Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Leo Hoffer

Mooresville,NC

Summary

Analytical professional with a versatile background in customer success and sales development. Known for strong communication skills and the ability to manage onboarding processes while identifying opportunities for growth. Ready to leverage expertise in enhancing customer engagement and satisfaction.

Overview

3
3
years of professional experience

Work History

Customer Success Manager

Placer.ai
Charlotte, North Carolina
11.2024 - Current
  • Managed customer onboarding and training processes for new software users.
  • Conducted regular check-ins with clients to ensure ongoing support and engagement.
  • Collaborated with sales teams to identify upsell opportunities during renewal discussions.
  • Provided guidance on how customers can maximize the value they receive from products and services.
  • Maintained detailed records of client interactions and account status updates.

Sales Development Representative

Placer.ai
Wilmington, North Carolina
01.2024 - 11.2025
  • Tracked progress against goals using CRM software programs such as Salesforce.
  • Set appointments to present solutions to prospective customers.
  • Generated new prospects and nurtured existing prospects through outbound phone calls and emails.
  • Executed cold calls, social media and other digital strategies to acquire customers.
  • Collaborated closely with colleagues from different departments on cross-functional projects.

Sales Development Representative

Cube
Wilmington, North Carolina
07.2023 - 01.2024
  • Identified decision-makers within target accounts to streamline the sales process.
  • Engaged potential clients by conducting outreach via calls and emails.
  • Managed daily lead generation activities using CRM software.
  • Responded to customer inquiries, providing information about products and services.

Sales Development Representative

15five
Wilmington, North Carolina
01.2023 - 07.2023
  • Collaborated with sales team to refine messaging and improve engagement strategies.
  • Engaged potential clients through targeted outreach and follow-up communication.
  • Conducted research on industry trends to identify new sales opportunities.
  • Executed cold calls, social media and other digital strategies to acquire customers.

Education

Cape Fear Community College
Wilmington, NC
04-2022

High School Diploma -

Queens Grant High School
Mint Hill , NC
08-2020

Skills

  • Customer onboarding
  • CRM software
  • Client engagement
  • Account management
  • Upselling strategies
  • Sales forecasting

Timeline

Customer Success Manager

Placer.ai
11.2024 - Current

Sales Development Representative

Placer.ai
01.2024 - 11.2025

Sales Development Representative

Cube
07.2023 - 01.2024

Sales Development Representative

15five
01.2023 - 07.2023

Cape Fear Community College

High School Diploma -

Queens Grant High School

Similar Profiles

CREATE PROFILE