Jonathan Lutz
Field Sales Consultant/Retail Sales/Inside Sales
Houston, TX 77059
****.*******@*****.***
As a clean energy ambassador at Sunrun I was responsible for utilizing our partnerships with local home goods retailers (Home Depot, CostCo) to locate new customers and get them in touch with our Sunrun Solar Consultants, who in turn provide our clients custom residential solar designs at no cost. My experience in sales and management extends beyond my work with Sunrun, and I hope you will take a moment to review my resume and qualifications. Authorized to work in the US for any employer
Work Experience
Clean Energy Ambassador
Sunrun - Houston, TX
August 2021 to February 2022
Retail Sales Leader for Sunrun in Houston. Top Performer. Nationally Recognized for daily appointments generated (11 new leads in 8 hours).
• Average monthly sales in estimate over $175,000 individually and $750,000 as a team.
• Utilized Okta CRM to properly qualify customers and to schedule their appointments.
• Worked with Home Depot and CostCo to properly educate customers on the benefits of going solar, their potential savings and their access to battery backup power.
• Averaged 2-6 new customer appointments a day.
• Utilized lease and ownership agreements that saved our customers money on electricity while providing their homes with clean, renewable energy.
Uber Partner Driver
Uber - Houston, TX
March 2019 to July 2021
• Received a 4.96/5 rating by my customers.
• Completed over 1600 individual trips covering over 30,000 miles.
• Received multiple recommendations by the company and by my passengers, including references and additional private driving opportunities.
Sales Agent Representative
Triton Technologies, Inc. - Houston, TX
August 2020 to November 2020
• Worked with the American Red Cross to provide safety training to employers and their employees.
• Provided First Aid/CPR/AED training as well as educating clients on new hygiene and social distancing protocols as recommended by the CDC and local governments. Acquisition Specialist
Step-Up Home Buyers - Houston, TX
December 2019 to March 2020
• Utilized Podio CRM to organize clientele and monitor day-to-day activities.
• Completed over 80 hours of Residential Real Estate Acquisitions training.
• Averaged 112 outbound calls per day to interested sellers throughout the Houston marketplace.
• Averaged 1-2 in-person appointments per week.
• Negotiated contracts based off a proven buying formula, averaging acquisitions of 50-60% below ARV.
• Photographed houses to present clients to investors and management. Acquisition Analyst
Revere Resources - Houston, TX
November 2018 to April 2019
• Responsible for locating contact information for potential targets.
• Formulated client list and corresponded directly with clientele.
• Oversaw accounts worth over 15 million USD.
• Built relationships with clients aimed at acquiring their mineral interest in the Eagle Ford and Permian Basin.
• Offered over 3 million USD in mineral acquisitions.
• Analyzed unit data (revenue statistics, drilling schedules, operator records, etc.) to better negotiate contracts.
Delivery Driver
Marco's Pizza - Houston, TX
May 2018 to November 2018
Sales Manager/Owner
National Container Warehouse - Houston, TX
December 2015 to September 2018
• This company was aimed at selling new and used shipping containers across the greater Houston area and southeast United States.
• Worked directly with clients, customers and suppliers to provide a variety of containers at a very low cost.
• Visit us online at NationalCW.com or on facebook.com/nationalcw.
• Established a website and online marketplace to allow customers to view and purchase containers, complete with descriptions, pictures, and prices. Customers were able to securely access a list of inventories and make payments.
• Invested in online marketing programs aimed at consumers interested in similar products. Individuals interested in monthly price specials were encouraged to follow NCW's Facebook page, where online deals would be time-sensitive and freely available. Over 1500 customers and clients followed our page.
• Customers had the ability to individually view, choose, and modify their containers in person according to their preferences. Worked directly with the supplier and intermediate transport personnel to book, transport and deliver each unit.
Property Manager
24 Seven - Sugar Land, TX
March 2015 to December 2015
• Joined independent entrepreneurs throughout Texas to form multiple LLCs designed to buy, lease and sell properties across the greater Houston area.
