Juan Saldivar I am a highly motivated, competitive, and result-driven sales

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Account Executive / Appointment Setter

Kensington Sales Group

Apr 2024 - Nov 2025 (1 year 8 months)

Kensington Sales Group works with companies that sell to the Public Sector through lead generation and market research. KSG clients enjoy the benefits of an experienced sales team of Public Sector sales and marketing professionals employing our proven methods to connect with jurisdictions in North America.As an appointment setter, I was to make from 120 to 180 calls per day for either the internal campaign or for one for the KSG clients' lists as needed. Looking for 1-5 appointments set per week and a close to 100% attendance rate for those appointments set.

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Account Executive (Bilingual Appointment Setter)

Skyline Payments

Jan 2024 - Current (2 years 6 months)

Skyline Payments is a financial institution that offers an alternative to QuickBooks' Intuit as a Merchant Provider for credit card processing for outstanding and pending invoices. One is to make 200 calls a day to qualify and book appointments with prospects for the Account Manager to give a product demonstration and close a deal. We are trained in financial lingo and continuously receive feedback to manage calls and scenarios more effectively. The focus is not on the old-school sales approach, but rather on a customer service-based approach that creates a bond and a genuine connection with prospects, ultimately securing formal appointments for Account Managers.

SDR (Bilingual Sales Development Representative)

Tendril

Dec 2022 - Nov 2023 (1 year)

Tendril is a company that offers different solutions to other companies that cold call as part of their outreach process using Agent Assisted Dialing. I began working in the internal campaign, in which one is to cold call (from 80 to 120 calls per day), email (50 per day), and do LinkedIn tasks (40 per day) to set 45-minute appointments for the AEs to run a product demonstration through Zoom. There was an expectation of setting at least 5 appointments per week.An SDR was also sent out to work with partners who had hired Tendril SDRs to sell/set appointments for them. I had the chance to work on the internal campaign and also with 2 other clients, where I was able to exceed expectations. One of the companies sold software to schools to incre

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SDR, Referral (Bilingual Sales Development Representative)

Porch Group Pro Acquisition

Jun 2022 - Nov 2022 (6 months)

We were to proceed to the pro qualification and account creation. Finally, one would give them an onboarding session and would have the pro log into their account through computer/tablet /phone, and we would show them all the tricks and suggestions, offering a walk-through of the platform so that the professional gets familiarized with how Porch's technology works. Finally, one was to contact the pro again for feedback and sell them the idea of the subscription plans available for our marketing/sales specialist to close them through a transferred call.Quotas: 24 account creations (Complementary Profiles) per month (12 bi-weekly / 6 per week). 80 to 120 calls per day and/or high talk time with professionals. 4 transfers to sales per month to

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Bilingual (SDR/BDR)

BoomDemand

Jan 2022 - Apr 2022 (4 months)

Boom Demand is a lead generation and customer acquisition company that trains and distributes SDRs for internal campaigns (selling BoomDemand as a B2B lead generation and customer acquisition company to other businesses) and for external campaigns in which one is to be an active external SDR for BoomDemand's client(s) in which one is too cold call other companies and offer the client's service/software/etc.We were trained using SalesLoft to receive leads from ZoomInfo for the internal campaign, but training was set to be ready to use the client's CRM and dialer as not all would use the same one as BoomDemand.Like my previous job, I was to sell the products/services/software/etc. to the best of my ability to be able to set up appointments fo

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Bilingual Telephone Sales (SDR/Lead Generation)

One Star

Oct 2021 - Dec 2021 (3 months)

My time as an SDR/Lead Gen. at one star was great, a lot of adrenaline and a new side of sales I had not experienced before due to the fact that I did not deal with regular customers or people openly interested in buying and or selling a home. Instead, I was dealing with Pros (HVAC, Constructors, Painters, Plumbers, and General Contractors, to name a few. Which meant a brand-new challenge which was to change the speed and the number of proper nouns to use while keeping the interaction clear and respectful as these leads were the owners of their big, medium, or small business and at times, it was a family business and they were reluctant to let an outsider show them how they could grow revenue or even make the most of their gas mileage and s

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Bilingual Telephone ISA (Inside Sales Agent)

Power ISA

Dec 2020 - Aug 2021 (9 months)

All calls were cold, as the Pros never signed up for the appointment or the demo itself. During this initial call, we were instructed to follow a script that included an eight-second hook before the actual business intro and pitch. One would not only establish that first contact and the actual link with the DS/AE but also needed to get as much information from the prospect as far as where he/she was targeting his/her business towards, the number of employees, if they did service calls, how many per week, amongst other things we also needed to verify information like time zones (as some may be out of town but interested the demo), name, email and phone number as well as preferred times to be reached.My time as an Inside Sales Agent (ISA) con

Bilingual Telephone Collections Agent

Oportun

Apr 2020 - Oct 2020 (7 months)

I began in GenColl (General Collection) in where I was to take and make calls to and from clients who had an Amount Due near near-dated. We were to work out payment extensions and payment arrangements, take payments, or direct them to the department where they can best be assisted. Moved up to a department named the Hardship a month later, which was put into effect due to the pandemic and natural disaster, plus the protests that were going on at the same time. I was moved then further up two months later to Third-Party Collections, in which we contacted relatives and or friends of the client who had fallen behind on payments.Every month, there was time, calendar adherence, metrics, and amount collected that were to be met. Each area had a l

Juan Saldivar

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