Marc Medina
New York,NY
Overview
5
5
years of professional experience
Work History
Financial Consultant
Clearpath
06.2024 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Mentored junior colleagues in complex analysis techniques, fostering a collaborative work environment that encouraged professional growth.
Client Success Manager
Unified Resolutions
02.2024 - 06.2025
- Guided prospects through difficult conversations about their legal issues/life struggles to help provide proper legal representation
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Monitored customer accounts to identify opportunities for improvement.
- Collaborated with internal teams to troubleshoot any customer issues or concerns.
- Assisted in onboarding new customers, ensuring a smooth transition into the platform.
Financial Consultant
Strategic Financial Solutions
08.2023 - 02.2024
- Developed and implemented strategies to help clients reach their financial goals.
- Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
- Assisted clients in understanding current market conditions and how they affect their credit and/or debt.
- Collaborated with colleagues across departments within the organization in order to ensure a smooth transition between stages of client service delivery.
- Managed multiple projects simultaneously while meeting tight deadlines.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
Sales Development Representative
Relay Delivery
02.2023 - 05.2023
- Responsible for prospecting and communicating with restaurant partners + hospitality groups to provide first-party delivery service to combat oppressive commission practices of 3rd party delivery platforms.
- Completed a minimum of 50 calls/day, 30 emails/day, and 8-12 meetings set per quarter.
- Excelled at booking meetings for senior Account Executives due to top tier communicationskills and commitment to understanding industry pain points, needs, and dynamics.
- Initiated new and nurtured existing business relationships and worked cross-functionally toensure seamless onboarding for contracted partners.
Sales Development Representative
DearDoc
08.2022 - 02.2023
- Developed expert knowledge of DearDoc product to book meetings with doctors, providing digital tools to drive growth and establish best in class patient care.
- Responsible for reaching out to min. 450 doctors/day across various channels and crystallizing sales prospects.
- Cultivated "one call close" technique + skillset [DearDoc SOP / OKR].
- Consistently exceeded department OKR metrics of 225 minutes talk time during 450dials/day with a personal average of $27,000/mo in sales and record 908 calls in one day.
- Fostered interpersonal communication, selling, prospecting, digital toolkit, andauto-didactic skills.
Full Cycle Sales
HomePro Construction
01.2021 - 07.2022
- Responsibilities included door-to-door prospecting for the purpose of contracting construction and repair projects.
- Followed up on prospects with calls and scheduled in-person consultations.
- Nurtured customer relationships for full life cycle support and referral generation.
- Consistently met expected metrics of minimum 50 dials/day, 20 emails/day, 10in-persons/month, and minimum monthly revenue generation of $20,000.
Sales Representative
Squeaky Clean
03.2020 - 01.2021
- Responsible for pitching builds, details, and maintenance services to prospective customers.
- Quickly became a revenue generation leader on the Sales Team due to strong interpersonalcommunication skills and relationship development.
- Worked on location and executed in-person pitches throughout the day.
- Leveraged mechanical experience + expertise in customer pitches to provide highest level ofcustomer care and engagement.
- Personally averaged 75 closes per day.
Education
Associate Degree -
The New York Conservatory for Dramatic Arts
06.2020
HS Diploma -
General Douglas MacArthur High School
06.2018
Skills
- Interpersonal Communication Skills
- Adaptability
- Social Media & Marketing
- Leadership Skills
- Excellent Work Ethic
- Microsoft Office
- Fast Learner
- Ability to Work Under Pressure
- Teamwork Skills
- Motivated Attitude
- Excellent Customer Service Skills
- Debt Management
- Credit Analysis
- Pipeline Management
- Sales Expertise
Timeline
Financial Consultant
Clearpath
06.2024 - Current
Client Success Manager
Unified Resolutions
02.2024 - 06.2025
Financial Consultant
Strategic Financial Solutions
08.2023 - 02.2024
Sales Development Representative
Relay Delivery
02.2023 - 05.2023
Sales Development Representative
DearDoc
08.2022 - 02.2023
Full Cycle Sales
HomePro Construction
01.2021 - 07.2022
Sales Representative
Squeaky Clean
03.2020 - 01.2021
HS Diploma -
General Douglas MacArthur High School
Associate Degree -
The New York Conservatory for Dramatic Arts
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