Marcelo Munoz
San Diego,CA
Summary
Results-driven sales professional with experience in inside sales, customer relationship management, and cloud technology. Proven ability to sell products and services over the phone, manage client relationships, and exceed sales targets. Strong background in financial services, SaaS, and CRM platforms. AWS Cloud Practitioner Certified, with a passion for technology and business development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Tax Specialist
International Rescue Committee
San Diego, CA
01.2023 - 08.2024
- Personally managed client interactions and provided expert tax preparation services to hundreds of individuals in San Diego County.
- Built a recruitment and training plan from the ground up for volunteers and employees of the program, successfully training over 20 volunteers and 4 employees.
- Overseeing the daily operations of two tax sites, resulting in over 4,000 tax returns filed in two tax seasons, earning recognition for being one of the top ten most visited VITA sites in the state.
- Developed reports and data visualizations using Excel and CRM tools, improving client service processes.
Account Executive
Yelp
San Diego, CA
01.2022 - 01.2023
- Sold digital advertising solutions to small and medium-sized businesses, achieving sales targets, and driving revenue growth.
- Conducted high-volume outbound calls to prospects, presenting tailored advertising packages.
- Managed objections and closed deals effectively, utilizing persuasive communication techniques.
- Built and maintained a pipeline of prospects, nurturing leads, and building rapport with gatekeepers and decision-makers.
Production & Delivery Lead
Bird Rock Coffee Roasters
San Diego, CA
11.2021 - 11.2022
- Facilitated seamless communication among wholesale clients, cafe managers, and staff to address supply chain issues.
- Executed strategies ensuring efficient handling of thousands of pounds of coffee per week.
- Executed efficient packing, transportation, and coordination of delivery routes across 8 cafes in San Diego County.
Case Aide
Quest
Long Beach, CA
05.2021 - 08.2021
- Collaborated with City of Long Beach, Department of Health & Human Services and FEMA to accelerate reunification efforts for unaccompanied minors.
- Facilitated phone communication for Unaccompanied Children with approved contacts in their home countries and the US.
- Monitored children for any worries, concerns, or immediate needs to be communicated to their case manager.
Financial Services Professional
Charles Schwab
Dallas, TX
10.2018 - 04.2021
- Facilitated client assistance for institutional and retail clients focusing on investment options including IRAs, 401ks and corporate solutions.
- Proficient in understanding tax implications for brokerage investments and real estate assets.
- Protected client information by enforcing strict access controls.
- Facilitated SWIFT, ACH, and ACAT transactions to ensure efficient daily workflows.
- Provided confident and accurate responses on market volatility, tax forms, current business news, and FinTech services.
Shoes Salesman
Nordstrom
Dallas, TX
11.2011 - 08.2017
- Provided excellent customer service at all times, ensuring repeat business.
- Participated in visual merchandising, creating appealing displays to attract customers.
- Adapted quickly to new product lines and seasonal changes to maintain high sales performance.
- Analyzed sales data to identify trends and adjust sales strategies accordingly.
Education
Bachelor of Arts - International Business
Universidad EAN
Bogota, Colombia07.2017
Skills
- B2B and B2C sales
- MS Office Suite
- Financial Services and Investment Products
- Cold calling and sales negotiation
- Excellent customer service
- Salesforce CRM
- AWS Console
- Lead generation and prospecting
Hobbies and Interests
- Culinary arts
- Alternative R&B
- Sports and Fitness
Affiliations
- Fundraising for orphanages in Colombia, 2015-2019.
- Volunteering with non-profit organizations focused on helping refugees and migrants.
Certification
- AWS Cloud Practitioner Certification, 2023.
- California Registered Tax Preparer, 2025.
Languages
Spanish
Native/ Bilingual
Timeline
Senior Tax Specialist
International Rescue Committee
01.2023 - 08.2024
Account Executive
Yelp
01.2022 - 01.2023
Production & Delivery Lead
Bird Rock Coffee Roasters
11.2021 - 11.2022
Case Aide
Quest
05.2021 - 08.2021
Financial Services Professional
Charles Schwab
10.2018 - 04.2021
Shoes Salesman
Nordstrom
11.2011 - 08.2017
Bachelor of Arts - International Business
Universidad EAN
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