
Serena User
@serenauser2
I build revenue through high-volume outbound prospecting, consultative sales, and trusted guidance through complex financial decisions.
What I'm looking for
I'm currently a Tax Advisor at Tax Debt Services, where I conduct 200+ inbound and outbound customer conversations daily, generate qualified opportunities, and close service agreements.
I use consultative discovery, empathy, and strategic objection handling to help people understand tax resolution options. I manage pipeline activity and follow-up in Logics CRM across phone, email, and SMS.
Previously, at Hello Mazda of Temecula, I guided customers through vehicle selection, financing, credit applications, contracts, and delivery while building long-term relationships. My background in insurance, debt resolution, hospitality, and leadership has strengthened my customer-first approach in high-volume environments.
Experience
Work history, roles, and key accomplishments
Tax Advisor
Tax Debt Services
Apr 2026 - Present (5 months)
Conducts 200+ outbound and inbound customer conversations daily using RingCentral, generating qualified opportunities through cold calling and follow-up campaigns. Manages pipeline activity and customer communications through LogicsCRM while building trust with clients facing complex financial challenges.
Education
Degrees, certifications, and relevant coursework
Mt. San Jacinto College
Associate of Science, Business Administration
Pursued an Associate of Science in Business Administration, gaining foundational knowledge in business principles and management.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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