Duy Le

• Optimized the customer journey by analyzing usage patterns and providing tailored recommendations based on unique needs.
• Developed data-driven action plans to improve customer outcomes and experiences.
• Implemented client feedback loops to inform product enhancements and better meet customer needs.

• Establish strong strategic relationships with customer project teams
• Collaborate closely with Sales on customer accounts and be able to articulate customer landscape
• Understand financial services and financial tech landscape, understand client terminology, and be able to speak to impact on customer base of key industry trends

• Worked closely with engineering, operations, onboarding, support, sales, editorial, and product team to help deliver exceptional partner experiences
• Built and maintained strategic relationships with operators and help drive their success
• Led training sessions for new operators

• Primary goal was to close all inbound deals for Peek
• Consolidating inbound prospects allowed company to better track marketing efforts as well as measure inbound sales metrics more accurately

• Primary goal was to target, identify, and sell Peek’s products to tour and activity operators
• Through in-person and online demos of Peek products, Account Executives educate operators about unique trends in the industry and provide insight on how they can use Peek’s reservation software
• Developed and executed a strategic plan for each region and created reliable forecasts

• Educated homeowners to the benefits of solar energy and how it could financially make more sense than traditional sources of energy
• Generated proposals and estimates to demonstrate energy efficiency and monetary benefits of solar energy to potential customers
• Maintained sales pipeline and generated leads through events and networking

• Identified and qualified potential solar customers at local events, trade shows, and retail stores
• First point of contact to help educate potential customers about the benefits of solar
• Arranged customer consultations with SolarCity Energy Consultants
• Maintained pipeline using Salesforce in order to effectively communicate with Energy Consultants and customers about the status of their permits and installations