Breana Lobo
Orange,CA
Summary
Accomplished Account Manager with a proven track record at Aeries, Software, excelling in client relationship management and strategic planning. Skilled in leveraging CRM tools and marketing strategies to enhance revenue generation and client satisfaction. Demonstrated ability to increase client engagement through effective account servicing and upselling techniques.
Overview
9
9
years of professional experience
Work History
Account Manager
Aeries, Software - Education Technology SIS
10.2023 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Created sales forecasts to target daily, monthly and yearly objectives.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Negotiated contract renewals with existing clients, securing long-term commitment and fostering ongoing collaboration.
Account Manager
Tebra, Softwarre - Healthcare Technology SAAS
02.2021 - 09.2023
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Developed targeted presentations for key accounts, effectively communicating value proposition and securing commitments.
- Monitored market trends to advise clients on potential impacts to their business, positioning as trusted advisor.
Client Success Manager
Houzz, Inc - Home Renovation SAAS
01.2019 - 01.2022
- Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
- Resolved escalated issues promptly by liaising with relevant departments while keeping affected clients informed throughout the resolution process.
- Reduced late payments by proactively reaching out to clients before deadlines.
- Proactively addressed potential churn risks by identifying warning signs and implementing appropriate strategies.
Premium Relationship Manager
Los Angeles Galaxy - Professional Sports MLS
01.2016 - 11.2018
- Negotiated contract renewals with existing clients, securing long-term commitment and fostering ongoing collaboration.
- Analyzed market trends, identifying opportunities for expanding product offerings within key accounts.
- Boosted event attendance by implementing creative marketing strategies and engaging promotional materials.
- Identified customer requirements, uncovered roadblocks and demonstrated strong account management and commercial capabilities to drive renewal to on-time closure.
Inside Sales Representative
Anaheim Ducks - Professional Sports NHL
01.2016 - 08.2016
- Answered customers' questions regarding products, prices, and availability.
- Participated in industry events and game day events to network with prospects, gather leads, and increase brand awareness.
- Attended meeting and sales events to learn latest developments and brainstorm new sales strategies.
- Used CRM software to maintain detailed contact logs and account records.
Education
Bachelor of Arts - Communications: Entertainment Studies
California State University - Fullerton
Fullerton, CA07.2014
Skills
- Account Management
- Strategic Planning
- Customer Relationship Management (CRM)
- Upselling
- Contract Negotiation
- Account Servicing
- Marketing
- Revenue Generation
- Territory Management
- Client meetings
- Lead prospecting
- Sales Forecasting
- Event Planning
- Issue Resolution
- Networking skills
- Persuasive Negotiations
- B2B Sales
- Enterprise Sales
- Cross-Functional Collaboration
Timeline
Account Manager
Aeries, Software - Education Technology SIS
10.2023 - Current
Account Manager
Tebra, Softwarre - Healthcare Technology SAAS
02.2021 - 09.2023
Client Success Manager
Houzz, Inc - Home Renovation SAAS
01.2019 - 01.2022
Premium Relationship Manager
Los Angeles Galaxy - Professional Sports MLS
01.2016 - 11.2018
Inside Sales Representative
Anaheim Ducks - Professional Sports NHL
01.2016 - 08.2016
Bachelor of Arts - Communications: Entertainment Studies
California State University - Fullerton
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