Alissa Martinez
Port Richey,US
Summary
Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Medical Account Manager
Airgas
Largo, US
05.2025 - Current
- Drove significant sales growth and profitability through collaboration with Field Generalists and Specialists on territory strategies.
- Achieved core sales objectives by increasing sales, gross profit, and generating new accounts via professional negotiation.
- Managed high-volume sales pipeline by consistently meeting performance metrics in call productivity and account generation.
- Cultivated customer relationships by establishing new accounts and expanding business within existing clientele, ensuring monthly contact.
- Delivered exceptional customer experiences by addressing inquiries promptly and providing courteous assistance with follow-ups.
- Streamlined sales processes through timely generation of professional pricing quotes and maintenance of comprehensive account information.
- Ensured data integrity by accurately maintaining penetration data within SAP, including employee size and annual spend.
- Engaged in continuous professional development through company training events and self-study to enhance product knowledge.
Insurance Broker
Policy Pro Insurance
Tampa, US
11.2021 - Current
- Optimized insurance portfolio growth through tailored solutions, resulting in higher client retention.
- Provided guidance to clients in navigating complex decisions for optimal policy alignment.
- Crafted custom insurance plans that streamlined operations and improved overall service efficiency.
- Worked collaboratively with advisors for comprehensive strategies, ensuring compliance throughout implementation.
- Launched prospecting campaigns that successfully broadened client base while sustaining retention levels.
B2B Sales Consultant
Empire Telcom Us
Brandon, US
06.2022 - 05.2025
- Enhanced client satisfaction and retention by cultivating strategic relationships with tailored solutions.
- Refined telecommunications offerings with market trend analysis to meet client demands effectively.
- Ensured accurate documentation and solid client relations during the complete sales cycle management.
- Delivered enterprise-level solutions by capitalizing on identified growth opportunities.
- Optimized sales processes for complex needs using innovative approaches.
- Implemented structured engagement protocols to streamline operations for enterprise accounts.
- Fostered lasting partnerships in telecommunications via innovative consultation strategies.
- Maximized B2B conversion through structured negotiations and follow-up systems.
Senior Accountant
MyCare Health Care
Tampa, US
04.2021 - 02.2022
- Ensured GAAP compliance and accurate financial reporting for fixed assets across 32 locations.
- Enhanced financial accuracy through month-end reconciliations of nine bank accounts.
- Supported strategic growth by collaborating with acquisitions team on Goodwill account maintenance.
- Facilitated detailed budget analysis by preparing monthly financial reports for each clinic.
- Reduced processing time and errors by developing automated accounts payable solutions.
- Established robust audit procedures by coordinating efforts with cross-functional teams on financial controls.
Finance Manager
CDC of Tampa
Tampa, US
09.2020 - 02.2021
- Oversaw $3M+ grant budgets, strengthening financial controls and improving reporting accuracy.
- Created monthly financial reports for executives, supporting informed decision-making and budget management.
- Established efficient financial procedures, expediting approval processes across departments.
- Managed a team of 5 accountants to ensure compliance and enhance expense tracking systems.
- Collaborated on accounting for 40 properties, fostering effective partnerships with property management teams.
- Compiled detailed monthly financial packages, including budget analyses and project status updates.
- Generated fluctuation reports to assist in strategic fiscal planning and resource allocation.
Commission Accountant
Health Insurance Innovations
Tampa, US
06.2018 - 02.2020
- Ensured accuracy of payroll and commissions through meticulous reconciliation processes.
- Streamlined accounting operations, resulting in reduced discrepancies and faster processing times.
- Implemented automation solutions to enhance data integrity and decrease reliance on manual tasks.
- Collaborated with finance teams to refine budgeting forecasts and bolster financial planning efforts.
- Improved commission tracking efficiency by coordinating closely with sales departments.
- Oversaw management of complex payroll reconciliation, ensuring precise ledger documentation.
Education
Masters of Science - Accounting
University of Phoenix-Arizona
Arizona01.2020
Bachelors Degree - Accounting
University of Phoenix-Arizona
Arizona12.2018
Skills
- Business-to-business sales
- Negotiation techniques
- Strategic sales planning
- Client retention strategies
- Account management expertise
- Prospecting and lead generation
- Portfolio oversight
- Forecasting sales trends
- Effective presentation skills
- Self-driven professional
- Proficient in Microsoft Office Suite
- Familiar with Salesforce and CRM systems
Certification
Life Insurance and Annuities License, 2022
Languages
English, Native
Timeline
Medical Account Manager
Airgas
05.2025 - Current
B2B Sales Consultant
Empire Telcom Us
06.2022 - 05.2025
Insurance Broker
Policy Pro Insurance
11.2021 - Current
Senior Accountant
MyCare Health Care
04.2021 - 02.2022
Finance Manager
CDC of Tampa
09.2020 - 02.2021
Commission Accountant
Health Insurance Innovations
06.2018 - 02.2020
Masters of Science - Accounting
University of Phoenix-Arizona
Bachelors Degree - Accounting
University of Phoenix-Arizona