Carlos

Quote Negotiation: Successfully negotiated loan terms and quotes with

clients, ensuring a balance between competitive interest rates and

favorable terms.

Targeting Retired Individuals: Specialized in catering to the unique

financial needs of retired individuals.

Cold Calling: Executed targeted cold calling campaigns to generate leads

and foster new client relationships.

Credit Analysis: Conducted comprehensive credit analyses, leveraging

financial statements, credit reports, and other relevant data.

Negotiated terms of loans with customers to ensure a fair agreement was

reached between both parties.

Assisted customers with questions or issues related to their existing

loans or loan applications.

SELF EMPLOYED*

Launched and managed multiple omnichannel e-commerce stores,

overseeing all aspects of digital marketing, operations, and team

leadership.

Ran Facebook, TikTok, and Instagram influencer ad campaigns,

consistently maintaining a 3x+ ROAS at scale.

Led email marketing campaigns, developing copy and automation

workflows that boosted engagement and drove repeat purchases.

Wrote high-converting product descriptions and marketing copy,

aligned with brand voice and buyer psychology to maximize

conversions.

Applied SEO best practices to optimize product listings and improve

organic traffic visibility.

Used GemPages and Shopify to design conversion-focused landing

pages and ensure a seamless user experience.

Built and led a team of 5, overseeing task delegation, quality control, and

performance management to ensure operational excellence.

Implemented quality assurance protocols

Consistently ranked as the #1 appointment setter among a team of 18

SDRs by exceeding outreach and booking KPIs.

Surpassed lead generation and qualified meeting targets, strengthening

the sales pipeline and directly fueling revenue growth.

Developed and implemented a decision-maker identification system

that reduced time-to-contact and boosted connect rates.

Conducted in-depth prospect research and industry analysis to craft

tailored outreach, improving relevance and reply rates.

Leveraged CRMs and automation tools (HubSpot, Salesforce, SalesLoft,

Abstrakt, Humanitic) to optimize pipelines, track engagement, and

improve conversion efficiency.

Averaged 80+ cold calls and 100+ personalized emails daily,

consistently converting cold outreach into qualified meetings.

Promoted to Team Lead within 6 months in recognition of top

individual results and leadership potential.

Directed a team of 18 SDRs, driving a 500% increase in meetings

booked, quotes delivered, and deals sourced, surpassing industry

benchmarks.

Designed and delivered custom training programs on decision-maker

identification, messaging personalization, and outbound strategies,

boosting team wide outreach effectiveness.

Provided KPI-driven coaching and performance feedback, resulting in

higher quota attainment across the team.

Analyzed conversion metrics and implemented data-backed workflow

improvements, raising efficiency and pipeline quality.

Partnered with AEs and sales leadership to optimize lead handoffs,

improving collaboration and deal progression.

Consistently ranked in the Top 5 out of 30+ SDRs by exceeding KPIs

and outperforming peers.

Achieved 100%+ quota attainment, averaging 10+ scheduled and 8+

occurred meetings per month.

Executed high-volume outbound prospecting via Frontspin, Salesforce,

and multi-channel sequences, engaging senior decision-makers across

mid-market and enterprise accounts.

Qualified and managed the SDR pipeline from first contact to handoff,

ensuring smooth transitions to Account Executives and stronger

conversion rates.

Leveraged personalized outreach, advanced objection handling, and

data-driven insights to maximize engagement and appointment success.