Kirsten L. Ohrazda
Escondido,USA
Summary
Dynamic Business Sales and Customer Representative at Puragain Water, consistently exceeding revenue goals through exceptional customer service and lead generation. Skilled in financial analysis and client retention, I foster strong relationships, achieving a 95% conversion rate. Proven ability to drive results and enhance client satisfaction in competitive environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Business Sales/ Customer Representative
Puragain Water
Escondido, CA
05.2023 - Current
- My daily goals consist of lead generation and helping prospective leads with their residential water needs. We offer several different systems for water filtration.
- My monthly target goal 50 to 60 set consultation/ inspection with our outside technicians. I have exceeded our daily, weekly and monthly goals, on a continuous basis.
- My sole purpose is to provide world class customer service and financial solutions either monthly or buying a system out right for over $6,000. Plus additional filter cost. Which can range annually from $350 to $550 per filter option.
- I continuously hand hold from the beginning of my first interaction, until the end of the sales cycle and the closing.
- Building rapport and setting the inspections with a financial element is the key to my role. In order to manage client accounts I document all interactions with my leads/ clients.
- A daily part of my position is using Zoho, Excel, Microsoft and email communication.
- I target over 160 outbound calls a day and about 3.5 hours of talk time to each client and lead.
- I work closely with my management department and outside sales technicians.
- I manage 5 different states from California to Texas, Arizona and Nevada territories.
Business Lending Consultant
Mulligan Funding
San Diego, CA
11.2022 - 05.2023
- As a leading provider of working capital, we have funded over $750 million in small business loans and served over 50,000 customers.
- My monthly target goal is 1 million. I exceeded these goals in January 2023, going over and hitting $1.3 Million in loans funded.
- My sole purpose is to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, I am able to help those we serve bring their dreams to life.
- I stay true to our founding principles that put our customers and our people first.
- I use Business Analysis, Financial Analysis and Financial Accounting in order to manage client accounts.
- An intricate part of my daily duties is data analysis. I interact with clients and brokers throughout the day-to-day operations.
- A daily part of my position is using Salesforces, Slack, G-chat and amortization calculators.
- I target over 100 outbound calls a day and about 2.5 hours of talk time to each client and broker.
- I work closely with my underwriting department to ensure bank statements; FICO scores are received in a timely manner.
Director of Intake
GEIGER LAW OFFICE
Carlsbad, CA
12.2019 - 08.2022
- Oversee all aspects of intake. Manage all inbound calls from clients and prospects. Convert prospects to clients.
- Work closely with the managing attorney and the legal department. Schedule for two offices locations; Carlsbad and Laguna Niguel.
- Work closely with attorneys on my conversion rate and their conversion rates daily for Estate Planning. Weekly meetings I held for the next steps in the sales process.
- Lead clients through the process prior and post legal counsel and collect fees for services. Maintaining the calendar with set times and days. Making sure no prospect comes off the calendar.
- Always on top of the client's notary signing dates and funding dates on the calendar. Collaborating and building partnerships, working with others to meet shared goals.
- Maintaining and use of Microsoft office, word, Power point, Excel, Wealth Docs. Data entry, Social Media platforms for marketing and Yelp. Cloud backup, Dropbox.
- Manage calendars and client retention. Secure client’s notary signing and funding. Target revenue goals each month to make sure we exceed the monthly goals, collect all fees before the consultation takes place.
- Create and collect the engagement letters and spousal waivers, conflict waivers. Being resilient- rebounding from setbacks and adversity when facing difficult situations.
- Responsible for meeting/ exceeding monthly revenue goals, collecting initial fees prior to consultation.
- Handle client care and upsell clients on doing our yearly Client Care program. My customer focus is strong. Building long standing relationships and delivering customer centric solutions.
- Convert calls to leads to appointments for the Managing attorney. Converting leads at a high rate of 95% and low drop off rate.
- Create and collect the engagement letters, spousal waivers, conflict waivers. Create DocuSign and E-signatures through the “Mycase” secure server. Create client database documents and questionnaires.
- Guide clients through our secure server. Video conferencing with Zoom was necessary most days.
- Train new employees, ensure policies and procedures are met to uphold law firm’s standards. Give reviews to employees. Manage operations and assist human resources, working closely with the accounting department.
- Work closely with Hyatt Insurance for potential clients who might have insurance coverage.
- Manage operations and assist human resources, working closely with the accounting department.
Director of Client Services/ Operations
VANGUARD LEGAL GROUP
Rancho Bernardo, CA
06.2016 - 12.2019
- Responsible for aiding clients with estate planning and financial planning. Convert calls to clients.
- Develop client relationships and build trust. Quote prices and set appointments to meet with an attorney in one of 44 different office locations.
- Working closely with attorneys and CEO on revenue.
- Coordinate and contract with hotels for traveling seminars. Manage booking for events monthly, quarterly, and annually and fill seats for maximum capacity. Foster positive Yelp reviews.
- High volume outbound calling and referral generation.
- Maintain existing clientele into long term/ repeat business.
- Consistently meet & exceed goals. Hold weekly meetings on goals and revenue from seminars.
Regional Marketing Director
THE LUCIA CAPITAL GROUP
Poway, CA
05.2009 - 06.2016
- Responsible for the campaign work for the marketing department of The Lucia Capital Group/ Wealthted.com. (Radio & television)Newsletters for financial planners through Cloud2you/Salesforce and Forfield, Linux media.
- Create/ manage leads for Lucia Capital Group Wealth Management’s Division (Wealthted.com).
- Radio broadcasting assistant for the Ray Lucia Show. Manage a territory for 8 different financial planners.
- Convert calls to leads to appointments for the financial advisors. Handle client reviews and feedback.
- Convert leads at a rate of 93%. Worked on air for the radio show and screened callers before speaking to the panel on air.
- Working with all financial planners and Net Worth after the show is finished on air.
- Coordinate and contract with hotels for traveling seminars. Manage booking for events monthly, quarterly, and annually filling seats for maximum capacity. Consistently exceed revenue goals.
- High volume outbound calling, referral generating and working the radio platform leads.
Education
Bachelors of Arts -
Brooks College
Long Beach, CASkills
- Lead generation
- Customer relationship management
- Financial analysis
- Data entry
- Client retention
- Sales forecasting
- Revenue generation
- Document preparation
- Training and development
- Customer service excellence
- Inbound call answering
- Call handling
- Quality assurance
Affiliations
- Daily soccer player and swimmer
Accomplishments
- Received awards and honors as the highest contributing employee for Jenny Craig in the year 2002 and 2003
Certification
- First Aid and CPR certified
References
References available upon request.
Timeline
Business Sales/ Customer Representative
Puragain Water
05.2023 - Current
Business Lending Consultant
Mulligan Funding
11.2022 - 05.2023
Director of Intake
GEIGER LAW OFFICE
12.2019 - 08.2022
Director of Client Services/ Operations
VANGUARD LEGAL GROUP
06.2016 - 12.2019
Regional Marketing Director
THE LUCIA CAPITAL GROUP
05.2009 - 06.2016
Bachelors of Arts -
Brooks College