Kelly Herzfeldt: Regional Sales Manager | Customer-Driven Account Associate | Negotiation & Growth Strategist in Aliso Viejo, California
Kelly Herzfeldt

Regional Sales Manager | Customer-Driven Account Associate | Negotiation & Growth Strategist
Aliso Viejo | US
Summary
Activity
Projects
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Work experience
WEX
Regional Sales Manager | 08/2024 - Current
Develop and execute regional sales strategies across multi-state territories (CO, WY, AZ, UT, NM), resulting in a high percentage revenue increase.
Manage high-value client relationships, including developing customized sales agreements, presentations, and contract negotiations.
Implement CRM tools and sales tracking processes, improving customer engagement and lead conversion rates.
Collaborate with marketing, product, and customer support teams to enhance service levels and ensure on-time, on-budget project completion.
Personal Massage
Massage Therapist and Aesthetic Patient Care Coordinator | 04/2017 - 09/2024
Delivered a wide range of personalized therapeutic treatments, including Swedish, deep tissue, and hot stone massage, contributing to client retention and long-term wellness plans.
Performed advanced body wrap therapies to promote detoxification, skin hydration, and relaxation, aligning with client health and aesthetic goals.
Provided expert post-treatment education and home care recommendations, driving client adherence and retail product sales.
Held injectable consultations by educating clients on dermal fillers, Botox, and neuromodulators, increasing interest and referrals to licensed medical providers.
Developed knowledge in laser aesthetics, including laser hair removal, skin resurfacing, and other treatments alike to assist in patient education and support treatment conversions.
Promoted and sold advanced skincare solutions, including chemical peels, anti-aging facials, hydrating treatments, and injectables based on client skin assessments.
Boosted makeup and skincare product sales through personalized consultations, application tips, and targeted upselling strategies.
Maintained treatment space in accordance with spa safety and sanitation protocols, enhancing the client experience and ensuring regulatory compliance.
Built a loyal client base through consistent, results-driven care and exceptional service, generating repeat business and steady revenue growth.
Collaborated with spa and sales teams to drive performance in service upgrades, product sales, and treatment packages.
Founded and operated a successful private practice, delivering high-touch client care and expanding through referrals and repeat business since 2022.
SoCo Auto
Project Manager | 10/2022 - 01/2024
Weekend and personal interest:
Managed end-to-end vehicle restoration & customization projects, ensuring timely delivery and adherence to client specifications.
Developed and maintained strong client relationships, providing regular updates and managing expectations from initial consultation to final delivery.
Oversaw custom fabrication, mechanical work, paint, upholstery, and electrical installations, coordinating with specialists to ensure high-quality craftsmanship.
Created and managed project budgets, sourcing materials, negotiating with suppliers, and optimizing resources to meet cost and quality objectives.
Led cross-functional teams of mechanics, fabricators, painters, and designers, ensuring seamless collaboration and efficient workflow.
Maintained compliance with automotive regulations & safety standards, ensuring all modifications met industry requirements.
Implemented process improvements, reducing build time and increasing overall project efficiency.
Technologent
Client Solutions Management | 02/2023 - 01/2024
Technologent
Client Services Proposal Coordinator | 03/2023 - 01/2024
Managed high profile client portfolio, contract negotiations, strategic partnerships, and business development.
Practiced comprehensive growth strategies to enhance customer engagement and retention.
Partnered in cross-functional collaboration with IT architects/engineers, ensuring seamless execution of client solutions and service levels, working hard to manage the projects from start to finish.
Electrolit USA
Area Sales Manager | 01/2021 - 01/2023
Sales growth across 500+ accounts, optimizing route planning, display sales, and distribution expansion.
Increased direct store delivery (DSD) leads, driving market penetration and profitability.
Streamlined team reporting structures for sales KPIs, ensuring data-driven decision-making and performance optimization.
Pacific Brokerage
Territory Sales Manager | 03/2012 - 01/2021
Managed sales across a 300+ client portfolio, executing strategic account growth initiatives.
Developed training programs on product education and client engagement, resulting in an increase in sales.
Created and enhanced broker efficiency strategies, improving scheduling, retention, and overall customer experience.
Education history
Harvard University
| 2025 - Present
Denver Integrative Massage School
LMT | 2016 - 2017
Udemy Alumni
| 2025 - Present
Armbrust Real Estate Institute
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