Adam Platt
Account Executive
Ogden,United States
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
18
18
years of professional experience
7
7
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Senior Account Manager, Factoring
England Logistics
Ogden, UT
03.2019 - 08.2023
- Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Closed business deals with partner businesses to increase company profits.
- Contributed to annual revenue goals by selling new services and developing new accounts.
Mortgage Loan Consultant
Great American Lending
North Ogden, UT
08.2018 - 12.2022
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Reviewed loan files and updated to match current standards.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Account Manager
Kadince
Ogden, UT
02.2018 - 06.2018
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Developed and implemented strategies to increase client retention.
Furniture Sales Associate
RC Willey
Riverdale, UT
04.2011 - 02.2018
- Communicated with clients to find and design layout best suited for client needs and location.
- Researched furniture materials and suggested pieces to clients based on budget and want.
- Worked within budgetary constraints to advise quality and design of furniture in houses, apartments and mobile homes.
- Updated customers on scheduled deliveries of furniture to homes.
Training Specialist/Corporate Trainer
Bank of Utah
Ogden, UT
04.2008 - 04.2011
- Trained and mentored new personnel hired to fulfill various roles.
- Conducted orientation sessions to assess skill levels and areas of strength and weakness.
- Developed training handbooks, computer tutorials and reference materials.
- Designed and facilitated training courses, aligning new learning development and solutions to organization's strategic goals, mission and vision.
Financial Advisor
World Financial Group, WFG
Salt Lake City, UT
12.2005 - 01.2009
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Helpdesk Specialist/Customer Service Representative
Bank of Utah
Ogden, UT
06.2007 - 04.2008
- Provided end-user system and equipment training.
- Walked user through series of steps to determine problem and implement likely solution.
- Logged activities in tracking system to maintain accurate, timely records.
- Provided support for network infrastructure and baseline configurations.
Education
Bachelor of Arts - Technical Sales
Weber State University
Ogden, UT 08.2002 - 12.2009
Skills
Sales Processes and funnel mangement
Banking / Finance
NegotiationSalesforce Administration
Territory Management
Cold Calling
Lead Generation
Goals and performance
Online research
Data analysis from varied sources
Salesforce End User (Power User)
Additional Information
2 years of volunteer work in Guatemala.
Certification
Salesforce Certified Administrator
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success occurs when opportunity meets preparation.
Zig Ziglar
Timeline
Salesforce Certified Administrator
09-2022
Senior Account Manager, Factoring
England Logistics
03.2019 - 08.2023
Mortgage Loan Consultant
Great American Lending
08.2018 - 12.2022
Account Manager
Kadince
02.2018 - 06.2018
Furniture Sales Associate
RC Willey
04.2011 - 02.2018
Training Specialist/Corporate Trainer
Bank of Utah
04.2008 - 04.2011
Helpdesk Specialist/Customer Service Representative
Bank of Utah
06.2007 - 04.2008
Financial Advisor
World Financial Group, WFG
12.2005 - 01.2009
Bachelor of Arts - Technical Sales
Weber State University
08.2002 - 12.2009