Dynamic sales professional in renewable energy, recognized for driving productivity and delivering results. Proven expertise in client relationship management and sustainable solutions consulting, complemented by strong technical product knowledge. Adept at navigating rapidly changing markets through effective communication and adaptability, fostering collaboration within diverse teams. Seeking to leverage these skills to uncover new sales opportunities and contribute to sustainable growth.
Overview
13
13
years of professional experience
Work History
Solar Specialist
Polaron Solar Energy Corp.
Toronto, Ontario
03.2022 - Current
Negotiated competitive proposals to secure winning bids, effectively outmaneuvering competitors.
Educated homeowners on the benefits of solar energy, such as potential savings, lowered environmental impacts, and likely increases in home value.
Contributed to the development of a custom CRM to streamline daily processes for solar qualifiers.
Facilitated training sessions for new hires, promoting efficient onboarding processes.
Utilized established customer relationships to diversify lead generation beyond company-provided sources.
Oversaw account management throughout the sales process, from application to installation, to guarantee customer satisfaction and reliability.
Provided technical support and troubleshooting assistance for customers experiencing issues with their solar systems.
Assisted in developing marketing campaigns for new products or services related to solar energy solutions.
Presented at trade shows and conferences on topics related to renewable energy sources.
Championed the consultative selling approach to address client needs effectively.
Recognized by customers and staff for consistently exceeding service expectations.
Growth Strategist
American Express
North York, Canada
04.2018 - Current
Prospect for new customers through existing leads and maximizing lead generation
Timely executed all sales activities - leads, campaigns & referrals
Track and report sales performance including pipeline, acquisition results and market conditions to the leadership team
Ensuring quality and daily productivity targets are exceeded
Proficiently leveraged online CRM (Salesforce) to source leads
Drive the on-boarding of new customers and initiates spend enablement activities
Promoted the American Express Brand
Displayed an optimization growth mindset for improvements
SENIOR BROKER
Solar Brokers Canada
Toronto, Canada
10.2017 - 04.2018
Conducted pre-booked virtual client meetings
Consistently achieved and exceeded monthly sales targets due to my ability to influence and negotiate with new and existing customers, in an uncapped, 100% commission-based sales environment
Explained thoroughly to clients their custom solar proposals specifically built for their property
Appointed to expand business opportunities into a new province after conducting thorough market research
Developed self-driven leads to enhance business outside the normal realm of the sales process
Managed customer relations with the daily usage of Salesforce
Maintained knowledge of all current policy and procedures for related processes and regulations
Entrusted to train and mentor new recruits
NEW HOUSING ACCOUNT MANAGER
OSL Retail Services
Toronto, Canada
02.2017 - 09.2017
Initiated strong relationships with new building developers to manage a lead pipeline across the sales cycle
Ensured a daily minimum of 35 outbound calls were made to achieve and exceed weekly sales targets
Executed sales presentations to property management and building developers to ensure products are levied to tenants in condominiums and/or subdivisions
Generated sale performance reports on a weekly basis to track and ensure service level agreements were met
Resolved problems efficiently involving service and delivery issues to retain customers
SMALL BUSINESS SPECIALIST
TD Canada Trust
Toronto, Canada
06.2016 - 02.2017
Handled calls from new and existing small business customers for their day-to-day transactions and inquiries
Contributed significantly to my department's ability to achieve the Legendary Customer Experience Index
Leveraged opportunities to cross-sell products and services based on client needs to increase their cash flow
Collated relevant information for processing full business loans and credit applications
Interviewed customers and matched their business with the correct loans, accounts and credit card types
Provided excellent customer service in a fast-paced call center, which led to exceeding monthly sales targets
Provided expert advice to small business owners on deposit accounts, Visa cards, loans, lines of credit and overdraft facilities
CUSTOMER RESOLUTIONS & MORTGAGE SPECIALIST
Tangerine Bank
Toronto, Canada
09.2015 - 05.2016
Supervised 125 front line agents in the completion of cross-functional tasks and ongoing interactions with clients, while ensuring calls were completed in a timely manner
Collaborated with management to establish performance standards to increase productivity and sales
Facilitated call calibrations to improve quality, minimize errors and to track agents' performance
Active participant in the interviewing and hiring process
Defined call center strategy and provided leadership to deliver strong business results
Maximized mortgage renewal opportunities by cross-selling products to provide clients a discounted rate
Aided fellow colleagues on the associate and specialist level with customer queries and escalations
Assessed clients mortgage needs and advised on debt consolidation using a client's current mortgage
Analyzed client's financial data to determine eligibility for a mortgage or an equity line of credit
Assisted clients with a delinquent history in making payments towards mortgage or HELOC
Maintained knowledge of all mortgage related processes and regulations
SAVINGS SPECIALIST
Tangerine Bank
Toronto, Canada
05.2015 - 09.2015
Converted visitors into clients by effectively selling daily banking products
Provided prompt, courteous, accurate information and services while maximizing revenue opportunities
Cross-sold products, such as regular pre-authorized debits into accounts, RSP transfers and TSFAs
Handled all incoming acquisition queries in a consultative manner to bridge servicing and cross-selling
Achieved and exceeded monthly service and sales targets for new client acquisition
Documented all customer contact information accurately and immediately
Performed other post-call processing tasks associated with incoming sales calls
CUSTOMER SERVICE REPRESENTATIVE
The Bagg Group
06.2014 - 02.2015
Demonstrated excellent customer service in a fast-paced call center environment
Utilized creativity to resolve complex customer issues while balancing profitability and customer satisfaction
Negotiated successfully with clients to retain their accounts
Up-sold products that would satisfy customer needs based on individual circumstances
Assisted customers with any technical issues experienced accessing their accounts
Met quality assurance requirements, as well as other key performance metrics
Replaced products due to detection of account takeovers as well as charging back credit due to fraud
Educated customers about account promotions and benefits of products
Assured trust and confidentiality was maintained throughout each client interaction to build customer relations
NEW ACCOUNTS ANALYST
The Bagg Group
06.2012 - 06.2014
Adjudicated New Accounts credit card applications to establish new customer accounts daily
Handled customer queries on credit card applications to customer satisfaction
Received inbound and placed outbound calls to collect missing credit application information
Negotiated credit restructure on revolving products for credit loss prevention strategy to benefit customers
Supported international customers move to Canada by transferring foreign credit cards as a means to obtain a Canadian based product
Offered alternate options to applicants initially denied, to set them up for future successful credit applications