Remote CRX & Client Lifecycle Specialist /analysis

DASHILE MIGUELE

Remote Customer Revenue Experience (CRX) & Client Lifecycle Specialist

Antioch, CA 510-***-**** ***********@*****.*** PROFESSIONAL SUMMARY

Results-driven Customer Revenue Experience (CRX) Specialist with 9+ years of success in remote sales, client lifecycle management, and revenue optimization across insurance and solar energy sectors. Proven track record of exceeding KPIs with 30–35% close rates and 80–85% appointment conversion rates.

Expert in CRM pipeline management, virtual consultations, compliance-driven sales, and customer retention strategies. Adept at leveraging AI-driven tools, data analytics, and consultative selling frameworks to drive revenue growth. Seeking a remote, performance-based role where customer experience, compliance, and scalable revenue strategies intersect.

CORE SKILLS & EXPERTISE

● Customer Revenue Experience (CRX) Strategy

● Remote Sales & Virtual Consultations

● Client Lifecycle Management & Retention

● CRM Systems: Salesforce, Zoho CRM

● Lead Qualification & Pipeline Optimization

● KPI Tracking & Revenue Forecasting

● Cross-Selling & Upselling Strategies

● Insurance & Energy Product Advisory

● Regulatory Compliance (Insurance, CPUC, NEM 3.0)

● AI-Powered Sales Tools & Proposal Systems

● Customer Success & Account Management

● Multi-Channel Communication (Phone, Zoom, Teams) PROFESSIONAL EXPERIENCE

Remote Licensed Insurance Producer

Symmetry Financial Group / Barr Insurance Agency

Feb 2024 – Present

● Conduct high-volume remote consultations (phone/video) to identify client financial protection needs

● Manage the full sales lifecycle from lead generation to policy issuance using CRM systems

● Maintain compliance across multi-state licensing (CA, TX, OH, VA, MI, SC)

● Convert inbound/outbound leads into revenue-generating policies

● Educate clients on life, health, and financial protection products

● Track and optimize conversion rates, retention metrics, and production KPIs

● Deliver simplified, client-friendly solutions for complex financial products Remote Solar & Energy Revenue Advisor

The Solarian Advisory Group

Feb 2012 – Jan 2025

● Delivered virtual residential & B2B energy consultations, driving consistent revenue growth

● Achieved 30–35% close rate through consultative sales methodology

● Maintained 80–85% appointment-to-sale conversion rate

● Managed full CRM pipeline (Salesforce, Zoho), including lead tracking and follow-ups

● Generated AI-powered solar proposals using Aurora AI and Solargraf

● Coordinated project workflows, including permitting, onboarding, and installation timelines

● Ensured compliance with CPUC regulations and NEM policies

● Built long-term client relationships to drive referrals and repeat business KEY PERFORMANCE METRICS

● 9+ Years Remote Revenue Experience

● 30–35% Average Close Rate

● 80–85% Appointment Conversion Rate

● Multi-State Licensed Insurance Producer

● High Retention & Referral-Based Sales Growth

● CRM-Driven Revenue Forecasting & Reporting

TECHNICAL SKILLS

● Salesforce CRM

● Zoho CRM

● ZoomInfo

● Aurora AI / Solargraf

● Google Workspace

● Microsoft Office Suite

● Zoom, Microsoft Teams, Slack

● Data Analytics & CRM Reporting

● Virtual Presentation Tools

● ChatGPT/Claude/Magic Light/Dall-E Certified

EDUCATION & CERTIFICATIONS

● ChatGPT/ Claude/ Magic Light AI/ DALL-E Certification

● Associate of Arts – Energy Generation & Storage

● Bachelor of Arts – Photography

● Licensed Multi-State Life & Health Insurance Producer

● Property & Casualty (P&C) Licensed

● Aurora AI Certified

● Enphase Certified

● HIS #12933

● Tesla Powerwall Certified

● SunPower / Sunrun Training

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