Alex Sanchez, Mba Email & Phone Number

Responsible for building long-term relationships with existing customers by understanding their business goals, proposing enhancements to products and/or services, identifying upsell/cross-sell opportunities, and leveraging appropriate company resources to address how clients can achieve better business outcomes.

Demonstrated consistent excellence by surpassing sales quotas, achieving between 100% to 150% of target for seven consecutive monthsElevated customer satisfaction levels through industry-leading phone-based consultations, providing valuable insights and solutionsProficiently utilized HubSpot to meticulously monitor, track, and report key sales performance indicators (KPIs), ensuring data-driven decision-makingDisplayed agility by promptly responding to inbound leads and inquiries, maintaining thorough follow-up procedures, and effectively managing all active contacts and opportunitiesEfficiently guided prospects through the sales cycle, from initial discovery call to successful closures, demonstrating exceptional sales acumen and communication skills

Orlando, Florida Area

Senior sales role helping small business owners make smarter business decisions through our world-class platform, award-winning customer service, and transparent easy-to-understand pricing.Achieved Presidents Club for 2022 and was awarded the distinguished “Top Performer” AwardClosed the largest deal in company history within my department (Feb 2023)Worked closely with CSM team to find additional products and software to upsell to current clients. Resulted in adding over $25,000 in MMR over tenureHand selected and successfully helped build and scale surcharging division of company (CardX)Consistently in the top 5 sales reps across entire sales floor in closing percentage

Orlando, Florida Area

Outside sales-based position offering in-home consultations on residential rooftop solar, storage and energy services to homeowners in the greater central Florida area. Job responsibilities and accomplishments entail:- Source and develop self-generated leads and appointments with potential Sunrun customers- Successfully achieved “Pinnacle Club” within the first 3 months of employment- Successfully upsold 10 storage batteries to current customers within first 6 months- First person in new hire class to successfully achieve company certifications - Evaluate customers’ knowledge and needs, building productive, long-lasting relationships- Accurately disposition and report on outcomes via Salesforce CRM- Ensure a clean and timely transition of post-sale activity to other teams by delivering complete customer information- Provide an industry leading customer sales experience from initial contact through installation and after the customer's system is turned on to ensure high customer success and referrability of customer base- Manage pipeline of activity from prospect to install by following up with all leads and in-home consultations- Properly prepare for appointments by building proposals, preparing for objections, and calling customers to confirm appointments- Maintain current knowledge of the latest company and industry developments by attending sales meetings, sales events, training's, and industry events- Engage in local proactive lead generation activities including canvassing, trade shows, and conferences

Orlando, Florida Area

Outside sales-based position focusing on educating Universities and other institutions of Higher Education on the value of Portfolium’s suite of SaaS-based Student Success technologies, including Competency Assessment, ePortfolios, Micro-Credentialing/badging, and Pathways technologies. Job responsibilities and accomplishments included:- Successfully closed the largest deal in company history, twice, within the first 12 months ($90k and $120k)- Exceeded 2019 Q4 goal (most recent) by 130%- Added over $250,000 in upsells to 5 different current customers in Q3, 2019 - Simultaneously managed a pipeline of SDR generated meetings, cold outbound leads, and current upsell/cross-sell opportunities- Provide in-depth customer consultations (demo’s) either in-person or virtually helping prospects understand the value, features, and functionality of the solution- Develop robust mutual plans with prospects to ensure timely close of contract- Stay current and up-to-date with industry knowledge to use as part of consultative selling process- Collaborate with other cross-functional teams such as Product and Marketing and smoothly transition newly acquired customers to Account Management team.- Successfully built long-term relationships with multiple personas across the entire higher education landscape (from mid-level manager to C-level)

Orlando, Florida Area

Outside sales-based position focusing on generating qualified leads and working collaboratively with a sales team to demonstrate solutions to Higher Education Executives at colleges and universities. Job responsibilities and accomplishments entail:- Exceeded first quarter goal by 120%- Generated over $750,000 revenue in first 9 months- Strategically engaged with prospects via phone/email, following sales cycle from inquiry to successful deal closure- Delivered customized in-person demonstrations to prospective clients- Collaborated with Marketing and Sales leaders on lead generation projects to drive inquiry pool- Ensured customers are successful through professional and timely responses, sound knowledge of services available, and timely sales execution- Successfully upsold and cross-sold products for current customers within five different types of education technology software (ranging from recruitment solutions to retention products and mobile applications)

