Alex Jefferson
Finance
Jacksonville,FL
Summary
Energetic Implementation Consultant skilled at helping customers obtain maximum return on investment (ROI) through cost-effective implementation of new software. Dedicated to remaining present and available through full implementation cycle. Never takes clients' budgets for granted. Keen to rapidly and effectively help businesses grow through technological augmentation.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work History
Implementation Credit Cards Assistant VP
Wells Fargo
Jacksonville, FL
08.2022 - Current
- Enhanced client satisfaction 96% by providing tailored development solutions and strategies.
- Maintained up-to-date knowledge of market trends, competitor activities, and global development issues relevant to client industries-informing strategic decision-making processes accordingly.
- Collaborated with clients to design, implement, and evaluate development programs, ensure alignment with their goals.
- Evaluated existing policies within organizations to provide recommendations for improvement aligned with best practices.
- Devised innovative solutions to complex challenges faced by clients during project implementation stages.
- Identified and engaged Middle Market clients, propelling business growth through targeted outreach
- Spearheaded the implementation of commercial card programs, overseeing the launch of Card, Virtual Card, Business Travel Program, and ACH systems
- Mentored Treasury Associates, boosting client deliverable support and driving high-performance outcomes.
Business Development Consultant
American Express, TRS
Phoenix, AZ
12.2013 - 06.2022
- Managed needs of more than 120 customers at once using strong prioritization and multitasking abilities.
- Developed customized solutions for clients, resulting in enhanced customer satisfaction and retention.
- Negotiated contracts and closed sales with new and existing clients.
- Elevated client engagement levels through regular communication updates and strategically planned touchpoints.
- Reviewed client concerns and recommended appropriate changes to Treasury partners.
- Implemented Sage Intacct, MineralTree, NetSuite, and Amex1 platforms to capture the full commercial wallet and streamline transactions.
- Facilitated cross-departmental collaboration to streamline project delivery and enhance product integration.
- Dedicated resource for key accounts, identifying working capital needs and vendor opportunities to drive commitment.
- Recognized for consistently exceeding charge volume targets with top-tier Leadership ratings:
- 2018: Leadership 1/Goal 2 with 208% to target
- 2019: Leadership 1/Goal 1 with 252% to target
- 2020: Leadership 1/Goal 1 with 187% to target
- 2021: Leadership 1/Goal 1 with 277% to target
Senior Insurance Sales Agent
Liberty Mutual
Phoenix, AZ
03.2012 - 09.2013
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage for clients'' unique situations.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Education
Bachelor of Science - Computer Science
Maricopa Community Colleges, Phoenix College
Phoenix, AZ 08.2020 - Current
Skills
Operations Management
Data-driven decision-making
Task Prioritization
Business Development
Corporate Communications
Time Management
Problem-Solving
Presentation Skills
Treasury Solutions
Sales and Negotiation
Client Relationship Consultant
Timeline
Implementation Credit Cards Assistant VP
Wells Fargo
08.2022 - Current
Bachelor of Science - Computer Science
Maricopa Community Colleges, Phoenix College
08.2020 - Current
Business Development Consultant
American Express, TRS
12.2013 - 06.2022
Senior Insurance Sales Agent
Liberty Mutual
03.2012 - 09.2013
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