Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Keoni Kai

CA

Summary

Dynamic Sales & Marketing Manager with a background in Real Estate, Insurance, Finance, Visual Merchandising, and Hospitality. Knowledgeable brand specialist with proven track record in developing and executing successful marketing strategies. Adept at identifying and leveraging market trends to enhance brand visibility and engagement. Demonstrated ability to collaborate with cross-functional teams and adapt to dynamic market conditions. Focused on bringing consistent results through a tenacious and hardworking approach to all tasks and projects. Skilled in brand representation, direct and social media marketing, CRM utilization, event coordination, and effective communication. Strong leadership skills in team management, relationship building, and client/customer service excellence.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Solar Sales Consultant

OHM Solar Solutions
08.2024 - 01.2025
  • Generated leads through territory canvassing, direct sales and built rapport with potential customers.
  • Educated homeowners on solar energy systems, net metering, and local incentives; kept knowledge of local utility regulations to provide accurate information.
  • Conducted cost savings analyses to demonstrate the financial benefits of switching to solar.
  • Overcame objections and customized solutions to meet customer needs.
  • Closed sales by presenting financing options, including PPAs and ownership plans.
  • Maintained detailed records in CRM software to track leads and sales pipeline progress.

Leasing Supervisor

TenSouth
08.2024 - 12.2024
  • Cultivated strong tenant relationships by providing exceptional customer service, resolving concerns promptly, and ensuring compliance with fair housing laws.
  • Conducted property tours, negotiated lease terms, and facilitated seamless move-in processes, consistently achieving high occupancy rates.
  • Implemented targeted marketing strategies through direct outreach and social media, utilizing CRM systems like Yardi and AppFolio to track leads and optimize performance.
  • Mentored and guided junior leasing staff, improving team efficiency and ensuring alignment with organizational goals.
  • Conducted regular site inspections to maintain property standards, ensuring a safe and compliant environment for all residents.

Leasing Manager/On-site Assist. Community Director

FPI Management
11.2023 - 08.2024
  • Administering and reviewing lease paperwork, managing leases, and informing residents of changes, along with accepting and processing rent, application fees, and security deposits
  • I excel in promoting and advertising properties through direct and social marketing, utilizing CRM systems (Yardi & AppFolio), and creating effective promotional materials.
  • Assisted in budgeting efforts for multiple projects and property events, tracking expenses to ensure financial targets were met or exceeded.
  • Conducted thorough site inspections to assess progress, identify potential issues, and recommend corrective measures.
  • I conducted property tours, maintain and coordinate property maintenance, and consistently honored commitments to ensured tenant satisfaction.
  • My expertise also covers analyzing market trends, setting leasing KPI's, and managing part-time agents to ensure optimal performance.

Life Insurance Sales Representative

Farmers Insurance Group
05.2023 - 11.2023
  • Acted as a liaison, performed clerical duties, and managed client calls, while maintaining accounts and processing billing with APEX/Salesforce
  • Cross-sold renewal policies in CRM with agents and participated in community marketing for commercial and life insurance
  • Collaborating with executive leadership to develop innovative marketing strategies.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Cultivated long-term client relationships, leading to increased referrals and repeat business opportunities.

Visual Merchandising Coordinator

Not Too Shabby
06.2022 - 03.2023
  • Possess a keen eye for trends and commercial awareness to create impactful displays and lead a team daily
  • Manage inventory, sales, and KPI reporting using Shopify, resolve discrepancies, build client relationships, and network within the Folsom community for various shows and events.
  • Trained new employees on visual merchandising principles, contributing to a cohesive team environment focused on driving sales results.
  • Led cross-functional teams in executing seasonal resets, resulting in seamless transitions between merchandise collections.
  • Maintained strong vendor relationships, negotiating favorable terms for display materials and promotional collateral.
  • Provided ongoing support for special events and promotions, ensuring effective integration of marketing materials into existing visual schemes.
  • Managed inventory levels, ensuring timely restocking of high-demand items in visually compelling ways.

Assistant Operations Manager

L&L Hawaiian BBQ
01.2020 - 03.2023
  • Record bookkeeping of vendor contracts, invoices, and documentation, while creating monthly work schedules
  • Responded to customer concerns, trained and supervised employees, resolved conflicts
  • Utilizing Management systems, coordinate with clients and communicate effectively with our kitchen and service teams to ensure precise requirements and deadlines are met, delivering exceptional catering event experiences.
  • Monitored daily cash transactions, ensuring accuracy in all financial reporting processes.
  • Managed team of up to 8 staff, improved communication within the team through open channels of communication, and maintaining exceptional customer service and quality standards.
  • Improved staff morale through effective communication skills and motivational techniques, resulting in enhanced teamwork and productivity.

