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Skills

  • Advanced Excel and financial modeling
  • Customer segmentation and targeting strategies
  • Lead generation
  • Complex project negotiations
  • Contract and budget compliance
  • Collaborative teamwork with sales and marketing teams
  • Client feedback analysis for service improvement
  • Time management and prioritization
  • Market intelligence
  • National account management

Work Experiences

  • Was in charge of supervising and training 4 employees in effective selling techniques.
  • Created procedures for 4 employees to sell process products and services valued at more than $3.
  • Reviewed regional markets and created lists of potential customers for a team of 4 employees to effectively assign.
  • Devised innovative sales and marketing strategies to aid the sales team in meeting their objectives.
  • Set performance benchmarks for customer service, cost control, revenue, category, and profits while recruiting, hiring, and training a high-performing sales and support team.
  • Developed sales, customer service, and management presentation materials.
  • Increased profit margins by effectively managing expenses, budgets, and overhead, as well as increasing closings and optimizing product turns.
  • Worked closely with Client Account Coordinators to close deals with system clients, relying on persuasive communication skills and customer relations expertise.
  • Planned and executed in-store promotional events in order to increase customer engagement and sales revenue.
  • Increased annual revenue from $15 to $15 with Vantage products.

Summaries

  • Inspiring leader with extensive experience in framework product industries and 12 years in management positions.
  • Striking new revenue streams and sales opportunities with tenacity.
  • Successful Client Account Coordinator with cold calling and lead management experience.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Expert in system product sales and procedure streamlining for increased productivity and sales.
  • Entrepreneurial leader with experience building networks, introducing products, and educating clients.
  • Strong technical skills and experience in performance reporting.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Expert at reducing downtime and expenditures while increasing sales and customer satisfaction.
  • To achieve promotional goals, adept at developing and implementing advanced marketing, prospecting, and merchandising strategies.

Accomplishments

  • Customized account strategies for each client, resulting in improved client satisfaction as measured by a 11-point increase in Net Promoter Score (NPS).
  • Leveraged Asana to streamline the client onboarding process, reducing setup time by 15% and improving client satisfaction.
  • Executed detailed account review processes, providing senior leadership with data-driven presentations that showcased 63% growth across key performance areas.
  • Brought on board 8 new clients within 9 months, exceeding departmental targets by 81% and contributing to the overall annual revenue goal.
  • Streamlined internal communication tools between account managers, resulting in a 46% improvement in efficiency and accurate interdepartmental reporting.
  • Developed and implemented client segmentation strategies that led to a 17% increase in targeted account engagement and upsells.
  • Built strong relationships with client stakeholders, leading to 24% increase in long-term partnerships and improved account stability.
  • Collaborated with cross-functional teams, including Sales, Finance, and Operations, to streamline communications and increase efficiency, resulting in 40% faster client onboarding.
  • Improved the efficiency of client issue resolution by 28%, shortening the resolution time frame and increasing customer satisfaction.
  • Reduced invoice processing time by 20% by optimizing payment workflows and improving vendor relations, contributing to record low delinquency rates.

Affiliations

  • Attendee, National Conference on Client Data Management, 2020, Columbus
  • Certified CRM Strategist, Workday, 2022
  • Attendee, Annual Global CRM Conference, method, 2020
  • Certified Client Facing Professional by metric, 2016
  • Member, Customer Strategy Network, process
  • Panelist, CRM Best Practices Conference, 2018, Chicago
  • Certified Customer Experience Manager, method 2018
  • Member, American Marketing Association (AMA), standard, Client Account Focus
  • Certified Solution Specialist with Power BI, 2024
  • Member, Institute of Customer Relations (ICR), system

Certifications

  • Certified Public Accountant (CPA)
  • American Academy of Financial Management (AAFM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Advanced Excel for Data Analysis - standard
  • Zendesk Support Administrator Certification – Vantage
  • Certified Sales Operations Professional (CSOP) - Beacon Labs
  • Salesforce Certified Administrator – Vantage
  • Cisco Certified Network Associate (CCNA)
  • Certified Client Services Leader (CCSL) – process
  • Certified Customer Care Professional (CCCP) – program

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