Kelly Herzfeldt
Regional Sales Manager | Customer-Driven Account Associate | Negotiation & Growth Strategist · WEX
Aliso Viejo, California
In My Own Words
As an accomplished sales leader with over a decade of experience, I’m passionate about building meaningful client relationships, driving growth, and delivering exceptional service. Throughout my career, I’ve helped businesses optimize performance by aligning strategic sales efforts with client-focused solutions.
What truly sets me apart is my commitment to client care—I believe that trust, empathy, and follow-through are the foundation of lasting partnerships. Whether leading teams, managing territories, or developing go-to-market strategies, I bring energy, clarity, and a genuine desire to help others succeed.
To deepen my impact, I’m currently pursuing an education in data science and analytics. This allows me to pair business intuition with data-driven insights to make smarter decisions and uncover new opportunities.
Let’s connect—I’m always open to collaborating, learning, and exploring how I can bring value to mission-driven organizations.
Work Experience
Regional Sales Manager
WEX2024 – Present
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.
Massage Therapist and Aesthetic Patient Care Coordinator
Personal Massage2017 – 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.
Project Manager
SoCo Auto2022 – 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.
Client Services Proposal Coordinator
Technologent2023 – 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.
Area Sales Manager
Electrolit USA2021 – 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.
Territory Sales Manager
Pacific Brokerage2012 – 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
Harvard University
2025
Udemy Alumni
2025
Armbrust Real Estate Institute
Interests
Skills
Industries
Activity
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