Summary
Overview
Work History
Skills
Timeline
Generic

Ashley Boyd

Murrieta,CA

Summary

Dynamic Executive Account Manager with a proven track record at Wheaten Financial, excelling in customer engagement and relationship building. Enhanced client satisfaction through exceptional account management and effective communication, driving increased revenue and loyalty. Skilled in data-driven insights and problem-solving, consistently delivering results that align with company objectives.

Overview

20
20
years of professional experience

Work History

Executive Account Manager

Taycor Financial
04.2024 - Current

Executive Account Manager

Wheaten Financial
10.2020 - 04.2024
  • Contributed to the creation of proposals that showcased a deep understanding of prospective clients'' needs balanced against the company''s capabilities.
  • Achieved high client satisfaction by delivering exceptional account management services.
  • Enhanced communication channels between clients and internal departments, streamlining processes and improving overall efficiency.
  • Managed contract negotiations with clients, resulting in favorable terms and conditions that supported company objectives.
  • Consistently exceeded expectations regarding response time and professionalism when interacting with clients, solidifying their trust in the company.
  • Developed strong relationships with key clients, resulting in increased revenue and long-term loyalty.

Senior Account Manager

Exhibitree
01.2005 - 03.2020


  • Strengthened collaborative efforts between departments for more efficient issue resolution.
  • Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
  • Provided extensive support in sales, technical and business areas to key accounts.
  • Provided valuable input during product development discussions, ensuring alignment with customer needs and expectations.
  • Regularly updated sales forecasts based upon current pipeline status/anticipated deal closures, allowing for accurate resource allocation/planning within the organization.

Skills

  • Customer engagement
  • Upselling strategies
  • Data-driven insights
  • Account retention
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Multitasking
  • Reliability
  • Excellent communication
  • Organizational skills
  • Relationship building
  • Self motivation

Timeline

Executive Account Manager

Taycor Financial
04.2024 - Current

Executive Account Manager

Wheaten Financial
10.2020 - 04.2024

Senior Account Manager

Exhibitree
01.2005 - 03.2020
Ashley Boyd