Experience

Promoted from Client Services & Billing into full-cycle sales based on performance. Sell subscription-based financial products via inbound calls, conducting BANT-based discovery to guide consultative product presentations and purchase decisions.

• Managed 50–100 inbound leads weekly generated through paid marketing channels, converting approximately 60% to closed clients on programs averaging $450–600 over a 4-month term
• Conducted structured discovery calls using BANT qualification methodology (self-taught via Salesforce Trailhead) to assess client needs, budget, and timeline
• Cross-sold and upsold existing clients on credit monitoring subscriptions and credit builder accounts, driving incremental recurring revenue
• Managed client records and pipeline in CRM systems (Credit Repair Cloud, DisputeFox), maintaining accurate documentation across the full client lifecycle
• Processed billing and account paperwork using Billsby, ensuring accurate and timely client account setup
• Trained and onboarded new sales hires on call handling, CRM workflow, and discovery best practices
• Promoted from Billing & Admin Coordinator to Inbound Sales Representative after demonstrating strong client communication and problem-solving skills

Managed end-to-end client billing operations and client communications for a financial solutions company. Recognized for performance and promoted into a full-cycle sales role.

• Managed end-to-end client billing operations, including processing and resolving declined payments to minimize account disruption
• Conducted proactive client check-ins and follow-ups, strengthening client relationships and supporting long-term retention
• Prepared and delivered client correspondence and account documentation with a high degree of accuracy and professionalism

Provided daily assistance, safety monitoring, and emotional support for clients. Built strong client and family relationships through clear communication and consistent follow-through.

• Provided daily assistance, safety monitoring, and emotional support for an elderly client with dementia
• Built strong relationships with clients and families through clear communication and consistent follow-through
• Child Care Provider — Special Needs Support (CCRC Program) in California