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Skills

  • Brand management
  • Computer literate
  • National accounts
  • Account management
  • Sales reporting
  • Reporting familiarity
  • Business development expertise
  • Customer rapport
  • Video technical expertise
  • Financial reporting

Work Experiences

  • Streamlined the process of responding to and resolving complaints by organizing client feedback.
  • Contacted clients to verify account information and ensure accuracy, resulting in an increase in client satisfaction of 9%.
  • Generate demand for solutions through sales calls and presentations.
  • Developed a new client base through major national retailers in several regions for national telecommunication companies.
  • Collaborated with managers to create annual expense plan objectives.
  • Establishing and maintaining strong business relationships with customers, as well as ensuring that business follow-up is done on a regular basis
  • Addressed issues with accounting, billing, and service delivery to maintain and improve client satisfaction.
  • I'm in talks with major retailers and wholesalers.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Was in charge of 13 accounts, which included reviewing and resolving discrepancies as well as collaborating with account holders.

Summaries

  • Successfully managed inventory audits and provided meticulous GL management oversight.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Excellent interpersonal and conflict resolution skills.
  • Preparing complex tax returns is a plus.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • In the previous two years, high-level expertise with initiative CRM program resulted in a 13% closing rate.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Advertising Sales Representative with over 4 years of experience managing the entire sales cycle and cultivating long-term client relationships.
  • Dedicated to managing, coordinating, and facilitating audits that have been assigned to me.

Accomplishments

  • Spearheaded the negotiation of high-valued client contracts, closing deals worth up to $7.
  • Presented product demos and trained clients on best practices, which increased adoption of new services by 28%.
  • Handled and resolved the largest Number of reporting discrepancies in 6 months.
  • Business Development: - Developed strong relationships with key referral sources which resulted in 12% increase in referrals over one-year period.Initiated two key partnerships which resulted in standard revenue growth.
  • Resolved product issue through consumer testing.
  • Led the development of new pricing models that improved gross margins by 76%.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Developed comprehensive sales pitches that contributed to a 23% boost in deal closure rates across the team.
  • Managed client escalations with effective problem-solving strategies, resulting in a 56% improvement in customer satisfaction scores.
  • Created customer engagement plans that boosted repeat business by 7%, fostering long-term client relationships.

Affiliations

  • Participated in the HubSpot Academy for training in sales automation and client relationship techniques
  • Jaycees
  • Toastmasters
  • International Council of Nurses
  • Operations Managers Association (OMA) focused on streamlining business processes within client portfolios
  • Freemason
  • Certified Salesforce Administrator to apply CRM insights for improving client satisfaction and engagement
  • Involved in Toastmasters International, building public speaking and client presentation skills
  • Corporate Executive Board (CEB) to leverage advanced business insights and networking opportunities for account management strategies
  • Engaged with Management Consultancies Association (MCA) to tap into advisory and financial management best practices

Certifications

  • ServSafe
  • Certified Business Analysis Professional (CBAP)
  • Certified Sales Leadership Professional (CSLP)
  • Certified Public Accountant (CPA)
  • Chartered Institute of Marketing (CIM) Level 6 Diploma in Professional Marketing
  • Certified Financial Marketing Professional (CFMP)
  • Certified Protection Officer (CPO)
  • HubSpot Marketing Software Certification
  • Google Certified Professional Cloud Architect
  • First Aid/CPR Certified

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