Success Advisor (FinTechTeam) at Housecall Pro (2021-11 – 2026-05)
- Consulted with existing B2B trades business owners to evaluate operational friction and implement strategic financial technology solutions.
- Collaborated with sales leadership to refine corporate fintech scripts and update training documentation for the wider organization.
- Consistently surpassed monthly sales quotas through consultative, relationship-driven upselling.
Success Advisor (Accounting Business Solutions Team) at Housecall Pro (2021-11 – 2026-05)
- Executed high-volume outbound campaigns averaging 100 dials daily to drive adoption of Accounting and Tax Advisory Services among existing clients.
- Consistently met performance benchmarks with a target of securing 20 accounting enrollments per month.
- Mastered complex accounting and bookkeeping methodologies to act as a trusted advisor and technical consultant for business owners.
Success Advisor (Payroll, HR Business Solutions Team) at Housecall Pro (2021-11 – 2026-05)
- Selected as a foundational sales representative to launch and test a new proprietary payroll software solution during its beta and initial rollout phases.
- Authored and optimized the cold-calling sales framework, compiling best practices into a scalable playbook utilized to onboard a growing team.
- Sustained top-tier performance by personally generating over 30% of all payroll software sign-ups within the program's first two years.
- Facilitated the expansion of the payroll sales division from 3 to 10 team members, providing daily training, script coaching, and cross-functional support.
- Partnered directly with product engineering teams to deliver critical user feedback, directly influencing subsequent software iterations and feature updates.
Inside Sales Representative at Progress Mobility (2018-08 – 2021-11)
- Managed high-volume inbound sales inquiries, converting digital web traffic into closed revenue for medical equipment and mobility solutions.
- Conducted comprehensive needs assessments to match customers with specialized medical equipment tailored to their health requirements and lifestyles.
- Recognized as a top-tier individual contributor, routinely competing for the #1 monthly sales ranking company-wide.
In-Home Sales Representative (Commission-Only) at Florida Energy Water & Air (2013-01 – 2018-08)
- Conducted targeted, in-home consultations educating property owners on home energy inefficiencies and modern utility solutions.
- Engineered and pitched customized high-ticket capital improvement solutions (HVAC, Solar/Hybrid Water Heating, Insulation) with transaction values ranging from $2,000 to $18,000.
- Maintained a rigorous 6-day field calendar, managing 2 to 3 pre-set clients.
District Retail Manager at Florida Energy Water & Air (2013-01 – 2018-08)
- Recruited, onboarded, and managed a team of 7 to 10 retail marketing specialists tasked with lead generation across regional Home Depot branches.
- Led weekly performance reviews, pipeline alignment sessions, and professional development training to maintain team engagement.
- Served as the primary liaison to Home Depot corporate management, leading storewide alignment meetings to synchronize product rollouts and gather field feedback.
- Directed regional event marketing initiatives at trade shows and conventions to expand lead capture pipelines.
- Spearheaded team performance to consistently achieve and exceed an aggressive operational quota of 800+ qualified leads per week.
Retail Marketer at Florida Energy Water & Air (2013-01 – 2018-08)
- Initiated customer engagement and lead capture strategies within high-traffic Home Depot retail locations.
- Tripled individual performance quota during the initial shift and earned distinction as the #1 most productive lead generator out of a 40-person regional team.
