Dynamic Senior Account Executive with extensive experience at Mosaic Partners, specializing in strategic account planning and client relationship management. Proven expertise in lead generation and sales negotiation, consistently achieving revenue growth and improving customer satisfaction through customized solutions. Strong commitment to meeting sales targets and building lasting partnerships.
Overview
13
13
years of professional experience
Work History
Senior Account Executive
Mosaic Partners
Charlotte, NC
05.2025 - Current
Cultivated strong client relationships, resulting in improved retention and satisfaction.
Managed daily client accounts, achieving high levels of customer satisfaction.
Developed targeted strategies that increased sales volume from existing and new clients.
Formulated strategic account plans aligned with client goals and objectives.
Collaborated with cross-functional teams to deliver tailored solutions.
Engaged customers through effective verbal communication, identifying and addressing their needs.
Negotiated contracts and terms with clients to secure agreements.
Provided timely responses to customer inquiries, complaints, or requests for information.
Conducted market research to identify new business opportunities.
Coordinated promotional events and campaigns to boost brand awareness.
Analyzed industry trends and monitored competitors' activities to identify opportunities for growth.
Account Executive
StonEdge
Charlotte, NC
01.2020 - Current
Retained new business opportunities by targeting individual customers, builders, and subcontractors while maintaining and growing existing accounts and territory.
Creating quotes based on measurements, negotiating pricing, performing presentations, and implementing marketing strategies to increase sales and the company's presence in the market.
Generated leads by contacting prospective clients by telephone and networking.
Employed consultative selling techniques to understand client pain points, identify business needs, and propose tailored solutions.
Collaborated with internal teams to meet client needs, and drive customer satisfaction and retention rates.
Identified upselling and cross-selling opportunities within existing client accounts, resulting in increased revenue from existing clients.
Participated in industry trade shows and networking events to expand the professional network, generate leads, and increase brand visibility.
Account Executive
Artech
Charlotte, NC
12.2018 - 12.2020
Achieved and exceeded sales targets, positively impacting revenue and market share.
Developed and executed strategic sales plans to meet client needs effectively.
Delivered persuasive sales presentations and demonstrations, effectively communicating value propositions to potential clients and driving engagement.
Grew and maintained relationships with key accounts including Wells Fargo, Bank of America, and Spectrum.
Utilized sales acumen to expand customer base within assigned accounts, contributing to overall account growth.
Cultivated relationships with key decision makers through regular client visits and strategic follow-up calls, fostering long-term partnerships.
Employed consultative selling techniques to assess client pain points and propose customized solutions.
Identified staffing needs for specific IT positions in collaboration with clients and project managers.
Partnered with recruiting team to source qualified candidates and coordinate interview processes.
Supported Capital Market Platform, Artificial Intelligence, RPA, Application Engineering, and Market Risk teams.
Account Manager
Performance Staffing Solutions
Charlotte, NC
02.2015 - 11.2018
Managed client relationships to ensure satisfaction and retention.
Sustained revenue base by managing account retention and renewals effectively.
Created account retention and marketing strategy to boost company visibility within territory.
Cultivated strong relationships with new clients to address staffing requirements in industrial sectors.
Reviewed and delivered tailored client solutions to meet diverse staffing needs.
Evaluated client feedback to refine service offerings and enhance communication strategies.
Generated new business by researching, cold calling, and networking in defined markets.
Documented targeted customer account details in contact management systems for improved tracking.
Provided training and support for new team members on operational processes.
Medical Service Representative
Kinex Medical
Charlotte, NC
01.2013 - 03.2015
Scheduled patient visits within designated territory and identified necessary rehabilitation equipment post-surgery.
Managed incoming inquiries regarding medical services and products.
Fitted patients with appropriate equipment and monitored recovery processes.
Assisted with insurance verification, detailing coverage and financial obligations.
Entered demographic, clinical, and financial data into computer system accurately.
Verified insurance coverage by identifying payer sources effectively.
Collected copayments and deductibles per insurance agreements, ensuring accurate transactions.
Demonstrated at-home care techniques to improve patient recovery outcomes and adherence to rehabilitation.
Cultivated trusting relationships with patients and caregivers to enhance support and compliance with treatment plans.
Education
Bachelor of Arts - History and Art, specializing in education, Minor in History and Art
St. Andrew Catholic University
Ruzomberok, SK, Slovakia
Skills
Prospecting and cold calling
Sales negotiation
Strategic account planning
Market research
Business development
Lead generation and networking
Sales strategies
Client relationship management
Problem solving
Account servicing
Solution selling
Territory development
Sales quota achievement
Relationship building
Team collaboration
Customer retention strategies
Multitasking and organization
Revenue generation
Timeline
Senior Account Executive
Mosaic Partners
05.2025 - Current
Account Executive
StonEdge
01.2020 - Current
Account Executive
Artech
12.2018 - 12.2020
Account Manager
Performance Staffing Solutions
02.2015 - 11.2018
Medical Service Representative
Kinex Medical
01.2013 - 03.2015
Bachelor of Arts - History and Art, specializing in education, Minor in History and Art