Kelvin Veras
Hackettstown,NJ
Summary
Dynamic Global Real Estate Advisor at One Sotheby's International Realty Inc., leveraging deep industry knowledge and exceptional relationship-building skills to drive successful property transactions. Proven track record of closing deals and enhancing client satisfaction, utilizing Salesforce for effective pipeline management and delivering impactful market insights. Excel in fostering partnerships and exceeding sales targets. Also have sales experience in Finance and Technology industries
Overview
5
5
years of professional experience
1
1
Certification
Work History
Global Real Estate Advisor
One Sotheby's International Realty Inc.
Miami Beach, FL
01.2024 - 09.2024
- Advised clients on market conditions, pricing and legal requirements for property transactions.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Performed regular assessments of properties to determine their value.
- Established key business relationships within industry by using responsiveness, efficiency and deep knowledge of real estate industry.
- Managed real estate transactions from initiation to closing.
- Liaised between buyers and sellers to facilitate negotiations and propel escrow progress.
Account Manager
Datto
Miami, Florida
08.2022 - 01.2023
- Drove sales by qualifying new gaps in partners workflows through Partnership Alignment Reviews to uncover opportunities to cross sell software solutions
- Input opportunities in Salesforce CRM to ensure timely follow up and provide weekly update on new ARR
- Coordinate with engineers to make sure partners are getting the most value out of their current software stack
- Prioritize tasks daily to ensure adequate time is spent generating pipeline and deals were progressing to convert to new ARR
- Engaged with peers and onboarding team to ensure clients are on boarded smoothly and expectations are exceeded
Account Executive (SaaS)
DoorLoop
Miami Beach, Florida
09.2021 - 03.2022
- Full sales cycle account executive taking ownership of new leads until they become happy customers
- Closed 46 new accounts in one month while leading the team in commissions and ensuring each account was onboarded successfully
- Kept thorough notes of all client conversation through our CRM Salesforce and ensured timely and accurate follow up with prospects using Outreach
- Prospected hot leads and converted them to new accounts via Zoom demos or through phone calls presenting the platform and asking probing questions to identify customer needs
- Collaborated with teammates to develop and refine sales pitch by role playing and taking feedback to improve conversion rate up to 50%
Internal Wholesaler
PGIM Investments
Newark, New Jersey
04.2019 - 04.2021
- Drove sales by calling 75 advisors a day to prospect and bring awareness to PGIM’s platform with an emphasis on understanding and addressing client needs to provide investment solutions with excellent customer service
- Raised new assets by uncovering their current investment portfolios and provided competitive analysis on how our suite of products would improve their current portfolios using expert level analytics
- Developed procedural command of Salesforce by updating customer relationship management software to keep detailed notes of sales conversations to follow up on opportunities and maintain pipeline
- Utilized marketing materials during sales presentations via Zoom or in person to walk advisors through products
- Improved public speaking through outreach with financial advisors and on weekly sales calls to communicate the suite of Prudential’s products effectively including leveraging product specialists for client seminars
- Studied investment manager’s outlook for Fixed Income Markets and Equity Markets to keep clients updated on the performance and positioning of investment solutions
- Coached junior team members on how to effectively contribute to the sales process and close complex sales
Education
Bachelor of Science - Finance
Rutgers University – Rutgers Business School
New Brunswick, New JerseySkills
- Microsoft Office
- Excel
- Word
- Salesforce
- Seismic
- Outreach
- Lead generation
- Sales strategy
- Effective communication
- Negotiation skills
Certification
- Florida Real Estate Sales Associate
- Series 7
- Series 63
- Life Insurance
Hobbies and Interests
- Reading
- Cycling
- Film
Languages
Spanish, Fluent
Timeline
Global Real Estate Advisor
One Sotheby's International Realty Inc.
01.2024 - 09.2024
Account Manager
Datto
08.2022 - 01.2023
Account Executive (SaaS)
DoorLoop
09.2021 - 03.2022
Internal Wholesaler
PGIM Investments
04.2019 - 04.2021
Bachelor of Science - Finance
Rutgers University – Rutgers Business School