• Amended lease agreements and worked with project developers to secure contracts, surveys, site plans and closing documents.
• Monitored all constructions in progress by coordinating construction crews and independent contractors.
• Filed banking papers, created and evaluated expense reports, and managed financial deposits with over 8 banking institutions across Houston.
• Composed a detailed daily description of all communication between our company, tenants, partners and contractors.
REPRESENTATIVE
WORLD FINANCIAL GROUP - Houston, TX
May 2014 to August 2014
• Worked as a team-member with other representatives to build productive, successful inter-personal relationships with management and clients.
• Participated in intense training and networking aimed at developing an extensive client base.
• Developed the ability to formulate product portfolios and presentations aimed at recommending appropriate policies to families and/or individual clients. Floor Manager
North Sails - Kemah, TX
September 2012 to September 2013
• Communicated with regional managers and owners to identify and address customer concerns and product deficiencies.
• Assisted designers in building and repairing sails.
• Handled financial transactions with customers and coordinated and executed shipment of regional orders.
Coach
Fort Adams Sailing Team - Newport, RI
May 2012 to July 2012
Coach
Houston Optimist Team - Houston, TX
January 2012 to February 2012
Coach
LAKEWOOD YACHT CLUB - Seabrook, TX
May 2011 to September 2011
Coach
METEDECONK RIVER YACHT CLUB - Township of Brick, NJ May 2011 to September 2011
UPS Store Associate
UPS - Houston, TX
November 2007 to January 2008
Delivery Driver
MARIO'S PIZZA - Webster, TX
October 2006 to May 2007
Education
B.S. in Political Science & Energy & Sustainability University of Houston - Houston, TX
September 2012 to December 2014
Coursework in Political Science and Government
Boston College - Boston, MA
September 2009 to July 2012
High School Diploma in Advanced Placement
Clear Lake High School - Houston, TX
August 2005 to May 2009
Associate's degree
Skills
• Account Management (5 years)
• Customer Relationship Management (6 years)
• Data Entry (8 years)
• Documentation (4 years)
• Marketing (3 years)
• Management (5 years)
• Property Management (1 year)
• Quickbooks (3 years)
• Microsoft Office (10+ years)
• Outlook (10+ years)
• Retail Sales (4 years)
• Office Management (4 years)
• Logistics (2 years)
• Project Management (2 years)
• Excel (5 years)
• Management Experience (3 years)
• Sales Experience (4 years)
• Sales Management (3 years)
• Contract Negotiation (4 years)
• Negotiation (4 years)
• CRM Software (3 years)
• Business Development (4 years)
• Statistics (5 years)
• Human Resources (3 years)
• Outside Sales (5 years)
• Territory Management (5 years)
• Accounting
• Tax experience
• Data analysis skills
• Customer support
• Culinary experience
• Google Suite
• Digital marketing
• Google AdWords
• Copy editing
• WordPress
• Video editing
• Databases
• Search Engine Optimization (SEO)
• Google Analytics
• Branding
• Email Marketing
• Blogging
• Social Media Management
• Analytics
• Proofreading
• Filming
• Business Analysis
• Manufacturing
• Mechanical knowledge
• Telemarketing
• Typing
• Contracts
• B2B sales
• Facebook Advertising
• E-commerce
• Contracts
• Contracts (5 years)
• Contracts (5 years)
• Dispatching
• Front desk
• Medicare
• Inside sales
• Outbound sales
• Spanish
• Web design
• Analysis skills
• Serving
• Operating systems
• Windows
• Bilingual
• Data collection
• Scripting
• Live chat
• Mobile applications
• Supervising experience
• Product development
• iOS
• Mac OS
• Financial modeling
• Salesforce
• Product management
• Lead generation
• System design
• Construction
• Contracts
• Technical support
• Banking
• Technology sales
• Channel management
• Dealership experience
• Pet care
• Animal care
Languages
• Spanish - Fluent
Links
https://bceagles.com/sports/sailing
https://charlestonraceweek.com/taylor-lutz
