Sandy Ortiz
San Francisco,CA
Summary
Results-driven Director of Business Development with 15+ years of experience in driving revenue growth and expanding market presence. Proven track record of exceeding sales targets and building high-performance teams. Adept at creating and executing strategic sales plans, fostering key client relationships, and identifying new business opportunities. Exceptional leadership skills with a keen ability to adapt to changing market dynamics. Seeking to leverage expertise in sales and client relations to lead a forward-thinking organization.
Overview
16
16
years of professional experience
Work History
Director of Sales and Business Development
SkyLux Capital
12.2021 - Current
- Leads a dynamic sales team to consistently surpass sales targets, resulting in a 20% increase in revenue year-over-year.
- Develops and executes strategic sales plans, identifying key growth opportunities and markets, resulting in 15% increase in market share.
- Successfully manages and motivates sales team, providing training and guidance to maximize performance.
- Utilizes advanced sales forecasting techniques, enabling the company to anticipate market trends and adjust strategies proactively.
- Cultivates strong relationships with clients and key accounts, ensuring exceptional customer satisfaction and loyalty.
Area Sales Manager
Boisset Family Estates
09.2015 - 12.2021
- Implemented sales strategies that led to a 20% increase in sales within the assigned territory.
- Managed a team of 13 sales representatives, providing leadership, training, and support to drive performance.
- Conducted market research to stay ahead of competitors and meet evolving customer needs.
- Secured key partnerships and distribution agreements through effective negotiation skills.
- Regularly generated and analyzed sales reports to evaluate team and individual performance, optimizing strategies accordingly.
Mortgage Loan Officer
Wells Fargo & Company
10.2016 - 10.2017
- Guided clients through the home loan process with expertise in mortgage.
- Utilized sales technology and CRM software to track leads and manage customer interactions, resulting in improved customer service and satisfaction.
- Maintained in-depth product knowledge, explaining complex mortgage options clearly.
- Complied with all relevant industry regulations and ensured that sales activities were legally compliant.
Account Executive
Trulia Inc.
09.2014 - 04.2015
- Collaborated with marketing team to create multi-channel sales strategies.
- Promoted Trulia's product to potential clients with strong communication and presentation skills.
- Promoted Trulia's products to potential clients with strong communication and presentation skill's.
Private Client Banker
JPMorgan Chase
06.2008 - 09.2014
- Managed a portfolio of high-net-worth clients, delivering personalized financial services.
- Excelled in a customer-centric approach, understanding individual client needs and providing exceptional service.
- Utilized networking and negotiation skills to acquire and manage high-value accounts.
- Managed budgets for sales activities, ensuring efficient allocation of resources.
Education
Bachelor of Science - Business Economics
San Jose State University
San Jose, CA06.2008
Skills
- Sales Leadership
- Strategic Planning
- Team Management
- Sales Forecasting
- Customer Relationship Management
- Product Knowledge
- Communication
- Problem Solving
- Market Research
- Negotiation
- Data Analysis
- Sales Technology
- Customer-Centric Approach
- Networking
- Sales Reporting
- Emotional Intelligence
- Adaptability
- Budget Management
- Legal and Compliance Knowledge
- Multichannel Sales
- Presentation Skills
- Conflict Resolution
- Results-Driven
- Impact Investing
Timeline
Director of Sales and Business Development
SkyLux Capital
12.2021 - Current
Mortgage Loan Officer
Wells Fargo & Company
10.2016 - 10.2017
Area Sales Manager
Boisset Family Estates
09.2015 - 12.2021
Account Executive
Trulia Inc.
09.2014 - 04.2015
Private Client Banker
JPMorgan Chase
06.2008 - 09.2014
Bachelor of Science - Business Economics
San Jose State University
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