Ricardo Sanchez Valentino

Tenacious Tax-Tech SDR Expert specializing in high-volume outbound prospecting and complex lead qualification. Proven track record of leveraging advanced CRM tech stacks to execute aggressive sales strategies, navigate complex IRS frameworks, and consistently exceed daily pipeline quotas. Bilingual relationship builder uniquely equipped to translate intricate financial and regulatory challenges into compelling B2B SaaS value propositions in high-pressure tech environments

SDR & Tax Consultant at Alleviate Tax (2025-04 – Present)

Execute high-volume outbound prospecting and complex tax-legal protocol translation for client commitments

• Executed 250+ daily targeted outbound dials utilizing Genesys Cloud CX to maintain elite-level pipeline productivity and exceed daily activity KPIs.
• Analyzed financial profiles and translated complex tax-legal protocols into actionable solutions to secure client commitments.
• Managed end-to-end sales pipelines using Logics CRM, ensuring strict compliance with financial regulations and consistently meeting aggressive revenue quotas.

Relationship Manager & Collections Specialist at GoodLeap (2022-09 – 2024-12)

Promoted from Specialist to Manager leading high-delinquency collections team for sustainable home solutions

• Rapidly promoted from Specialist to Manager, taking charge of a 10-12 agent team focused on high-delinquency accounts (120 to 250+ days past due) for sustainable home solutions.
• Spearheaded team performance and KPI achievement, successfully recovering a minimum of $350,000 USD monthly from severely delinquent portfolios.
• Executed aggressive negotiation and conflict resolution strategies to mitigate financial loss while maintaining compliance with US lending regulations.

Loan Service Representative at Firstsource Solutions (2021-03 – 2022-12)

Soft collections and comprehensive account management for Freedom Mortgage clients

• Executed soft collections and provided comprehensive account management for Freedom Mortgage clients.
• Managed complex financial inquiries, including processing payments, delivering statements, and explaining intricate escrow account details.
• Negotiated and processed end-of-contract deferments, requiring high attention to detail and strong customer relationship management.

High School Diploma equivalent in Bachillerato – Prepa en Línea-SEP (2022)