VERONICA SANDOVAL
Tucson,US
Summary
- Streamlined appointment logistics and confirmations, facilitating seamless operations and improved client satisfaction.
- Developed and executed strategic B2B sales plans based on market trend analysis to broaden market reach and cultivate client partnerships.
- Streamlined client intake workflows to facilitate seamless interactions and elevate overall service quality.
- Configured and optimized CRM tools to foster effective communication with clients and improve service delivery standards.
- Developed and maintained strategic business partnerships through consistent and proactive cold calling efforts.
- Streamlined data entry workflows to enhance the reliability and availability of critical operational information.
- Assessed existing workflows and integrated time management methods to streamline operations and achieve critical deadlines.
- Implemented bilingual strategies to facilitate client interactions and optimize overall service delivery.
- Developed and maintained client partnerships to boost loyalty and improve overall satisfaction.
- Achieved streamlined customer relationship management processes through effective software implementation. Enhanced staff capabilities with software via impactful training sessions. Increased customer engagement levels by initiating strategic software enhancements.
- Achieved significant lead generation and enhanced customer engagement through targeted telemarketing initiatives. Produced high-quality training materials for new team members, contributing to improved performance and consistency. Analyzed campaign results to refine strategies and maximize outreach impact.
- Achieved enhanced salesforce efficiency across departments through targeted initiatives. Elevated team competency in CRM tools, resulting in improved performance. Fostered increased customer engagement and satisfaction through strategic process enhancements.
Overview
13
13
years of professional experience
Work History
Appointment Setter
Devalle Development
Los Angeles, CA
06.2019 - Current
- Outbound calls on predictive dialer calling home owners with distressed properties and qualifying them for sale of there property.
- Data entry
- High volume calls and customer service.
Legal Intake Specialist
Intake Services Inc
Encino, CA
06.2021 - 09.2023
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Reached out to potential clients that were victims of sexual and physical abuse, with compassion patience and professionalism.
- Accurately noted clients response to each intake question to determine if client was able to be retained.
- Provided Retainers to clients via email and guided through the signing process on Docusign.
Account Executive
JD Mellberg Financial
Tucson, AZ
08.2016 - 07.2017
- Outbound and inbound calls for financial advisors B2B lead generation Setting appointments in home and in office.
- Providing info on our retirement income options. Follow up calls.
Appointment Setter
Zero Down Solar
Tucson, AZ
06.2014 - 07.2016
- Outbound calls on an autodialer to warm leads.
- Providing info on solar products and scheduling in home B2B appointments.
Logistics / Customer service
Target
Tucson, AZ
03.2013 - 01.2015
- Receiving merchandise deliveries and stocking merchandise to assigned department.
Education
High School Diploma - General Studies
Hayden High
Winkelman, AZ05-1989
Skills
Script memorization
Telephone etiquette
Salesforce CRM
Positive attitude
High-volume call environments
Attention to detail
Empathy and patience
FLUENT English and Spanish
Building rapport
Auto dialer systems
Client relationship management
Intake services
Languages
Spanish
Native or Bilingual
Timeline
Legal Intake Specialist
Intake Services Inc
06.2021 - 09.2023
Appointment Setter
Devalle Development
06.2019 - Current
Account Executive
JD Mellberg Financial
08.2016 - 07.2017
Appointment Setter
Zero Down Solar
06.2014 - 07.2016
Logistics / Customer service
Target
03.2013 - 01.2015
High School Diploma - General Studies
Hayden High