Sandy Lopez
New York,US
Overview
10
10
years of professional experience
Work History
Sales Manager II
Beyond Finance
New York, NY
01.2023 - 12.2025
- Provided coaching to agents and feedback to staff on an ongoing basis in order to improve job performance.
- Held daily check-ins with team members to set objectives and monitor progress.
- Conducted regular training sessions with sales team members to ensure effective sales techniques were used.
- Managed a team of 10+ sales representatives across multiple markets.
- Applied different approaches to changing work demands and to meet sales challenges in a fast paced environment.
- Provided feedback gathered through activity and research to executive leadership, helping inform future of strategy.
- Ensured compliance with all applicable laws and regulations pertaining to selling activities.
Sales Account Manager
Angi
New York, NY
12.2021 - 01.2023
- Managed projects involving complex work streams and cross functional collaboration from internal and external teams.
- Used KPIs to identify performance trends, optimized campaigns to achieve results and provided recommendations for upsell opportunities.
- Developed and pursued pipeline of new business opportunities, expanding partnerships and presence.
- Leveraged data and insights to support recommendations or overcome customer objections. Identified knowledge gaps within team, developing fulfillment plan.
- Monitored costs, competition and supply and demand to establish and adjust selling prices.
- Managed sales team to consistently achieve growth and hit sales targets.
Senior Account Manager
Finsight Group Inc.
US
09.2020 - 02.2021
- Lead and manage the transition process from the sales team to account management.
- Serve as the lead point of contact for all sales related inquiries for existing clients.
- Identify and provide client feedback to our Product team or Management.
- Collaborate with the sales team to identify and grow opportunities within large client accounts (Investment banks, fortune 500 companies etc.)
- Build and maintain strong, long-lasting client relationships.
Sales Account Manager
CPS Merchants
NY, NY, US
06.2018 - 03.2020
- Funded over $2 million a year to over 1,000 small business owners in US, Canada, and Puerto Rico.
- Managed and oversaw renewal accounts and maintain relationships with each client by providing excellent customer service and financial advice.
- Tailored each client’s portfolio and continuously developed new business opportunities.
- Managed the Sales Cycles from beginning to end with Stakeholders and CEO’s.
- Prospected and build a sales pipeline of qualified leads, through multiple channels of communication.
- Oversaw, provide insight, and help over 15 sales representatives reach KPI goals.
- Provided feedback from clients to optimize their experience.
Sales Manager
Fundit Lending Solutions
Long Island, NY, US
07.2017 - 06.2018
- Participating in hiring, training and coaching large sales teams to achieve quotas and KPIs.
- Assisted with statistical reports and records, created new client database in MS Excel.
- Collaborated and communicated with teams across the business to ensure expectations are met and to resolve tasks.
- Strategically utilized Salesforce and other technology to drive productivity, report on forecast and analyze conversion rates.
Funding Specialist
Merchant Source Incorporated
NY, NY, US
09.2015 - 05.2017
- Handled accounts efficiently and accurately to ensure growth and retention.
- Made over 300 cold calls a day to different businesses.
- Assisted CEO in funding businesses and providing capital growth.
- Collaborated in weekly training to maximize sales opportunities.
- Assisted with research and data collections of companies.
- Identified potential clients, assessing business needs and financial situation.
Skills
- Sales leadership
- B2B sales & growth
- Pipeline management
- Client management and relationship building
- KPI reporting & analytics
- Cross-functional collaboration
- Bilingual Spanish & English
- SaaS Sales
Timeline
Sales Manager II
Beyond Finance
01.2023 - 12.2025
Sales Account Manager
Angi
12.2021 - 01.2023
Senior Account Manager
Finsight Group Inc.
09.2020 - 02.2021
Sales Account Manager
CPS Merchants
06.2018 - 03.2020
Sales Manager
Fundit Lending Solutions
07.2017 - 06.2018
Funding Specialist
Merchant Source Incorporated
09.2015 - 05.2017