Joshua Metcalf
Maricopa,AZ
Summary
Dynamic and results-driven professional with extensive experience in customer service and sales, notably at ClearLink. Proven ability to resolve technical issues and enhance customer satisfaction. Skilled in CRM software and adept at delivering compelling sales presentations, driving successful enrollments and account growth. Passionate about meeting client needs and exceeding expectations.
Overview
13
13
years of professional experience
Work History
Customer Service (Contract Position)
HealthPilot
10.2024 - 12.2024
- Answering inbound calls
- Resolving Technical Issues
- Navigation of website
- Recommending different Health Plans based on Medical Needs
- Explaining benefits
- Finalizing enrollment
Sales associate
CLEARLINK
05.2017 - 09.2024
- Receiving inbound calls
- Assessing customers needs
- Providing appropriate services
- Up selling
- Finalizing deals
Solar Sales Consultant
SUNRUN INC
08.2016 - 04.2017
- Generate solar energy customer leads to develop new accounts
- Gather information from prospective customers to identify their solar energy needs
- Prepare proposals, quotes, contracts, or presentations for potential solar customers
- Coordinate with site manager until installation is complete
Sales Representative
YODLE
07.2015 - 08.2016
- Self-sourced for new clients
- Initial interaction and demonstration setting
- Presentation of product
- On boarding/Finalization of sale
- Payment collection
- Follow up post presentation to close unfinished deals
Merchant Services Broker
TREKSTONE FINANCIAL
11.2013 - 05.2015
- Provided credit card processing services for new and existing businesses
- Maintained contact with previous customers and generated new leads
- Recorded all progress in detailed reports
- Closed deals with clients and provided assistance with starting new services
Customer Service/Marketing Representative
REVANA
11.2011 - 10.2013
- Conferred with customers by telephone or in person to provide information about products and services, to take or enter orders, cancel accounts, or to obtain details of complaints
- Kept records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
- Checked to ensure that appropriate changes were made to resolve customers' problems
- Referred unresolved customer grievances to designated departments for further investigation
Skills
- Customer service
- Sales presentations
- Account management
- Technical support
- CRM software
- Product knowledge
Timeline
Customer Service (Contract Position)
HealthPilot
10.2024 - 12.2024
Sales associate
CLEARLINK
05.2017 - 09.2024
Solar Sales Consultant
SUNRUN INC
08.2016 - 04.2017
Sales Representative
YODLE
07.2015 - 08.2016
Merchant Services Broker
TREKSTONE FINANCIAL
11.2013 - 05.2015
Customer Service/Marketing Representative
REVANA
11.2011 - 10.2013
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