Daniel Ortega
Account Executive
El Sobrante,CA
Summary
Dynamic professional with extensive experience at CFS Site Services, excelling in documentation control and site inspections. Proven ability to lead teams in advanced micro-cleaning techniques while ensuring compliance with GMP and ISO standards. Bilingual in English and Spanish, adept at fostering collaboration and driving project success through effective communication. Experienced with strategic account management to enhance client relationships and drive revenue growth. Utilizes innovative sales techniques to close high-impact deals and meet organizational goals. Track record of effective communication and negotiation, ensuring long-term client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Project Engineer
Swinerton
Oakland, California
2025.05 - 2025.08
- Collaborated with engineers to review project specifications and designs.
- Conducted site inspections to ensure compliance with safety standards.
- Participated in team meetings to discuss project progress and updates.
- Supported procurement processes by gathering material requirements and specifications.
- Performed tests and inspections on equipment for quality assurance purposes.
- Coordinated activities with suppliers, contractors or other departments.
Account Executive
Pegasus
2025.10 - Current
- Manage sales process from lead generation to close.
- Prospect and qualify new business opportunities.
- Conduct client meetings and facility walkthroughs.
- Prepare proposals, quotes, and service agreements.
- Coordinate with operations on scope, pricing, and scheduling.
- Track leads and opportunities in Salesforce and TRM CRM.
- Use Apollo Io and LinkedIn Sales Navigator for prospecting.
- Maintain consistent client follow-up and communication.
- Build relationships with key decision-makers.
- Support sales pipeline growth and business development
- Worked on proposals using ClientPoint.
Lead Micro-cleaner
CFS Site Services
2020.01 - 2025.04
- Supervised and trained cleaning teams in advanced micro-cleaning techniques, ensuring adherence to strict cleanliness and safety standards in sensitive environments.
- Performed routine cleaning and sanitation of cleanrooms and lab spaces, ensuring compliance with GMP and ISO standards.
- Performed audits and inspections upon completion of jobs and services.
- Operated and maintained specialized cleaning equipment and performed regular calibration checks to ensure optimal performance.
- Coordinated with lab managers and staff on cleaning schedules to minimize downtime in critical areas.
Project Engineer Intern
Cahill Contractors
2023.06 - 2023.09
- Participated in site inspections/walks to monitor progress, quality, and compliance with project specifications and safety regulations.
- Gained hands-on experience in troubleshooting challenges, supporting the resolution of issues to maintain project timelines.
- Reviewed RFI, Submittals, Shop drawings, Specs, while Maintaining Documentation Control.
- Collaborated with cross-functional teams to gather requirements, ensuring alignment between project objectives and contractors expectations.
- Engaged in continuous learning and skill development through workshops and training sessions related to project engineering practices and software tools.
Skills
- Client Relationship Building & Communication
- Sales Support & Proposal Coordination
- Proficient in ProCore
- Proficient in BlueBeam
- Proficient in Microsoft Office
- OSHA 10 Hour Certification
- Computer Skills/ 82WPM
- Bilingual English/Spanish
- Site Inspections
- Gowning & Cleanroom Protocols
- Site Inspections & QA/QC
- GMP & ISO Compliance Knowledge
- Documentation & Reporting
- Reliability and punctuality
- Verbal and written communication
- Customer service
- Written and verbal communication
- Client campaigns
- New business opportunities
- Customer relationship management (CRM)
- Account relations
- Relationship building and management
Personal Information
Certification
- Pro-core Certified: Credential
- OSHA 10-Hour Credential
Timeline
Account Executive
Pegasus
2025.10 - Current
Project Engineer
Swinerton
2025.05 - 2025.08
Project Engineer Intern
Cahill Contractors
2023.06 - 2023.09
Lead Micro-cleaner
CFS Site Services
2020.01 - 2025.04