Summary
Overview
Work History
Education
Skills
Publications
Timeline
Generic

Joshua Griz

Hilton Head Island

Summary

Dynamic Sales Executive with 4 years of experience providing high level of customer service while increasing revenues. Successful at leveraging sales technologies, software and CRM data to identify, analyze and act upon leads, opportunities and sales funnels. Personable communicator focused on exceeding client expectations. Expert in local roofing sales and business development for B2B and B2C.

Overview

8
8
years of professional experience

Work History

Roofing Salesperson

JW Roofing
04.2024 - Current
  • Increased customer satisfaction by providing thorough consultations and accurate project estimates.
  • Conducted regular follow-ups with clients after project completion to ensure satisfaction and gather feedback for improvement.
  • Effectively managed multiple projects simultaneously while maintaining strict adherence to deadlines and quality standards.
  • Demonstrated excellent communication skills both in-person and remotely when presenting proposals or discussing project details with clients.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Planned, designed, and scheduled phases for large projects.
  • Met project deadlines without sacrificing build quality or workplace safety.
  • Established effective communication among team members for enhanced collaboration and successful project completion.
  • Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
  • Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
  • Received approximately 60 5+ star reviews from local clients

Business Coach

Self-employeed
01.2017 - Current
  • Monitored and analyzed clients' progress, results and overall satisfaction to implement process improvement initiatives.
  • Engaged with prospective customers to qualify product fit via multiple channels.
  • Attended seminars, business expos and other events to develop and support small businesses.
  • Fostered positive, proactive and professional relationships to achieve short- and long-term business goals.
  • Taught business owners how to create and optimize online advertisements using Google and Social Media platforms.
  • Facilitated virtual, in-person and blended learning sessions.

Insurance Consultant

Globe Life
01.2023 - 10.2023
  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Reached and excelled quarterly sales goals

Accountant

Lighthouse Tax & Consulting
05.2021 - 01.2023
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.

Education

Bachelor of Science - Accounting

Charleston Southern University
05.2021

Skills

  • Streamlining Processes
  • Client Account Management
  • Customer Service
  • Roofing project management
  • Sales
  • Employee training
  • Insurance Sales
  • Email Marketing
  • Persuasive Negotiations
  • Operational Efficiency
  • Marketing Strategy Development
  • Cold Calling
  • Client Retention
  • Financial Accounting
  • Microsoft Office
  • Salesforce
  • Slack
  • Customer relations
  • Time management

Publications

New York Weekly | "Josh Griz: Changing Lives Through His Coaching Program"


Digital Journal | "Josh Griz: 3 tips for selling high-ticket services"


International Business Times | "Griz: Nine Reasons Why Every Business Owner Needs A Mentor"


LA Weekly | Josh Griz: Grinding For Success

Timeline

Roofing Salesperson

JW Roofing
04.2024 - Current

Insurance Consultant

Globe Life
01.2023 - 10.2023

Accountant

Lighthouse Tax & Consulting
05.2021 - 01.2023

Business Coach

Self-employeed
01.2017 - Current

Bachelor of Science - Accounting

Charleston Southern University

Similar Profiles

CREATE PROFILE
Joshua Griz