Julian Valdes is a proactive professional specializing in customer support, sales coordination, and real estate acquisitions, with a proven ability to adapt and streamline processes.
Utilized CRM systems extensively for appointment scheduling, customer data management, and support at SolQ.
Conducted targeted cold calls for real estate acquisitions and solar program appointments to generate leads.
Effectively communicated in English and Spanish with property owners, business partners, and clients.
Provided support to customers and internal teams, resolving scheduling issues and troubleshooting platform concerns.
SolQ
Utilized CRM software and Quickbase to support the scheduling and management of solar sales appointments and presentations., Coordinated appointment confirmations and rescheduling, ensuring customers were prepared for their consultations with sales representatives., Maintained CRM database by...
E7 Investments
Conducted targeted cold calls for off-market acquisitions, persuading property owners across Texas to consider selling their assets, even when they were not actively seeking buyers., Engaged businesses to explore leasing opportunities for newly acquired buildings and warehouses, effectively...
SoCal
Conducted cold calling and appointment setting for net-metering program presentations by the sales team., Effectively supported sales representatives by ensuring a steady pipeline of qualified leads and well-coordinated schedules., Leveraged communication skills to engage potential customers and...
Epicor Software
Bachelor of Business Administration
Managed accounts receivable by advising debtors, monitoring payments, and applying skip tracing techniques at Epicor Software.
Consulted debtors on payment options and arranged installment agreements, Monitored accounts for compliance with established payment plans and flagged non-compliances, Used skip tracing and other techniques to locate debtors, Maintained high volume of calls and met the demands of a busy and...