Edgar Marcano
@edgarmarcano
I drive sales funnels and marketing strategy to improve client enrollment and operational efficiency.
What I'm looking for
I’m a Marketing Strategist and Sales Funnel Expert, ClickFunnels Funnel Builder certified, with a background in marketing and psychology that strengthens client relationships and smooths the path from application to kick-off. I’m known for prompt client intakes, clear communication, and maintaining accurate records in compliance with HIPAA and other regulations.
I’ve hosted multiple weekly webinars to educate prospective clients on programs and admissions processes while serving as a continuous liaison through first client kick-off meetings. I regularly use Salesforce and Anthology to maintain client records, generate reports to analyze trends, and identify opportunities for surpassing enrollment goals, delivering white-glove support across calls, emails, and texts; I also train and mentor junior advisors and coordinate admin workflows to enhance the client experience. In my current role, I provide regulated customer account support, accurately document information in the client system, and communicate clearly about account status and additional product/service offerings.
Experience
Work history, roles, and key accomplishments
Customer Service Representative
National Grid
Sep 2025 - Present (9 months)
Assisted customers with account inquiries, documented account information in the client system, and explained account status in detail while following state and federal requirements. Helped customers with delinquent accounts and discussed additional product and service offerings during qualified calls.
Sales Funnel Strategist/Consultant
Dream Big Media
Feb 2018 - Aug 2025 (7 years 6 months)
Hosted multiple weekly webinars to educate prospective clients and supported them from applications through first client kick-off meetings. Used Salesforce and Anthology to maintain client records, generate reports to identify opportunities to surpass enrollment goals, and delivered white-glove support across calls, emails, and texts (averaging 30–60+ inbound/outbound calls per day).
Smart Home Security Sales Associate
AMP Smart
Sep 2016 - Jan 2018 (1 year 4 months)
Guided homeowners through the security system application and pre-departure process by assessing needs and matching them to appropriate equipment. Converted inbound and outbound inquiries into sales and maintained accurate invoice and database records for financial reporting while collaborating with the team using remote platforms.
Sales Associate/Fitness Trainer
Planet Fitness
Jul 2014 - Jul 2016 (2 years)
Created and facilitated fitness plans for members of all ages, coordinating training and nutrition and providing educational resources to support individual fitness goals. Generated weekly schedules for new and recurring member activities to support member engagement and continuity.
Internship Assistant
State Capital
Oct 2015 - May 2016 (7 months)
Developed event activities tailored to Senator supporters to create an interactive, supportive learning environment for the Senator’s 10th district office. Supported Senator James Sanders Jr. by promoting his language through media and providing supervision and guidance.
Education
Degrees, certifications, and relevant coursework
University at Albany
Psychology and Communications
Studied Psychology and Communications and graduated in February 2016.
Hudson Valley Community College
Associate’s Degree, Individual Studies
Earned an Associate’s Degree in Individual Studies, graduating in May 2014.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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