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Skills

  • Client Onboarding Optimization
  • Persuasive communication
  • Reporting and documentation
  • Industry networking
  • Customer journey mapping
  • Customer Retention Strategy
  • Lead generation
  • Customer service
  • Team management
  • Supervision

Work Experiences

  • Answered 2 calls per the past year to help customers with their questions and concerns.
  • Awarded in 2021.
  • Collaborated with internal stakeholders to develop tailored proposals, leading to a 25% improvement in proposal acceptance rates.
  • Achieved a 63% boost in average deal size.
  • Achieved Top Performer for Best Client Consultant in 2021.
  • Achieved 53% process efficiency improvements.
  • Looked for industry trends on social media and through online sources.
  • Achieved a 59% improvement in proposal acceptance rates.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Conducted market research to identify new business opportunities in Portland, resulting in a 82% increase in targeted leads.

Summaries

  • Contributed to business expansion efforts.
  • Achieved $16 in upsell revenue.
  • Collaborated with internal teams.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished New Client Consultant.
  • Achieved 67% growth in client referrals.
  • Closed a $119,000 annual deal.
  • New Client Consultant is a multi-talented New Client Consultant who is consistently rewarded for planning and operational improvements.
  • Achieved results in the past year.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 12 in the development of program.
  • Directed the setup and usage of CRM tools to track 3 client interactions, resulting in an 31% improvement in follow-up efficiency.
  • Analyzed market research results to develop new service offerings, contributing 30% to new account growth in 2019.
  • Managed the full client lifecycle—prospecting, onboarding, and post-onsite support—leading to a 56% growth in revenue over the past year.
  • Collaborated with cross-functional teams to enhance client proposals, increasing proposal acceptance rate by 43% within three years.
  • Achieved 39% higher-than-average upsell rates by tailoring presentations to individual client needs using data-driven insights.
  • Designed onboarding workflow for Asana, completing implementation 2 days ahead of schedule and reducing churn risk by 60%.
  • Partnered with internal marketing and sales teams to launch client outreach campaigns, boosting prospect pool by 18% within two years.
  • Implemented CRM automation that streamlined follow-up process, leading to 67% quicker response times and improved sales conversions.

Affiliations

  • Institute of Management Consultants USA (IMC USA)
  • National Business Development Association (NBDA)
  • International Academy of Business and Financial Management (IABFM)
  • Association for Supply Chain Management (APICS)
  • Certified Professional Sales Person (CPSP) Association
  • Toastmasters
  • American Medical Informatics Association
  • Association for Talent Development (ATD)
  • Sales Management Association (SMA)
  • Customer Experience Professionals Association (CXPA)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Customer Support Professional (CCSP)
  • CompTIA Network+
  • Microsoft Certified Systems Engineer (MCSE)
  • ServSafe
  • Customer Journey Mapping Expert Certification
  • Digital Marketing Strategist Certification - Ironclad Systems
  • Salesforce
  • Certified Digital Customer Engagement Expert
  • Six Sigma Yellow Belt Certification - 2017

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