Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Hi, I’m

ALLISON WALTER

Client Advisor / Account Executive
San Diego,CA
ALLISON WALTER

Summary

Results-driven leader with a positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication, and interpersonal skills.

Overview

11
years of professional experience
8
years of post-secondary education

Work History

Dawson
San Diego, CA

Client Advisor
09.2022 - Current

Job overview

  • Consults federal agencies in establishing, identifying, and managing future program goals and technical objectives.
  • Develops and maintains high level of engagement and positive relationships with assigned clients in the military medical space to build on current performance and develop new multimillion-dollar contracts.
  • Manages, supports, and provides guidance over capture/sales efforts.

Sotheby's International Realty
Portland , OR

Real Estate Agent
09.2021 - 01.2024

Job overview

  • Represented buyers and sellers of developed and undeveloped properties in the Portland area.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.

Smarsh
Portland, Oregon

Key Account Executive, Financial Services
04.2021 - 09.2021

Job overview

  • Promoted to Key Accounts team, handling 15-20 key financial service customers and prospects.
  • Developed thorough understanding of key clients' needs and requirements to prepare customized solutions.


Smarsh
Portland, OR

Enterprise Account Executive, SLED
05.2017 - 04.2021

Job overview

  • Prospected by cold calls, marketing campaigns, conferences, SLED events, and social media platforms.
  • Presented on-site and virtual presentations for qualified prospects.
  • Cultivated relationships with C-Suite executives and negotiated contracts to establish new lines of business.
  • Established and maintained positive working relationships with colleagues, procurement resellers, channel partners, and customers.
  • Leveraged CRM (Salesforce) to collect, organize, and manage sales data and customer information.
  • Collaborated with customers to learn business operations and capitalize on upselling and cross-selling opportunities.

Achievements:

  • Top performer for the SLED Team, managing quota of 1 million dollars.
  • Hit 175% quota in 2020.

Kaiser Permanente
Portland, OR

New Sales Associate
05.2016 - 05.2017

Job overview

  • Responsible for supporting sales team in achieving business targets and sales quotas for Kaiser Northwest region.
  • Reviewed and processed all incoming leads and assisted Sales Executives with pre/post-sales support.
  • Provided high-quality customer service to prospective customers and other channel partners.
  • Presented in open enrollment meetings and other industry related events.

Kaiser Permanente
Portland, OR

Account Team Specialist
09.2015 - 05.2016

Job overview

  • Delivered an array of administrative support for Sales and Account Management team.
  • Conducted and managed reports, confidential documents and internal databases.
  • Acted as an account management liaison between internal departments and external clients.
  • Interacted with brokers and business administrators to achieve client satisfaction and increase sales retention.

Moda Health
Portland, OR

Sales Administrative Assistant
10.2014 - 09.2015

Job overview

  • Provided all clerical assistance that supported sales and account management team; including renewals, new lines of business, and new sales.
  • Communicated with external clients and all internal departments to attain buyer satisfaction.
  • Responded in timely manner to all internal and external requests to demonstrate value and commitment to clients.

Emoji Inc
Los Angeles, CA

Sales Executive
08.2013 - 10.2014

Job overview

  • Established both initial market and customer base for new product launch.
  • Developed all marketing materials to drive sales and implemented tracking sales progress.
  • Worked directly with buyers to suitably fulfill all shipping requirements.
  • Customers included: Nordstrom, Amazon, Urban Outfitters, and Target.

LA Fitness
Los Angeles, CA

Sales Counselor
05.2013 - 08.2013

Job overview

  • Recruited and trained new staff of Sales Counselors and Personal Trainers.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.

Achievements:

  • Awarded number one sales associate in the California district.


The GSN Network
Los Angeles, CA

Casting Coordinator
02.2013 - 04.2013

Job overview

  • Contributed to variety of outreach methods to recruit cast for The Game Show Network, Minute to Win It.
  • Held auditions and interviews to find most qualified talent based on production needs.
  • Worked on TV set during film days as contestant wrangler and production assistant.

Collins Avenue Productions
Los Angeles, CA

Casting Coordinator
10.2012 - 12.2012

Job overview

  • Worked closely with TV producers and directors of the Lifetime show, Dance Moms, to define casting needs and deliver casting options according to expectations through comprehensive talent binders.
  • Orchestrated casting for productions by holding auditions and securing ideal talent.

Collins Avenue Productions
Los Angeles, CA

Production Assistant
08.2012 - 10.2012

Job overview

  • Maintained and coordinated Executives' day-to-day meeting and travel schedules.
  • Recruited and interviewed interns to fit pre-production and post-production requirements.

Education

University of Oregon
, Eugene, OR

Bachelor of Science from Psychology
09.2008 - 09.2012

University Overview

  • Dean's List and Deans Scholarship

University of Oregon
, Eugene, OR

Bachelor of Science from Minor of Biology
09.2008 - 09.2012

Skills

Strategic selling

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Additional Information

  • Graduate from Shipley Sales Bootcamp - 2023
  • Graduate from Miller Heiman Sales Methodology Training - 2017

Timeline

Client Advisor

Dawson
09.2022 - Current

Real Estate Agent

Sotheby's International Realty
09.2021 - 01.2024

Key Account Executive, Financial Services

Smarsh
04.2021 - 09.2021

Enterprise Account Executive, SLED

Smarsh
05.2017 - 04.2021

New Sales Associate

Kaiser Permanente
05.2016 - 05.2017

Account Team Specialist

Kaiser Permanente
09.2015 - 05.2016

Sales Administrative Assistant

Moda Health
10.2014 - 09.2015

Sales Executive

Emoji Inc
08.2013 - 10.2014

Sales Counselor

LA Fitness
05.2013 - 08.2013

Casting Coordinator

The GSN Network
02.2013 - 04.2013

Casting Coordinator

Collins Avenue Productions
10.2012 - 12.2012

Production Assistant

Collins Avenue Productions
08.2012 - 10.2012

University of Oregon

Bachelor of Science from Psychology
09.2008 - 09.2012

University of Oregon

Bachelor of Science from Minor of Biology
09.2008 - 09.2012
ALLISON WALTERClient Advisor / Account Executive