Experience

Promoted from Client Services & Billing into sales based on performance. New to sales when I started, I got up to speed quickly and began closing clients within a short time of taking on the role.

• Sell subscription-based financial products via inbound calls, using consultative discovery to guide clients through purchase decisions.
• Manage 50 to 100 inbound leads weekly generated through paid marketing channels, converting approximately 60% to closed clients on programs averaging $450 to $600 over a 4-month term.
• Conduct discovery calls to assess client budget, decision-making authority, and specific credit needs, tailoring pace based on client readiness.
• Re-engage dormant leads by proactively following up with prospects who did not convert initially, successfully bringing a portion back into the pipeline and closing them.
• Cross-sell and upsell existing clients on credit monitoring subscriptions and credit builder accounts, driving incremental recurring revenue.
• Build trust quickly with clients by listening first and adjusting communication style to match where each person is in their decision process.
• Manage client records and pipeline in CRM systems including Credit Repair Cloud and DisputeFox, maintaining accurate documentation across the full client lifecycle.
• Process client payments and billing setup in Billsby, including card entry and account activation.
• Prepare and mail dispute correspondence on behalf of clients.
• Train and onboard new sales hires on call handling, CRM workflow, and discovery best practices.

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