ARNOLD BERNAS

- Pre-qualify clients for our relief program by engaging with potential clients and assessing their suitability for our program parameters.

- Utilize expertise in Merchant Cash Advance to guide clients through the process and provide ongoing support.

- Shadow experienced closers to learn and enhance sales skills.
- Maximize your earnings through a commission-based system based on the final debt balance of each closed deal.

• Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
• Successfully identified and resolved the root cause of stalled sale cycles, resulting in a significant increase in closed deals.
• Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Consistently build a pipeline of qualified opportunities within a month of starting the role, exceeding all expectations.
• Consistently meet and exceed sales targets by effectively managing pipeline and sales cycles using a Zoho CRM system to track all of opportunities and ensure regularly following up clients and progressing deals forward.
• Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.

• Develop relationships with key decision makers (Head of Departments, Dean of Faculties, etc.) and teaching/research staff at Universities and Research Institutes by daily outreach (phone calls, 1:1 demo meetings, emails, etc)
• Deliver product awareness within new and ongoing customer Universities and Research Institutes
• Provide customer feedback to sales, product, and marketing teams
• Maintain positive ongoing relationships with customer institutes to provide support and ensure client satisfaction and retention
• Assist the STEM Specialist with product presentations and webinars organization

• Develop business plans and drive lead generation/marketing campaigns with Resellers resulting in increased brand visibility and market reach through targeted marketing efforts, and higher number of leads and business opportunities.
• Conduct regular business review and planning meetings with top and emerging Resellers in assigned region which strengthened relationships with Resellers, leading to improved collaboration, better understanding of market dynamics, and enhanced strategic planning.
• Assist new Resellers with prospecting, sales meetings, and closing new RingCentral opportunities which accelerated onboarding process for new Resellers, resulting in faster ramp-up times and increased revenue from successfully closed opportunities.
• Assist partners with quotes and proposals for RingCentral services which streamlined the sales process for partners, making it easier for them to provide quotes and proposals, resulting in more efficient and successful sales cycles.
• Work with internal cross-functional teams to assist with partner implementation, support, and escalations which fostered collaboration and efficient problem resolution, leading to smoother partner implementations, proactive support, and timely escalations, enhancing overall partner satisfaction
• Assist with launching and set up of new sales agent and reseller partners which facilitated the seamless integration of new partners into the ecosystem, enabling them to quickly establish their presence and contribute to the company's growth.
• Assist with ongoing Reseller training, marketing, and overall enablement programs empowering Resellers with continuous training, marketing support, and overall enablement, resulting in a more informed and effective partner network.

• Lead management and proactive outbound projecting
• Develop an effective pipeline of new projects and customers
• Generate quotes and appointments by means of lead activity management
• Market company’s solutions to potential customers
• Work with the marketing section in order to discover opportunities from various leads, and possibly set appointments from those leads
• Set up appointments
• Track and maintain customer contact and their records
• Attend customer meetings as required
• Participate in sales meetings, local trade shows, and vendor training in order to maintain up-to-date knowledge of current technology
• Ensures customer awareness and understanding of applicable product elements
• Meeting and exceeding sales objectives such as quota and productivity requirements
• Maintain account team relationships and transferred leads as appropriate
• Expanded business through effective network development, identifying new, and prospective clients.
• Mentoring and Escalation Resolution

• Manage SMB B2B accounts, including those of other agencies and departments within the agency
• Ensure that all financial transactions are completed properly and on time
• Prepare monthly reports and submit them to the appropriate supervisor or department head
• Maintain accurate records of all transactions through CRM
• Participate in the making of budgets, both quarterly and annually
• Keep informed of current market trends and develop new business opportunities
• Familiarization with state laws and regulations governing the sale of insurance products
• Serves as a single point of contact for the client customer and may coordinate the work of client service teams
• Utilize data to successfully remediate customer concerns/roadblocks prohibiting satisfaction
• Manage external competitive pressures and effectively handle objections
• Work with multiple stakeholders, building effective relationships with decision-makers at all levels.
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.

• Led assessment, estimates and execution of project deliverables to common backlog and pipeline.
• Developed logical to physical data mapping for data migration and onboarding.
• Developed common set of operational metrics for data delivery, DME and stewardship.
• Established performance dashboard and tracking mechanism for deliverables using ITIL processes
• Collaborated with cross-functional teams to support troubleshooting and minimize service interruptions.
• Complied with service level agreements among core IT partners.
• Monitored and documented daily standard service requests for future analysis.
• Maintained disaster recovery system, analyzing data and verifying compliance with IT service partner agreements.
• Oversee and managed help desk, assisting customers with ranging service concerns.

• Consistently demonstrated a proven track record of success in cultivating and maintaining client relationships, resulting in significant revenue growth of 150% in first year of operations and increased market share consistently
• Assessed reports to evaluate performance, develop targeted improvements, and implement changes.
• Exceptional interpersonal skills have assisted to exceed sales targets and deliver exceptional customer service
• Developed sales strategy based on research of consumer buying trends and market conditions resulting in better sales
• Conducted training sessions to educate tenured employees and agents on best practices and procedures to increase profitability

• Applied effective time management techniques to meet tight deadlines on vital claims that needed replenishment
• Verified insurance claims and determine fair amount for settlement upon validation of submitted requirements
• Mitigated risks and increased profitability with well-developed strategies for reducing future claims and costs.
• Completed quit claim and release papers after policyholder is satisfied with settlement amount and repairs conducted
• Maintained motorcar policy issuance system and adapted quickly to new technology and software applications when needed.

• Provided professional services and support in a dynamic work environment
• Risk assessment: Inspect and assess the level of risk associated with each policy, based on factors such as the location of the property, the type of business, and the history of claims. They use this information to determine the likelihood of a loss occurring and the potential cost of that loss.
• Policy issuance: Issuing insurance policies and ensuring that they accurately reflect the level of coverage and the premium amount.
• Policy renewals: Responsible for renewing insurance policies, reviewing the level of risk and premium amount, and adjusting the policy as necessary
• Customer service: Work directly with customers face to face, answering questions about policies and coverage and providing guidance on reducing risks and preventing losses.