Jerome

Virtual Assistant

Get to Know Me

Professional Summary

Sales Development Representative with several years of experience supporting outbound sales teams through lead qualification, cold calling, and appointment setting. Experienced in phone based prospecting, CRM management, and structured follow up to support Account Executives throughout the sales funnel. Background includes B2B technology and insurance related environments, with consistent exposure to Salesforce and Outreach. Brings a disciplined, target driven approach to pipeline support and prospect engagement.

Key Skills Icon

Key Skills

Outbound cold calling and prospecting
Lead qualification and appointment setting
CRM management using Salesforce and Outreach
Sales funnel and follow up coordination
B2B sales support
Inbound and outbound call handling
Customer account documentation and data entry
Sales and client service coordination

Professional Experience

Career experience spans sales development, insurance support, and customer service roles within BPO and U.S. client facing environments. Has worked closely with sales teams to qualify leads, manage CRM records, and schedule appointments for Account Executives, while consistently supporting outbound prospecting goals. Previous roles included insurance servicing, quote preparation, documentation review, and direct coordination with account managers, lenders, and carriers. Earlier experience in customer service involved high volume inbound and outbound calls, account management, billing support, escalation handling, and assisting peers, reflecting a strong foundation in client communication and operational accuracy.

Jerome

Get to Know Me

Watch a brief introduction that highlights my professional background and areas of expertise.

Professional Summary

Sales Development Representative with several years of experience supporting outbound sales teams through lead qualification, cold calling, and appointment setting. Experienced in phone based prospecting, CRM management, and structured follow up to support Account Executives throughout the sales funnel. Background includes B2B technology and insurance related environments, with consistent exposure to Salesforce and Outreach. Brings a disciplined, target driven approach to pipeline support and prospect engagement.

Key Skills

Outbound cold calling and prospecting
Lead qualification and appointment setting
CRM management using Salesforce and Outreach
Sales funnel and follow up coordination
B2B sales support
Inbound and outbound call handling
Customer account documentation and data entry
Sales and client service coordination

Professional Experience

Career experience spans sales development, insurance support, and customer service roles within BPO and U.S. client facing environments. Has worked closely with sales teams to qualify leads, manage CRM records, and schedule appointments for Account Executives, while consistently supporting outbound prospecting goals. Previous roles included insurance servicing, quote preparation, documentation review, and direct coordination with account managers, lenders, and carriers. Earlier experience in customer service involved high volume inbound and outbound calls, account management, billing support, escalation handling, and assisting peers, reflecting a strong foundation in client communication and operational accuracy.