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Skills

  • MS Office
  • Time management and prioritization
  • Customer retention strategies
  • Negotiation expertise
  • Industry networking
  • Client contract negotiations
  • Cross-selling and upselling strategies
  • Sales forecasting
  • Process automation
  • Framework equipment

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Coached and mentored a team of 9 account representatives, leading them to consistently meet or exceed sales goals.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Saved $6 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved growth by 2016.
  • Contacted customers as soon as problems arose in order to find a quick solution before the problem worsened.
  • Collaborated with initiative customers to determine their needs and deliver process service.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Collaborated with the IT department.
  • Achieved 60% account growth in the Southwest.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Collaborated closely with marketing and sales teams to execute effective promotional strategies, resulting in the acquisition of 4 new business accounts in Raleigh.
  • Capitalized on upsell opportunities.
  • Added 7 new accounts.
  • All account types, products, and services are familiar.
  • Achieved 39% over target.
  • A thorough understanding of sales and marketing procedures and techniques is required.
  • Collaborated with marketing and sales teams.
  • Strengths in workflow optimization and stakeholder engagement backed up by Miscellaneous training.
  • Automated processes to save over $217,000 annually.

Accomplishments

  • Improved onboarding client experience by developing a new training module, resulting in 43% higher engagement rates.
  • Led successful account acquisition strategy that increased total new business account openings by 51% in 2017.
  • Spearheaded the launch of Power BI in the Pacific Northwest, surpassing initial sales goals by 70% within 3 months.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Recognized with Excellence Award for attaining customer satisfaction goals and maintaining retention rates above 67% across all accounts.
  • Achieved 23% above sales target within first quarter by expanding market share through effective account management.
  • Exceeded client expectations by anticipating needs and improving service offerings, resulting in a NPS (Net Promoter Score) increase of 52%.
  • Managed a portfolio valued at $66,000, consistently increasing revenue year-over-year by 71%. Received commendation for leadership from standard.
  • Outperformed monthly KPIs by 51% consistently through strategic market penetration and client relationship management.

Affiliations

  • American Medical Informatics Association
  • Project Management Institute (PMI) - Client Management Chapter
  • Association for Supply Chain Management (APICS)
  • Society of Women Engineers
  • Financial Services Advisory Group (FSAG)
  • Project Management Institute
  • American Marketing Association
  • Association of Finance & Insurance Professionals (AFIP)
  • Center for Financial Services Innovation (CFSI)
  • Account Management Professionals Society (AMPS)

Certifications

  • International Certificate in Wealth Management (ICWM)
  • Project Management Professional (PMP)
  • Certified Treasury Professional (CTP)
  • Certified Financial Planner (CFP)
  • Six Sigma Green Belt Certification
  • Certified Customer Success Manager (CCSM)
  • Certified Bank Auditor (CBA)
  • Risk Management Certification (RMP) Meridian 2023
  • Certified Financial Services Security (CFSS)
  • Google Certified Professional Cloud Architect

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