JOSELEEN GARCIA
Jordan Springs
Summary
Results-driven Account Executive with experience in sales, customer retention, and business growth. Proven expertise in building and nurturing client relationships, driving revenue growth, and consistently surpassing KPIs and targets. Skilled in negotiating, closing deals, and creating strategies that ensure long-term customer satisfaction, and loyalty. Committed to fostering strong partnerships, enhancing customer experience, and contributing to organisational success through effective sales leadership and strategic business development.
Overview
5
5
years of professional experience
Work History
Sales Executive
Smartpay Eftpos
02.2025 - Current
- Drive new business development and manage existing client relationships to ensure growth within the B2B sector, focusing on small to medium enterprises (SMEs) across diverse industries.
- Achieve and consistently exceed sales KPIs, including monthly revenue targets, client acquisition goals, and customer retention metrics.
- Provide tailored EFTPOS solutions to clients, demonstrating product value and benefits, while aligning with their business needs and objectives.
- Develop and maintain strong relationships with key decision-makers within client organisations to ensure long-term satisfaction and continued business partnerships.
- Coordinate with internal teams to ensure seamless implementation of EFTPOS solutions, from initial consultation through to post-sales support and service.
- Identify upselling and cross-selling opportunities to expand client portfolios, and maximise revenue streams.
- Conduct regular account reviews to assess client satisfaction, resolve issues, and identify opportunities for growth.
- Utilise CRM tools to track sales activities, monitor progress against KPIs, and report on key performance metrics to senior leadership.
- Collaborate with the marketing team to develop sales collateral and campaigns targeting SMEs in specific verticals, leading to an increase in lead generation and conversions.
- Stay informed on industry trends, competitor offerings, and technological advancements to continuously provide clients with innovative solutions.
Business Development Executive
Godfrey Remuneration Group
07.2024 - Current
- Generated new business leads through proactive outbound prospecting, including cold calling, emailing, and social selling
- Conducted engaging product demonstrations for qualified leads, effectively showcasing solutions and driving conversions
- Analysed industry trends and market insights to position offerings and differentiate the company in competitive markets
- Collaborated with Head of Human Resources and C-suite clients to tailor solutions and close high-value deals
- Marketed and promoted the launch of the Executive Remuneration Survey, enhancing client engagement and brand visibility
- Acted as a liaison between clients and consultants, ensuring effective communication and delivery of client needs
- Managed and executed LinkedIn campaigns to generate brand awareness and drive qualified leads
Account Executive
Valiant Finance
09.2023 - 07.2024
- Managed a portfolio of 300+ clients, ensuring exceptional service and support to meet their financial needs
- Generated new leads through proactive outreach, referrals, and partnerships, expanding the client base and fostering growth
- Re-engaged with clients quarterly to build strong, ongoing relationships and better understand their evolving business and financial needs
- Specialised in negotiating working capital, asset finance, invoice, and trade finance facilities to provide tailored financial solutions
- Engaged with 88+ lenders, negotiating terms and securing the best financing options for clients
- Consistently met and exceeded sales targets and quotas, contributing to business growth and profitability
Financial Business Consultant
Valiant Finance
02.2023 - 09.2023
- Engaged with SME clients to secure financial funding by making a high volume of daily calls through Salesforce CRM, ensuring efficient lead generation and follow-up
- Prequalified new and existing clients through both inbound and outbound calls and emails, identifying their financing needs and providing tailored solutions
- Discussed a range of loan options, including Working Capital, Automotive, Equipment and Asset Financing, as well as Property Purchase and Development Financing
- Met and exceeded sales targets and KPIs, driving business growth and ensuring consistent performance
- Ensured high-quality customer interactions by adhering to quality assurance standards for calls, maintaining professionalism and accuracy
Keyholder Manager
Pandora Jewellery
10.2020 - 01.2023
- Applied a consultative sales approach to understand customer requirements and provide tailored solutions
- Maintained positive customer and client relations, ensuring high levels of satisfaction and repeat business
- Consistently met and exceeded KPI targets, contributing to business growth and achieving company objectives
- Built strong customer relationships and provided consistent follow-up to improve customer satisfaction and loyalty
- Utilised product knowledge to recommend complementary items, matching client needs and boosting sales
- Cross-sold additional products to increase overall sales and enhance the customer shopping experience
- Resolved customer complaints effectively and adjusted policies to align with evolving customer needs and expectations
- Delivered ongoing training to staff to improve performance and address team development needs
Education
Bachelor of Commerce - Accounting
Macquarie University
Sydney, NSW07.2022
Skills
- Business development and sales strategy
- Objection handling and negotiation
- Account management and client relations
- Salesforce and Oracle CRM expertise
- Microsoft Office Suite proficiency
- B2B sales experience and lead generation
- Market research and competitive analysis
- Financial solution consulting
- Strategic planning and execution
- Performance tracking and reporting
- Cross-functional collaboration
- Product demonstration and cross-selling strategies
Timeline
Sales Executive
Smartpay Eftpos
02.2025 - Current
Business Development Executive
Godfrey Remuneration Group
07.2024 - Current
Account Executive
Valiant Finance
09.2023 - 07.2024
Financial Business Consultant
Valiant Finance
02.2023 - 09.2023
Keyholder Manager
Pandora Jewellery
10.2020 - 01.2023
Bachelor of Commerce - Accounting
Macquarie University
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