Maitland, Fl

- Analyzed short and long-term retention data to create opportunities of growth. Resulted in a 27% increase in overall student retention- Launched over ten programs and five different schools. Oversaw recruitment and retention efforts- Selected by Executive Leadership team to rollout company-wide behavioral analytics and coaching tool, Mattersight- Collaborated with over five different departments to rollout a company-wide web-based CRM solution- Responsible for managing & analyzing human capital reports for business offices to increase employee retention. Led to successfully retaining 82% of a Regional office

Management based position focusing on leading, training, and directing a group of employees to deliver goal-oriented results in order to drive revenue for the business. Currently leading a team of three individuals working with two different Graduate Programs with Boston University; Master’s in Social Work (MSW) and Master of Law’s in Taxation (LL.M.) Hold weekly one-on-one meetings with individual employees to determine successfulness of phone interviews, funnel management, and contact ratio’s with prospective students Lead weekly application-to-start meetings with Admissions team to ensure applicants are being supported and completing files in a timely manner Since promoted, have led team to 100% of recruitment goal for MSW program three semesters running Helped launch the partnership with BU School of Law and successfully and solely recruited twenty students for the first semester (the school expected 8) Work directly with the Partnership Director to oversee relationship of the University including weekly programmatic phone conversations, attending multiple conferences/trade shows, and aiding in marketing and corporate initiatives Was selected by Executive Management to work out of our Denver office for five weeks helping specifically with morale, management, and recruitment issues suffered by two of the five teamso Resulted in a much happier work environment where employees felt respected and appreciated.o Worked directly with Partnerships Directors regarding efficiency and effectiveness of activities levels (calls, emails, appointments, follow-ups) and app-to-start meetings.

Metric-based position with accountability for maintaining student contact levels, demonstrating strong communication skills, program knowledge, and meeting specific weekly and quarterly goals. Worked directly with one of the more prestigious Deltak partner accounts, Boston University and their School of Social Work. This position entails previous as well as current responsibilities, included below:  Initiating a new start-up partner in regards to recruiting new students as well as maintaining and meeting recruitment objectives Aid the Director of Admissions in the management of initiating team priorities including the on-boarding and training of new hires, analyzing applicable reports, and leading team trainings Frequently manage the team’s lead funnels in regards to effectiveness of contact ratio’s  Engaging prospective students in conversation over the phone while building a deep-seated rapport and guiding them through the enrollment process  Chosen by Executive Management and Human Capital to roll out a company-wide training to parts of the Admissions and Student Services teams

Recruiting, advising, and enrolling students for the purpose of obtaining Bachelor and Master degrees in Fire Science, Emergency Management, Public Administration, and Nursing with Anna Maria College. Notable responsibilities entailed: Initiated a niche start-up partner in regards to marketing efforts, recruiting new students, and maintaining retention for the first week of class Attended multiple Fire and Emergency related conferences to establish better school branding as well as lead generation Aligned academic accomplishments with future career aspirations Managed and update computerized prospective student database, application paperwork, and follow-up documentation Led multiple team trainings related to the effectiveness of company tools, gaining self-generated referrals, and school competition

Online

Taught Introduction to Business - anywhere from 15-25 students per classThis course is a study of the characteristics and functions of business in a free enterprise environment and how business impacts the economy in which we live. Characteristics studied may include opportunities, organizations, management, marketing, analysis and any other activities related to general ownership and operation.

Developed a complete mastery of mixed drink recipes and a thorough knowledge of wine selections. Important accomplishments included: Developed outstanding rapport with new and continuing customers Handled distribution of money and tips to over 25 employees Regularly processed daily sales and closed store with management Assisted in liquor, wine, and beer inventories weekly Collaborated with a five member team and brought in over $10,000 in gift certificate sales winning 1st place in holiday sales contest

Mba, Entrepreneurship

B.A. Business Administration, 2007

Activities and Societies: Participated in a 16 week internship with Mars Inc. at the Cleveland, TN M&M Plant recording down times.