Summary
Overview
Work History
Education
Skills
Timeline
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David Sanchez

Modesto,CA

Summary

Results-driven professional with a proven track record of delivering high-quality work and exceeding performance targets. Demonstrates strong communication and teamwork skills, consistently contributing to organizational goals and enhancing client satisfaction. Committed to continuous learning and skill enhancement to drive personal and team success. Experienced in customer success, with a focus on building strong client relationships and delivering tailored solutions to maximize satisfaction and value.

Overview

8
8
years of professional experience

Work History

Inside Sales Representative

Topcon Positioning Systems
09.2022 - Current
  • Consistently exceeded quarterly targets while managing 300+ accounts and cultivating strong professional relationships.
  • Managed multiple sales projects simultaneously and met deadlines.
  • Analyzed customer demographics and purchase behavior to create specific promotions that increased laser sales.
  • Conducted regular check-ins and business reviews to ensure that customers achieved their goals.
  • Acquired in-depth knowledge of Topcon Positioning Systems software and provided expert guidance on best practices.
  • Led the onboarding process for new key account customers, facilitating smooth transitions, and effective software adoption.

Account Analyst

KeHE Distributors
09.2021 - 09.2022
  • Worked closely with internal teams to guarantee smooth execution of client projects and on-time deliverables.
  • Analyzed data to identify trends, risks, and opportunities for account growth.
  • Prepared and presented reports to internal stakeholders and customers as needed.
  • Collaborated with leadership and technical teams to gather data requirements for new systems under development.
  • Analyzed cost drivers of products and services provided by the organization and identified potential savings opportunities.
  • Identified opportunities for upselling and expansion within key accounts.

Account Manager

Gexpro Services
03.2021 - 09.2021
  • Consistently exceeded monthly sales goals by implementing best practices.
  • Expedited orders with suppliers to support customer line-down situations.
  • Provided training and guidance to new Account Managers.
  • Identified new sales opportunities through inbound lead follow-up and outbound cold calls and emails.
  • Enhanced customer engagement by streamlining client enrollment procedures.
  • Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
  • Utilized CRM tools to track client interactions, sales opportunities, and account history.

Product Analyst

4insite
02.2019 - 12.2020
  • Analyzed contracts and facilitated new client onboarding to streamline project scope.
  • Facilitated collaboration among users, product management, and developers to identify software requirements.
  • Ensured high standards of software by conducting thorough evaluations alongside developers.
  • Recognized for expertise in Customer Service, Tech Support, and departmental operations to enhance content and functionality.
  • Monitored customer usage and proactively addressed issues or areas for improvement.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Case Manager

Optima Tax Relief
09.2017 - 02.2019
  • Prepared detailed records and personal documents for all clients.
  • Collaborated with clients and tax attorneys to analyze financial documents.
  • Advised clients on benefits of services, prepared contracts, acquired credit card information, and distributed invoices and billings.
  • Acted as main client liaison, resolving complex issues and maintaining a positive customer satisfaction rate.
  • Educated clients on key tax considerations relevant to their unique circumstances and overall objectives.

Education

Bachelor of Science - Business Administration Management

Western Governors University
Salt Lake City, UT
2024

Skills

  • Salesforce & Microsoft Excel
  • Strategic Planning & Execution
  • Key Account Management
  • Cross-Team Collaboration
  • Customer Success & Retention
  • Training & Development
  • Relationship Building
  • Sales & Negotiation

Timeline

Inside Sales Representative

Topcon Positioning Systems
09.2022 - Current

Account Analyst

KeHE Distributors
09.2021 - 09.2022

Account Manager

Gexpro Services
03.2021 - 09.2021

Product Analyst

4insite
02.2019 - 12.2020

Case Manager

Optima Tax Relief
09.2017 - 02.2019

Bachelor of Science - Business Administration Management

Western Governors University
David Sanchez