• Coordinate over $250k in sales of trading education within a quarter in my assigned territory.• Conducting face to face and over-the-phone consultations with prospect sales leads achieving an 80% enrollment success rate.• Match student learning needs and goals with current course content, training options and upcoming trading education classes.• Maintain a database of student information, telephone logs and student feedbacks in Salesforce in order to generate student reports.• Follow up with interested prospects that do not purchase at PTWs, All Star & Premier Events to grow network for potential sales. • Build excellent ongoing relationships with students and provide continuous consultation and resources on learning objectives, course offerings and Continuing Education.• Counsels and advises students about educational opportunities, investment accounts, financial assistance, and academy policies and requirements.• Delivering excellent service and establishing strong rapport with current/potential students, understanding the students’ preferences, and offering ideal trading education recommendations.• Leverage the CRM system and other systems used by the company to develop prospects and sales strategy that ensures high activity and effective closing ratios, resulting in a 65% close rate.• Provide solutions to individual investors and or traders for Short Term Income and/or Long-Term Wealth.• Develop innovative communication strategies, recruitment strategies and enrollment plans to attract, enroll, and sell OTA trading education to students resulting in an increase of enrollment at the DC center of 50%.

• Develop and maintain assigned client, customer, and partner relationships.• Maintain a strong understanding of client business strategy, growth goals, performance, and priorities.• Leverage CaraSoft's OCTO team of market executives and technologists to support assigned client growth objectives.• Document quotes and other sales activities accurately in company CRM and Salesforce.• Responsible for increasing revenue by achieving sales objectives and targets within an assigned account.• Manage, create, and grow relationships with C-suite, VP, and Director level decision-makers to create strategies and present use cases to drive customer success.• Inform and execute Business Planning Objectives – Internal Team and Client/Partner Joint Business Plans.• Provide on-the-job coaching and training for sales associates, lead development representatives, account managers.• Manage, document, and forecast a pipeline of opportunities to drive retention and growth of business with Carasoft.

• Maintain company’s financial expenses, incoming revenue, and annual budget.• Oversaw business day-to-day operations on sales while fostering professional relationships with both executives, contacts, and clients.• Devised strategies to boost business sales by 50% through referrals due to excellent customer service.• Suggested a fitness needs system to help increase client’s participation and want for renewal of fitness services.• Collaborated with cross-functional teams, including C-level and marketing to better understand concerns, work with new project plans, client feedback, and ongoing goals. • Worked closely with existing customers and clients to understand their overall needs.• Experience documenting all outreach and prospecting activities in Salesforce tool.• Demonstrated ability to work in a team environment while also working independently. • Driving growth via outbound approach - calling to C-level decision makers and influencers to discover-critical priorities, budget, and purchase/recruit timeframes.• Engaged in negotiations, generating contacts, and building beneficial relationships with clients via regular, productive communication.• Worked closely with teams to meet client expectations resulting in an annual retention rate of 90%.

Met with business owners to learn about their goals in the short and long term.· Mentored, developed, and led a team towards attaining sales objectives.· Partnered with brand personnel and co-workers to build merchandise ideas, discuss changes, and establish an effective working relationship.· Proposed ideas and solutions that are unique to each company and enable them to reduce their labor costs, reach their goals faster, and maintain compliance.· Exceeded consistently daily, weekly, and monthly metrics working to be a consistent top performer in my company.· Achieved sales goals consistently.· Drove and maximized district sales, profit, and key performance indicator (KPI) performance.· Demonstrated the ability to shape the business strategically while operating within an assigned budget. · Assisted in customer/delivery alignment and driver engagement.· Understood and utilized the Sales Foundations tools and processes to grow sales, generate additional revenue, and maintain customer service standard.· Communicated sales data to contribute to product/service planning.· Averaged over 60 cold calls per day and set up meetings for product demos.

Ensured proper product placement of merchandise in chain stores to maximize exposure and sales.· Maintained inventory for various company accounts.· Worked effectively and accurately with web-based applications to indicate and accept project availability.· Tracked work start and completion times, mileage, expenses, attendance, and training activities. · Partnered with brand personnel and co-workers to build merchandise ideas, discuss changes, and establish an effective working relationship.· Performed job safely by demonstrating full awareness of surroundings.· Utilized proper safety techniques and equipment use when necessary.· Proactively alerted management of any unsafe act or condition to prevent injuries.

· In charge of promotion and sales of new Microsoft Technology delivered to students on campus.· Assisted with forty hands-on, peer-to-peer trials weekly on the MyWindowsU online application.· Conducted social network outreach by sharing messages with friends and peers via relevant social media applications.· Collaborated with students’ creative concepts on campus via showcases, events and presentations that utilize Windows Office.· Partnered with the manager to create annual budget and presented monthly reports.· Effectively communicated with all team members to improve overall performance.· Monitored and inspected new projects progress to ensure compliance with overall goals