Director of Customer Advisory Board/Appointment Setter | IPO Arc

Reginald Ugay

Sales Manager
Customer Success Manager
Customer Support Representative
Google Sheets
Salesforce

March 2022 - April 2023

Director of Customer advisory Board:

• Onboard potential advisory board members through a video call

• Qualify potential advisory board members

• Provide potential advisory board members an overview of the company and the purpose of the advisory board, answer inquiries, and move the relationship to the next step

*Set an appointment for them to meet with our CEO

Appointment Setter:

• Cold call Prospects a list of specific prospects to discuss about referral partnerships

• Set an appointment for them to meet with our vice president

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