Quota-driven sales professional with 3+ years of B2B/B2C consultative sales, account management, cold calling, lead generation, and technical product presentation experience. Proven track record of managing full sales cycles, increasing revenue through outbound prospecting and targeted campaigns, and building long-term relationships with diverse decision-makers in dynamic markets. Skilled in presenting complex solutions, converting leads into qualified opportunities, and maintaining accurate forecasting, pipeline visibility, and funnel management in Salesforce CRM to drive new business acquisition and customer onboarding
Overview
3
3
years of professional experience
1
1
Certification
Work History
Project Manager / Account Manager
Solar Energy Partners
Fresno, CA
12.2024 - Current
Manage full sales cycle and project lifecycle for commercial and residential solar solutions from lead generation through Permission to Operate (PTO).
Conduct consultative needs assessments, design customized solar systems, deliver technical presentations, and negotiate pricing/contracts resulting in consistent deal closure.
Utilize Salesforce CRM daily to manage client relationships, track sales pipeline, forecast revenue, and execute strategic follow-ups.
Develop and execute LinkedIn/Instagram lead-generation campaigns that increased qualified appointments by 40% month-over-month.
Coordinate cross-functional teams (site survey, installation, utility interconnection) to ensure on-time project delivery and maximum client satisfaction.
Account Manager
State Farm
Fresno, CA
02.2024 - 11.2024
Owned portfolio of 150+ personal and small-business insurance clients; drove incremental revenue through policy reviews, cross-selling life, health, auto, and home products.
Consistently achieved monthly sales quotas via consultative in-home and virtual appointments; simplified complex insurance solutions to accelerate client decision-making.
Leveraged Salesforce to optimize daily/weekly schedules, track opportunities, and improve close rates through targeted follow-up.
Account Manager
Western & Southern Financial Group
10.2022 - 02.2024
Prospected and closed life, health, and financial product sales through in-home and phone-based consultative appointments.
Built and retained long-term client relationships by conducting annual policy reviews and customizing coverage.
Created Facebook and Instagram marketing campaigns that generated 50+ high-quality leads per month.