Shafi Ayubi
Fremont,CA
Summary
Business-driven closer always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 17 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
10
10
years of professional experience
Work History
Area Manager
Cisco Air Systems
08.2022 - 10.2023
- Established strong relationships with key clients, resulting in increased customer retention and satisfaction.
- Exceeded targets by building, directing, and motivating high-performing sales team.
- Analyzed market trends and competitor activity to identify new business opportunities and areas for growth.
- Forecasted sales and established processes to achieve sales objectives and related metrics.
- Provided exceptional customer service to existing clients through regular communication and prompt resolution of issues or concerns raised by them.
- Increased sales revenue by developing and implementing strategic sales plans for the assigned territory.
- Built lasting relationships with clients through outstanding customer service interactions.
- Developed comprehensive territory plans that ensured efficient allocation of resources and maximized productivity for the entire area.
- Formulated tactics and strategies to target new potential customers within prioritized markets.
- Introduced cost-saving initiatives to reduce losses and increase profit margin.
- Prepared sales presentations for clients showing success and credibility of products.
Relationship Manager
Bank of America
1 2020 - 4 2022
- Assisted clients with financial planning and opening new accounts
- Generated new business and referral clients in partnership with financial advisors, mortgage loan officers, and branch team
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services
- Maintained knowledge on banking products and distribution to provide optimal service support
- Presented leadership with accurate forecasting on a weekly basis
- Worked with investment and home loan departments to facilitate communication and deliver personalized solutions to customers.
Account Executive
AUTOMILE, INC.
12.2018 - 01.2019
- Managed and grew a pipeline of leads to create new accounts
- Nurtured existing accounts to develop growth
- Gained in-depth knowledge of a client's industry and business needs
- Educated prospects of all features putting an emphasis on those that fit their business needs
- Presented detailed demos of Automile's Live Map, Diagnostic Scan, Geofencing, and other features through screen share on the Zoom.us software for company fleets ranging from 1-500 vehicles
- Articulated a clear value proposition to potential clients
- Maintained and updated client records after every interaction by inputting notes to CRM
- Acted as a key point of company contact for clients to build and maintain strong relationships
- Developed industry specific knowledge, as well as competitor events, to enhance sales performance.
SMB Account Executive
OOMA
12.2016 - 01.2018
- Developed and maintained new Ooma Office accounts through cold calling, lead generation, and scheduled meetings
- Cold called 200-300 businesses daily in between lead follow ups
- Spent time identifying key decision makers within companies
- Hunted for prospects through cold calls, social media, and door-door
- Utilized Salesforce to create leads, enter notes, set tasks, and schedule meetings
- Sent 50-100 emails daily to prospective clients using templates and hand-written personable emails
- Broke record for largest sale/account on first contact within 2nd month on the job.
Sales Consultant
AT&T
11.2013 - 12.2016
- Operate as a new/existing account expert to drive sales while trying to maintain the highest metrics
- Store customer contacts as to follow up and prospect higher revenue streams
- Assist in training new hires by allowing them to shadow and learn techniques for great customer service and sales
- Spent downtime cold calling to generate new b2b leads or accounts
- Assume responsibility of a closer to help store and team members reach goals
- Run daily huddles and training groups in regards to AT&T's wired products (DirecTV, Uverse, HSI, VoIP, Business Phone)
- Drive personal sales to go above and beyond quota
- Finished 2016 with the highest HSI sales and second highest DirecTV sales in all of California
- Created wired training video for 10+ locations to help drive wired sales across territory.
Timeline
Area Manager
Cisco Air Systems
08.2022 - 10.2023
Account Executive
AUTOMILE, INC.
12.2018 - 01.2019
SMB Account Executive
OOMA
12.2016 - 01.2018
Sales Consultant
AT&T
11.2013 - 12.2016
Relationship Manager
Bank of America
1 2020 - 4 2022
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