Dynamic Customer Success/Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
20
20
years of professional experience
6
6
years of post-secondary education
Work History
Account Manager/Customer Success Specialist
TELETRACNAVMAN
Irvine, CA
08.2015 - Current
Managed hundreds of business accounts ranging from $3,000 to $100,000 in yearly revenue.
Current customer accounts total $3 million.
Highest number of accounts saved from 2G shutdown in 2016 and again with 3G shutdown in 2022.
Awarded last Chairman’s club (something Account Managers rarely receive).
Developed support documentation for camera software product as the lead Subject Matter Expert.
Added $80k per quarter to account book in previous two quarters, +3%.
Cultivated customer loyalty, promoted repeat business, and improved sales.
Collected customer feedback and made process changes to exceed customer satisfaction goals.
SAAS Account Executive
TRADEONLY Dba CUSTOMER FOCUS
Costa Mesa, CA
01.2014 - 01.2015
Developed the Learning Management System for the Enterprise suite and "voiced" the video lectures
Demonstrated company systems at trade show events one-on-one with customers and in group settings
Trained new hires on all systems
Built the Learning Management System for the ERP system from the ground-up that consisted of video presentations and instructional courses for new customers to help them more easily receive targeted training around their schedules
Became the main ERP specialist within one year due to overall sales and technical abilities in order to help achieve the company’s targeted sales goals of $10K per month
Developed main documentation for system rollouts, which included both high-level proposals and Statements of Work that helped the Operations and Implementation department complete project planning.
Built and strengthened relationships with new and existing accounts to drive revenue growth.
Strengthened customer relationships with proactive and collaborative approach to managing needs.
Associate Director
GREENWOOD AND HALL
Santa Ana, CA
01.2008 - 01.2014
Management duties included coaching, sales development, call metrics, one-on-one evaluations, and call center analysis
Consulted top-level decision makers on their sales departments and operations
Reached top sales in one month and as a result was promoted to management
Led sales team to top team in less than 3 months and brought up revenues by 150% through individual sales training and coaching
Developed all training manuals, sales scripts, and sales road map, which allowed the company to move at a much more efficient rate as well as gave clients a more customer focused experience
Led teams of up to13 personnel, supervising daily performance as well as training and improvement plans
Admissions Representative
EVEREST COLLEGE
Anaheim, CA
01.2007 - 01.2008
Completed on average 120 phone calls per day to prospective students then interviewed on average five to eight prospects per day in order to convert a target of 15 students per month
Became top salesperson after three months due to specific sales training provided by the institution
Awarded employee of the month two months in a row due to my work ethic and acting as a model example.
Finance Specialist
STUDENT LOAN XPRESS
San Diego, CA
01.2003 - 01.2007
Brought in loan packages in one month worth over two million dollars by targeting specific clients with extremely large loan balances
Increased yearly revenues in the company by nearly ten million dollars, thus helping the agency reach an additional one billion dollars in assets.
Education
MBA - Business Administration
SAINT LEO UNIVERSITY
Saint Leo, FL
09.2009 - 05.2011
Bachelor of Arts - English
SAN DIEGO STATE UNIVERSITY
San Diego, CA
09.1999 - 07.2003
Skills
Microsoft Excel
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Timeline
Account Manager/Customer Success Specialist
TELETRACNAVMAN
08.2015 - Current
SAAS Account Executive
TRADEONLY Dba CUSTOMER FOCUS
01.2014 - 01.2015
MBA - Business Administration
SAINT LEO UNIVERSITY
09.2009 - 05.2011
Associate Director
GREENWOOD AND HALL
01.2008 - 01.2014
Admissions Representative
EVEREST COLLEGE
01.2007 - 01.2008
Finance Specialist
STUDENT LOAN XPRESS
01.2003 - 01.2007
Bachelor of Arts - English
SAN DIEGO STATE UNIVERSITY
09.1999 - 07.2003
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