Nicolas Rincon
@nicolasrincon
People-focused tech lead and team leader blending CRM automation, training, and sales enablement to scale growth.
What I'm looking for
I’m an experienced leader who combines team management, follow-up, personnel development, and material creation with strong communication. Over 5 years in Outsourcing/Offshoring, I’ve built high-performing teams through training, coaching, and operational discipline.
In training and learning roles, I’ve been a Certified Learning Specialist and training material developer, leading client relationship work, supervisor training, and classes with 30+ associates while keeping operational metrics, quality scores, customer satisfaction, and customer experience on goal. I’ve also supported major voice ramp-ups, including IT/production setup, KPIs, and learning material completion support.
More recently, I’ve taken on technical and leadership ownership—launching and running CRM-driven growth initiatives for SaaS (including a HIPAA compliant CRM), building CRM automations and integrations, and scaling sales operations. As a Tech lead & team lead, I managed CRM automations, integrations, campaign strategy, and right-hand COO support, scaling to over $150k of revenue in a month.
Experience
Work history, roles, and key accomplishments
Operations & CRM Support
King Soalr Solutions
Oct 2021 - Present (4 years 9 months)
Supported the two founders by producing reporting sheets, creating action plans, introducing CRM automations, and helping onboard new hires. Also handled appointment setting while supporting operational tasks.
Tech Lead & Team Lead
Midas Wealth
Jan 2023 - Sep 2024 (1 year 8 months)
Started as an appointment setter for a tax firm selling solar tax credit services, then scaled to primary tech support managing CRM automations, integrations, CRM boards, and campaign strategy. Served as right-hand to the COO, supported client setups, managed a team of 7 setters, and led planning meetings with executive stakeholders using SMART action plans and new hire coaching.
AI SaaS Sales & Lead Gen
Jdiaz
Jul 2022 - Dec 2022 (5 months)
Supported part-time lead generation and SaaS sales efforts for an AI credit repair app and related online store projects. Helped identify ways to sell and deliver value to online stores.
Shopify Support & Upsales
Shoptimized
Jul 2022 - Dec 2022 (5 months)
Provided part-time support by answering Shopify theme tickets and creating strategies to sell and upsell theme services and add-ons. Supported e-commerce store setup and managed Klaviyo accounts, coordinating with a developer team and client meetings.
Executive Assistant
Dr Ron Eccles
Nov 2021 - Jun 2022 (7 months)
Managed the executive’s agenda and performed LinkedIn prospecting. Reviewed SOPs and supported action plans for new products while providing support to clients.
COO (SaaS Marketing Ops)
Midnight Marketing - InTouch CRM
Mar 2021 - Aug 2021 (5 months)
Served as COO for a SaaS partnership supporting U.S. healthcare specialists using a HIPAA-compliant CRM. Owned marketing operations including content creation, marketing strategy, Meta/Google ads management, prospecting, and later CRM automations, email campaigns, integrations, and outsourcing lead generation team management.
Appointment Setter (Cold Calls)
Capital Energy
Sep 2020 - Feb 2021 (5 months)
Set appointments for sales representatives via cold calling and maintained top performance. After a few months, created action plans for appointment setters and new hires to increase value.
Intake Specialist (Disability)
Solvo Global
Aug 2020 - Aug 2020 (0 months)
Worked as an intake specialist for a law firm evaluating individuals to apply for disability benefits. Performed sales-oriented intake work.
Training & QA Account Lead
Callzilla
Aug 2019 - May 2020 (9 months)
Managed multiple product training accounts as the point of contact for Training & QA, handling reporting, budgeting, training planning, inventory, and performance adherence. Created corporate academy training material, improved trainer performance through follow-up and feedback, and supported language program development and trainee certification process development.
Certified Learning Specialist
Sitel
Aug 2017 - Apr 2019 (1 year 8 months)
Served as a certified learning specialist (trainer) and training material developer, including client relationship management and supervisor training. Managed operational metrics, quality scores, product satisfaction, and customer experience for new hire classes and supported voice ramp-up with training, production, KPIs, and software/hardware management.
Customer Service Rep & Sales
Convergys
Feb 2016 - Apr 2017 (1 year 2 months)
Worked as a customer service representative for a bilingual campaign, supported a new line of business launch, and served as a sales representative for AT&T. Achieved KPIs as a top performer and gained coaching experience.
Project Coordinator - Youth
Gobierno y Desarrollo Regional
Jun 2015 - Oct 2015 (4 months)
Translated educational files and strategies from English to Spanish and coordinated a group of teenagers in a personal growth program called “Project 0.”
Education
Degrees, certifications, and relevant coursework
AT&T
Sales Course, Sales
2016 - 2016
Completed an AT&T sales course from February 3, 2016 to May 12, 2016.
Proyecto Zero (Leadership program)
Leadership Program, Leadership
2015 - 2015
Participated in the Proyecto Zero leadership program assessed by Maria Claudia Lombo Lievano from February 7, 2015 to December 12, 2015.
Fundación Instituto Tecnológico del Sur / Colegio Wesleyano del Norte
High School, Secondary Education
2009 - 2014
Completed high school studies at Fundación Instituto Tecnológico del Sur (6–9) and Colegio Wesleyano del Norte (10–11) from 2009 to 2014.
Fundación Instituto Tecnológico del Sur
Middle School, General Education
2004 - 2008
Completed middle school at Fundación Instituto Tecnológico del Sur from 2004 to 2008.
Availability
Location
Authorized to work in
Job categories
Skills
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