Professional with over 11 years of experience in customer service and support. Assisting in delivering innovative solutions to maintain existing customer relationships as well as ideas for working with prospective customers. Possessing superior communication skills between business and technical teams to meet workforce development needs. Extremely result-oriented with a drive to exceed organizational goals and generate strong revenue for the business. Motivated and goal-driven with a track record of success in generating repeat business and maintaining tough client accounts.
Professional business leader with extensive experience in driving growth and leading high-performing teams. Skilled in strategic planning and stakeholder management, consistently delivering impactful results. Known for strong collaboration and adaptability in dynamic environments. Experienced with business strategy, financial oversight, and team leadership. Utilizes effective communication and negotiation skills to foster partnerships and drive success. Track record of optimizing operational processes and enhancing organizational performance.
Work History
Partner Specialist
6 Years 8 Months
CDW Corporation | 11.2019 - 07.2026
Cultivated strong relationships with key stakeholders to align objectives and drive collaboration.
Analyzed market trends to identify opportunities for growth and strategic positioning.
Oversaw project management activities, ensuring timely execution of deliverables within budget constraints.
Monitored partner performance and provided feedback on areas of improvement.
Prepared and presented reports on status of projects and initiatives.
Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Collaborated with colleagues and support staff to maximize team efficiency.
Microsoft Product Solution Specialist
6 Years 8 Months
CDW Corporation | 11.2019 - 07.2026
Built and maintained relationships with Account Managers, Advisors and Technical teams including software developers and IT architects
Created training plans on Microsoft cloud platform applications solutions, for Account managers to increase knowledge of Microsoft Product Client Suitability
Increased markets and led transformational shifts in customers; developed, communicated and provided high business impact solutions that enabled digital transformation
CRS Group - Lincolnshire
Inform, educate and coach account managers on the various technologies, resources, and pricing programs available
Align and reinforce the value of the solution to the customer’s overall business pain and strategic opportunities and decision criteria preferred
Solve customer problems through cloud technologies, specifically solutions related to cloud-native apps
Orchestrate and influence teams to pursue sales opportunities and lead through influence required
Understand partner ecosystems and leverage partner solutions to solve customer needs preferred
Participate in CDW events on business-focused technology solution presentations for customers and prospects delivered via web-based tools (e.g., WebEx, Lync) and in-person Sales Enablement
Client Solution Specialist/Project Manager
8 Months
Hodgson Consulting and Solutions | 09.2018 - 05.2019
Provided every client with a stellar experience from start to finish; working as part of the Solutions Team to solve root-cause problems and create innovative solutions that increase client satisfaction
Resolved customer issues and escalations while maintaining a positive and professional attitude to ensure customer retention and increase the rate of win-back customers, using a consultative sales approach to understand customers’ needs and recommend relevant Hodgson offerings
Buffalo Grove, IL
Performed various duties as a project manager, scheduling, planning, reporting to SME’s teams and stakeholders
In charge of creating and maintaining all documentation; scheduled all project meetings, acting as the single point of contact for vendor and customer conflict resolutions
Led technical teams to research IT solutions suitable for client’s business needs
Ensured required parts and materials were obtained at optimal pricing from vendors and issued purchase orders
Developed detailed project and service proposals; managed all hardware/software license and warranty renewals for clients
Collaborative Client Service Specialist
1 Month
AT&T Insight Global | 05.2018 - 06.2018
Built client advocacy and ensured continued profitability of the firm through organic growth and referral opportunities by setting and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration
Arlington Heights, IL
Coordinated and executed service activities, such as Onboarding new clients, resolving Service Requests, gathering and compiling data for client meetings, maintaining client files/dashboards and handling day-to-day client requests
Processed tasks and resolved issues in a timely and accurate manner
Assisted with client reporting and billing
Managed relationships with clients and internal and external resource providers
Administrative Assistant
1 Year 3 Months
Zebra Technologies | 01.2017 - 04.2018
Provided exceptional support to customers increasing the overall efficiency by 30%
Buffalo Grove, IL
Handled incoming correspondence from customers, suppliers, and partners in a timely and professional manner
Collaborated efficiently with dispatchers to schedule pickup and delivery of electronic scanner, printer devices, etc.
