Randy Leon Email & Phone Number

New York, Ny, Us

Carmel, Indiana, Us

• Work directly with the Vice President of Inside Sales to pull & analyze data, generate insights and support the efforts to increase efficiency and performance.• Create detailed reports, visualizations, and charts that highlight KPIs and other relevant metrics.• Work closely with the VP to track and monitor agent performance, including productivity and quality metrics, helping to identify top performers and areas for improvement• Support the automation of routine reporting processes and recommend improvements to current data collection methods to ensure accuracy and efficiency.• Partner with Inside Sales leaders to ensure the data supports the call center's broader objectives and aligns with the company's strategic goals.• Help develop forecasting models to predict call volumes, staffing needs, trends, and assisting leadership in decision-making.• Ensure the accuracy and integrity of data by performing data validation and cleansing tasks, ensuring that insights provided are reliable and actionable.• Respond to urgent data requests and provide quick, accurate reports as needed by the VP or other senior leadership.

Inwood, Ny, Us

• Apply best practices and principles of data visualization to develop, present, and maintain company sales data to stakeholders in a clear, concise, and compelling manner using Tableau dashboards and Excel spreadsheets.• Conduct daily data tidying and presenting ad hoc analyses on CRM reports using SQL to upper management/stakeholders, gathering insights and making recommendations that feature over 40,000 residential solar projects in 60+ different project stages to align with the firm’s staffing, product and sales strategies.• Serve as the primary liaison between the firm and the third-party CRM development team, facilitating seamless communication and relaying crucial updates and data enhancements to our company software to ensure optimal functionality and reporting efficiency on a daily basis.• Spearhead new financial and digital partner initiatives. Engaging with prospective lenders and agencies, orchestrating seamless onboarding processes by meticulously compiling and submitting requisite documentation such as home improvement licenses, previous work photos, insurance credentials, sample proposals, and contracts. Solidifed 4 new financial partnerships in less than 6 months.• Provide comprehensive ad sales support to over 100+ outside and inside sales representatives, including guidance on loan rates, territories, contract signing procedures, and request for proposals (RFP). Conduct and meticulously record in-house sales trainings to ensure sales representatives are well-informed about the best financial products to present to prospective clients.

Inwood, Ny, Us

• Facilitated the funding of 50+ projects per month via correspondence with sales representatives, operations team members, and funding sources by cross-referencing contracts and calling new clients.• Grew the firm’s sales team by interviewing, training on average 5+ sales representatives per month.• Managed the Google Suite for 10+ workstations in the office by creating email workgroups, ensuring proper permissions are assigned, and onboarding new users. • Created and managed reference modules on MS Excel, such as password banks and contact lists, for company collaboration. • Gave 2 company trainings per month using MS PowerPoint to third-party sales representatives on topics such as new loan products, sales techniques, and technical information on solar panels.

Manteca, Ca, Us

• Presenting and analyzing the financial benefits of solar energy to potential prospects.• Formulating and devising of proposals to best fit each specific client's energy needs.• Officially certified in selling Sunrun Solar Service Agreements.• Assisting district and regional managers with recruiting and sales team building.

Certificate, Data Analytics

Master Of Science - Ms, Data Analytics And Visualization

Bachelor'S Of Science, Environmental And Business Economics