KALOB WITZELL

• Expert in Consultative Sales: Skilled in identifying customer energy needs and providing tailored solar solutions, resulting in increased conversion rates and long-term customer satisfaction
• Customer Education and Engagement: Strong ability to simplify complex solar technologies, educating clients on the financial and environmental benefits, leading to informed purchasing decisions
• CRM and Lead Management Proficiency: Proficient in using CRM software to track leads, manage customer interactions, and optimize the sales pipeline for maximum efficiency and closing rates.

Business Development

• Lead sales pitches to prospects for website development and marketing services for 50K-150K contracts
• Assist senior sales representative in managing client accounts, generating leads, and maintaining positive customer relationships
• Manage Pipedrive CRM through monitoring sales tasks and updating potential prospects
• Compose and specifically tailor Request for Proposals (RFP's) to gain new and prospective clients

Client Services

• Provide ongoing support for clients during all stages of their website development and or marketing campaign
• Prepare key project management documentation inclusive of project requirements, critical paths, status reports, quality assurance testing, and software delivery approvals
• Regularly communicate with clients on project progress updates, statuses, deadlines and key milestones to ensure customer satisfaction
• Create and lead system training sessions to educate clients on how to effectively navigate, upload, and edit their website.

• Preparation of monthly bank reconciliations
• Preparation of monthly bookkeeping in Microsoft Excel
• Organized client financial information for review by the office manager
• Reconciled monthly deposits from the bank statement to the deposit book.