Optimistic Sales Pro & Tech Enthusiast

Leveraging 11+ years of sales experience with a passion for AI and Automation to drive growth and efficiency.

Portrait of Josward Santana

About Me

I'm a sales professional with over 11 years of experience who always looks for the upside. I'm also a technology lover, fascinated by how automation and AI can transform our professional and personal lives. My core belief? Strong relationships are fundamental to all success, but accountability always comes first.

I feel blessed to be human in an age where we can leverage powerful tools like technology and AI to become more efficient and achieve greater results. It's not about replacing the human element, but enhancing it.

Whether it's streamlining workflows or finding innovative solutions, I thrive on using these advancements to win, and I'm passionate about helping others do the same. Fluent in both English and Spanish, I combine strategic thinking with a hands-on approach to drive meaningful outcomes.

Key Highlights & Skills

Financial Services Expertise

Experienced in loan services, investments, debt management, and resolution strategies within the financial sector.

Business Growth

Proven ability to drive revenue, secure investments (e.g., $5M+), and significantly increase market share.

Automation & AI Integration

Skilled in implementing workflow automation and integrating AI solutions to enhance efficiency and results.

Core Competencies

Strategic Planning Team Leadership Business Development Salesforce Workflow Automation AI Integration Financial Services Talent Sourcing Deal Negotiation Process Improvement Risk Management Bilingual (English/Spanish) Client Relationship Management

Professional Experience

Owner

AdditizeYou (SMM Agency)

Feb 2023 – Present

Responsible for overseing all agency operations, developing social media strategies, managing client relationships, and driving growth. Building and Implementing workflow automations and AI integrations to enhance client service delivery.

Certified Debt Specialist

Beyond Finance

Apr 2024 – Jan 2025

Engaged warm leads, assessed financial situations, built rapport, and guided clients towards tailored debt consolidation solutions while adhering to compliance standards.

Field Sales Manager

Samsung Electronics America

2018 – 2021

Orchestrated sales activities, nurtured customer relations, exceeded sales quotas, and increased market share by 11% across multiple territories. Earned multiple performance awards.

Branch Manager

Citizens Bank

2017 – 2018

Revitalized branch operations, propelling it from underperforming to overachieving. Drove revenue 5% above target, ranked in the top three district-wide, and closed over $5M in investments.

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Get In Touch

Have a question, opportunity, or just want to connect? Feel free to reach out!