BEAU MOMMAERTS
Wrightstown,WI
Summary
Client-focused professional with experience in sales, account management, and financial advising. Proven track record of building relationships, driving revenue growth, and delivering tailored solutions to meet client needs. Passionate about helping businesses and individuals achieve their goals while working in a collaborative environment.
Overview
7
7
years of professional experience
Work History
Account Manager, Sales Development Rep
TEKsystems
Appleton, WI
08.2024 - Current
- Conduct discovery meetings to understand client needs and provide insights to support account growth
- Facilitate strategic meetings between clients and internal teams to position tailored solutions
- Support resolution of client success concerns by coordinating across our delivery teams
Client Advisor
Duet Resource Group
Milwaukee, WI
09.2023 - 07.2024
- Closed a project with the US Bank Center totaling $30,000 to outfit a new training room in their downtown building
- Led client-facing presentations and product demos, serving as a trusted advisor to end users and design firms
- Uncovered new opportunities in the Southeastern Wisconsin territory for our team through cold outreach and in person introductions
Inside Sales Specialist, Inside Sales Associate
Krueger International
Green Bay, WI
10.2020 - 09.2023
- Produced incoming sales at >200% of target for the KI-Chicago territory
- Managed a pipeline of $19M, which equated to $6.8M in revenue
- Successfully closed 57% of my opportunities that were completed
- Contributed to a 22% growth rate in my assigned territory
- Collaborated with internal teams to ensure seamless project execution and resolve client issues
- Utilized Salesforce to maintain detailed client records and proactively identify upsell opportunities
Financial Advisor, Financial Planning Intern
Ameriprise Financial
Madison, WI
01.2018 - 08.2020
- Passed Series 7, Series 66, and State of Wisconsin Life & Health Insurance licensing exams
- Developed comprehensive financial solutions through client engagement and needs assessments
- Ran our team's marketing calendar by updating Facebook and LinkedIn posts, sending out monthly newsletters, and promoting volunteer events
Education
BA - Economics
University of Wisconsin-Madison
Madison, WI05.2019
Skills
- Relationship Building/Managing
- Verbal and Written Communication
- Salesforce CRM
- Cross-Team Collaboration
- Conflict Resolution
- Needs-Based Selling
- Client Onboarding/Engagement
- Data Driven Business Reviews
Timeline
Account Manager, Sales Development Rep
TEKsystems
08.2024 - Current
Client Advisor
Duet Resource Group
09.2023 - 07.2024
Inside Sales Specialist, Inside Sales Associate
Krueger International
10.2020 - 09.2023
Financial Advisor, Financial Planning Intern
Ameriprise Financial
01.2018 - 08.2020
BA - Economics
University of Wisconsin-Madison
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