Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Heraclio Beltran

San Diego,CA

Summary

Integrated payments consultant with a strong track record in full-cycle sales and strategic partnerships, generating over $5,000 in monthly revenue at PracticeTek. Achieved 120% of sales quotas at AT&T through effective relationship-driven selling. Expertise in merchant onboarding and CRM, delivering consultative demos that enhance revenue growth and foster long-term client retention.

Overview

20
20
years of professional experience

Work History

Integrated Payments Consultant

PracticeTek / ChiroTouch
San Diego, CA
04.2018 - Current
  • Closed integrated payments deals independently, managing full sales cycle from referral to contract.
  • Received qualified leads from account managers and executives, taking ownership to close deals.
  • Generated over $5,000 in new monthly recurring revenue through proactive follow-up and consultative solutions.
  • Configured and managed merchant IDs while ensuring compliance and underwriting alignment.
  • Delivered tailored product demonstrations and ROI-driven presentations based on merchant needs.
  • Collaborated with sales support and implementation teams for seamless handoff and retention.
  • Supported launch and adoption of new integrated payment solutions.

Retail Sales Consultant

AT&T; Mobility
Chula Vista, CA
05.2006 - 12.2017
  • Consistently exceeded sales quotas by 120% through relationship-driven, needs-based selling.
  • Delivered personalized customer service and educated customers on product and service solutions.
  • Processed sales, returns, and activations using POS systems across multiple locations.

Education

Associate of Arts - General Studies

San Diego City College

Skills

  • Integrated payments and SaaS solutions
  • Full-cycle sales
  • Merchant onboarding and MIDs
  • Pipeline and territory management
  • Account management
  • Objection handling
  • CRM proficiency
  • Revenue growth strategies
  • Strategic partnerships development
  • Consultative demonstrations

Accomplishments

  • Consistently generate $5,000+ in new monthly recurring revenue by closing complex, software-integrated payment solutions from internal referrals.
  • Trusted closer for leads sourced from Account Executives, Account Managers, and Support teams, owning deals end-to-end in regulated payment environments.
  • Create and manage Merchant IDs (MIDs) and coordinate onboarding to ensure compliance, fast activation, and long-term merchant retention.

Languages

  • Spanish
  • English, Native/Bilingual
  • Spanish, Native/Bilingual

Timeline

Integrated Payments Consultant

PracticeTek / ChiroTouch
04.2018 - Current

Retail Sales Consultant

AT&T; Mobility
05.2006 - 12.2017

Associate of Arts - General Studies

San Diego City College
Heraclio Beltran