Julia Fleris
@juliafleris
B2B sales leader driving revenue growth through consultative outreach and team coaching.
What I'm looking for
I’m a dynamic B2B sales leader focused on driving revenue growth in fast-paced environments. I’ve led high-performing outreach teams, mentored new talent, and maintained high standards for integrity, data accuracy, and customer impact.
In my current role, I build and execute outreach strategies that deliver results—tracking lead pipeline and conversion rates, managing key sales metrics, and supporting Salesforce CRM compliance. I’ve also driven meaningful performance outcomes, including exceeding monthly targets and surpassing sales metrics while maintaining consistent quality.
Previously, I excelled in consultative selling and financial planning as a Financial Manager / Sales Rep, recognized for exceeding sales goals and earning trust through strategic planning and strong relationship building. I contributed to onboarding and recruiting success, completed high volumes of Welcome Visits, and improved first Wellness Review Visit conversions and completion rates through personalized follow-up.
Earlier leadership experience includes managing daily operations and front-desk workflows as a Practice Manager in a high-volume orthodontic office. I converted consultations into treatment plans, aligned contract options with patient needs, supported upsell opportunities, and trained teams on consult-to-close techniques to improve scheduling and acceptance.
Experience
Work history, roles, and key accomplishments
Outreach Executive II
Oak Street Health
Mar 2024 - Present (2 years 4 months)
Drove revenue growth by leading B2B outreach and mentoring field sales talent at Oak Street Health. Managed Salesforce-based lead pipeline and conversion metrics, including welcome-to-wellness visit conversion and satisfaction improvements.
Outreach Executive I
Oak Street Health
May 2023 - Mar 2024 (10 months)
Exceeded outreach quotas through cold outreach, community events, and referral pipelines while building B2B referral partnerships. Recruited and supported junior outreach reps and represented Oak Street Health at community events to drive lead capture.
Financial Manager / Sales Rep
Certified Cars of Huntington
Jan 2022 - May 2023 (1 year 4 months)
Performed sales and financial management responsibilities with a consultative approach, using Salesforce to track leads and sales performance. Recognized for exceeding sales goals and delivering impactful outreach strategies.
Practice Manager
125th Street Braces
Mar 2017 - Mar 2020 (3 years)
Managed day-to-day front desk and practice operations, converting consultations into treatment plans to support revenue growth. Oversaw insurance processes and prior authorizations, trained staff on consult-to-close workflows, and supported scheduling and payroll to improve patient satisfaction.
Education
Degrees, certifications, and relevant coursework
LaGuardia Community College
Associate of Science
Earned an Associate of Science from LaGuardia Community College. The specific field of study was not provided.
York College
Bachelor of Science
Earned a Bachelor of Science from York College. The specific field of study was not provided.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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