2+ Years Experienced in Lead Generation, Sales & Customer Success | Sales Development Representative in Lead Generation & SaaS Sales

Emmanuel

Top Rated

Customer Success Specialist

Mexico🇲🇽

•

$1,820 – $2,620/mo

Industry Experience

Sales Agencies

Professional Services

RevOps Software

Software Experience

Microsoft Teams

Candidate Information

English Level

Native Fluency (C2)

Roles Qualified For

Customer Success Specialist

Customer Support Representative

Account Executive

Account Manager

Work Experience

Client Support Coordinator

05/2024 - Present

https://www.taxaroo.com

United States

Client Solution Advisor:

I'm passionate about helping tax professionals achieve peak efficiency at Taxaroo, a leading practice management software company. As a Client Solution Specialist, I act as a bridge between our Devops and Marketing teams, fostering a seamless client journey.

By leveraging targeted marketing initiatives, I identify high-potential leads for Taxaroo's powerful software. Collaborating closely with Devops, I craft compelling trial offers that effectively showcase the software's functionalities. My strength lies in converting satisfied trial users into loyal, paying customers, solidifying Taxaroo's position as the trusted choice for tax professionals seeking to streamline their practice.

Account Executive

09/2023 - 01/2024

https://porchgroup.com

Business Development Associate:

As a Business Development Executive at Porch Utilities, I am dedicated to simplifying the moving process for homeowners by providing comprehensive solutions for their various needs. Our mission at Porch Utilities is to alleviate the stress of moving by offering a range of services that cater to the unique requirements of each homeowner.

Drawing from my extensive background in outbound sales and new business development, spanning over two years, I have honed my skills in identifying homeowners' moving needs and tailoring our services to meet those needs effectively. My experience includes generating leads, qualifying prospects, and closing deals by understanding the specific challenges homeowners face during the moving process and presenting Porch Utilities as the solution.

Account Manager

01/2021 - 08/2023

https://taxdo.me/book-a-demo

Mexico

TaxDome is a practice management software for accountants that helps them automate their business. Its mission is to streamline accounting operations, simplify client communication, and provide a centralized platform for managing tasks, documents, and client interactions. Through its intuitive interface and powerful features, TaxDome enables accountants to enhance their productivity, improve client satisfaction, and grow their practice. TaxDome's capabilities include automating routine tasks, managing client documents securely, facilitating client communication, and providing insights into practice performance for better decision-making.

Meet with a CloudTask Success Rep

We help you choose the right candidate to interview this week.

15-minute intro call to discuss your needs

Get matched with 3-5 qualified candidates

Start interviews within 48 hours

Trusted by GTM teams at:

Hire Top Talent Now

Meet with our remote career assistant, and we’ll have Top Rated candidates ready to start working in 48 hours.

Hire Top Talent Now

Skip hiring hassle

Replacement guarantee

Cancel anytime