Sarah Pinheiro
Mineola
Summary
Client-focused and results-driven professional with over 7 years of experience in sales support, renewals management, and customer relationship development. Proven track record of driving revenue growth through client engagement, strategic upselling, and efficient renewals processes. Experienced at using Salesforce CRM to manage client lifecycles, streamline communication, and identify opportunities for business growth. Passionate about supporting sales teams, maintaining high client retention, and delivering excellent post-sale service.
Overview
7
7
years of professional experience
Work History
Sales Support Specialist
Bank of America
08.2024 - Current
- Managed a portfolio of client accounts, identifying opportunities and ensuring timely renewal of financial products.
- Supported clients in regards to signing up for and maintaining banking services, providing tailored solutions that increased retention and loyalty.
- Partnered with internal sales teams and used Salesforce to log client interactions, manage renewals, and track performance metrics.
- Generated proposals and client-facing documentation to support financial product adoption and service renewals.
- Increased product retention by having consultative conversations and renewal strategy.
Pro Associate
The Home Depot
09.2021 - 08.2024
- Acted as a liaison for B2B clients, including contractors and business owners, managing high-volume accounts with repeat sales cycles.
- Created quotes, followed up with new and existing clientele, and tracked renewal interest to secure large, ongoing sales.
- Recognized as Pro Champion of the Month (2024) for driving repeat business and providing clients with exceptional customer service.
Front End Cashier
The Home Depot
08.2018 - 09.2021
- Delivered exceptional customer service, working to resolve customer inquiries on first contact.
- Spearheaded loyalty program initiatives, increasing client retention and repeat purchases.
- Processed transactions efficiently, confirming that cash handling and register operations were managed properly.
- Trained and mentored new team members, ensuring smooth onboarding and high service standards.
Skills
- Client Relationship Management
- Salesforce CRM
- Financial Solutions Consulting
- Microsoft Office
- Conflict Resolution
- Google Suite
FLUENT LANGUAGES
English
Spanish
Portuguese
PROFESSIONAL AWARDS
Pro Champion of the Month, Recognized as Pro Champion of the Month (2024) for excellence in customer engagement, sales performance, and loyalty program promotion., Creating Shareholder Value, Earned a Homer Award for driving business and securing large transactions.
Timeline
Sales Support Specialist
Bank of America
08.2024 - Current
Pro Associate
The Home Depot
09.2021 - 08.2024
Front End Cashier
The Home Depot
08.2018 - 09.2021