Completed all company required documentation and data entry to Excel and Oracle CRM, ensuring all work is accurate and exact
Agency Owner
2 Years 2 Months
American National Insurance | 06.2015 - 08.2017
Exceeded Carrier quotas for production persistence and loss ratio
Oversaw and managed all marketing and promotional advertising campaigns, ensuring US, State and Carrier requirements were met
Maintained exceptional customer relationships, performing annual reviews and cross-selling according to needs
Northbrook, IL
Oversaw, managed and handled all agency operations necessary to grow insurance book of business
Ensured all client documentation and records followed ethical and professional guidelines
Enhanced agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
Stayed abreast of the most current products and services offered by the agency as well as industry regulations and news
Client Account Manager
1 Year 9 Months
Crestwood Associates LLC | 09.2013 - 06.2015
The driving force behind the generation of $3M in business sales of Microsoft and Acumatica ERP systems
In charge of managing over 150 account relationships and associated projects as requested by upper management
Led a team of IT professionals on the successful completion of a project for business ERP systems; delivering project on time and within budget
Mount Prospect, IL
Collaborated with clients and team of SME’s to create appropriate project criteria and scope
Delivered presentations to team members and high-profile clients; conducted negotiations and used exceptional communication and interpersonal skills to come to agreements in the best interests of both parties
Presented written and verbal proposals and RFP to potential C-Level clients
Financial Service Advisor
1 Year 1 Month
The Heartland Group | 07.2009 - 08.2010
Chicago, IL
Education
Master of Science - Business Project Management
Devry Keller Graduate School of Management | Chicago, IL | 01-2013
Bachelor of Science - Information Technology
University of Phoenix | Pleasanton, CA
Skills
Business Development
Sales Management
Account Management
Sales Strategy
Sales Forecasting / Budgeting
Market Research / Analysis
Channel Positioning
Product and Service Knowledge
Consultative Selling
Cross-Selling / Up-Selling
Customer Retention
Client Management
Relationship Building and Management
Key Client Relationships
Partnership Development
Project Coordination
Technology Integration
Workflow Optimization
Data Analysis
Competitive Analysis
Microsoft Office
Salesforce
CRM
MS Dynamics
Oracle
SAP
Power BI
Acumatica
Digital Engagement
Presentation Skills
Analytical Thinking
Budget Management
Vendor Management
Marketing
Excellent communication
Timeline
Partner Specialist
CDW Corporation
11.2019 - 07.2026Read More
Microsoft Product Solution Specialist
CDW Corporation
11.2019 - 07.2026Read More
Client Solution Specialist/Project Manager
Hodgson Consulting and Solutions
09.2018 - 05.2019Read More
Collaborative Client Service Specialist
AT&T Insight Global
05.2018 - 06.2018Read More
Administrative Assistant
Zebra Technologies
01.2017 - 04.2018Read More
Agency Owner
American National Insurance
06.2015 - 08.2017Read More
Client Account Manager
Crestwood Associates LLC
09.2013 - 06.2015Read More
Financial Service Advisor
The Heartland Group
07.2009 - 08.2010Read More
University of Phoenix
Bachelor of Science from Information Technology
Read More
Devry Keller Graduate School of Management
Master of Science from Business Project Management
Read More
PROFESSIONAL ATTRIBUTES
Excels in selling products and solutions, matching a client’s needs to what the company has to offer, playing an important part in a company’s sustainability and efforts of staying profitable and competitive
Extremely skilled in finding new business opportunities and maintaining a healthy pipeline for future deals, efficient in responding to new and current client base regarding complaints and service inquiries, becomes a “brand ambassador” that represents the company’s brand and values
Strong negotiating and selling skills, has excellent people skills and intuitive to client’s needs, determined and experienced in client rapport, marketing strategies, and business-to-consumer sales
Demonstrates aptitude in giving professional presentations, remaining calm under pressure or when dealing with customer complaints and issues; focusing on and meeting specific targets