Jimuel Ubando

I am a highly driven and results-oriented B2B Sales Agent, Appointment Setter, and Customer Success Manager with over 8 years of combined experience in outbound sales and account management. I have built a solid track record of generating qualified leads, booking high-value appointments, and nurturing long-term client relationships across various industries, particularly in home services and SaaS.

In my 7 years as an outbound sales associate, I specialized in cold calling, lead qualification, and converting prospects into valuable opportunities. I consistently met and exceeded quotas through strategic outreach and persuasive communication. My ability to handle objections and tailor pitches based on client needs has allowed me to consistently close high-quality appointments for sales teams.

As a Customer Success Manager, I was responsible for managing over 150 accounts with a total annual contract value of $7.3 million. I ensured customer retention, upsold services, and maintained a 95% client satisfaction rate by proactively addressing client concerns, tracking success metrics, and aligning product solutions with customer goals. My approach blends empathy with data-driven decision-making to deliver measurable value and build lasting relationships.

I am highly proficient with key sales and productivity tools, including Salesforce, HubSpot, Gainsight, Calendly, Chili Piper, Thrio, and Cisco systems. I’m also familiar with property management platforms like AppFolio and Buildium, financial tools such as QuickBooks and Zoho Books, and collaboration platforms including Slack, Microsoft Teams, Asana, Basecamp, Dropbox, and Google Drive. I regularly use LastPass for secure credential management and tools like Tableau and Excel for reporting and analytics.

My workflow is streamlined and efficient—powered by tools like Toggl and Harvest to track productivity and project timelines. I leverage CRM data to optimize follow-ups and personalize communication, ensuring that every interaction moves the deal forward. I also have experience working in hybrid and remote environments, adapting quickly to new tools and maintaining professionalism across digital channels.

With a strong understanding of both sales and client success, I bring a unique blend of persistence, empathy, and analytical thinking. I thrive in fast-paced environments where I can contribute to revenue growth, improve customer experience, and support cross-functional teams in achieving ambitious targets.