Brand and Financial Strategy Consultant

Freelance Credit Specialist & Brand Development
08.2019 - 02.2021


  • Focus on client satisfaction, using tools like CRMs, fostering engagement through touchpoints and feedback loops, and driving value realization through proactive package selling, and strategic reviews to ensure satisfaction and growth.
  • Discovering prospective clients and generating leads from social presence.
  • Building tailored marketing initiatives, building and nurturing client relationships, creating and delivering impactful presentations, and designing effective investment strategies.
  • Utilize data-driven social media marketing strategies, achieving a 35% increase in Instagram followers and boosting engagement rates by 20% within six months; successfully reached over 100,000 impressions per month and increased average post reach by 25% by leveraging KPIs such as follower growth, engagement rate, and click-through rate to optimize campaign performance.

Lead Sales Consultant

PacSun-Pacific Sunwear
06.2017 - 07.2019
  • Having Knowledge of quarterly KPI’s, maintaining clear expectations and over-achieving them.
  • Leading inventory team for incoming weekly inventory, shipment, floor sets, sales floor layout and rotations of product on sales floor.
  • Participated in team meetings to discuss sales targets, strategies for improvement, create ways of preventing theft and methods for increasing overall performance.
  • Handled POS operations accurately, generated credit reward signups, and processing transactions efficiently while adhering to company policies.
  • Increased sales revenue by developing and implementing effective sales strategies for the sales floor.
  • Key Holder

Sales & Inventory Specialist

Coach
10.2018 - 01.2019
  • Enhanced inventory accuracy by conducting regular cycle counts and reconciling discrepancies. Performed data entry and completed proper paperwork.
  • Provided excellent clientele service by quickly responding to inquiries and resolving concerns related to inventory availability or shipment status.
  • Coordinated the wrapping of goods and prepared clients' holiday orders, purchases, and delivery services.
  • Collaborated with team members to ensure timely completion of daily tasks, increasing overall productivity.

Sales Representative

Future Automotive, Chevy
01.2017 - 09.2017
  • Sold new and pre-owned vehicles through effective prospecting, relationship-building, cold calling, and personalized customer service.
  • Provided comprehensive vehicle knowledge to assist customers in making informed purchasing decisions, achieving customer satisfaction retention and referrals; resulting in repeated business.
  • Conducted test drives and delivered detailed presentations
  • Regularly participated in training sessions to stay updated on product lines and competitive industry trends, enhancing product knowledge and sales techniques.
  • Coordinated with the finance team to ensure seamless transaction processes, including securing financing and discussing extended warranty options.

Leasing Consultant

FPI Property Management
01.2017 - 06.2017
  • Demonstrated a strong commitment to company values by consistently delivering results that aligned with organizational goals and objectives.
  • Ensured compliance with fair housing laws, keeping detailed records of all tenant interactions and transactions.
  • Increased tenant satisfaction by promptly addressing concerns and resolving issues. Additionally, promoting and advertising properties through direct and social marketing.
  • Delivered informative property tours to prospective residents and assisted prospective residents in paperwork completion and other logistics to facilitate smooth move-in processes.
  • Delivered exceptional customer service throughout all stages of the leasing process, fostering long-lasting relationships with satisfied residents.

Education

Bachelor of Arts - Marketing

Sierra College
01.2022

Skills

  • Excellent Analytical skills
  • Project Coordination
  • Detail Oriented
  • Staff Management
  • Team Management
  • Leadership
  • Real Estate Knowledge
  • Lease Management Experience
  • Time Management
  • Problem-Solving
  • Retail Sales Analysis
  • Relationship Building
  • Persuasive Communication & Negotiation
  • Event Coordination
  • Creative Advertising and SEO
  • Direct and Social Media Marketing
  • Digital Marketing
  • Event Planning
  • Store Operations
  • Sales Presentations
  • Brand Promotion and Brand Development
  • Client & Customer Relations
  • Property Management
  • Proficiency in Microsoft Office, Word, and Excel; basic Google tools
  • Possessing Collegiality; Outstanding Communication & Interpersonal Skills
  • Data Entry
  • Goal-Oriented Mindset
  • Attention to detail and accuracy
  • Lead Generation
  • Retention Strategies
  • Content strategy
  • CRM management
  • Credit analysis
  • Creative Direction and Storytelling

Certification

  • CA Salesperson License, 2021
  • CPR Certified, 2023

Timeline

Solar Sales Consultant

OHM Solar Solutions
08.2024 - 01.2025

Leasing Supervisor

TenSouth
08.2024 - 12.2024

Leasing Manager/On-site Assist. Community Director

FPI Management
11.2023 - 08.2024

Life Insurance Sales Representative

Farmers Insurance Group
05.2023 - 11.2023

Visual Merchandising Coordinator

Not Too Shabby
06.2022 - 03.2023

Assistant Operations Manager

L&L Hawaiian BBQ
01.2020 - 03.2023

Brand and Financial Strategy Consultant

Freelance Credit Specialist & Brand Development
08.2019 - 02.2021

Sales & Inventory Specialist

Coach
10.2018 - 01.2019

Lead Sales Consultant

PacSun-Pacific Sunwear
06.2017 - 07.2019

Sales Representative

Future Automotive, Chevy
01.2017 - 09.2017

Leasing Consultant

FPI Property Management
01.2017 - 06.2017

Bachelor of Arts - Marketing

Sierra College

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Keoni Kai