Robert Sanchez
Sales Professional
Rowlett,TX
Summary
15+ years of sales and client management experience in the technology, industrial, construction and finance industries. 5+ years of project management, customer success management and business analysis experience in the energy, solar and ecommerce industries. Experience maintaining effective monthly analysis; this includes reviewing monthly performance metrics, assessing company needs and consultative needs. Capacity to develop ideas and strategies related to business operations and account management that contribute to the long-range growth of a company, implementing new processes and fine-tuning standard processes. Experience with portfolio monitoring; this includes reviewing monthly performance, assessing processes and controls, comparing actual results versus budget, analyzing working capital and cash flow trends, as well as understanding operational objectives.
Overview
15
15
years of professional experience
Work History
Sale Account Executive
Novatech Usa
01.2025 - Current
- Managed sales cycle to maintain solid customer base.
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Conducted regular sales presentations to showcase company offerings and demonstrate product value.
- Negotiated pricing, contracts, and terms with key clients to secure new business deals.
Business Consultant
Self Employed
05.2024 - 12.2024
- Conduct regular client meetings to assess needs, address issues, and identify strategic opportunities, resulting in actionable insights that stimulate business growth.
- Utilize a consultative sales approach to gain a deep understanding of client pain points and business requirements, leading to the provision of customized solutions that enhance client satisfaction.
- Implemented HubSpot CRM to streamline sales processes, significantly improving operational efficiency and enabling data-driven insights that support sustained business growth.
Strategic Business Associate
Paychex
05.2022 - 05.2024
- Developed and executed strategic sales plans to drive the sales of Professional Employer Organization (PEO) products and services.
- Employed consultative sales techniques to comprehensively understand client pain points and business requirements, enabling the provision of tailored solutions.
- Proactively scheduled and facilitated productive appointments with key decision-makers, nurturing relationships and driving business opportunities.
- Conducted comprehensive market research and prospecting activities to identify and engage potential clients, resulting in an expanded client base and enhanced market presence.
- Acted as a reliable point of contact for clients, providing ongoing support and guidance to guarantee a superior client experience throughout the engagement lifecycle.
Commercial Solar Consultant
Roofio
09.2022 - 05.2022
- Conducted regular client meetings to evaluate energy needs, address concerns, and uncover opportunities for upselling solar system enhancements and complementary services.
- Developed and delivered tailored presentations and proposals to clients, resulting in successful negotiations and securing contracts valued at over $3 million.
- Implemented a new CRM system that streamlined account management processes, leading to improvement in data accuracy and reporting efficiency.
- Managed client inquiries and efficiently resolved issues, ensuring consistent satisfaction among commercial customers.
- Collaborated with the marketing team to design targeted campaigns and promotions for specific client segments, driving engagement and lead generation.
Commercial Account Manager
Grainger Industrial
02.2016 - 09.2021
- Company Top Producer and President’s Club Award winner and member.
- Cultivated and maintained relationships with multiple Fortune 500 clients, resulting in a 23% increase in annual sales.
- Conducted regular client meetings to assess needs, resolve issues, and identify opportunities for upselling and cross-selling.
- Developed and delivered presentations and proposals to clients, leading to successful contract negotiations and signings.
- Implemented a new CRM system that streamlined account management processes and improved data accuracy.
- Managed client inquiries and resolved issues in a timely and effective manner, ensuring high levels of customer satisfaction.
- Coordinated with the marketing team to develop targeted campaigns and promotions for specific client segments.
- Trained and mentored junior account managers, enhancing team performance and knowledge.
Financial Planner
Elite Plus Financial
08.2014 - 12.2017
- Worked with various individuals and businesses to address financial problems and create immediate and progressive plans of action in the San Antonio and Corpus Christi area.
- Created and executed detailed financial plans for clients, including budgeting, investment strategies, and risk management.
- Analyzed clients’ financial situations and provided tailored recommendations to optimize investment portfolios and achieve long-term financial goals.
- Delivered presentations and educational seminars on financial planning topics, enhancing clients’ understanding and engagement with their financial strategies.
- Assisted clients with financial product selection, including insurance, retirement accounts, and investment vehicles, resulting in increased client portfolio growth.
- Maintained up-to-date knowledge of financial regulations, market trends, and investment products to provide informed and accurate advice.
Relationship / Commercial Banker
JP Morgan Chase
06.2010 - 08.2014
- Developed and managed relationships with key personal and business clients, driving portfolio growth through cross-selling of banking products and services.
- Conducted detailed market and industry analysis to identify new business opportunities and provide actionable insights to clients.
- Prepared and presented loan proposals, credit applications, and financial reports to senior management for approval.
- Ensured compliance with all regulatory requirements and internal policies, maintaining high standards of risk management and operational integrity.
- Delivered exceptional customer service, addressing client inquiries, resolving issues, and ensuring timely follow-up on all banking transactions.
Education
The University of Oklahoma
B.B.A - Marketing
University of the Incarnate Word
Skills
- Skilled in addressing client concerns
- Strategic prospecting
- Focused market outreach
- Experience with CRM systems
- Regional account management
- Professional networking
- Solution-oriented selling
Accomplishments
- President’s Club Award, Grainger
- Company Top Producer - Dallas and San Antonio, Grainger
- Top Track & Field Recruit and Scholarship Recipient, The University of Oklahoma
- Texas High School Cross Country and Track record holder
Work Type
Full TimeContract WorkWork Location
RemoteHybridTimeline
Sale Account Executive
Novatech Usa
01.2025 - Current
Business Consultant
Self Employed
05.2024 - 12.2024
Commercial Solar Consultant
Roofio
09.2022 - 05.2022
Strategic Business Associate
Paychex
05.2022 - 05.2024
Commercial Account Manager
Grainger Industrial
02.2016 - 09.2021
Financial Planner
Elite Plus Financial
08.2014 - 12.2017
Relationship / Commercial Banker
JP Morgan Chase
06.2010 - 08.2014
B.B.A - Marketing
University of the Incarnate Word
The University of Oklahoma
Similar Profiles
Edward William WallaceEdward William Wallace
Electrical Assembler at Novatech UsaElectrical Assembler at Novatech Usa
Tyler HintonTyler Hinton
Print Technician at Novatech UsaPrint Technician at Novatech Usa
David WallDavid Wall
Business Technology Advisor at NovatechBusiness Technology Advisor at Novatech
Karen GonzalezKaren Gonzalez
Private Voice Instructor at Wylie ISDPrivate Voice Instructor at Wylie ISD
Brady MyersBrady Myers
Front of House Employee at Chick-Fil-A RowlettFront of House Employee at Chick-Fil-A Rowlett