Carlos

Solve billing and technical issues.

. Review customers´ active services to have the offer to make.

. Offer products according to the conversation had with the client and discovery questions.

. Close sales.

. Lead a team of 25 representatives: - Set goals, manage, review and train the team to achieve

sales goals and customer satisfaction.

. Hold monthly meetings to evaluate sales team performance and improvements needed for next

month to achieve goals.

. Solve billing and technical issues.

. Review customers´ active services to have the offer to make.

. Offer products according to the conversation had with the client and discovery questions.

Heavy source daily process by title according to the product or service to be sold.

. Hard cold call work over 200 daily calls to get conversations that lead to a meeting or sale.

. Schedule meetings with a sales executive and follow up until they take place.

. Send e-mails, leave voice mails and send text messages as a first contact to start a sale

conversation.

. Book 15+ meetings monthly.

Heavy source daily process by title according to the product or service to be sold.

. Hard cold call work to get conversations that lead to a meeting or sale.

. Schedule meetings with a sales executive and follow up until they take place.

. Send 50 emails and 50 LinkedIn daily connections.

. Book 10 + more meetings monthly

Heavy source daily process by title according to the product or service to be sold.

. Hard cold call work to get conversations that lead to a meeting or sale.

. Schedule meetings with a sales executive and follow up until they take place.

. Send 50 emails and 50 LinkedIn daily connections.

. Book 10 + more meetings monthly

. Outreach higher ranked companies (25 daily) and close deals with CTOs, CEOs, VPs and indicated

roles in right persona designed by the company.

. Rank no less than 50 companies daily according to raking point indicated by the company.

. Call 25 prospects a day and schedule meetings to close deals.

. Send 25 follow-up and new introductory emails a day.

. Design new pitch for voice, email, LinkedIn and voice-mail.

. Follow up contract signing via DocuSign.

. Get and review contract redlines and overcome with the best option for both contractor and Right

Balance.

. Design action plans to improve SDR/BDR performance.

. Follow up and build rapport with new and existing clients.

. Have Client Discovery and Talent Discovery meetings to understand new clients’ needs.

. Close deals and have contracts signed.

. Hold weekly meetings with the sales team to establish the goals for the week.

. Hold monthly meetings to evaluate sales team performance and improvements needed for next

month in order to achieve goals.

. Hold 1:1 session with every member of the sales team.

. Prospect 30 to 50 new companies daily.

. 80 daily cold calls to get connections and conversation opportunities.

. Over 100 cold emails to reach as many prospects as possible to engage and build rapport heading

to meetings booked.

. 100+ LinkedIn connection requests per week, including conversations and reactions to posts.

. Heavy prospecting process (no less than 50 daily companies with over 100 daily prospects)

. Book 10+ meetings monthly.

Proactively prospected and qualified both inbound and self-generated leads, conducting initial

discovery calls to validate interest, assess business needs, and identify key pain points.

• Delivered consultative sales conversations, aligning client challenges with tailored GPS and fleet

management IT solutions designed to improve efficiency and operational visibility.

• Drove the full sales cycle from first contact to close in a fast-paced environment, leveraging timely

and personalized follow-ups (calls, voicemails, SMS, and emails) to maintain engagement and

accelerate decision-making.

• Built and nurtured strong, long-term customer relationships by combining active listening, product

expertise, and a customer-first approach to solution selling.

• Collaborated with cross-functional teams, sharing client feedback to inform product development

and service improvements.

• Maintained a high level of market and product knowledge, staying current on industry trends,

competitor offerings, and new company releases to position innovative solutions effectively.

• Consistently achieved sales goals by balancing a data-driven approach with authentic relationship

building and strategic prospecting initiatives.

As an SDR at Agile, I was responsible for qualifying leads and connecting them with our Directors

and VPs. My role involved researching potential clients to determine whether they were

competitors and identifying their pain points where our software development services could

provide real value.

After the initial research, I reached out to leads, either responding to specific needs or starting a

friendly and professional conversation via email to better understand their challenges and goals.

Based on those insights, I aligned our services with their roadmap and guided them toward a call

with our leadership team. These conversations often led to potential service agreements or

valuable professional connections.

In addition, I maintained accurate and up-to-date records of all leads, activities, calls, and potential

projects in our CRM. This ensured that I could quickly generate reports or share insights whenever

needed.

Overall, it was a sales-driven role that required strong communication skills and the ability to bring

value to every interaction, whether speaking with startups or large enterprises. My focus was

always on creating genuine and helpful conversations that built trust and long-term relationships.