Desiree Tagaloa

Proactive opportunity and account management of 120+ accounts at any given time

• Negotiate payment terms and invoicing for clients, ensuring timely collections and following up on outstanding balances
• Assisted small and enterprise business customers configure and deploy their personalized Odoo database
• Consistently exceeded monthly participation of 100+ Call Connects/Customer Meetings per month
• Successfully closed a 5 year deal, 200 hour package within first 2 months, before ramp period
• I have been praised for my soft skills, my ability to connect with clients of all industry backgrounds, listen to their needs, identify, strong leads, demo/showcase our platforms relevant features

Coordinated and executed a minimum of 10 monthly customer on-site visits to strengthen customer relationships and drive deal progression

• Kept detailed records of all client interactions, invoices, contracts, and payment histories within Salesforce CRM, ensuring all data was accurate at all times
• Conducted quarterly reviews to ensure ongoing satisfaction, proactively addressing any issues or discrepancies
• 110% to Quota first month off ramp
• As part of the Salesforce 1-1-1 model, I plan and execute VTO (volunteer opportunity) events for the team

Responsible for the full sales cycle of all deals, from organizing a qualification call with prospects, delivering demos collaborating with our functional consultants

• Managed and resolved customer disputes, often negotiating contract terms or product/service issues
• Served as a key point of contact for business clients, managing their inquiries and troubleshooting issues
• Drove expansion of 150+ existing accounts by total of $250K in FY'23
• Led a team of 7 representatives, improving overall team performance by 30%.
• Skilled in managing client records, tracking account details, and using CRM software to generate actionable insights