Jared Puerto
Pembroke Pines,FL
Summary
Customer success professional with proven track record of driving client satisfaction and loyalty. Skilled in troubleshooting, problem-solving, and relationship management. Strong focus on team collaboration and adaptability to changing needs. Reliable and results-oriented, with expertise in communication, conflict resolution, and strategic planning.
Overview
8
8
years of professional experience
Work History
Client Success Agent
Enium/ Rain Global
04.2024 - 04.2025
- Effective fulfillment of assigned tasks
- Telephone, emails and calls
- Assertive Evaluation of Solar Loan applications
- Efficiency in teamwork
- Managing relationships with clients seeking solar financing
- Clear communication about financial products and credit evaluation processes
- Proactive resolution of questions related to solar loans and credit requirements
- Guiding customers through the entire credit application process for solar projects
- Personalized follow-up post-approval and throughout the loan lifecycle
- CRM management to track client interactions and identify new opportunities
- Cross-functional coordination with credit, sales, and technical teams for a seamless experience
- Educating clients on tax incentives, payment terms, and ROI of solar investments
- Gathering and analyzing customer feedback to improve solar financial services
- Driving customer loyalty through client-centric service and sustainability focus
Solar Permitting Agent
Project Solar
03.2021 - 03.2024
- Effective fulfillment of assigned tasks
- Coordination with different departments
- Monitoring the status of solar permits.
- Provided customer service to clients through phone and email communication.
- Maintained accurate records of all customer interactions, process customer accounts and file documents.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines.
- Attended team meetings regularly to discuss updates on products, services and policies changes.
- Provided customer service to clients through phone and email communication.
- Developed customer relationships and ensured satisfaction with services.
- Responded promptly to customer inquiries and complaints in a professional manner.
- Attended team meetings regularly to discuss updates on products, services and policies changes.
Sale Ticket Agent
Allied Global
01.2017 - 01.2021
- Execution of sales tasks
- Communication and negotiation with potential customers
- Explanation to customers about the characteristics uses, and benefits of the products and services offered.
- Negotiated contracts with customers to secure sales deals.
- Maintained accurate records of all sales activities in the company's CRM system.
- Coached new employees on best practices for closing deals quickly and efficiently.
Education
GED -
Horizonte Aviation School
San Pedro Sula, Honduras10.2019
Associate of Science - Aviation
Associate of Aeronautical Science Degree
Pembroke Pines, FL08-2027
Bilingual Education And Tech in Customer Service
Funval
Guatemala City, Guatemala12.2014
Computer And Information Sciences
BIT
San Pedro Sula, Honduras01.2011
High School Diploma -
Primero De Mayo Del 1954
San Pedro Sula, Honduras12.2010
Skills
- Relationship Building
- Resolving Customer Issues
- Strong Communication Abilities
- Problem-Solving
- Organizational Skills
- Microsoft Office
- Zendesk
- Divvy
- County Solar Portals
- HubSpot
- Slack
- Adobe
- Panda Doc
- Notion
- PDF Filler
- Ready Mode CRM
- Talk Desk
- DocuSign
- Cold calling
- Cross-selling and upselling
- Complaint handling
- Shipping and receiving
- Teamwork
- Customer service
- Team collaboration
- Effective communication
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Client Success Agent
Enium/ Rain Global
04.2024 - 04.2025
Solar Permitting Agent
Project Solar
03.2021 - 03.2024
Sale Ticket Agent
Allied Global
01.2017 - 01.2021
GED -
Horizonte Aviation School
Associate of Science - Aviation
Associate of Aeronautical Science Degree
Bilingual Education And Tech in Customer Service
Funval
Computer And Information Sciences
BIT
High School Diploma -
Primero De Mayo Del 1954
Similar Profiles
William WatanabeWilliam Watanabe
Managing Director at Rain GlobalManaging Director at Rain Global
Alejandra MercadoAlejandra Mercado
Customer Support Representative at Enium Capital GroupCustomer Support Representative at Enium Capital Group
Gary Aquilla Jr.Gary Aquilla Jr.
Chief Operating Officer at Enium Capital GroupChief Operating Officer at Enium Capital Group
Hadi MooneyHadi Mooney
Volunteer at Islamic Jaffari AssociationVolunteer at Islamic Jaffari Association
ERIC SANDERSERIC SANDERS
Founder & CEO at L8ShiftFounder & CEO at L8Shift