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Skills

  • B2B relationship management
  • Method marketing
  • Client onboarding process optimization
  • Data-driven decision making
  • Regulatory compliance
  • Order processing
  • Customer service
  • Client needs assessment
  • Client portfolio management
  • Customer relations

Work Experiences

  • Created and used procedure reports to assist leadership in making key decisions and exceeding operational goals.
  • Achieved 42% YOY revenue growth.
  • Schedule appointments with potential and current customers to promote new products and services.
  • Achieved resolution within three years.
  • Increased the team's revenue by over $17 in sales.
  • Closed deals totaling $14.
  • Achieved recognition for three consecutive years.
  • Analyzed client feedback and identified areas for improvement in service delivery, resulting in an increase of customer satisfaction scores by 58%.
  • Identified prospects' needs and developed appropriate responses, as well as product and service information.
  • Collaborated with product teams.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Exceptional sales performer with a track record of exceeding sales targets.
  • Account Management Specialist skilled in client retention strategies.
  • Portuguese is a bilingual individual who is fluent in both languages.
  • Account Management Specialist with 5 years of successful team leadership and performance reporting experience.
  • 12 years of experience in account management.
  • Account Management Specialist is a multi-talented Account Management Specialist who is consistently rewarded for planning and operational improvements.
  • Proactive Account Management Specialist with 10 years of experience perceiving and addressing customers' needs to generate sales.
  • Achieved 30% increase in revenue.
  • Clear understanding of risk assessment and budget management as well as strategic planning training.

Accomplishments

  • Presented monthly analytical reports to 5 stakeholders, leading discussions on usage trends and facilitating strategic upsell initiatives.
  • Documented and resolved framework which led to method.
  • Collaborated with the data analytics team to develop a customer segmentation model, improving personalized sales approaches and driving a 33% uplift in renewal rates.
  • Enhanced customer engagement through regular QBR sessions, leading to 16% improvement in service renewals across Miscellaneous.
  • Ensured timely account renewals for all managed accounts, achieving 78% target goal for client contract renewals in 2020.
  • Restructured Client Satisfaction Survey leading to a 34% boost in actionable feedback and a more targeted client retention strategy.
  • Designed QBR templates that resulted in a 57% increase in C-Suite engagement and stronger client relationships for Cedar Works.
  • Increased service adoption by 38% points through targeted product demonstrations and hands-on training for 13 high-value clients.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Managed cross-functional collaboration between product, customer success, and sales teams, increasing product feature adoption by 81% among long-term customers.

Affiliations

  • Lions Club
  • Association of Proposal Management Professionals (APMP)
  • Society for Customer Management Excellence (SCME)
  • Rotary International
  • Sales and Marketing Executives International (SMEI)
  • American Institute of Business Psychology (AIBP)
  • Association of Information Technology Professionals
  • Project Management Institute (PMI)
  • Association for Supply Chain Management (APICS)
  • Society for Marketing Professional Services (SMPS)

Certifications

  • Advanced Negotiation Strategies Certification by Harvard Business School Online
  • Salesforce Certified Administrator
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Google Certified Professional Cloud Architect
  • Certified Business Analysis Professional (CBAP)
  • ITIL Foundation Certification from AXELOS
  • Digital Marketing Certified Associate (DMCA) from Simplilearn
  • Customer Experience (CX) Certified Professional by Beacon Labs
  • Certified Professional in Customer Service (CPCS) by NACCM
  • Certified Public Accountant

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