Beatriz U.

Beatriz U. Email and Phone Number

Sales Leader Driving Growth & Performance Across Diverse Industries @ Urban Solar
boca raton, florida, united states
Beatriz U.'s Location
Bradenton, Florida, United States, United States
About Beatriz U.

I am an award-winning multilingual sales professional who is passionate about helping people adopt solar power for long and short-term financial gains and to achieve energetic self-reliance in their homes. I have deep sales and management experience leading top-producing teams, negotiating multi-million dollar contracts, and systemizing operational efficiency across renewable energy companies, real estate brokerages, and law firms. I love what I do. The best part is forging relationships with people from all walks of life. There’s nothing quite like connecting with others, and it’s always been one of my greatest joys. My husband and I are the proud parents of a 9-year-old boy who is obsessed with soccer, graphic novels, and our two mini doxies. I’d love to connect if you’re interested in learning more about renewable energy, operations, management, sales, or coaching.

Beatriz U.'s Current Company Details
Urban Solar

Urban Solar

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Sales Leader Driving Growth & Performance Across Diverse Industries
boca raton, florida, united states
Website:
urbansolar.com
Employees:
18
Beatriz U. Work Experience Details
  • Urban Solar
    Solar Energy Consultant
    Urban Solar Jun 2021 - Present
    As a renewable energy / solar power consultant since 2021, I pride myself on providing homeowners with the tools and excellent customer service they need to meet their sustainable living goals. Whether my clients go solar to save money, become energetically self reliant, or because they want to live a greener lifestyle, I support them with the information they need to make the right choice for their homes and their families. I love educating homeowners, realtors, and HOAs on the many benefits that solar power offers while clarifying and debunking the misconceptions that exist around renewable energy resources. A day in my work life includes:• Assessing homeowners’ energy needs based on past and average kwh usage, lifestyle habits, and future goals• Planning solar panel layout and battery installation options in collaboration with my engineering team• Conducting onsite visits and routine quality control assessments during and after solar installs• Leading educational seminars on the pros, cons and misconceptions of solar power for businesses, real estate firms, and HOAs considering a shift to solar• Ongoing client relationship management, industry event attendance, educational maintenance, and lead generation
  • Heiberger & Associates, P.C.
    Director Of Operations
    Heiberger & Associates, P.C. Apr 2016 - Mar 2020
    New York, New York, United States
    During my time leading the management of all operational and business development needs for the team at Heiberger and Associates, I managed a team of 20 including attorneys, paralegals, legal aides and assistants, delegating the flow of all business while overseeing each deal within the closing department. Through my heightened focus on customer service, attention to detail, and emphasis on fair negotiations, I ensured efficiency and smooth transactions for thousands of clients. During a typical day in my life as the Director of Operations at Heiberger and Associates, I regularly: • Oversaw cross-functional collaboration between internal teams, brokers, clients, managing agents, opposing counsel, and external vendors, ensuring operational precision, timely execution, and the delivery of exceptional client service• Developed and executed strategic business growth initiatives, driving revenue through targeted marketing campaigns, high-profile events, referral networks, and cultivating long-term client relationships• Directed the preparation and finalization of key legal documents, including contracts, riders, and retainer agreements, maintaining compliance with regulatory standards• Led talent acquisition efforts, including recruitment strategies, interview oversight, and comprehensive onboarding to build a high-performing team• Optimized vendor management and financial oversight, streamlining billing, payment processes, and vendor negotiations across office operations, marketing initiatives, and high-value client engagements• Cultivated a dynamic, high-performance corporate culture, spearheading initiatives that enhanced employee engagement, retention, and morale through tailored recognition programs and strategically planned internal events
  • Citi Habitats
    Senior Managing Director / Licensed Associate Real Estate Broker
    Citi Habitats 2004 - 2015
    New York, Ny
    For nearly a decade, I was an integral part of the management team at Citi-Habitats, one of the largest real estate firms serving New York City. I started my work with the company as a sales agent, breaking records during my first years in the role. My commitment to high-end customer service allowed me to consistently outpace my more experienced peers in sales volume and revenue. Within 2 years I was offered the role of Assistant Manager, allowing me to coach other agents in achieving their sales goals through elevated customer service, improved product knowledge, and effective marketing campaigns, earning Assistant Manager of the Year after one year. I was then offered the role of Senior Managing Director through which I led all sales operations for one of Citi-Habitats’ 14 offices, achieving the highest fee average from 2009-2015, highest dollar per desk from 2011-2012, and Office of the Year in 2011 and 2012. In my role as Managing Director, I consistently:• Mentored and developed high-performing professionals in one of the world’s most prestigious and competitive real estate markets, overseeing a career portfolio of over 400 agents• Oversaw the management of luxury property transactions and new developments, ensuring the execution of high-end sales and rentals while driving team performance and market expansion• Recruited and onboarded experienced agents, strategically sourcing talent from various firms, resulting in a recruitment total of over 100 agents• Advised and represented global and domestic investors, buyers, and renters, delivering market insights, conducting complex negotiations, and closing multi-million dollar transactions• Led impactful weekly training sessions for groups of 75+ agents, fostering continuous professional development and exceptional sales performance• Secured and expanded NYC landlord partnerships, successfully managing over 40 high-value accounts and establishing a reputation for excellence in client and property management
  • One Step Up
    Account Manager
    One Step Up 2002 - 2004
    New York, Ny
    As an Account Manager at One Step Up, a wholesale manufacturer with a portfolio of lifestyle brands, I was tasked with reviving dormant accounts with a goal of achieving $1M dollars in sales over a 12 month period. Due to my commitment to relationship building and a focus on elevated customer service, I surpassed my goal by 300% and hit $4M in sales. In my role as Account Manager, I regularly:• Engaged with national and international buyers, conducting meetings to present and sell the company’s portfolio of lifestyle brands• Researched and identified prospective clients, targeting key decision-makers, building rapport, and successfully closing new accounts• Managed and nurtured existing client relationships, ensuring their needs were met while maintaining high levels of client satisfaction• Led a client appreciation initiative, organizing handwritten notes and small tokens of gratitude to strengthen relationships with current and former clients• Contributed to a positive office culture, coordinating team-building events such as birthdays, anniversaries, and shared holiday celebrations

Beatriz U. Education Details

Frequently Asked Questions about Beatriz U.

What company does Beatriz U. work for?

Beatriz U. works for Urban Solar

What is Beatriz U.'s role at the current company?

Beatriz U.'s current role is Sales Leader Driving Growth & Performance Across Diverse Industries.

What schools did Beatriz U. attend?

Beatriz U. attended Florida State University.

Who are Beatriz U.'s colleagues?

Beatriz U.'s colleagues are Tiana Lewis, Clarissa Strong, Fred Clark, Mike Garcia, Juileen Hewitt, Tavonte Russell, James Day.

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