Summary
Overview
Work History
Education
Skills
Awards
Interests
Timeline
Generic
María Barrera

María Barrera

Account Manager
Aguascalientes,Ags.

Summary

I understand what the client needs to effectively close deals, retain customers and provide an awesome experience at the same time

Overview

8
8
years of professional experience
4
4
years of post-secondary education
3
3
Languages

Work History

Account Manager

Bright Side Capital
01.2025 - Current

I outreach to merchants in the US and Canada that are looking to get funded so that they can expand and grow to the next level. I educate them on the different products we have according to their FICO score, years in business, monthly revenue, risk of business, cash flow and industry. I offer MCA’s, SBA Loans, Lines of Credit, Term Loans, Equipment Loans, Start Up funding, Fix and Flip Loans and Real Estate Backed Loans as well as Credit Restoration.


  • I convert leads, exceeding sales targets. Making 100+ calls a day.
  • Collect documents such as contracts, bank statements, tax returns, Photo ID, credit reports.
  • I build and maintain relationships with the merchant by asking if they need more funding after a few months and by rewarding them with a referral program.
  • Assist the merchant in completing the Bank Verification, ID verification.
  • Maintain accurate records of the merchants interactions and transactions using CRM, text messages and emails.

Inside Sales

Dental Departures
05.2022 - 04.2024

I was responsible for selling dental treatments for Americans and Canadians traveling overseas for huge savings I coordinated flights, shuttle services and assisted until they fully finished with their treatments.

  • Handled 50+ daily tasks.
  • Communicated effectively with 50+ dental clinics through calls and Whatsapp.
  • Managed inbound and outbound calls, chat and emails simultaneously.
  • Generated revenue of 40-60k usd monthly.

Community Success Agent

Camino Financial
07.2019 - 06.2021

I helped latinos in the US get a financial loan, all via chat and FB. I was responsible for finding the next Success Story that would later be shared on all social media platforms.

  • Prequalified the leads via email, text and calls.
  • Assisted with the online application, explained requirements, interest rates etc.
  • Redirected special inquiries to other departments through CRM.
  • Coordinated zoom calls between the customer and the marketing team.

Travel Guide

Logitravel
11.2018 - 04.2020

I worked as a junior supervisor without the title. I would follow-ups on chargebacks, missing payments, fraud prevention and de-escalated calls.

  • Helped the passenger manage their booking, some requests would often include: date changes, room upgrades, modify the meal plan, special requests, cancellations, refunds on car, hotel, flights, train and ferry tickets.
  • B2B and B2C calls.

Vacation Guide

Resort Condominium International
01.2017 - 10.2018

Inbound sales calls

I assisted timeshare owners on how to use their points, trade their property and renew their membership. The timeshare owners were often promised miracles in the sales room so by the time they called there were already mad they couldn't trade their property for the one they had hoped for.


  • Excellent objection handling because the members were hard to work with.
  • Awarded Top Guide 5 times in a year for my sales performance
  • Side by side sales coaching for new hires and bottom performance agents.

Education

Degree in Tourism -

Universidad Autónoma De Aguascalientes
Aguascalientes, Aguascalientes
07.2004 - 08.2008

Skills

    B2B Sales

    B2C Sales

    Sales Training

    Social Media Management

    Decision Making

    Fraud Prevention

    Risk Assessment

    Problem Solving

    Collections

    Travel

    Customer Retention

    Multitask

    Attention to detail

Awards

  • Tier 4, Generated over 55k USD in monthly sales at Dental Departures.
  • Top Guide, Awarded 5 times in a year at RCI.
  • FamTrip to Cancun, Won for overall sales and productivity at RCI.

Interests

I enjoy pottery, painting, travelling, taking pictures, working out and bike riding

Timeline

Account Manager

Bright Side Capital
01.2025 - Current

Inside Sales

Dental Departures
05.2022 - 04.2024

Community Success Agent

Camino Financial
07.2019 - 06.2021

Travel Guide

Logitravel
11.2018 - 04.2020

Vacation Guide

Resort Condominium International
01.2017 - 10.2018

Degree in Tourism -

Universidad Autónoma De Aguascalientes
07.2004 - 08.2008
María BarreraAccount Manager