Delma R. Email & Phone Number

San Francisco Bay Area

- Lead comprehensive onboarding and integration efforts for SMB customers, ensuring seamless transitions, maximizing early product adoption, and reducing churn by implementing proactive risk mitigation strategies.- Monitor and analyze customer usage patterns, extracting actionable insights that optimize Plaid Link performance and significantly boost customer engagement.- Act as a strategic advisor to senior stakeholders, delivering consultative guidance that drives high-impact upselling, cross-selling, and sustained customer retention.

San Francisco Bay Area

- During my 1 year in seat, contributed to $1,131,000 in ACV Closed Won pipeline.- Achieved 115% and 120% of sales quotas in consecutive quarters through effective pipeline development in a SaaS environment, indicating a strong foundation in sales and client acquisition.- Act as a key player on the Go-To-Market team, supporting 3 Account Executives and Marketing in optimizing business development through conferences and campaigns.- Utilize Salesforce, Salesloft, Lead IQ CRM for efficient customer management and prospect identification, enhancing outbound campaign success.- Assist in new client onboarding and address product-related queries, showcasing technical understanding of Plaid's APIs and improving customer experience.

San Francisco, California, United States

- Consistently exceeded sales targets for 4 consecutive quarters, generating $2.4 million in pipeline creation with $1.2 million in closed ACV in fiscal year 2022.- Onboarded and trained 2 new hires in tool use, product knowledge and certification of prospecting.- Created Salesforce Revenue Enablement resources for all current and future NBA hires, including documentation and video training.- Developed customer-centric cadences for a team of 11 to standardize messaging, generate pipeline opportunities, and promote solution-based narratives.

Santa Clara, California, United States

- Provided 5-star hospitality to short-term rentals guests through Airbnb. Currently a Superhost with more than 93% occupancy rate. - Cultivated lasting relationships with property owners through educational outreach on rental arbitrage, demonstrating proficiency in client engagement and trust-building.- Oversaw a team of 4 people to execute the leasing, licensing, cleaning, furnishing and advertising of property on Airbnb.- Implemented integration software for business automation, achieving improved accuracy and efficiency in service delivery.

Palo Alto, California, United States

• Independently reviewed balance sheet and income performance of construction, real estate development, and entertainment sectors to measure trends in cash flow to forecast key performance indicators and covenant compliance. • Prepared clean and concise written analysis, identifying repayment sources, key risks, and mitigation for commercial and real estate capital funding deals up to $9 million. Reports results in economic data supporting findings, collateral, insurance, lending structure and exit strategies. • Analyzed third party reports including appraisal, environmental, rent roll, borrower and guarantor financial statements. • Detail-oriented inspection of account payable and receivables in corporate finance grossing up to $18 million in revenue.

San Jose

- Collaborated and communicated effectively with staff to meet customer satisfaction, demonstrating teamwork and customer service skills.- Maintained records and assisted in inventory processes, showing attention to detail and organizational skills.

455 Los Gatos Blvd #206 Los Gatos, Ca, 95032

• Supported company growth by building and sustaining client relationships by resolving requests directly leading to client trust and loyalty. • Increased understanding of investment opportunity such as, multifamily units, single family residences, private equity, IRA’s, opportunity zones, conservation easements, 1031 tax-defer exchanges to help close real estate deals with accredited investors with a minimum of $50,000. • Identified, developed, and implemented process and system to increase business and outreach, resulting in calendar scheduling and marketing. • Greeted and attended to various inquires at investor presentations at high end restaurants. Increased knowledge of shareholders and participating developers through notetaking and one-on-one mentorship from CEOs. • Collaborated with associates on timely submission and operational matters, such as drafting investment portfolios using CRM databases. •Assisted in confidential document management, compilation, distribution and storage in large database records.

San Jose

- Developed a community of over 40 residents, acted as a mentor and student leader responsible for the safety and well-being of students, resource referral, and social justice engagement.- Planned and facilitated weekly creative cross-cultural activities, discussion groups, journal writing, and games to increase student engagement and enhance the student learning experience.

San Jose, California, United States

- Became competent in beer making, tasting and different beer styles to assist guests in selecting drinks based on personal preference.- Listened to guests' wants and needs in a casual but demanding setting and ensured satisfaction was met at all costs.- Communicated effectively with a wide variety of team members and guests with different personalities. This resulted in reduced stress on both employees and guests when the bar had high volume and demand.

San Jose, California, United States

- Increased knowledge in Italian fine dining and beverages including wine, portos, and grappas.- Managed and organized banquet rooms for guests in an upscale setting serving up to 75 people. These guests included professional conventions, families, and team sports.- Coordinated effective time management for food and drink delivery, resulting in a seamless transition from networking to dining experience.

San Jose State University

• Mentored 18 incoming freshman one on one to assess their challenges and provide tools for support. Resulted in increased knowledge of academic resources and personal development.• Created and facilitated 2 workshops focused around academic success, life skills, or career preparation.• Managed 2 social events throughout semester (planning, advertising and execution)

California, United States

• Developed a marketing strategy to quickly and effectively influence prospective customers to purchase brand products. • Received, compiled and processed key sales statistics on guests reviews of products and services to leverage customer traffic and sales. • Built strong rapport with customers and vendors using hospitality and interpersonal skills.

San Jose State University

• Coached a classroom of 26 students on time management, organization skills and self-care practices to aid in the transition to college. • Operated as a constructive and positive role model in understanding of diverse and cultural lifestyles.• Co-facilitated activity section in classroom setting, assisted students in math, reading and college preparation.

San Jose State University

• Served as a central point of contact for over 2000+ students and faculty regarding general university information and EOP policies demonstrating client relationship building and communication skills.• Organized and filed paperwork, stored information for confidentiality in database records.• Assisted 8 full-time professional staff with their advising appointments and scheduling showing project management and problem-solving skills.

San Jose, California, United States

- Ensured all food requests and modifications were met, demonstrating attention to detail, understanding of products, and commitment to customer service.