Sep 2022 – Jun 2023 · 9 mos

• Responsible for the performance and retention of the company’s Strategic Accounts which deliver a combined ARR of ~ $5 million+ and growing. Lead discussions with investors, clients, and executive leadership to ensure all concerns, ideas, and strategies are taken into account.
• Provide strategic insight to our product and development teams from conversations with the accounts I oversee. Proactively collaborate with our revenue team to address any trends of potential decline of revenue for our clients and adjust strategy accordingly.
• Manage the entire post-sales experience; from engaging with C-level executives through meetings, business reviews, and roadmap sessions to position strategic value propositions and quarterback resolutions for our clients..

Dec 2021 – Aug 2022 · 8 mos

• Prospect new business partners across the U.S. and through high volume outbound calls and leads from my team of Sales Development Reps. Utilize Salesforce, Outreach.io, ZoomInfo, LinkedIn Navigator on a daily basis to research and find prospective clients.
• Pitch and sell our proprietary end to end SaaS platform to Corporations which want to better engage their employees through our mission driven food ordering platform. Custom tailor our flexible products and services to maximize employee satisfaction.
• Manage the full sales cycle; from prospecting and qualifying new business partners, preparing proposals, and securing new business partnerships. Oversee average deal sizes that range from $200-900k and average sales cycles of 6-9 weeks.

Apr 2020 – Dec 2021 · 1 yr 8 mos · Irvine, California, United States

• Conduct outbound and inbound calls to potential and existing customers to develop new business and retain existing accounts. Make home loan product recommendations and provide solutions derived from the customer’s finances, needs, and objectives.
• Effectively communicate information and analytical results to customers, real estate brokers, and title companies from the start of the loan to closing. Continuously collaborate with multiple departments to convey pertinent information and proactively resolve issues as the customers single point of contact.
• Help mentor and develop my direct associates by providing expertise in mortgage knowledge, customer success, sales, and relationship building. Assist associates with difficult situations and or clients where de-escalation is needed. Provide team a sounding board to raise concerns and feedback to management regarding employee and customer experience.

Oct 2018 – Apr 2020 · 1 yr 6 mos · Newport Beach, California

• Responsible for implementing Compass software technology into the daily workflow of the 70 accounts (Real Estate Agents) I was responsible for. Gathered and pushed up feedback to our team of Product Managers and Engineers to help make the platform better and more efficient for clients. Served as the single point of contact for all issues, ranging from Compass software, profile updates, and basic IT troubleshooting.
• Administered one to one and group trainings for my clients on how to better utilize the company’s software tools. These trainings and workshops would be in person or virtually, depending on the needs of the client. Ran workshops on how to incorporate better marketing practices, how to best utilize our CRM, and how to gather more leads. Also facilitated trainings to other employees and sales managers across the Southern California region.
• Responsible for responding back to client inquiries and requests in a timely manner through the online platform, Zendesk. Administered changes through Salesforce when clients needed to update certain aspects of their profile pages. Also utilized Salesforce in our onboarding process when brining on new agents to the company.

Nov 2016 – Oct 2018 · 1 yr 11 mos · Irvine, California

• Create genuine and original customer experiences at customer homes that revolve around Smart Home devices. Responsible for developing, creating, and presenting training content for Smart Home devices across all city teams. Help devise plans of action and generate ideas that will improve customer experience and perception of Amazon Smart Home Services. Trusted to travel across the United States to train new Amazon employees on new and developing projects/partnerships, which included setting up network infrastructures and troubleshooting an array of Smart Home devices. Maintain professional communication with high level management and executives from our organization’s important partnerships.

Nov 2015 – Mar 2016 · 4 mos

• I was tasked with leading our entire staff of over 100 technicians. Making sure that motivation and inspiration was maintained throughout the day. Addressed issues with scheduling daily, making sure that all the different positions in the store's technical area were accounted for.
• Was constantly in communication with higher management in regards to staff performance and efficiency. Was a part of decision making meetings that involved promoting individuals to higher positions in the store.
• Dealt with customer service opportunities with a calm and patient demeanor. Would walk a fine line daily between standing up for my technician's decision on what solution to provide to their customer and what the customer wanted.

Oct 2012 – Nov 2016 · 4 yrs 1 mo

• Create warm and genuine interactions with people experiencing hardware and software malfunctions regarding their Apple products. Maintain a non-anxious presence throughout the interaction, regardless of the simplicity or difficulty of the situation. Provide genuine and empathetic responses to concerns and disagreements, regarding the solutions available to the customer. Apple iOS and Apple OS X device certified for troubleshooting and repairing, both software and hardware. Responsible for providing inspiration and building rapport with my peers. Also helped facilitate training for all new incoming technicians and individuals that were recently promoted to new technical roles.

Jun 2007 – Oct 2012 · 5 yrs 4 mos

• Excel in the presentation of Apple products to fit individual needs of our
• customers. Create a warm and genuine rapport with customers and strive to provide
• the best shopping experience. Consistent top sales performer for over five years in an environment that
• serves 25-30,000 customers a week. My sales have reached over one million
• dollars in multiple yearly reports. Provide introductory interpersonal training sessions to customers for their Apple products. Manage the flow of store traffic and continuously scan for available coworkers to provide assistance to customers. Effectively communicate with managers regarding store procedures by maintaining a professional and trusting relationship.

Jul 2015 – Feb 2017 · 1 yr 7 mos · Orange County, California, United States

• Responsible for coordinating the implementation of technology into our business to achieve higher levels of efficiency. This included outfitting our kitchen with voice assistants, creating and revamping our email campaigns with the use of online automation, and retrofitting our Point of Service technology with Apple and Square products. Was also in charge of the up keeping of all technology and ensuring that data was safety maintained and backed up. Was in constant communication with all C-Level executives on all customer and technology needs. Created the customer service structure from initial order all the way to after the customer had received our product. This included the creation of questionnaires that were provided to customers in order to provide necessary feedback for our products and processes. Was also responsible for training our staff and executives on the handling of negative customer experiences

Jul 2011 – Dec 2012 · 1 yr 5 mos

• In charge of providing group and individual counseling for clients suffering from drug addiction.
• Created, maintained, and tracked notes for all my clients, using clear, clinical, and professional language. Was responsible for creating a warm and trusting atmosphere in every session for all my clients. Engaged in weekly discussions about the progress of all clients with fellow counselors, supervisors, and rehabilitation directors.

May 2005 – Jun 2007 · 2 yrs 1 mo

• Developed and implemented marketing questionnaires for a diverse
• clientele. Generated leads of potential participants for necessary quotas regarding
• age, sex, race, and ethnicity. Provided the interview process and recorded participant answers according to company procedure. Was valued as a bilingual employee that was able to provide more
• participants and therefore more business for PKM marketing. Was trusted in doing concept research work for Carl's Jr. And Von's in regards to new store roll outs.