Samuel James

Prospecting & Lead Generation:

• Research and identify potential enterprise-level clients using online tools, databases, and internal resources.
• Generate new business leads by reaching out to potential clients in targeted industries.
• Qualify leads based on specific criteria (e.g., company size, industry, location).

Outbound Outreach:

• Conduct cold calls, emails, and LinkedIn outreach to connect with key decision-makers.
• Personalize outreach messages to ensure relevance to each prospect.
• Schedule initial meetings or demos between potential clients and Account Executives (AEs).

Client Relationship Building:

• Develop relationships with prospects by engaging in thoughtful and relevant conversations.
• Follow up on previous outreach to ensure continuous engagement.
• Track all interactions and responses in the CRM system (e.g., Salesforce).

Qualification of Prospects:

• Use discovery questions to qualify leads based on their business needs, budget, and timeline.
• Understand each prospect’s pain points and determine how Yelp’s solutions can address those issues.
• Assess decision-making processes, key stakeholders, and potential buying signals.

CRM & Data Management:

• Log all prospect interactions, notes, and lead status updates in the CRM (Salesforce or similar).
• Maintain up-to-date records of prospects and ensure accurate data tracking.
• Segment and update lead lists to ensure they are properly managed and nurtured.

Collaborating with Account Executives (AEs):

• Work closely with AEs to ensure smooth handoffs of qualified leads.
• Provide detailed insights and context on leads before meetings with AEs.
• Help AEs prepare for meetings by providing relevant prospect information and background.

Follow-Up & Nurturing:

• Follow up with leads after initial meetings, providing additional information as needed.
• Nurture cold or unresponsive leads over time with relevant updates, resources, or offers.
• Maintain consistent communication to keep leads warm until they are ready to purchase.

Product Knowledge & Training:

• Stay updated on Yelp’s suite of products and services to effectively communicate their value.
• Participate in regular sales training and knowledge-sharing sessions with the sales team.
• Use internal resources to develop a deep understanding of how Yelp’s solutions can benefit enterprise-level businesses.

Target Achievement & Reporting:

• Track daily, weekly, and monthly outreach goals and sales metrics.
• Meet or exceed activity and lead conversion targets set by the sales team.
• Report on lead generation activities and progress to sales leadership

• Streamlined troubleshooting processes for faster resolution times, improving overall productivity.
• Collaborated with team members to develop new strategies for handling complex technical problems.
• Maintained comprehensive documentation of customer interactions, ensuring seamless handoff between support staff.
• Conducted quality assurance testing on software releases, identifying bugs and recommending improvements before deployment.
• Served as a subject matter expert on key technologies, providing guidance and expertise to colleagues when needed.
• Mentored junior technicians, fostering their growth and enhancing team performance.
• Assisted in the development of standard operating procedures for technical support, resulting in improved team efficiency and consistency.
• Analyzed and developed service goals for in-bound call center.

• Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
• Monitored project performance to identify areas of improvement and make adjustments.
• Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
• Identified plans and resources required to meet project goals and objectives.
• Managed projects from procurement to commission.
• Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
• Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
• Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
• Negotiated and managed third-party contracts related to project deliverables.

1. Project Planning and Coordination: 2. Team Management: 3. Stakeholder Communication: 4. Site Management: 5. Technical Management: 6. Financial Management: 7. Health, Safety, and Environmental Compliance: 8. Quality Assurance and Control: 9. Project Handover and Closeout: 10. Day-to-Day Tasks: Key Skills and Qualities Needed:

