Alejandro Hernandez

Sales Operations and CRM leader with 5+ years of leadership experience driving CRM strategy, sales operations, and business process improvements for high performing sales organizations. Proven success supporting 700+ CRM users, leading training for domestic and international sales teams, and partnering with software developers to deliver 20+ CRM enhancements that improved operational efficiency. Experienced in workflow automation, executive reporting, and cross functional leadership to optimize sales performance and business operations.

Sales Operations & CRM Manager at Better Debt Solutions (2024-01 – Present)

• Administer CRM configuration, user provisioning, permissions, workflow automation, and third-party integrations including phone, SMS and email platforms.
• Partnered with software developers using Jira to overlook, test, and implement 20+ CRM enhancements improving workflow efficiency and simplifying the advisor experience.
• Lead CRM Training and onboarding for domestic and international teams by developing training materials, documents, and instructional videos.
• Served as the primary liaison between Sales, Operations, Underwriting, and third-party vendors to resolve system issues, coordinated enhancements, and improved operational performance.
• Review enrollment files and ensure compliance with underwriting guidelines and company requirements before enrollment.
• Prepare executive operational reports and business insights that support sales leadership in improving productivity and enrollments.
• Managed a 5-member Sales Support Team providing guidance on CRM functions and underwriting guidelines to ensure a fully enrolled file.

Sales Support Team Lead at Better Debt Solutions

• Supervised the daily operations of the Sales Support team that overlooks 300+ Sales agents while providing CRM and operational assistance for the sales teams.
• Assisted advisors with underwriting guidelines, enrollment requirements, and workflow related questions.
• Supported leadership with operational reporting and day-to-day enrollment delay reports.

Senior Advisor at Better Debt Solutions

• Consistently averaged $700,000 in monthly debt settlement enrollments through sales and relationship management
• Executed complete sales cycle from initial consultation through enrollment while exceeding production expectations.
• Built long term relationships by providing custom financial solution plans and delivering exceptional customer service

Relationship Banker; Supervisor at Bank of America (2018-09 – 2022-04)

• Acquired new business in all demographics by averaging 400+ prospects per month via lobby migration and client outreach
• Managed, reviewed, analyzed, and presented 200+ financial and budgetary reports weekly required by Vice Presidents and Market leaders
• Led a team of 8 individuals by connecting with them weekly on career goals and generated a 12% closing rate increase
• Relationship manager with back to back sales in increasing client acquisition in Merchant, Checking, CD, Credit and Retirement accounts