, ensuring a personalized service approach.

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Education

Bootcamp - A.I.

The University of Texas At San Antonio
San Antonio, TX
01-2025

Bachelor of Science - Business Economics

Texas A&M University
College Station, TX
12-2015

Skills

  • Territory sales management
  • Sales Performance Coaching
  • Consultative Sales Approach
  • Engaging Sales Pitches
  • Salesforce CRM Experience
  • Lead Generation Expertise
  • Strategic Business Planning
  • Targeted Marketing Approach
  • Rapport and relationship building
  • Workflow Optimization Techniques
  • Timely Client Communication
  • Brand-building strategies

Accomplishments

  • Promoted to Sales Manager after 3 successful years in the sales department.
  • Supervised team of 9 staff members.
  • Resolved service issue through client experiences.
  • Over 9 years, I led a team to boost monthly revenue by 80%, maintaining Home Instead's status as San Antonio's top home care provider."

Timeline

Sales Manager

Home Instead Senior
10.2019 - 06.2024

Home Care Consultant

Home Instead
04.2016 - 10.2019

Bootcamp - A.I.

The University of Texas At San Antonio

Bachelor of Science - Business Economics

Texas A&M University
Cody Lerch