Marcos L. Urra

• Maintain relationships with over 200 CPAs across Southwest Miami-Dade and support 100+ active clients with payroll, HCM, and compliance needs.
• Provide consultative guidance on merchant services, 401(k), workers’ compensation, health & benefits, and PEO solutions.
• Conduct discovery, workflow reviews, and solution presentations to improve operational efficiency for small businesses.
• Oversee onboarding, issue resolution, renewals, retention, upselling, cross-selling, and long-term client management.
• Developed tailored HR solutions to enhance employee engagement and retention strategies.

• Exceed quota consistently by 200% and recognized as a Presidents Club–level performer/ Candidate.
• Maintain strong relationships with all closed accounts to generate referrals, identify upsell opportunities, and prevent lost business.
• Build and manage outbound activity through cold calling, drop-ins, networking, and referral channels.
• Presented product solutions tailored to client requirements, enhancing customer satisfaction.
• Manage full sales cycle from prospecting to demos, proposals, onboarding, retention, cross-selling, and renewals.

Exceeded two quota structures simultaneously, including one focused exclusively on healthcare and pharmaceutical companies.

• Delivered tailored presentations and proposals to decision-makers across industries.
• Coordinated onboarding, installations, and service launches for new accounts.
• Maintained client relationships & increased retention by 56%, identify upsell and cross-sell opportunities, and support renewals.
• Conducted market research to identify new business opportunities and customer needs.

• Managed a book of business with 150+ accounts and thousands of employees while consistently growing revenue.
• Strengthened retention through ongoing relationship management and proactive resolution of operational issues.
• Delivered product demos and needs-based recommendations that drove upsells and cross-sells.
• Oversaw renewals, account transitions, and continuous service improvement to support customer satisfaction and long-term loyalty.

• Led a team of 10 in hospitality operations with emphasis on guest satisfaction and workflow efficiency.
• Improved operational output through scheduling, accountability, and team coaching.
• Contributed to stronger customer satisfaction scores through hands-on leadership.