Summary
Overview
Work History
Education
Skills
Timeline
AccountManager

Jaime Guerra

HVAC
Vacaville,CA

Summary

Self-motivated Inside Sales and Outside Sales Representative with excellent verbal and written communication skills. Self-motivated Outside Sales professional experienced in both technical and non-technical, fast-paced team environments. Relationship building and closing expert. Motivated to generate and Increase sales while delivering top-notch customer care. Industrious and enthusiastic Manager proven to consistently meet productivity goals and business and customer service objectives. Skillfully works with all employees to enhance performance and improve day-to-day processes. Diplomatic in resolving customer issues to maximize satisfaction and meet targeted service level.

Overview

25
25
years of professional experience

Work History

Account Manager

MatrixHG
Novato
06.2020 - Current
  • Capitalized on emerging trends to reap benefits during growth stages.
  • Sold new products and services and developed new accounts to maximize revenue potential.
  • Devised strategies to perform at required goal level and achieve monthly quota.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Researched emerging industry trends, applications and concepts to enhance products and services.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
  • Supported sales and reporting for large and medium-sized accounts.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Maintained current knowledge of evolving changes in marketplace.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Contributed to team objectives in fast-paced environment.
  • Consulted with businesses to supply accurate product and service information.
  • Quoted prices, credit terms and other bid specifications.
  • Met existing customers to review current services and expand sales opportunities.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Negotiated prices, terms of sales and service agreements.
  • Set and achieved company defined sales goals.
  • Built relationships with customers and community to promote long term business growth.

Territory Sales Manager

Slakey Brothers
Santa Rosa, CA
10.2019 - 04.2020

At Slakey Brothers I was hired as a Territory Manager. My daily tasks included updating clients with the latest information about Bryant and Daikin Products. I updated my clients with useful information to help grow their business with financing through Wells Fargo and keeping them updated with the latest rebate and incentive programs. At Slakey's we offered many different types of classes to ensure our clients learned about how to grow their business and keep up with new sales techniques. My ongoing learning and research about current products always kept my clients up to date with new and innovative equipment so they can provide their customers with the newest most up to date HVAC equipment. I was in the process of offering Blueprint Take Offs. This was a new angle that Slakey's did not offer however it was asked by many of my client s and I felt it would be a good service to learn so I took it upon myself to try and learn it on my own.

  • Targeted prospects in other territories through careful research of competitor products, services and trends
  • Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results
  • Led targeted training programs to educate staff on product benefits and service capabilities
  • Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations
  • Attracted new clientele and developed customer relationships by hosting product-focused events
  • Offered new and existing customers profitable products to maintain strong territory-wide revenue
  • Collaborated cross-functionally with product development and production teams to improve designs and reduce costs
  • Motivated and mentored sales employees to enhance presentation, negotiation and customer relations abilities
  • Held weekly meetings with Inside Sales Staff to identify techniques to overcome sales obstacles
  • Partnered with sales team members and leveraged strong negotiation skills to close tough deals with lucrative clients
  • Carefully analyzed data to determine most effective sales strategies

Estimator/ Sales

Banner Enterprises Inc.
Santa Rosa, Ca. 95404
06.2007 - 10.2019
  • Designed and analyzed mechanical systems and mechanisms
  • Led project scheduling and budgeting to successfully and quickly complete engineering projects
  • Residential Furnace and Air Conditioning repair, retro fit and replacement
  • Commercial Heating and Cooling repair, retro fit and replacement
  • Estimate equipment replacement and repair
  • Sell and install new equipment
  • Project cordinator
  • Customer Service
  • Indoor Air Quality Specialist
  • Supported the sales team in writing proposals and closing contracts
  • Reviewed operational records and reports to project sales and determine profitability
  • Attended sales training camp and brought best practices leadership back to the company
  • Graduate Studies for Clean Air Dynamics
  • Daikin Factory Trained
  • Mitsubishi Factory Trained
  • Bryant Factory Trained
  • Bryant Commercial Replacement Specialist
  • Trane Comfort Specialist
  • Title 24 Duct Testing and Sealing
  • Prepared material orders to complete projects on time and within budget
  • Communicated with builders and contractors on residential and commercial projects to deliver status updates to customers

Installation

Crunks Heating and Cooling
Santa Rosa, Ca. 95404
05.2006 - 06.2007
  • Renovated plumbing and HVAC systems.
  • Designed and installed Furnaces and Air Conditioning Systems.
  • Customer Service
  • Indoor Air Quality.

Co-owner/ Management

Animal Abatement Services
Santa Rosa, Ca. 95407
03.2003 - 05.2006
  • Create new company from scratch.
  • Build customer data base.
  • Clean and decontaminate rodent feces.
  • Rodent proofing.
  • Exclusionary Work
  • Maintenance Contracts
  • Customer Service

 

Supervisor

Air Doctor
Rohnert Park, Ca. 94928
07.1997 - 02.2003
  • Negotiated prices, terms of sales and service agreements.
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Quoted prices, credit terms and other bid specifications.
  • Identified prospective customers by using business directories and following leads from existing clients.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Created strategic brand building events to expand the current product portfolio.
  • Recorded accurate and efficient records in the customer database.
  • Prioritized tasks and projects to meet tight deadlines.
  • Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
  • Consulted with businesses to supply accurate product and service information.
  • Built relationships with customers and the community to promote long term business growth.
  • Mentored New Team

Education

Comfort Consultant - undefined

Specalty A/C
2007

High School Diploma -

Piner High School
1996

Skills

  • Exceptional communication skills
  • Quick learner
  • Strong client relations
  • Sales proposal creation
  • Project management
  • Self-motivated
  • Strong verbal communication
  • Conflict resolution
  • Powerful negotiator
  • Team leadership
  • EPA Certified Universal License
  • Flexible schedule
  • Knowledge of condensation pumps
  • Air handlers
  • HVAC change-out procedures expert
  • HVAC and refrigeration systems
  • Sheet metal installation expert
  • Sheet metal layout
  • HVAC computer controls knowledge
  • Closing techniques
  • Sales Strategies
  • Territory Management
  • Coaching and mentoring
  • Review of contracts
  • Sales presentations
  • Solution selling
  • Accomplished manager
  • Account Management
  • Business development and planning
  • Systems and software programs
  • Account servicing skills
  • Local contracts
  • Operations
  • Client rapport
  • Vendor relations
  • Networking skills
  • Checking quotes
  • Customer rapport
  • Account development
  • Upselling

Timeline

Account Manager

MatrixHG
06.2020 - Current

Territory Sales Manager

Slakey Brothers
10.2019 - 04.2020

Estimator/ Sales

Banner Enterprises Inc.
06.2007 - 10.2019

Installation

Crunks Heating and Cooling
05.2006 - 06.2007

Co-owner/ Management

Animal Abatement Services
03.2003 - 05.2006

Supervisor

Air Doctor
07.1997 - 02.2003

Comfort Consultant - undefined

Specalty A/C

High School Diploma -

Piner High School
Jaime GuerraHVAC