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Konstantinos Katsaros

@konstantinoskatsaros

Sales and AI automation specialist who converted leads and automated sales workflows with Make and n8n.

At Confidential Companies, I oversaw the client lifecycle from lead conversion through account management and retention. I used consultative selling to convert inbound and outbound leads into active, funded accounts.

Across sales roles at Inefex, Banxso, and Hero Traveller, I managed investment accounts, supported client retention, and conducted B2B outreach. I also develop sales automation workflows with tools including Make, n8n, and Claude.

Experience

Work history, roles, and key accomplishments

Sales & Account Management Specialist

Confidential Companies

Nov 2024 - Mar 2026 (1 year 4 months)

Oversaw the entire client life cycle, including lead conversion, account management, and retention. Employed consultative selling to convert leads into active accounts and collaborated with sales, retention, and support teams.

B2B Sales B2C Sales Lead Conversion Account Management Customer Retention Consultative Selling CRM HubSpot Custom CRM Sales Funnel Optimization Client Onboarding Upselling Cross Selling

Account Manager

Inefex

May 2024 - Aug 2024 (3 months)

Maintained 40 active investment accounts globally, designed trading models, and developed risk management strategies. Analyzed market movements across Forex, indices, and commodities.

Account Management Investment Accounts Trading strategies Risk Management Market Analysis Forex Indices Commodities

Retention Agent

Banxso

Nov 2023 - Mar 2024 (4 months)

Managed 50-70 active investment accounts for South African clients across multiple asset classes. Maintained high client retention through a consultative, relationship-first approach.

Customer Retention Account Management Financial Markets Sales Psychology CRM Upselling Consultative Selling

Sales & Telemarketing Operator

Hero Traveller

Apr 2023 - Sep 2023 (5 months)

Designed and executed B2B outreach strategies to generate leads and secure partnership deals for a travel-tech startup. Conducted cold calls and email campaigns, and represented the company at the MIT Global Startup Workshop.

B2B Sales Lead Generation Cold Calling Email Campaigns Telemarketing Client Portfolios Startups