marcus Davis
@marcusdavis
Customer service representative at Puffy Corporation generating $50,000–$60,000 in monthly sales.
United StatesWhat I'm looking for
At Puffy Corporation, I manage customer conversations across multiple channels and generate $50,000–$60,000 in monthly sales. I also handle complex escalations and work to reduce churn through proactive client engagement.
At Bento Engine, I managed full sales cycles and closed 80+ wealth management firms, with contracts up to $40,000 per year. I also serviced accounts quarterly and represented the company at national trade shows.
At Better Mortgage Corp, I led and mentored a team of SDRs and developed a training program for underperforming representatives. I also supported 500+ borrower profiles and contributed to more than $75 million in mortgage origination revenue.
Experience
Work history, roles, and key accomplishments
Customer Service Representative
Puffy Corporation
Dec 2025 - Present (10 months)
Managed multiple communication channels, maintaining high resolution efficiency and customer satisfaction. Generated $50,000–$60,000 in monthly sales and served as a go-to resource for complex escalations.
Insurance & Financial Broker
Pacific Advisors
Apr 2025 - Present (1 year 6 months)
Conducted 60–80 outbound calls daily to qualify and convert leads, adding 2+ new clients per month. Managed a book of 35+ active clients and hosted financial planning webinars via Zoom.
Executed 80–100 outbound calls per day to prospect and onboard new clients, growing personal book to 22 accounts. Delivered financial planning presentations and virtual seminars.
Account Executive
Bento Engine
Oct 2022 - Apr 2024 (1 year 6 months)
Managed full sales cycles, closing 80+ small-to-mid-size wealth management firms with contracts up to $40,000/year. Serviced accounts quarterly and represented the company at national trade shows.
Led and mentored a team of SDRs, designing a training program that rescued underperforming reps and elevated team performance. Ranked in the Top 3% out of 500+ SDRs and contributed to over $75 million in mortgage origination revenue.
Education
Degrees, certifications, and relevant coursework
California State University San Bernardino
Bachelor of Science, Biology
2012 - 2015
Bachelor of Science in Biology from California State University San Bernardino, completed in 2015.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
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