Ismael Medina Ortiz

• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Prospected new clientele through networking, cold calling, canvassing and referrals.
• Drove new business development through qualifying leads, building relationships and executing strategic sales.
• Strengthened customer relationships with proactive and collaborative approach to managing needs.
• Managed sales cycle from first contact to established customer sale and maintained solid customer base.
• Identified client business needs by gaining understanding of goals, objectives and processes.
• Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
• Communicated between internal and external stakeholders, clients and vendors.

Performance to goal:

• * FY23 Q3: $38,780 / $54,933 (70%)
• * FY23 Q4: $145,960 / $203,400 (71%)
• * FY23 End: $184,740 / $258,333 (71%)
• * Q1 FY24: $95,490 / $127,656 (74%)

• Worked with marketing teams to create, deploy, and optimize effective sales strategies for potential clients.
• Increased brand awareness, website traffic, and sales by implementing effective marketing campaigns and strategies.
• Compiled product, market, and customer data to forecast accurate sales and profit projections.
• Collaborated with sales, marketing, product, and customer success departments to support business objectives and client acquisition.

• Manage inbound leads/new leads though outbound calls/emails to targeted accounts via Salesforce
• Utilized effective communication and active listening skills to create client rapport to grow profitability
• Communicate regularly with customers regarding account questions and issues
• Tailor sales approaches and techniques to specific client needs

• Set up appointments with potential and current customers to discuss new products and services
• Commended for building strong rapport with clients by understanding their needs and clearly explaining products
• Utilized effective communication and active listening skills to create client rapport to grow profitability
• Apply professional sales techniques to persuasively communicate with clients.
  

• Facilitate admission of patients through units of care, via EPIC
• Ensuring patient confidentiality with HIPAA compliance
• Communicate efficiently and effectively with patients, nurses and physicians
• Reviewed staffing needs for nursing units following matrix numbers