Collette Perez
Orange,CA
Summary
Driven Lead Sales Associate with proven success within leadership roles. Committed to exceeding goals, working closely with coworkers and closing sales quickly. Expertise in various sales tactics and negotiations.
Overview
10
10
years of professional experience
Work History
Lead Sales Representative/Closer
Warranty Solutions
Santa Ana, CA
09.2020 - 01.2022
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
- Cold-called leads and closed large number of new sales over several months.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Opened new accounts and documented personal, demographic and payment information in system.
- Outbound cold-calls via Dial Ninja
- Kept team informed thru Skype
- Maintain 20+ xfers per day
- Track record average of 10-12 deals per week
- Assisted manager with deal tracking system for weekly spiffs/deals thru CRM
- Kept up with knowledge of vehicle warranty lengths for each manufacture, knowledge of coverage details for years 2000+
- Upsold warranties and complementary products to customers through persuasive marketing techniques.
Customer Sales Representative
Media Stratx
Cypress, CA
02.2020 - 09.2020
- Assisted call-in customers with questions and orders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Resolved concerns with products or services to help with retention and drive sales.
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Inbound/outbound calls
- Updated/obtained customer vehicle information via Convso
- xfer prequalified calls to closer
- Maintained 20+ xfers per day
- Maintained callbacks and positive attitude during stressful calls.
Customer Sales Representative
Everlast Home Energy Solutions
Santa Ana, CA
04.2015 - 02.2017
- Assisted call-in customers with questions and orders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Resolved concerns with products or services to help with retention and drive sales.
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
- Outbound/Inbound calls via Convso, & Ytel
- Provided customer with information in regards to green energy programs
- Updated data base with current customer information and home repair needs
- Set up demos appointments
- Kept up to date with grant programs and financial assistance programs
- Callbacks for additional home needs including hvac/window/roof/turf/paint/panel knowledge
- Appointment setting/ customer service/ problem solutions.
Office Manager
Certified Folder
Orange, CA
02.2014 - 05.2016
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations while scheduling appointments for department managers.
- Maintained client/vendor/employee contracts
- ordered/distributed supplies
- Set up new employees & maintained employee files, assisted with travel arrangements flights/rental car/hotel/ creating itineraries
- Shipping & Receiving
- Daily morning tasks including Truck routing for deliveries, daily mailer, Invoicing, Data entry, in charge of scanning/updating brochures for website, kept detailed log of all accounts and contracts, liaison between important contract holders & sales manager.
Office Manager
Direct Computer Disposal
E. Los Angeles, CA
03.2010 - 01.2014
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Truck routing for pickup of disposables
- Answered phones, Filing, faxing, Invoicing, data entry, inventory, and time sheets.
Education
Associate of Arts - Business
Orange Coast College
Costa Mesa, CASkills
- Computer Proficiency and Microsoft Office
- Staff Supervision
- Strong Communication and Interpersonal Skills
- Meeting Sales Goals
- Shipping and Receiving
- Managing Operations and Efficiency
- Office Management
- Scheduling and Coordinating
- CRM Software
- Office Supplies and Inventory
- AP/AR
- Truck Routing
- Inventory Specialist
Timeline
Lead Sales Representative/Closer
Warranty Solutions
09.2020 - 01.2022
Customer Sales Representative
Media Stratx
02.2020 - 09.2020
Customer Sales Representative
Everlast Home Energy Solutions
04.2015 - 02.2017
Office Manager
Certified Folder
02.2014 - 05.2016
Office Manager
Direct Computer Disposal
03.2010 - 01.2014
Associate of Arts - Business
Orange Coast College
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