Hi, I’m
BRADY PETTIS
27599 Lexington Road, Le Sueur,MN
Summary
Experienced and driven Customer Success Specialist focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 15 years of experience across the customer service and sales landscape.
Overview
15
years of professional experience
1
Certification
Work History
Wolters Kluwer
Client Relations Manager
11.2017 - Current
Job overview
- Apply product and industry knowledge to retain subscription revenue with existing clients
- Identify and resolve customer issues to ensure customer satisfaction and retention
- Cross-sell and up-sell opportunities for the existing client base
- Handle and correct invoice questions and negotiate contract renewals
- Provide customer support and address questions and concerns as they arise
- Identify and delegate sales opportunities to the correct channels within Wolters Kluwer
- Working in partnership with the Account Managers, Account Executives, and Product Support to achieve sales/retention objectives
Ameriprise Financial Service
Sourcing & Engagement Specialist
07.2013 - 11.2017
Job overview
- Sourced and presented experienced advisor talent for opportunities within my territories
- Maintained accurate and timely candidate records that helped move potential candidates through the hiring process
- Effectively answered advisor questions about Ameriprise channels products and capabilities as a broker-dealer
- Made 200+ cold calls each week and scheduled 5+ weekly appointments consistently
Ultimate Staffing
Business Solutions Manager
04.2012 - 01.2013
Job overview
- Made 200+ calls per week – primarily cold calling
- Scheduled weekly appointments with current and prospective companies
- Met with human resource managers to understand the hiring needs and pain points within their organization
- Screened, qualified, and scheduled job interviews for potential candidates
Metro Sales
Account Executive
09.2010 - 04.2012
Job overview
- Made 200+ phone calls and scheduled weekly appointments with current and prospective companies
- Thoroughly gathered essential information from clients regarding the current needs of their office and provided effective product solutions and services to support those needs
- Effectively shared cost analysis information and provided competitive quotes to customers
TCF Bank
Shift Supervisor
05.2008 - 09.2010
Job overview
- Managed a Sales Associate four-member team
- Balanced the vault and cash drawers of the Sales Associates daily to ensure they were balanced
- Communicated effectively with team members and worked collectively to achieve monthly sales goals
- Handled customer complaints and provided practical solutions to their problems
- Responsible for identifying and cross-selling customer accounts
Education
Gustavus Adolphus College
B.A. from Economics/Business Management
Skills
- Lead Generation
- Client Relationship Management
- Problem-Solving Aptitude
- Customer Retention
- Microsoft Office Suite
- Customer Engagement
- Business Development
- Contract Negotiation
- Sales
- Upselling
- Opportunity Identification
- Client Education
Accomplishments
- Wolters Kluwer – 2021 –Sales Excellence Award winner for retaining 101% of $7.2M Total Territory Goal
- Wolters Kluwer – 2020 – Diamond Club Winner
- Wolters Kluwer – 2020 – Sales Excellence Award winner for retaining 159% of $5.2M Total Territory Goal
- Ameriprise Financial – 2019 – recruited $1.8M in T-12
- Ultimate Staffing – 2012 – brought in ten new business accounts
Certification
- Dale Carnegie Training: Jump Start Your Sales Success – March 2012
Timeline
Client Relations Manager
Wolters Kluwer
11.2017 - Current
Sourcing & Engagement Specialist
Ameriprise Financial Service
07.2013 - 11.2017
Business Solutions Manager
Ultimate Staffing
04.2012 - 01.2013
Account Executive
Metro Sales
09.2010 - 04.2012
Shift Supervisor
TCF Bank
05.2008 - 09.2010
Gustavus Adolphus College
B.A. from Economics/Business Management
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