• Defining Project Scope: Clearly defining the project’s scope, deliverables, timeline, and budget.
• Developing Project Plans: Creating detailed project schedules and plans, including timelines, resource allocation, and milestones.
• Budgeting: Estimating costs, securing budget approval, and managing project finances.
• Risk Management: Identifying potential risks and developing mitigation plans to avoid delays or cost overruns.
• Team Building: Assembling a project team, including engineers, installers, and other necessary roles.
• Resource Allocation: Ensuring that the right resources (materials, personnel, etc.) are available when needed.
• Team Coordination: Scheduling and coordinating meetings to ensure all team members are on track with their responsibilities.
• Client Communication: Acting as the main point of contact between the client and the company, keeping the client updated on progress.
• Supplier Coordination: Communicating with suppliers and vendors to ensure timely delivery of materials and equipment.
• Internal Reporting: Providing regular updates to senior management about the project’s status, including any issues or delays.
• Site Assessment: Reviewing the site for suitability, including assessing roof conditions, orientation, and potential environmental obstacles.
• Permitting and Regulatory Compliance: Ensuring that all necessary permits are obtained and that the project adheres to local regulations and building codes.
• Installation Oversight: Overseeing the installation process, ensuring that the work is done safely, on time, and to high-quality standards.
• Quality Control: Monitoring the installation process to ensure it meets the company’s quality and safety standards.
• Design Review: Overseeing system design to ensure optimal performance, including reviewing technical plans and calculations.
• System Integration: Ensuring proper integration of the solar panels with existing infrastructure, such as electrical grids or buildings.
• Problem-Solving: Addressing any technical challenges that arise during the project lifecycle, working closely with engineers and installers.
• Cost Tracking: Monitoring project expenses and ensuring that the project stays within budget.
• Contract Negotiation: Handling contract negotiations with vendors, subcontractors, and clients.
• Invoice Management: Approving and processing invoices from suppliers, subcontractors, and other third parties.
• Profitability Analysis: Tracking the financial performance of the project and making adjustments to avoid cost overruns.
• Safety Protocols: Ensuring that safety procedures are followed during all stages of the project.
• Environmental Impact: Monitoring the environmental impact of the project, ensuring compliance with sustainability goals and regulations.
• Inspections and Testing: Scheduling and overseeing inspections of the system after installation.
• Commissioning: Ensuring the solar power system is properly tested, commissioned, and functioning as intended.
• Troubleshooting: Addressing any post-installation issues or maintenance needs that arise.
• Final Inspections: Conducting final walkthroughs with clients to ensure satisfaction.
• Documentation: Preparing and delivering all necessary project documentation, including manuals, system specs, and warranty information.
• Training: Providing clients with training on how to operate and maintain their solar system.
• Project Closeout: Finalizing all financials, completing a project review, and closing out the project.
• Morning Check-ins: Meeting with the project team to review the day's goals and priorities.
• Monitoring Progress: Regularly checking in on project progress, identifying any delays or bottlenecks.
• Problem Resolution: Quickly addressing issues as they arise, whether they’re technical, logistical, or related to personnel.
• Client Calls/Meetings: Speaking with clients to provide updates, answer questions, and make adjustments as needed.
• Documentation and Reporting: Updating project schedules, budgets, and reports, ensuring everything is up to date.
• Supplier/Contractor Coordination: Communicating with external vendors and contractors to ensure materials and services are delivered on time.
• Site Visits: Making site visits to monitor installation progress, safety, and quality standards.
• Technical Knowledge: Understanding of solar technology and the ability to read technical blueprints and specifications.
• Project Management: Strong skills in managing timelines, budgets, and resources.
• Problem Solving: Ability to quickly identify and address issues that arise during the project.
• Leadership: Strong leadership skills to effectively manage teams, vendors, and clients.
• Communication: Excellent communication skills to interact with clients, stakeholders, and team members.

Key Services:
Help businesses reach their target audience
Develop customized marketing campaigns
Focus on impactful marketing solutions
Approach:
Work closely with clients to align campaigns with their goals and objectives
Provide effective marketing initiatives that drive results
Team: Experts dedicated to delivering successful marketing campaigns

• Consistently exceeded sales targets by proactively identifying and pursuing new business opportunities.
• Managed a portfolio of high-value accounts, ensuring timely renewals and upselling opportunities.
• Collaborated with customers to learn business operations and capitalize on upselling and cross-selling opportunities.
• Mentored junior account executives, fostering a culture of professional development within the team.
• Actively participated in continuous learning initiatives by attending workshops or certifications relevant to the role or industry, ensuring up-to-date expertise.
• Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
• Cold called prospects to explain partnership benefits, representing company values.
• Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
• Streamlined communication processes, leading to improved collaboration between departments.
• Increased brand awareness by developing and implementing targeted marketing campaigns.