Lauri Clifton Howell

Increased sales YoY from $640K (2022) to $1.049M (2023)-on trend to increase 5% in 2024 with improved customer satisfaction and increased personal engagement.

• Corporate Key Account and Sales Manager responsible for multiple locations in assigned territory
• Foster lasting relationships with customers through effective communication, effective problem solving, and quick response, resulting in long-term loyalty and expanded client base.
• Proactively identify potential issues within key accounts, taking corrective action to prevent loss of business or dissatisfaction.
• Analyze sales and customer data to identify trends and opportunities for increased profitability.
• Developing thorough understanding of key clients' needs and requirements to prepare customized solutions.
• Analyze market trends, identifying opportunities for expanding product offerings within key accounts.
• Set and achieved company defined sales goals.
• Utilize and maintain a robust CRM system that allows for accurate tracking of customer interactions, leading to more informed decision-making throughout the entire sales process.

Increased client satisfaction with improved engagement and service surrounding the funds administered by our firm.

• Coordinated with portfolio managers to facilitate effective communication between internal teams as well as external stakeholders.
• Supported due diligence efforts by providing clear documentation of administrative processes followed within Argent.
• Stayed current on industry regulations to ensure full compliance with all relevant laws and guidelines for funds under management.
• Managed daily reconciliation of cash and positions for accurate reporting to investors and regulatory agencies.
• Reconciled accounts and investigated variances.
• Prepared and posted receipts and deposits to facilitate standard bookkeeping.
• Identified and corrected miscalculations and financial discrepancies to support quality assurance.
• Assisted in onboarding of new funds, ensuring seamless transition from previous administrators.

• Exceeded sales targets consistently through careful planning and diligent follow-up with prospective customers.
• Increased account sales by developing and maintaining strong relationships with key clients.
• Responsible for all social media and marketing initiatives, producing and disseminating advertising, pricing, special promotional materials
• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Met with clients, delivering presentations, and educating on product and service features and offerings.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Responsible for office management of mail, filing, payroll, AR system, CRM maintenance, customer service, employee relations.