ALEJANDRO MONEGRO
Kansas City,United States
Summary
I've recently relocated back to the Midwest to be closer to my family. Highly motivated and results-driven Inside Sales/ Account Manager with over 6 years of experience in client success and account management. Proven expertise in managing large-scale accounts, optimizing client relationships, and ensuring client retention by delivering exceptional service. Strong background in lifecycle management, compliance programs, and cross-functional communication. Adept at using CRM tools such as Salesforce, with strong problem-solving skills and the ability to drive project success while maintaining high customer satisfaction. Tech savvy and a fast learner.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sales Development Manager- ROI and Health Information
Vital Records Control
Kansas City, United States
11.2024 - Current
- Contract management.
- HIPAA compliance.
- Inside the sale of the release of medical information management (ROI).
- Account management.
- Develop and implement plans to further maximize service offerings to assigned clients.
- Healthcare, life safety, compliance, and operations.
- Performed regular reviews of existing accounts to maintain satisfactory levels of customer satisfaction.
- Used change methodologies to increase sales and led projects for increased productivity.
- Use salesforce to input data and analyze customer's activity
Washington Area Sales Manager
Westlake Financial
Seattle, United States
03.2021 - 08.2024
- Managed an eight-figure flooring portfolio in the city of Seattle and throughout the PNW.
- Traveled to existing dealerships to conduct monthly reviews and solve to dealer issues and to educate dealers on existing software and programs
- Assessing existing business accounts to determine credit line adequacy, to help businesses operate and grow further.
- Risk Mitigation: Analyzing data on business financials and payment delinquency levels.
- Revenue analysis to incorporate and implement new strategies to generate further profits.
- Analyzing banking competitor rates
- Use Salesforce to input data and analyze customers' activity.
Finance Sales Specialist
Premium Merchant Funding
Miami/Fort Lauderdale, United States
11.2015 - 09.2019
- Company Overview: Provided high risk loans
- Prospect clients through cold calling, and other avenues such as social media, and email campaigns
- Managed and continuously grew a healthy sales pipeline, and drove new business growth streams
- Provided financial management and oversight over a line of business focused on the health care industry and other small businesses
- Supervised a team of project finance controllers who supported funding for small businesses
- Provided monthly allocation entries for monthly expenses
- Provided monthly and yearly financial reports to the Line of Business lead and Finance Management, where appropriate
- Maintained a strong focus on cost control measures to maximize profits for the lines of business
- Salesforce CRM
- Provided high risk loans
Marketing Consultant
ZEISS Group
Ulm, Germany
01.2013 - 05.2015
- Independent Management consultant for the German Market
- Provided consultation on client relationship building, product placement, project management, training to develop professional skills, and streamlining processes to lead to increase profit for clients
- Managed marketing & sales, moreover accountants, assistants, and employees
- Conducted and facilitated training classes, & workshop on methodologies, processes, & techniques to formulate and execute projects
Soldier
US Army
, United States
09.2008 - 09.2014
- Human Resources
Education
Master of Business Administration - MBA - Finance, General
University of Arkansas Grantham
01.2014
Bachelor's of Science - Business Administration and Management, General
Midland University
01.2012
Skills
- Business Development
- Account Management
- automotive industry
- Tech Savvy
- Sales
- Salesforce
- Client relations
- Customer acquisition
- Campaign development
- Customer engagement
- Market expansion
- Account servicing
- Team management
- Sales presentations
- CRM proficiency
Certification
CS50 - Computer Science
Languages
- English, Native or Bilingual
- Spanish, Professional Working
Timeline
Sales Development Manager- ROI and Health Information
Vital Records Control
11.2024 - Current
Washington Area Sales Manager
Westlake Financial
03.2021 - 08.2024
Finance Sales Specialist
Premium Merchant Funding
11.2015 - 09.2019
Marketing Consultant
ZEISS Group
01.2013 - 05.2015
Soldier
US Army
09.2008 - 09.2014
Master of Business Administration - MBA - Finance, General
University of Arkansas Grantham
Bachelor's of Science - Business Administration and Management, General
Midland University
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