Roque Delgado
Fort Lauderdale
Summary
Results-driven customer success and sales professional with a proven ability to manage high-volume portfolios, drive renewals, and exceed quotas by 20%. Expert in CRM tools (Salesforce, HubSpot), persuasive outreach, and data-driven strategies that increase retention and reduce churn. Thrive in fast-paced SaaS and service-driven environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Executive
Belong
Miami
04.2025 - Current
- Consistently closed 12–15 new investor accounts per month, meeting and exceeding monthly sales quotas.
- Engaged 30+ real estate investors weekly to uncover portfolio needs, driving account retention and long-term engagement.
- Maintained a clean and up-to-date Salesforce pipeline to support account visibility, automated outreach, and renewal forecasting in collaboration with Customer Success.
- Conducted data-driven property analysis across 60+ inspection reports, informing clients of income potential and risk mitigation.
Life Insurance Specialist
Family First Life
Boca Raton
09.2024 - 04.2025
- Conducted 300+ outbound calls daily, engaging with potential clients and identifying insurance needs
- Consistently closed 1-2 life insurance policies per day, exceeding sales targets and revenue goals
- Maintained profitable weekly sales performance, optimizing lead conversion and maximizing ROI
- Educated clients on various life insurance products, tailoring solutions to their financial goals
Business Development Representative → Account Executive
Tixta/Peso.io (Software For Business Marketing)
Miami
03.2024 - 01.2025
- Consistently executed daily cold calls, booking 40+ appointments per month as a Business Development Representative (BDR)
- Promoted to Account Executive within 60 days due to consistent lead conversion success and relationship-building skills.
- Closed 15–20 SaaS marketing software deals per month, achieving 20% quota overage and building long-term client partnerships.
- Developed scalable email and call campaigns to drive appointment setting and follow-ups.
- Maintained high-volume pipeline through CRM, supporting visibility into churn risks and renewal opportunities.
Assistant Sales Manager
Vivint SmartHome Security
Miami
12.2019 - 01.2024
- Executed territory plan on over 400 prospect accounts and exceeded sales expectations resulting in $400,000 of revenue in summer sales season
- Obtained an assistant manager position within my first year in the company
- Conducted tailored needs assessments to quickly identify client pain points, securing 1-call closes that led to long-term customer commitment and reduced churn.
- Successfully trained new sales representatives to make sales of their own within one week of being hired
Education
B.S. - Exercise Science
University of Central Florida
Orlando, Florida12.2020
Skills
- Adaptability to new environments
- Effective communication
- Persuasive cold calling
- Renewal and retention management
- Conflict resolution
- Sales strategy
- Lead conversion techniques
- Negotiation expertise
- Analytical proficiency
- Interpersonal skills
- Team collaboration
- Customer success and support collaboration
- Customer relationship management
- Salesforce and HubSpot proficiency
- Microsoft Office and Excel expertise
Certification
Florida 2-15 Life, Health, and Variable Annuities Agent License
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Account Executive
Belong
04.2025 - Current
Life Insurance Specialist
Family First Life
09.2024 - 04.2025
Business Development Representative → Account Executive
Tixta/Peso.io (Software For Business Marketing)
03.2024 - 01.2025
Assistant Sales Manager
Vivint SmartHome Security
12.2019 - 01.2024
B.S. - Exercise Science
University of Central Florida