https://www.chron.com/neighborhood/article/Lutz-given-top-spot-on-U-S-sailing-team-9556491.php https://www.chron.com/neighborhood/article/Taylor-Lutz-rules-the-Opti-waves-9557651.php Awards
2009-2010 National Champion, Boston College Athletics October 2010
National Champion (Sailing), #1 Ranked Collegiate Sailing Team, Sailing World Magazine, Freshman 2010-2011 National Champion, Boston College Athletics October 2010
National Champion (Sailing), #1 Ranked Collegiate Sailing Team, Sailing World Magazine, Sophomore Collegiate Sailor of the Week (National Award)
September 2009
Collegiate Sailor of the Week- September, 2009
Collegiate Sailor of the Week (National Award)
October 2009
Collegiate Sailor of the Week- October, 2009
Collegiate Sailor of the Week (National Award)
September 2010
Collegiate Sailor of the Week- September, 2010
All District Selection, Second Team (Varsity Athletics) May 2009
Nationally Ranked Starting Varsity Team Member (Soccer), Second Team All District Selection, Clear Lake High School, Houston, TX
Runner-Up, North American Youth Sailing Championship, Ponce, Puerto Rico
(2006)
July 2006
2nd Place Youth North American Sailing Championship United States Youth World Trials Champion, Long Island, NY (2006) March 2006
#1 Ranked Youth Sailor in the United States of America (2006), Qualified for the Youth World Championship in Montevideo, Uruguay
2nd Runner-Up United States Youth World Championship Qualifier, New Orleans, LA (2007)
July 2007
#3 Ranked Male Team in United States (2007)
Certifications and Licenses
Globalization
December 2014 to Present
Issued by the University of Houston, covered global business and market analytics. Petroleum Land Management
May 2015 to Present
Issued by the University of Houston Downtown. Covered Oil and Gas contracts and operations management.
Assessments
Verbal Communication — Highly Proficient
March 2020
Speaking clearly, correctly, and concisely
Full results: Highly Proficient
Logic & Critical Thinking — Expert
May 2019
Using logic to solve problems.
Full results: Expert
Attention to Detail — Highly Proficient
May 2019
Identifying differences in materials, following instructions, and detecting details among distracting information.
Full results: Highly Proficient
Real Estate — Expert
December 2019
Measures a candidate's ability to match listings with specifications and identify errors on marketing materials.
Full results: Expert
Outside Sales — Expert
October 2020
Understanding and responding appropriately in sales scenarios, and performing common sales calculations
Full results: Expert
Active Listening — Highly Proficient
March 2020
Actively listening and appropriately responding in conversations. Full results: Highly Proficient
Work Style: Conscientiousness — Highly Proficient
October 2020
Tendency to be well-organized, rule-abiding, and hard-working Full results: Highly Proficient
Business Math — Expert
October 2020
Using basic math to solve problems in a business context Full results: Expert
Analyzing data — Highly Proficient
November 2020
Interpreting and producing graphs, identifying trends, and drawing justifiable conclusions from data Full results: Highly Proficient
Verbal communication — Highly Proficient
March 2020
Speaking clearly, correctly, and concisely
Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
AREAS OF EXPERTISE
Account Management, Reporting and Forecasting Sales, Attention to Detail, Business Acumen, Cross- cultural Relations, Customer Relationship Management, Customer Service, Data Entry, Documentation, Geography, Management, Marketing, Multi-tasking, Professional Presentations, Training and Teaching LEADERSHIP
Member, United States Youth Sailing Team, 2003-2007
Member, Boston College Eagles Varsity Sailing Team, 2009-2011
Member/Volunteer, Student Athlete Athletic Council (SAAC), Boston College, 2009-2011
Volunteer, United States Sailing Team, 2013
Volunteer, Houston Food Bank, 2014-2019
Member/Volunteer, Galveston Bay Foundation, 2017-2019