MOISES ALARCON
Strategic Account Executive | Customer Success Manager
Poway,CA
Summary
Results-driven professional with proven expertise in consultative sales, client relationship management, and business development. Skilled in cultivating strong client relationships, identifying business needs, and delivering customized solutions that drive measurable growth. Adept at strategic planning, CRM management, and cross-functional collaboration to enhance operational efficiency and customer experience. Bilingual in English and Spanish, with a track record of boosting customer engagement and satisfaction. Recognized for adaptability in fast-paced environments, consistently achieving business objectives and fostering long-term client loyalty.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Account Executive
Buffini and Company
01.2025 - 04.2025
- Oversaw client accounts, delivering exceptional service and ensuring ongoing client satisfaction.
- Consistently met sales goals through compelling product presentations and solution-based selling.
- Coordinated cross-functional projects by developing budgets, managing timelines, and ensuring timely execution.
- Conducted over 50 daily outreach calls to qualify leads and generate new business opportunities.
- Managed and optimized a CRM database of 1,500+ members, emphasizing referral networks, mentorship tracking, and high-value prospects.
- Delivered impactful business consultations, identifying client needs and recommending tailored service or product solutions.
- Leveraged Salesforce to monitor sales metrics, manage pipelines, and ensure accurate performance reporting.
- Contributed to program-wide revenue growth through multi-channel sales strategies and client engagement.
- Surpassed a $10,000 monthly recurring revenue quota with a 25% closing rate on consultations.
- Built and nurtured strategic partnerships to drive long-term growth and expand business reach.
- Managed multiple accounts and priorities simultaneously, maintaining strong organization and workflow efficiency.
Event Sales Specialist
Buffini and Company
07.2023 - 01.2025
- Led sales initiatives at company expos and nationwide events, driving significant revenue growth.
- Managed and coordinated sales team at industry events, ensuring seamless operations and maximum engagement.
- Lead sales initiatives across the full range of the company's products and services, driving business growth and market expansion.
- Boosted client satisfaction by providing personalized event recommendations tailored to their unique needs.
- Represent the company at national events, promoting offerings and building relationships with clients through face-to-face interactions.
- Cultivate and manage a diverse portfolio of clients, consistently achieving and surpassing sales targets through strategic outreach and personalized service.
- Managed SaaS-based CRM systems to streamline sales processes and improve customer engagement.
- Worked closely with event coordinators to ensure client expectations were exceeded at every stage of the planning process, leading to positive word-of-mouth referrals.
- Offered flexible pricing options and negotiated contracts, securing mutually beneficial agreements for both the venue and clients.
- Prepared pricing agreements and contracts to close sales.
- Managed approximately 30 incoming calls, emails, and faxes per day from customers
Customer Success Manager
Buffini and Company
07.2021 - 07.2023
- Conduct consultative sales with business professionals nationwide via phone, email, and video.
- Identify client needs and provide tailored solutions to enhance business operations and referral strategies.
- Manage a database of 5,000+ clients, ensuring effective communication and engagement.
- Resolve escalations and customer issues to maintain retention and drive revenue growth.
- Prioritize lead pipelines, execute structured follow-ups, and optimize time management to maximize conversions.
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
Client Success Strategist
Buffini and Company
10.2020 - 07.2021
- Led internal sales initiatives to increase client engagement and retention.
- Developed training materials and processes to improve efficiency across departments.
- Provided strategic business coaching, helping clients optimize growth strategies.
- Fostered strong client relationships, delivering personalized solutions to business challenges.
- Streamlined communication channels by implementing customer relationship management software, resulting in improved response times.
- Organized quarterly business reviews with key clients to evaluate progress against objectives while discussing potential areas of collaboration or expansion opportunities.
- Drove company-wide initiatives focused on improving the overall client experience, reinforcing the organization''s commitment to long-term success.
Customer Relations Specialist
Buffini and Company
02.2020 - 10.2020
- Managed high-volume inbound and outbound client interactions with a focus on customer satisfaction.
- Resolved customer inquiries efficiently while maintaining high service standards.
- Met and exceeded qualitative and quantitative performance targets.
- Conducted regular performance reviews for continuous improvement in customer service delivery.
- Maintained accurate records of client interactions, tracking progress towards resolution and identifying trends for process improvements.
- Served as a liaison between technical support teams and customers to ensure timely problem resolution.
Warehouse Operations Manager
Rayo Wholesale
07.2019 - 02.2020
- Supervised warehouse operations, including inventory management and logistics.
- Implemented process improvements that enhanced order fulfillment efficiency.
- Managed POS transactions and assisted clients in completing purchases.
- Optimized order picking processes, leading to faster fulfillment times and improved customer experience.
Insurance Broker
Allstate
10.2018 - 07.2019
- Conducted prospecting, needs assessments, and policy recommendations.
- Managed client relationships and monitored claims processing.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Utilized CRM software to manage client relationships.
Route Sales Territory Manager
Mission Linen Supply
01.2006 - 08.2018
- Exceeded direct sales quotas by 60% and increased client volume by 35%.
- Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
- Trained and mentored sales representatives in sales techniques and strategies.
- Researched competitor activity and used findings to develop sales growth strategies.
- Communicated product quality and market comparisons by creating sales presentations.
Education
High School Diploma -
Skills
- Salesforce
- Microsoft 365
- Mitel
- RingCentral
- Talkdesk
- Outreachio
- SaaS CRM proficiency
- PowerPoint
- Zoom
- Microsoft Teams
- Outlook
- Excel
- SharePoint
- Fluent in English
- Fluent in Spanish
- Remote work proficiency
Certification
- Financial Training – Mike Russ Financial Training Centers, San Diego, CA
- Property & Casualty, Life & Health Insurance License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureWork from home optionHealthcare benefitsPaid time offPaid sick leavePersonal development programsStock Options / Equity / Profit Sharing401k matchLanguages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Account Executive - Buffini and Company
01.2025 - 04.2025
Event Sales Specialist - Buffini and Company
07.2023 - 01.2025
Customer Success Manager - Buffini and Company
07.2021 - 07.2023
Client Success Strategist - Buffini and Company
10.2020 - 07.2021
Customer Relations Specialist - Buffini and Company
02.2020 - 10.2020
Warehouse Operations Manager - Rayo Wholesale
07.2019 - 02.2020
Insurance Broker - Allstate
10.2018 - 07.2019
Route Sales Territory Manager - Mission Linen Supply
01.2006 - 08.2018
El Camino High School - High School Diploma,
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