Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph DeMalavez

Tampa

Summary

Experienced Account Manager and Sales Professional with a proven track record of driving revenue growth and managing customer relationships in B2B and B2C environments. Skilled in cultivating client accounts, implementing sales strategies, and identifying opportunities for upselling and cross-selling. Consistently exceeding quotas through strategic outreach, CRM proficiency, and collaborative team efforts. Proficient in delivering personalized service, resolving client issues, and aligning solutions with business goals to foster long-term partnerships and improve retention rates.

Overview

10
10
years of professional experience

Work History

Inside Sales Representative

CertainTeed
08.2023 - 06.2025
  • Surpassed monthly sales quota by 25%+ for over 12 months, contributing to consistent team overperformance
  • Developed and maintained a pipeline of qualified B2B prospects using Salesforce and outbound call strategies
  • Drove a 20% increase in territory revenue within 7 months by identifying trends and aligning product solutions to customer needs
  • Collaborated with field reps to close deals and book product demos, enhancing team selling efforts
  • Represented the company at tradeshows and events to generate new business and build professional relationships

Retail Sales Associate

S&T Bank
01.2023 - 08.2023
  • Conducted 50-100 outbound calls daily to grow customer base and upsell financial products
  • Leveraged CRM to track customer activity, log interactions, and follow up on qualified leads
  • Played a key role in helping the branch meet monthly product and service sales goals
  • Built rapport with walk-in clients and recommended tailored banking solutions

Client Relationship Associate

Vanguard
06.2022 - 11.2022
  • Handled 40-50 daily inbound calls, assisting clients with account management and investment inquiries
  • Identified cross-sell opportunities and education clients on relevant Vanguard financial products
  • Facilitated asset transfer transactions and supported the execution of investment strategies
  • Provided feedback to sales and service teams using trends observed in client interactions

Loan Originator/Processor

US Mortgageline
01.2020 - 06.2022
  • Managed a personal pipeline of 50+ mortgage clients, guiding them through the full loan process
  • Generated leads through cold calls (75-100/day) and digital follow-ups, significantly increasing application volume
  • Reviewed financial documents and coordinated between clients and financial institutions to ensure smooth closings
  • Prepared applications using industry-standard origination software

Account Manager

Joltin' Jabs
09.2015 - 01.2018
  • Managed client relationships across 300+ active gym members, ensuring high satisfaction and renewals through personalized engagement strategies
  • Drove membership sales by prospecting local leads, conducting consultations, and converting walk-ins, resulting in a 20% increase in monthly sign-ups
  • Developed and implemented retention initiatives, reducing member churn by 30% year over year
  • Oversaw daily operations related to client accounts, including scheduling, billing, membership upgrades, and conflict resolution
  • Collaborated with trainers and front desk staff to deliver a seamless onboarding and training experience for new members
  • Led local marketing campaigns and community events, increasing brand visibility and referral traffic

Education

Finance -

Temple University
Philadelphia, PA
12.2019

Skills

  • B2B Sales & Full-Cycle Selling
  • Data-Driven Prospecting
  • Negotiations & Objection Handling
  • CRM Management (Salesforce)
  • Account Management
  • Sales Forecasting & Reporting
  • Cold Outreach & Pipeline Development
  • Lead Qualification & Nurturing

Timeline

Inside Sales Representative

CertainTeed
08.2023 - 06.2025

Retail Sales Associate

S&T Bank
01.2023 - 08.2023

Client Relationship Associate

Vanguard
06.2022 - 11.2022

Loan Originator/Processor

US Mortgageline
01.2020 - 06.2022

Account Manager

Joltin' Jabs
09.2015 - 01.2018

Finance -

Temple University

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