Ray Jackson
Rowlett,TX
Summary
Enterprising Sales Development Representative with vast experience in sales and customer service. Expert in developing sales strategies and techniques and using CRM systems. Focuses on identifying new sales opportunities to increase customer retention.
Overview
20
20
years of professional experience
Work History
Sales Development Rep
ARC Document Solutions/ Tech Software Sales (WFH)
03.2021 - 07.2023
- Hunting and developing new leads, identifying prospects, building relationships, and understanding their drivers for doing business with us
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Developed and maintained positive relationships with key decision-makers and influencers.
- Utilized Salesforce and CRM software to manage sensitive client information and update existing and new client profiles.
- Built and managed an accurate sales pipeline to maintain a high volume of activity.
- Achieved and exceeded monthly and annual sales targets.
- Developed successful strategies for identifying and converting prospective clients to long-term customers.
Customer Service Analyst
Uber Corporate Office
01.2018 - 03.2021
- Solving difficult problems: Seek to understand the complexity of customer issues to proactively tackle these contacts effectively and efficiently.
- Boosted sales revenue by skillfully promoting diverse service options.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Leveraged sales expertise to promote products and capitalize on upsell opportunities.
- Investigated and resolved customer inquiries and complaints quickly.
- Developed and updated databases to handle customer data.
- Sought ways to improve processes and services provided.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Sales Team Lead
Comerica Bank
01.2015 - 01.2018
- Counsel clients while professionally meeting commitments for service and sales.
- Identified and acted on growth opportunities and development options for business.
- Supported sales account managers by providing accurate and detailed reports.
- Expanded sales revenues by identifying opportunities and executing customized marketing plans.
- Creatively produced new marketing strategies via website targeting.
- Educated clients on production and benefit protocols through in-depth training procedures.
- Trained, coached, and mentored new sales associates for maximum performance.
- Monitored sales team performance and provided constructive feedback.
- Kept detailed track of sales and customer information in company system.
- Worked closely with other departments to understand full scope of available offerings and provide top-notch salesmanship to customers.
Mortgage Lending Consultant
Bank of America
01.2008 - 12.2010
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Collaborated with other departments to promptly process loan applications.
- Submitted loan applications to an underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Monitored the performance of existing loan portfolios to identify and address any issues.
- Developed and maintained relationships with customers, lenders, and other third parties.
- Monitored pipelines to track and log the status of loans.
- Utilized risk management strategies to attain high loan approval rates.
Branch Manager
First Convenience Bank
12.2003 - 11.2008
- Manage sales of bank products, new business, operations, customer service, and teller activities at tier-one banking center and work with regulatory compliance, internal policies, and procedures.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Consulted customers to boost product sales and services.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Resolved various issues impacting sales management and business operations.
- Generated financial and operational reports to assist management with business strategy.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Boosted sales and customer loyalty through incentive programs.
- Launched a new training program to boost employee skills and staff retention rate.
- Supported financial director with special projects and additional job duties.
- Complied with established internal controls and policies.
- Checked payroll, vendor payments, commissions, and other accounting disbursements for accuracy and compliance.
Education
High school or equivalent -
L.V Berkner High School
Richardson, TexasSkills
- Salesforce - 2 years
- CRM tracking - 5 years
- Mentoring - 5 years
- B2B Sales - 2 years
- Zendesk - 3 years
- Leadership - 8 years
- Microsoft Excel - 5 years
- Microsoft Powerpoint - 5 years
- Microsoft Word - 10 years
- Microsoft Teams - 5 years
- Lead Qualification -5 years
- Cold-Calling-3 years
Initial
R
Timeline
Sales Development Rep
ARC Document Solutions/ Tech Software Sales (WFH)
03.2021 - 07.2023
Customer Service Analyst
Uber Corporate Office
01.2018 - 03.2021
Sales Team Lead
Comerica Bank
01.2015 - 01.2018
Mortgage Lending Consultant
Bank of America
01.2008 - 12.2010
Branch Manager
First Convenience Bank
12.2003 - 11.2008
High school or equivalent -
L.V Berkner High School
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