RACHEL OTIATO
Intuit QuickBooks
Henderson,NV
14
years of professional experience
Results-driven professional with proven track record in business growth and client acquisition. Adept at identifying and capitalizing on new market opportunities while maintaining strong collaborative relationships within teams. Highly reliable, adaptable, and skilled in strategic planning and negotiation.
Work History
Mid-Market Business Development Representative (Contractor)
9 Months- Served as the first consultative touch point for mid-market prospects entering QuickBooks IES pipeline conducting discovery across complex financial operations, qualifying fit, and routing accounts into the appropriate sales motion, contributing to a 90% appointment attendance rate across 111 booked meetings.
- Managed inbound and outbound interactions daily across phone and AI-assisted chat, developing rapid needs assessment skills and precision routing directly transferable to CSM account engagement.
- Built mid-market pipeline for QuickBooks ERP segment by converting inbound interest into discovery appointments for businesses with complex financial operations
- Cultivated relationships with mid market business owners to identify needs and promote tailored solutions.
Independent Sales Professional (1099)
2 Years 6 Months- Closed entrepreneur coaching and cybersecurity packages priced $1K-$30K via Zoom and phone on 100% commission, maintaining a ~30% close rate across technically complex and emotionally driven purchase decisions.
- Ran consultative discovery calls across two distinct verticals (entrepreneur coaching and cybersecurity), uncovering client pain points, matching solutions to need, and maintaining CRM records and follow-up cadences across concurrent engagements.
- Owned the complete client journey from inbound lead to signed agreement, developing frameworks for objection handling, expectation setting.
- Built rapid rapport in compressed sales cycles using active listening converting hesitant buyers into committed clients across both B2B and B2C environments.
Independent Education Consultant
7 Years 5 Months- Designed and managed 8 years of individualized success roadmaps with defined milestones and measurable performance benchmarks
- Sole accountable owner of long-term client outcomes across concurrent 'accounts,' maintaining detailed progress documentation, identifying risk signals early, and pivoting strategy when results plateaued without external oversight or escalation paths
- Conducted regular stakeholder reviews with external specialists and coordinated across multiple disciplines to align on goals, surface blockers, and adjust success plans building the cross-functional collaboration muscle this role demands
Special Education Teacher
9 Months- Managed a caseload of 20+ students, writing and executing individualized learning plans (IEPs) in collaboration with multi-disciplinary teams building foundational skills in success planning, stakeholder alignment, and outcome accountability
- Led regular parent-teacher and team conferences, navigating complex stakeholder dynamics to align on goals, services, and accommodations
Resource Specialist / Special Education Teacher
2 Years 4 Months- Delivered individualized academic support to 25+ students, tracking progress through detailed documentation and adapting strategy based on outcome data skills that translate directly to customer health monitoring and proactive risk mitigation
- Led IEP team meetings with parents, administrators, and specialists, building a strong foundation in consultative client-facing communication across diverse stakeholder groups
Education
CA K-12 Education Specialist Instruction Credential - Mild/Moderate
B.A. - Liberal Studies
Skills
CRM management
Cold calling
Salesforce
Relationship building
Software knowledge
Performance tracking
Cross-functional coordination
Timeline
Mid-Market Business Development Representative (Contractor)
Intuit QuickBooks
09.2025 - CurrentRead More
Independent Sales Professional (1099)
Various Coaching Companies
02.2023 - 08.2025Read More
Independent Education Consultant
Self-Directed Learning Program
08.2015 - 01.2023Read More
Special Education Teacher
Los Angeles Unified School District
08.2014 - 05.2015Read More
Resource Specialist / Special Education Teacher
Fenton Avenue Charter School & Coutin School
01.2012 - 05.2014Read More
California State University, Northridge
B.A. from Liberal Studies
Read More
California State University, Northridge
CA K-12 Education Specialist Instruction Credential from Mild/Moderate
Read More