Eric Smith Email & Phone Number

San Diego, Ca, Us

San Diego Metropolitan Area

Hubspot Administrator for Sales and Marketing- Responsible for maintaining data quality, automation, lead routing, and lead qualification within HubSpot- Led the migration from Old CRM Airtable to Hubspot- Managing Dashboards and reports- Built a custom deal pipeline - to give us a brief shot of the deals currently in pursuit and deals at riskSales- Developed a new sales process that includes script writing, follow-up communication, deck building- Proposal writing for new prospects to define the SOW and timeline of the project- Deal strategy for all new prospects - Cold prospect outreach to drive engagement- Lead Qualification of new prospectsMarketing- Built an automated process for prospects to schedule and buy our power hour service from the website- Website updates - LinkedIn ads and the HubSpot integration, giving us insight into how the ads are performing- Developed new partnerships to dive more leads to pricing I/O- Email template writing for email drip campaign managementBusiness Operations- Integrated HubSpot and Stripe to streamline billing- Implemented automated tasks within our CRM- Workload capacity management of the strategist team- Proposal and Deck template maintenance

San Diego, California, United States

Responsible for monthly distribution and scoring of incoming leads to the BDR/ AE teams which increase conversions by 10%Led the team to build “Product Engagement Score” to identify customers with the highest potential to buy Developed processes to collect all the required information to build and edit a website for the client Managed the relationships between overseas team in the philippines, hubspot consulting agency and sales leadershipRedeployed Gong and hubspot integration to provided managers clarity on how their reps conversations were going Worked with sales enablement to write CRM playbook for new reps to speed up the ramping processMigrated the entire SDR team from Kixie phone system to Alowear and managed the deployment

San Diego County, California, United States

San Diego, California, United States

Sales Force consultant

San Francisco Bay Area

- Plan and drive core sales processes including: forecasting, performance metrics, compensation (plan design, quota planning, and compensation administration), coverage model, territory assignments, lead generation management, and departmental communications- Provide direct user support on SFDC and other critical tools and applications- Provide functional support on Partner Portal- Maintain reporting tools and manages ad-hoc reporting requests for the Sales organization to analyze and monitor their performance at various levels- Provide analysis that supports the business objectives of the Sales organization, in alignment with corporate vision- Provides cross-functional support and assists management on projects as needed- Act as a liaison with other departments by understanding the sales model and ensuring the integrity of information available through various system and reporting structures-Administrator for SFDC, Gong.io, Outreach, Intercom, and Ring Central

Dallas/Fort Worth Area

Temporarily moved to Texas to expand Fundbox in Dallas, Texas. I was one of seven that was selected and my role was to on-board and train Account Specialists. -Trained Account Specialists on best practices of a platform demo and selling the product (pricing, terms, different use cases, and how to manage their day-to-day)-As a part of the expansion team, we were tasked with re-structuring how accounts were distributed to reps. -Specifically, I was tasked with developing a follow-up call template that would take place after the customer had become an active user. I developed data driven questions so we could analyze usage of the platform. After two months, this was proven to drive more active customers over our competition.

San Francisco Bay Area

The position of Account Manager at Fundbox was a hybrid of account management and a closing role similar to an Account Executive. The position required us to carry a quota which I exceeded every quarter as well as maintaining relationships with business owners to ensure they fully understood the product from pricing, terms, and repayment. During my time at this position, I had the opportunity to re-write scripts and help make the current sales process more efficient by participating in data/ marketing experiments and providing my feedback on how we could improve.

San Francisco, California

As an Onboarding Representative, I was the first point of contact that customers had. It was my responsibility to explain the onboarding process as well as guide customers through the application process. During my time at this position, I was able to rewrite scripts which lead to more approved accounts while exceeding quota numbers.

Clovis Ca

As a substitute teacher it was my job to provide a safe learning environment for students at the Jr High School Level. My duties were to follow lesson plans and add any extra personal knowledge to the lesson while keeping an orderly classroom. During this school term I became NearPod Certified which is an interactive educational software that allowed me to teach class in a digital platform as well as interact with the students on a more technical level.

Clovis Ca

Having wrestled when I was younger I felt it was important to give back to the program that helped shaped me as a young athlete and as a student. As the Assistant Coach it was my duty to run practice and work specifically with a select group of young individuals. I was responsible for teaching the proper rules and techniques while providing a safe learning environment for the students. During my time as a coach our team went undefeated in every match and took second in the league.

San Francisco Bay Area

Management Assistant- responsible for customer service, sales, marketing, problem solving, coordinating team members in cross-functional divisions• Top of the customer service matrix across a team of 60 two months in a row • Top customer service at four locations in the bay area SFO, civic center location, mill valley location, and San Rafael location • Developed and implemented new customer satisfaction tracking methods• Responsible for maintaining enterprise service quality index (ESQI) of above 85% at every location• Managed a book over 100 customers on a weekly cadence • Maintained B2B and B2C relationships at every location• Responsible for monthly accounts receivable with insurance companies and auto body shops at multiple location