Dynamic sales leader with a proven track record at Eternal Valley Memorial Park, driving a 25% increase in team productivity through strategic coaching and CRM optimization. Expert in community outreach and event planning, fostering strong client relationships while achieving consistent revenue growth. Adept at team building and performance evaluation, ensuring high retention and engagement.
Overview
9
9
years of professional experience
Work History
Pre-Planning Advisor / Sales Manager
Eternal Valley Memorial Park
Newhall, USA
03.2016 - Current
Led a team of 10+ sales advisors, overseeing recruitment, training, performance evaluation, and development initiatives to achieve and exceed company sales targets.
Designed and executed strategic sales plans to expand customer base and boost territory performance, resulting in consistent year-over-year revenue growth.
Managed CRM implementation and utilization (Salesforce, Beacon) to optimize pipeline management, lead conversion, and client relationship tracking.
Delivered hands-on sales coaching focused on prospecting, presentation skills, and closing techniques, contributing to a 25%+ improvement in team productivity.
Developed and maintained partnerships with community organizations to drive brand visibility and referral growth.
Conducted data-driven performance reviews and adjusted sales tactics based on market trends and analytics.
Spearheaded local marketing events, community outreach programs, and seminars to increase lead generation and customer engagement.
Maintained regulatory compliance and ensured all staff met licensure and professional training requirements.
Promoted from Family Service Counselor to Sales Manager within 3 years based on consistent top performance.
Maintained a high team retention rate through positive leadership and development programs.
Trained team members on use of MS Office Suite, PowerPoint, Outlook, and proprietary CRM tools.
Boosted sell conversion rates by 21% through targeted client engagement strategies and tailored service offerings.
Increased team close rate by 12% within 12 months through individualized coaching and data-driven performance tracking.
Pre-Planning Manager
Eternal Valley Memorial Park
Newhall, USA
06.2020 - 03.2023
Acted as a liaison between teams or departments when needed.
Created detailed reports outlining progress, risks, costs and other key metrics.
Organized data from multiple sources into comprehensive documents that could be used by decision makers.
Facilitated communication between internal staff, contractors, vendors, customers and other external parties.
Developed and implemented planning strategies to ensure project completion within budget and timelines.
Provided guidance to team members on best practices in project management.
Maintained accurate records detailing all aspects of the planning process including budgeting, scheduling and resource allocation.
Handled responsibilities successfully in manager's absence.
Found solutions to issues and promoted diminish conflicts to improve group function and planning success.
Family Service Counselor
Eternal Valley Memorial Park
Newhall, USA
01.2017 - 06.2020
Collaborated with other professionals to coordinate services for clients.
Guided clients through grief processes associated with traumatic events or losses.
Collaborated with other professionals to ensure the best possible outcomes for clients.
Helped make pre-need arrangements for forward-thinking customers.
Assisted clients with selection of burial caskets, grave markers and service options.
Identified appropriate community resources and provided referrals for services.
Used job-related software to compose or prepare correspondence, case notes and technical reports
Front Desk Receptionist
Eternal Valley Memorial Park
Newhall, USA
04.2016 - 12.2016
Managed incoming and outgoing mail, courier services, faxes and other correspondence.
Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
Maintained an organized reception area and ensured that all guests were attended to promptly.
Generated monthly reports summarizing sales activities, customer feedback surveys and other relevant data.
Provided excellent customer service by responding quickly to inquiries via phone or email in a professional manner.
Education
Cardiology Technitian
Los Angeles Mission College
Sylmar, CA
07-2008
Skills
Strategic Sales Leadership
Customer Relationship Management (CRM)
Salesforce
Beacon
Team Building
Coaching
Presentations
Motivational Speaker
Community Outreach
Event Planning
MS Office
Outlook
PowerPoint
Sales management
Performance evaluation
Customer relationship management
Team leadership
Client engagement
Problem solving
Goal-oriented mindset
Accomplishments
2013 Awarded as the best sales representative in the Los Angeles sales market.