Dynamic sales professional with extensive experience at Ohio Living Westminster Thurber, excelling in care plan development and customer relationship management. Proven track record in increasing sales through strategic marketing initiatives and community outreach. Adept at delivering tailored solutions and fostering strong client connections, ensuring exceptional service and satisfaction.
Overview
21
21
years of professional experience
Work History
Sales and Admissions Associate
Ohio Living Westminster Thurber
Columbus
01.2025 - Current
Guided families through senior living options and resources.
Delivers tailored tours for prospective residents and their family members, offering an informative and warm experience that promotes the culture.
Developed personalized care plans for residents based on individual needs.
Educated families on available senior living services and benefits.
Trained new team members on industry best practices and tools.
Developed customized plans for individuals based on their personal preferences, health condition, financial resources, and lifestyle.
Provided support to elderly individuals during the transition process from independent living to assisted care programs.
Responded promptly to inquiries from current and potential residents regarding available services or amenities.
Facilitated educational workshops on aging, health, and wellness topics.
Established relationships with local organizations and senior centers to create referral networks.
Developed marketing plans and strategies to promote the sale of senior living services.
Assisted buyers in selecting suitable properties that meet their goals for retirement or long-term care needs.
Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.
Communicated effectively with clientele to maintain customer satisfaction and loyalty.
Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
Developed relationships with customers, and presented promotions that increased sales and profit.
Follow up to maintain strong relationships.
Conducted community outreach to promote senior living services and resources.
Grew annual business sales with strategic networking and marketing initiatives.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Inside Sales Associate
FCX Performance
Columbus
06.2023 - 06.2024
Assisted customers by processing orders, price and delivery inquiries, providing technical and application information, soliciting customer orders, and suggesting additional products in a fast-paced, multi-tasking environment.
Maintained responsibility for orders from the quotation.
Selected and specified a variety of products utilizing a variety of FCX and vendor-supplied tools/software.
Responded to customer inquiries, prepared quotes, processed customer orders, and sent order acknowledgments.
Reviewed customer POs for special conditions, checked availability, and verified ship dates.
Increases order size by suggesting related items, explaining features, and checking customer's buying history.
Processed and expedited orders, customer returns, and returns to vendors to ensure timely delivery.
Worked closely with Outside Sales reps to solicit business, execute orders, and maintain superior customer service.
Reviewed open customer order reports and acted on open items, specifically those at risk of not meeting the customer's promised delivery date.
Inside Sales Representative
Vertiv
Westerville and Columbus
03.2022 - 06.2023
Worked with outside field reps and local Vertiv offices within an assigned territory to renew outstanding service contracts.
Conducted outbound calls and sent emails to customers to go over options.
Updated serial numbers in the internal database for accuracy.
Created proposals and processed POs once obtained.
Channel Solutions Project Coordinator
Vertiv
Westerville and Columbus
03.2022 - 06.2023
Oversaw and assisted project managers with high-end sales orders and projects from start to finish.
Followed up and provided updates to Channel Account customers and sales reps.
Reviewed stock and backlog reports for back-ordered items and their status.
Service Contract Renewal Specialist
Mettler Toledo Columbus
Columbus
03.2017 - 03.2022
Grew existing service contract business.
Added and removed equipment to and from the internal database.
Focused on negotiating skills and upselling customers from postpaid to prepaid service agreements to increase revenue.
Restructured agreements and sent out quotes to customers.
Worked with schedulers and our contracts team to assist in finalizing transactions once a quote was accepted, and the payment method was received.
Made outgoing calls and followed up via email to ensure customer satisfaction was guaranteed based on surveys.
Inside Sales Specialist
Mettler Toledo Columbus
Columbus
03.2017 - 03.2022
Used outbound prospecting skills to find relevant contacts within high-target accounts.
Actively led customers through the sales cycle from quoting to closing of sales.
Managed incoming demand, i.e., calls, emails, or MT.com requests for pricing, availability, or quote.
Ensured quality service by focusing on service level, customer service, and urgency to respond/follow up.
Assisted outside sales reps with quotes for lab instruments, along with adding service packages.
Offered various service plans recommended for preventative maintenance.
Followed up on overdue leads to see if any current sales opportunities were present to generate revenue.
Relationship Account Officer
Bank of America
Columbus
02.2016 - 12.2016
Took incoming calls from dentists, doctors, and veterinarians looking to finance practices and equipment and purchase commercial real estate.
Processed and compiled loan documents and submitted them to underwriting for approval.
Communicated as a liaison between the customer and outside sales rep to move forward with the closing.
Collections Representative
Alliance Data
Westerville
12.2013 - 02.2016
Conducted outbound calls to delinquent credit card account holders to negotiate payment arrangements to bring their accounts current and offer hardship programs to discuss various options.
Received calls from card members making payments over the phone.
Investigated, researched, and tracked consumer information using online skip-tracing tools.
Maintained compliance with FDCPA and state regulations.
Continuity Marketing Coordinator
Verizon Wireless
Dublin
03.2004 - 09.2012
Opened new accounts and upgraded existing services.
Made outbound calls to existing customers to offer new plans, services, and promotions.
Answered incoming calls from new and existing customers about direct mailers and offers sent to them to extend service agreements.
Decreased churn and retained customers by offering custom-tailored solutions to satisfy their needs.
Customer Service Representative
Verizon Wireless
Dublin
03.2004 - 09.2012
Answered incoming calls from wireless customers with concerns regarding billing, new activations, and troubleshooting.
Worked as a team coach to assist in management's absence by running daily reports and posting statistics for the team.
Education
Communications - Public Relations
Franklin University
Columbus, Ohio
Skills
Care plan development
Senior living education
Community outreach
Customer relationship management
Marketing strategy
Sales prospecting
Client follow-up
Marketing
Document preparation
Campus tours
Social media networking
CRM software experience
Sales experience
Campus event coordination
Open house preparation
Admissions correspondence
Customer service
Applicant interviewing
Career Overview
25+ years' experience in customer service, collections, banking, and sales, with recognized strengths in account maintenance, problem-solving, and troubleshooting.
Excellent working knowledge of Microsoft applications.
Ability to train while motivating peers to meet and exceed goals in a fast-paced environment while multitasking.
Team player who consistently meets and exceeds quality goals and is recognized for outstanding customer service and sales.