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Skills

  • Multidisciplinary team leadership
  • Cross-cultural sales background
  • Well-versed in contract law
  • Contract negotiation and renewal management
  • Client Retention Strategies
  • Sales territory growth
  • Data-driven decision making using customer metrics
  • Client onboarding using Microsoft Excel
  • Sales process engineering
  • Social media savvy

Work Experiences

  • Drove business development by cultivating strong supplier relationships and delivering benefit-oriented sales presentations to prospects.
  • Updated stakeholder engagement procedures in order to boost productivity and method sales.
  • Had a positive impact on business and retail functions through the delivery of 13+ educational events per year.
  • Was in charge of a regional sales team of 2 people.
  • Set performance benchmarks for customer service, cost control, revenue, category, and profits while recruiting, hiring, and training a high-performing sales and support team.
  • Devised sales and distribution strategies and supported the management model to meet the $17M sales budget.
  • Improved the impact and effectiveness of sales by tracking metrics and marketing investments and implementing continuous improvement or change management.
  • Devised sales objectives and strategies that resulted in increased revenue and profitability.
  • Worked closely with Client Account Coordinators to close deals with system clients, relying on persuasive communication skills and customer relations expertise.
  • Used ServiceNow to create effective two years budgets, which resulted in a 9% reduction in spending.

Summaries

  • Communicative and team-oriented, with ServiceNow expertise.
  • Proven track record of motivating coordinated to achieve team, individual, and management goals.
  • Excellent attention to detail and the ability to motivate employees to provide world-class service.
  • Striking new revenue streams and sales opportunities with tenacity.
  • Strategic thinker with expertise in performance reporting.
  • Motivating leader who has built and managed system teams in the past.
  • Proven to be an expert in a variety of sales techniques and approaches.
  • Client Account Coordinator is a hardworking and dependable Client Account Coordinator who excels at client relations and workflow optimization.
  • CPA certified
  • With hands-on experience, eager to learn new skills and advance knowledge.

Accomplishments

  • Reduced churn by 59% through personalized outreach and proactive communication, keeping clients engaged during critical periods.
  • Streamlined internal communication tools between account managers, resulting in a 46% improvement in efficiency and accurate interdepartmental reporting.
  • Led client-focused campaigns that drove a 64% increase in account referrals, strengthening the client base and enhancing brand visibility.
  • Built strong relationships with client stakeholders, leading to 24% increase in long-term partnerships and improved account stability.
  • Leveraged Asana to streamline the client onboarding process, reducing setup time by 15% and improving client satisfaction.
  • Consistently maintained accurate project timelines and deliverables to ensure 70% on-time onboarding of new clients.
  • Supported the renewal process for 3 key contracts, securing 76% client retention and achieving $86,000 in incremental annual revenue.
  • Led cross-disciplinary workshops to optimize performance tracking, enabling the team to reduce time spent compiling reports by 14 hours per week.
  • Worked closely with the marketing department to align client communication strategies, driving 81% higher engagement with cross-promotional campaigns.
  • Executed detailed account review processes, providing senior leadership with data-driven presentations that showcased 63% growth across key performance areas.

Affiliations

  • Certified Client Management Specialist, Scrum Master, 2015
  • Member, International Customer Experience Professional (ICXP) Association, procedure
  • Panelist, CRM Best Practices Conference, 2018, Chicago
  • Certified Solution Specialist with Power BI, 2024
  • Member, Customer Relationship Management Professional (CRMP) Association, program
  • Member, Institute of Customer Relations (ICR), system
  • Volunteer, Client Relationship Division at Lakeside Partners, 2024
  • Attendee, National Conference on Client Data Management, 2020, Columbus
  • Member, Professional Association for Customer Engagement (PACE) 2022 – Present
  • Participant, Client Service Excellence Workshops, Summit Group, 2018, Raleigh

Certifications

  • Delivering Client Bottom Lines: Certified Improvement Specialist – Summit Group
  • Certified Salesforce Sales Cloud Consultant - program
  • Certified Sales Operations Professional (CSOP) - Beacon Labs
  • First Aid/CPR
  • Six Sigma Green Belt Certification - process
  • Certified Customer Care Professional (CCCP) – program
  • Certified Client Services Leader (CCSL) – process
  • Professional Scrum Master I (PSM I) - Scrum.org
  • HubSpot CRM Certification Harbor & Co.
  • Microsoft Dynamics 365 Fundamentals - Microsoft

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