Carlos H. Email & Phone Number

Clearwater, Fl, Us

Responsibilities•maximizing the use of our products, as well as delivering outcomes, results and value that exceed customer expectations•responsible for managing the onboarding of new customers, the renewal process and customer growth by providing pricing quotes for renewals, add-ons, and upsells and then successfully and efficiently closing those opportunities•Forge relationships with new customers and understand their objectives•Develop a strategy and plan for achieving customer objectives with consultative approach•Manage the steps of the onboarding process with the customer including, but not limited to, account configuration, product and best practice training, initial end-user phishing and training campaigns, and other change management activities•Continue to work with customers per prescribed engagement model to support ongoing successful adoption of KnowBe4’s products and to drive additional value throughout the lifetime of the subscription term•Perform periodic business reviews with customers to confirm satisfaction, resolve technical issues, and continually drive successful product adoption•Drive cross-functional initiatives that will improve the overall customer experience and lead to greater satisfaction and loyalty among customers•Leverage new and existing tools, processes and best practices to ensure customers are realizing the greatest possible value from KnowBe4•conducting discovery with customers on opportunities and handle any objections to ensure predictability of successfully closing those opportunities•Negotiate with customers on opportunities to prevent churn and secure optimal terms•Employ pricing strategies that meet the Company’s standards, policies, and procedures•Manage your assigned 30, 60, and 90 day opportunity pipeline, weekly and daily forecasts and meet regularly with your manager to review•Meet and exceed bookings targets and quotas•Maintain impeccable administration of your accounts in the Company’s CRM

Atlanta, Georgia, Us

Assesses property conditions and assists prospective clients and buyers in navigating the complex property market.• Performs comparative market analysis to estimate the value of various properties of interest for clients.• Excels in client development, public relations, customer follow-up, and property management.• Advises and informs prospective clients on current market conditions, legal requirements, and the negotiationprocess of real estate transactions.

Atlanta, Ga, Us

-Set up and conduct sales/service meetings with the decision-makers across your business portfolio. ~15 weekly meetings ~10 (10 -15 min presentations) weekly- Develop and maintain close relations within an assigned territory - exceeding customer expectations.- Manage my sales pipeline and revenue forecast in Salesforce to ensure accurate recording ofprospecting activity. ~Goal – 4 agreements per month ~Revenue - $2,000 per month- Assist in the collection of current monies and past due accounts on your accounts when needed.- Achieve new sales presentations and cold call goals with flying colors. ~Cold Call Goal: 75 per week ~Sales Presentations – 10 per week- Fluent with Salesforce Lighting along with CRM platforms

Richardson, Texas, Us

• Utilized effective sales techniques, including networking and “cold calling,” to develop new accounts for commercial maintenance, service, and replacement business• Monitor inbound channels (phone & email) and proactively respond to leads• Actively managed and maintained relationships with strategic commercial customers and supports ongoing relationships with clients• Utilizes assessment tools and other relevant systems and information to prepare proposals for commercial customer• Utilized proprietary software to document pertinent data on each customer's account and analyzes data to develop prospects for additional services• Developed and maintained positive customer relations and coordinated with team members to ensure requests and questions were handled appropriately• Identified profitable business leads and built a pipeline of prospective customers• Communicated with clients to review contract, answer any questions, and learn about their unique scenarios and how to troubleshoot• Measured effectiveness of customer success by defining operational metrics, tracking systems and reporting to executive team• Provided assistance with document processes, both inbound and outbound, including document sorting, logging and work order creation

Seattle, Wa, Us

Atlanta, Ga, Us

Oversaw the supervision and development of a team of sales, merchandising personnel, and business relationships.• Exceeded the projected goal to achieve business growth by 5% by an additional 3%.• Maintained key customer relationships through effective time and resource management to exceed sales goals and increase profit opportunities.• Analyzed competitive performance by monitoring overall market conditions and account activity to enhance market position and anticipate consumer needs.• Secured ongoing collaboration with internal and external partners to ensure alignment with corporate goals.• Processed order information using Coca-Cola information systems to deliver data to customer, business partners, and company associates to communicate the demand for products and services.• Built strong relationships with store managers, business owners, and distribution partner sales teams by employing industry expertise and knowledge, retail strategies, and sales tactics.• Processed orders for goods and services with business partners, customers, suppliers, and Company associates.

Atlanta, Ga, Us

Built customer relationships while increasing business by selling and ordering products for a defined customer base.• Exceeded the projected goal to achieve business growth by 5% by an additional 2%.• Responded to business-related queries as the first point of contact for key partners.• Managed over 60 accounts while executing and closing all sales calls.• Created and maintained partnerships with customers, clients, and third-party service providers by establishing common goals, objectives, and performance target requirements.• Assisted in coordinating the logistics of market visits, operational planning, and project management.

Atlanta, Ga, Us

Responsible for the selling, merchandising and inventory levels of appointed accounts.• Increased profits by 2% through effective sales training and troubleshooting profit loss areas.• Monitored and analyzed sales records and consumer purchasing trends.• Established strong vendor relationships to maintain and supported the business processes and goals.• Restructured company merchandising standards to increase customer traffic and product exposure.