Dynamic Strategic Customer Onboarding Specialist at Procore Technologies Inc. with proven expertise in CRM management and relationship building. Achieved exceptional results by hitting targets and fostering strong client connections. Adept at problem resolution and team collaboration, driving product adoption through personalized engagement and effective communication strategies.
Overview
3
3
years of professional experience
Work History
Strategic Customer Onboarding Specialist
Procore Technologies Inc.
Austin, TX
01.2025 - Current
Guided prospects through the entire onboarding process, establishing continuous communication, and providing personalized follow-ups with over 150 prospects.
Overcame objections and built rapport using a blend of empathy, communication, and persuasive skills, resulting in a greater willingness from prospects to adopt the new product.
Achieved above-average results in 60+ verified accounts, consistently surpassing set targets, and contributing to the overall success of the product adoption initiative.
Collaborated closely with clients and internal teams, relaying feedback and troubleshooting issues to ensure smooth adoption, and resolve any concerns in real time.
Designed and customized messaging strategies (emails, text messages, product slicks) that not only informed but also made lasting relationships with prospects by being approachable and solution-oriented.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Market Development Representative
Procore Technologies Inc.
Austin, TX
01.2023 - 01.2025
Made 20-40 cold calls, sent 10-20 emails, and followed up with text messages daily to engage prospects and drive interest.
Supported cross-functional projects by collaborating with Sales, Marketing, Design, and Engineering teams to test, measure, and provide feedback for product optimization.
Verified and researched general and subcontractor accounts for the Procore Construction project, ensuring eligibility and accurate data using multiple CRM platforms and data analysis. Processed 1,500 to 2,000 accounts per day in a team of four, ensuring high-volume account approvals and corrections with precision.
I worked the inbound sales line for three months, generating $4 million in revenue, with recognition from the Vice President of Sales for outstanding performance.
Led the onboarding and verification of general contractors' subcontractors for the Procore Pay project, consistently surpassing monthly targets with 50-75 verified accounts per month, and 150-175 new accounts weekly.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Maintained updated knowledge through continuing education and advanced training.
Sales Development Representative
Levelset
Austin, TX
06.2022 - 01.2023
Generated new prospects and nurtured existing prospects through outbound phone calls and emails, meeting KPIs consistently of 45-60 calls a day, with follow-up emails.
Managed and updated prospect information in the CRM to ensure accuracy and relevancy.
Listened to customer needs to identify and recommend best products and services.
Researched potential prospects online to produce qualified call lists for sales colleagues.
Maintained an up-to-date database of prospects and clients.
Built strong relationships with partners and vendors to ensure quality service delivery.
Developed relationships with existing customers to increase sales opportunities.