Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Armando Lopez

Orlando,FL

Summary

Professional with proven track record in fostering strong client relationships and delivering exceptional service. Known for ability to drive client satisfaction and loyalty through attentive communication and customized solutions. Highly collaborative and results-focused, with reputation for adaptability and reliability. Skilled in conflict resolution and strategic planning to meet evolving client needs.

Overview

11
11
years of professional experience

Work History

Client Relationship Manager

Greendot Corporation
06.2024 - Current
  • Developing 1 on 1 relationships with clients
  • Responding to inbound calls, inquiries and performing strategic outbound call campaigns
  • Maintaining salesforce reporting tool
  • Completing annual contracts in Docusign
  • Covering Premier Partner inbound calls during Tax season- additionally, Premier Partner direct calls and emails.
  • Calling Top 200 Premier Partners after tax season as part of a strategic out-bound Retention call campaign.
  • Travelling/attending/hosting IRS, virtual and Partner Vendor shows during the summer/fall.
  • Conducting fall/pre-season call campaigns to present the annual SBTPG programs and enrollments for the upcoming tax season.
  • Managing annual contracts, B2B loans, taxpayer programs, updates to manual reports, and organizing key client materials/mailings.

Business Development Specialist

Pathward N.A.
12.2023 - 06.2024
  • Independently identify, research, and qualify leads and referrals from industry partners. Follow up on leads and referrals from leads generated through all sources provided.
  • Conduct outbound calls to potential and existing clients to build and grow portfolio
  • Develop and maintain strong relationships with peers within the industry. Establish, maintain, and report current and potential client relationships.
  • Identify and resolve client concerns. Escalate issues as needed.
  • Communicate benefits of existing services and products to prospects and existing clients.
  • Expand client base by identifying and targeting new business opportunities through market research and analysis.

Account Executive

Crosslink Professional Tax Solutions
12.2020 - 11.2023
  • Develop and manage new customer accounts, while maintaining successful, long-term relationships with assigned accounts
  • Locate new, high-value prospect targets for suite of professional products using telemarketing efforts, CRM lead generation, online searches, social media outlets, customer referrals, and face to face interactions
  • Close new accounts and grow existing accounts through a consultative selling approach
  • Attend industry tradeshows and present Crosslink suite of software solutions to prospective tax offices
  • Guide customers in the use of additional revenue programs in order to exceed company net revenue goals
  • Cross-sell ancillary products from Crosslink partners that bring additional revenue to the company and to our customers
  • Managed the largest revenue book of business on the Account Executive team within one year of start date
  • Exceeded new business targets by over 110% for three consecutive tax seasons
  • Helped Crosslink achieve the largest net revenue goal in the company’s history
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.

B2B Sales Consultant

Staples Advantage
03.2020 - 12.2020
  • Prospecting small to mid-sized businesses
  • Set in-person, phone or video appointments with potential customers
  • Perform demonstration of Staples Business Advantage membership services
  • Develop pricing strategies for customers
  • Collaborate with account management team to ensure proper account transition
  • Build relationships at multiple levels with customers to promote account penetration
  • Increased B2B sales by developing and maintaining strong relationships with key decisionmakers.

Sales Executive

C.H. Robinson Worldwide
01.2019 - 12.2019
  • Prospect with a "hunter" mentality via phone, internet, fieldwork, referrals, industry networking, and trade shows
  • Independently identify and generate new sales opportunities - Inside sales: contact and conduct initial discovery with customers via phone and email
  • Outside sales: facilitate face-to-face meetings, present proposals and solutions, close business in person
  • Collaborate internally with team on pricing strategy and account implementation plans - Assist with account management issues after the sale, as needed
  • Establish credit terms with clients in coordination with company goals and directives
  • Manage individual sales funnel information regarding all prospective customers in the required format
  • Sell C.H. Robinson’s core suite of services
  • Review weekly/monthly sales activities and prospective customers with Management
  • Engaging in self-development & training opportunities, both internal & external
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Customer Service Manager

Swatch Group US
12.2017 - 11.2018
  • • Manage order processing and purchasing
  • Prospecting new customers through cold calling
  • Assist KAM in quoting new projects
  • Preparing and calculating new pricing
  • Communicate pricing strategy with customers
  • Manage customer orders to ensure timely delivery
  • Support for shipment information checking when necessary
  • Responsible for handling logistic complaint (complaints from customers & suppliers)
  • Optimize the handling process for OP team and supply chain
  • Edit and revise the ISO docs
  • Coordinate quality complaints between Customer and HQ Switzerland and suppliers
  • Took ownership of customer issues and followed problems through to resolution.

Supply Chain Analyst

Whirlpool Corp.
02.2014 - 05.2017
  • Forecast accurate inventory levels in order to keep adequate months of supply to fulfill orders.
  • Drive cost saving initiatives with third party logistics providers.
  • Manage export order fulfillment from U.S. factory and regional distribution centers to the Latin America Region.
  • Manage freight and warehousing costs for two regional distribution centers that serve the Latin America region.
  • Proactively manage orders to maximize monthly export capacity.
  • Provide carriers with forecasts in order to assure availability.
  • Develop and maintain KPIs to measure carrier performance
  • Maintain and enhance the relationships between carriers and the warehouse(s).
  • Establish internal KPIs that aid in rooting out inefficiencies in the export process.
  • Provide timely communication to the regions.
  • Compile weekly reports for management
  • Optimized supply chain processes by implementing data-driven analysis and forecasting methods.

Education

Interdisciplinary Studies

Florida International University
Miami, FL

Skills

  • Relationship building and management
  • Customer engagement
  • Account Management
  • Prospecting
  • New business acquisition
  • Contract Negotiation
  • Salesforce
  • Strategic outbound calling
  • Consultative selling

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Client Relationship Manager

Greendot Corporation
06.2024 - Current

Business Development Specialist

Pathward N.A.
12.2023 - 06.2024

Account Executive

Crosslink Professional Tax Solutions
12.2020 - 11.2023

B2B Sales Consultant

Staples Advantage
03.2020 - 12.2020

Sales Executive

C.H. Robinson Worldwide
01.2019 - 12.2019

Customer Service Manager

Swatch Group US
12.2017 - 11.2018

Supply Chain Analyst

Whirlpool Corp.
02.2014 - 05.2017

Interdisciplinary Studies

Florida International University

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