Mark Lacanilao
Houston,TX
Summary
Dynamic sales professional with a proven history of exceeding revenue targets, expanding accounts, and improving client retention. Expertise in consultative selling, pipeline management, and implementing solution-focused strategies to enhance client satisfaction and drive company growth in B2B and financial services sectors. Committed to fostering long-term relationships and delivering tailored solutions that address client needs while contributing to overall business success. Recognized for a strategic approach that aligns sales initiatives with organizational objectives, ensuring sustainable growth and profitability.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Enterprise Mobility (Enterprise Rent-A-Car)
Houston, TX
01.2025 - Current
- Executed consultative sales and upselling tactics to drive monthly revenue growth of $100-$200, reflecting a commitment to continuous improvement over the previous year.
- Oversaw management of 75+ accounts to enhance client satisfaction and foster repeat business.
- Generated incremental revenue by identifying upselling/expansion opportunities.
- Coordinated with insurance carriers, dealerships, and vendors to negotiate service delivery and strengthen strategic partnerships.
- Spearheaded sales and marketing initiatives to enhance market presence and increase account penetration.
- Developed training programs for team members aimed at increasing branch conversion rates by 10%.
- Collaborated with team members to enhance customer satisfaction and improve rental processes.
Workplace Investments Representative
Fidelity Investments
Westlake, TX
01.2022 - 04.2023
- Supported 100+ clients in understanding and adopting retirement plans for improved financial outcomes.
- Achieved a 15% increase in plan participation by providing tailored guidance and maintaining regular follow-up communication.
- Provided exceptional customer service by addressing client inquiries and resolving issues efficiently.
- Oversaw opportunity progression efforts and consistently maintained 99% transaction accuracy.
- Analyzed client engagement trends to identify upselling and retention opportunities.
- Maintained compliance and documentation in a regulated environment.
Financial Services Representative
TD Ameritrade
Southlake, TX
09.2021 - 11.2021
- Coordinated client interactions, focusing on educating clients about products and aligning solutions with their specific requirements.
- Identified clients need to position relevant solutions.
- Managed client interactions regarding account inquiries and transaction processing, ensuring precision in financial service execution.
- Managed comprehensive CRM documentation to support transparency and advancement within the sales pipeline.
- Collaborated with leadership to improve conversion and customer experience by 10%.
Education
Bachelor of Science - Health, Kinesiology, and Leisure Studies
Baylor University
Waco08-2026
Skills
- B2B sales development
- Solution-oriented sales skills
- Account management
- Pipeline development
- Client Needs Assessment
- Revenue enhancement
- Effective communication in sales
- Data Analysis, Forecasting and Reporting
- Cross-Functional Collaboration
- Support for contract negotiations
- Experienced with CRM software
- Team development
Certification
Series Industry Essentials (SIE) Exam
Timeline
Assistant Branch Manager
Enterprise Mobility (Enterprise Rent-A-Car)
01.2025 - Current
Workplace Investments Representative
Fidelity Investments
01.2022 - 04.2023
Financial Services Representative
TD Ameritrade
09.2021 - 11.2021
Bachelor of Science - Health, Kinesiology, and Leisure Studies
Baylor University