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Carlos Barrios
Mid-level Sales & Client Support professional specializing in CRM and lead management
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About
Sales support/BD profile from First Standard Financial with hands-on ownership of CRM hygiene, lead tracking/qualification, and client onboarding follow-through. Built lightweight processes in an unstructured early-stage environment (standardized onboarding info, CRM fields, follow-up reminders) and ran multi-channel re-engagement outreach across email, LinkedIn, and phone, finding phone calls most effective. Leverages AI tools for faster email drafting, document summarization, and CRM data cleaning.
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Key Strengths
- Built and tested multi-channel outreach sequences to re-engage stalled prospects
- Identified outreach messaging issues (overly long emails, generic LinkedIn) and iterated toward higher-performing tactics (phone calls)
- Created structure in an early-stage/unstructured environment by standardizing onboarding requirements, CRM fields, and follow-up workflows
- Strong prospect research and prioritization using ICP alignment and trigger events
- Uses AI/automation to speed up email drafting, summarize documents, and improve CRM data accuracy
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