Summary
Overview
Work History
Education
Skills
Timeline
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ANDREA M. JOHNSON

GA

Summary

Experienced Sales and Client Support Professional with years developing relationships, managing accounts, building pipeline, to drive revenue. Strong communicator focused on delivering outstanding customer care, skilled at prospecting, nurturing, and identifying opportunities to grow small, midsize, and Fortune 500 companies.

Overview

26
26
years of professional experience

Work History

Accenture

Microsoft Vendor
04.2024 - Current

• Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing
• Determined needs, delivered solutions, and overcame objections through consultative selling skills
• Negotiated contracts with clients by understanding their requirements and offering tailored solutions, leading to mutually beneficial agreements
• Developed new business opportunities within existing accounts, resulting in expanded market share
• Conducted regular follow-ups with clients to ensure satisfaction and identify potential upsell opportunities, maintaining a high retention rate
• Utilized CRM software to manage leads and track sales activities, ensuring all information was up-to-date and accessible for team members
• Met existing customers to review current services and expand sales opportunities.

Client Success Manager

FISERV
10.2018 - 10.2021
  • Provided positive first impressions to welcome existing, new, and potential customers, vendors, and partnerships. Engaged with customers to effectively build rapport and lasting relationships.
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution, interacted with team members across departments providing reports using Salesforce CRM details regarding contracts, customer renewals, billing, implementation status, and client termination agreements.
  • Corresponded with Sales, Vendors, Billing, and Legal keeping all stakeholders up to date on monthly sales revenue, contractual details, regulatory and compliance information, new business sales tracking, renewals, vendor and partnership engagements.
  • Worked as Vendor Business Liaison managing onboarding of new vendors and partnerships into the vendor management system, Archer.
  • Completed vendor scorecards and monitored performance and adherence to SLAs, and compliance engagement questionnaires, collected and reviewed SOC reports, COI, and Annual Reports.
  • Enforced company protocols related to security and privacy incidents.
  • Managed third-party due diligence requests, reviewed and updated CPI notices, and participated in audit exams and compliance meetings.

Business Development Representative

FISERV
03.2015 - 10.2018
  • Performed outbound sales activities to small, mid, and top-tier banks, credit unions, and non-financial institutions to identify business challenges and business objectives generating interest in Fiserv solutions.
  • Identified, nurtured, and pursued valuable business opportunities for Fiserv's Advisory Services, FRMS, Raddon, and Lending Solutions.
  • Generated $42 million in active pipeline YTD exceeding the quota of $15 million in Q1YR18.
  • Scheduled in-person discovery meetings and conference calls with C-level decision makers and influencers for Specialists in various Fiserv Business Units focusing on various Solution Sets, Competencies, Industries, and Asset Sizes.
  • Increased brand awareness, website traffic, and sales by implementing effective marketing campaigns and strategies utilizing LinkedIn, Outreach, and Salesforce CRM.

Business Development Representative

EQUIFAX, INC
02.2012 - 11.2014
  • Experienced B2B professional driving revenue and working closely with C-level decision makers and company executives at small, medium, and large banks and credit unions with a focus on new and existing business opportunities.
  • Initiated discussions in July 2014 with decision-makers at a leading telecommunications company resulting in a multi-year partnership that generated $2.1 million dollars in revenue.
  • Initiated discussions in May 2012 with decision-makers at a leading staffing company bridging internal relationships across divisions resulting in a multi-year partnership that generated $1.6 million dollars in revenue.
  • Independently hunted and researched prospects to build net new business. Managed select accounts, scheduled conference calls, in-person meetings, and follow-up meetings to re-engage existing clients to manage attrition and capitalize on upsell and cross-sale opportunities.

Senior Mortgage Loan Originator

HSBC Bank / American Equity Mortgage
10.1998 - 02.2012
  • Relief Managed multiple branches providing training and sales support to sales staff to achieve monthly sales goals and monitor compliance.
  • Consistently ranked 1st out of 50 Account Executives and Top 10 out of 350 Account Executives in division overall sales.
  • Received HSBC Circle of Excellence Award for outstanding sales performance.
  • Recipient of HSBC Top Senior Account Executive Award for $1 million+ in sales in one month with a target goal of $300,000.
  • Recipient of HSBC Customer Service Award.
  • Accepted loan payments, processed loan documents, and reviewed loan contracts to ensure all staff complied with federal, state, and company policies, procedures, and regulations.
  • Performed thorough loan documentation, preliminary underwriting, and disbursement of proceeds.
  • Completed daily and monthly audits and reconciled all loan disbursements, cash advances, payments, and bank deposits documenting and reporting any discrepancies.
  • Managed all aspects of Mortgage portfolio services that span the mortgage lifecycle (origination, valuation, closing and title services, default management services, and asset management).
  • Converted inside and outside sales lead sources into in-person appointments with potential borrowers to review mortgage options.
  • Presented loan options, and collected, analyzed, and organized financial documents for underwriting review.
  • Nurtured and developed recommended financial solutions to best meet client's needs disclosing all features of transactions based on federally mandated standards established in the Real Estate Settlement.
  • Procedures Act (RESPA) and other federal, state, and local regulations.
  • Accountable for fraud prevention, maintaining ethical work standards, and high levels of service quality with vendors and agents.

Education

BACHELOR OF SCIENCE - Business Administration And Management

Purdue University Global

Skills

  • CRM, SalesForce, Outreach, Hubspot
  • Account Management, Lead Generation
  • B2B and B2C Sales
  • SAAS, MLO, Insurance
  • Presentations, Proposals & Deal Negotiations
  • Pipeline Management
  • Cold Calling, Prospecting, LinkedIn, ZoomInfo
  • Client Relationship Building
  • Nurturing, Customer Service
  • Compliance, Reporting, Auditing
  • Document Management
  • RESPA, FHA, HUD

Timeline

Accenture

Microsoft Vendor
04.2024 - Current

Client Success Manager

FISERV
10.2018 - 10.2021

Business Development Representative

FISERV
03.2015 - 10.2018

Business Development Representative

EQUIFAX, INC
02.2012 - 11.2014

Senior Mortgage Loan Originator

HSBC Bank / American Equity Mortgage
10.1998 - 02.2012

BACHELOR OF SCIENCE - Business Administration And Management

Purdue University Global
ANDREA M. JOHNSON