Gabriel Montalvo
Greenwood,IN
Summary
Experienced Account Executive with expertise in lead generation, customer issue resolution, and dynamic marketing strategies. Known for excellent customer service and administrative support, including data entry, calendar management, and database administration. Proficient in Salesforce and Excel, with strong problem-solving skills and the ability to multitask efficiently. Committed to delivering exceptional office support and achieving goals.
Overview
9
9
years of professional experience
Work History
Account Executive
Yelp
Remote - San Francisco, CA
02.2023 - Current
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Utilized data visualization tools to effectively communicate business insights.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Improved decision-making processes with accurate data analysis and visualization techniques.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Enhanced business efficiency by identifying trends and patterns in complex datasets.
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Increased accuracy of inventory data entry through diligent verification and reconciliation processes.
- Improved order processing efficiency by automating data entry and streamlining workflows.
Senior Account Executive
Angi Leads
Remote - Denver, CO
09.2018 - 11.2022
- Created a highly profitable pipeline using a variety of sales penetration techniques
- Asked appropriate open-ended questions to discover prospects' needs and requirements
- Approached customers who were browsing to initiate conversations in order to determine their purchasing preferences
- Brought in new accounts through successful networking strategies and promotional approaches
- Built and strengthened long-term client relationships based on accurate price quotes and customer-centric terms
- Made cold calls and followed up with leads to secure new revenue
- Worked with business owners to establish company goals and translate those goals to the needs of individual clients.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Utilized data visualization tools to effectively communicate business insights.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Improved decision-making processes with accurate data analysis and visualization techniques.
- Used statistical methods to analyze data and generate useful business reports.
- Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Maintained thorough documentation of departmental processes, enabling efficient knowledge transfer when needed.
Sales Account Executive
Defenders Inc.
Indianapolis, IN
10.2015 - 09.2018
- Scheduled and achieved a high volume of installations for Business and Residential accounts per day
- Maintained professional, positive attitude and tone of voice
- Built Value to overcome customers objections.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Utilized data visualization tools to effectively communicate business insights.
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
Education
Associate of Science - Business Administration
Ivy Tech Community College
01.2014
Skills
- Telecommunications
- Client Relationship Building
- Account Management
- Relationship building and management
- Pipeline Management
- Data Visualization and Presentations
- Excel Functions
- Efficient data entry
Affiliations
- References available upon request.
Timeline
Account Executive
Yelp
02.2023 - Current
Senior Account Executive
Angi Leads
09.2018 - 11.2022
Sales Account Executive
Defenders Inc.
10.2015 - 09.2018
Associate of Science - Business Administration
Ivy Tech Community College