Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Timeline
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Caroline Richardson

Charlotte,NC

Summary

Dynamic and results-oriented Account Manager with a robust background in client relationship management and marketing within the financial services and mortgage industry. Proven track record of delivering tailored staffing solutions while leveraging deep industry insights to drive business growth. Expertise in utilizing CRM systems and data analysis to enhance client satisfaction and identify revenue opportunities. Strong communication, negotiation, and problem-solving skills have enabled successful client meetings and presentations, resulting in the acquisition of new business. Additionally, proficient in executing comprehensive marketing initiatives, including email campaigns and training programs, to empower stakeholders and optimize marketing efforts. Committed to fostering collaborative relationships and driving engagement, with a passion for aligning client needs with strategic solutions.

Overview

4
4
years of professional experience

Work History

Account Manager

Apex Systems
01.2024 - Current
  • Partner with financial clients to understand their technology, staffing, and project goals, ensuring a thorough grasp of their needs
  • Develop and maintain strong client relationships, acting as a trusted advisor and strategic partner for staffing solutions
  • Proactively engage with potential financial clients, using targeted business development strategies to identify new partnership opportunities
  • Conduct numerous client meetings and presentations to showcase Apex Systems’ services and secure new business
  • Analyze industry trends to identify growth opportunities and position Apex Systems as a market leader in the financial sector
  • Expertly utilize CRM tools like Salesforce to track client interactions, manage accounts, and forecast revenue growth
  • Apply strong communication and negotiation skills to close deals, negotiate contracts, and ensure successful client partnerships
  • Facilitate smooth onboarding for new contractors, addressing any concerns and ensuring a seamless transition
  • Specialize in supporting financial clients with in-depth industry knowledge to provide tailored solutions
  • Maintain continuous communication with clients to foster strong relationships, ensuring client satisfaction and retention
  • Surpassed quarterly input goals by 200% in Q1 and Q2 of 2024.

Technical Recruiter

Apex Systems
10.2022 - 12.2023
  • Collaborated with account managers to fully understand client requirements and qualify roles for technical and business-sided positions
  • Sourced and engaged potential candidates for specialized roles daily, employing targeted recruitment strategies
  • Conducted over 30+ daily outreach calls to prospective candidates, maintaining professionalism and positive rapport
  • Utilized diverse sourcing strategies, including LinkedIn Recruiter, internal databases, Daxtra, Dice, and Indeed, to attract top talent
  • Proficiently managed candidate profiles and recruitment data using Bullhorn ATS and organized interactions via OneNote
  • Efficiently scheduled and managed candidate calls with Calendly, optimizing time management and communication
  • Oversaw end-to-end recruitment, from initial engagement to end of contract, ensuring a positive candidate experience
  • Specialized in recruiting Data Analysts and Project Managers, leveraging industry knowledge to identify top candidates
  • Maintained communication with candidates throughout their contract duration to ensure satisfaction and retention.

Marketing Support Specialist

Cardinal Financial Company
01.2022 - 10.2022
  • Managed and prioritized marketing requests from loan originators, utilizing Asana and FreshDesk for efficient tracking and resolution
  • Led training sessions on marketing tools and best practices, empowering loan originators to optimize their marketing efforts
  • Developed and distributed engaging email campaigns to support marketing initiatives and loan originator success
  • Authored comprehensive documentation of marketing processes, ensuring consistency and accessibility across the team
  • Streamlined the headshot submission process, enhancing efficiency and reducing turnaround times
  • Edited and integrated loan originator headshots into marketing platforms in compliance with company standards
  • Collaborated with marketing and compliance teams to ensure adherence to regulations and consistent branding
  • Conducted audits of marketing elements, ensuring data accuracy and consistency, and generated detailed reports for follow-up
  • Provided mentorship and training to new employees, facilitating their seamless integration into the team.

Onboarding and Integrations Coordinator

Cardinal Financial Company
05.2021 - 01.2022
  • Orchestrated weekly onboarding and offboarding processes for dozens of loan originators, ensuring smooth integration into and departure from key marketing platforms.
  • Facilitated the setup and maintenance of personalized landing pages for loan originators on Cardinal's website.
  • Utilized Zoom and Asana to facilitate seamless communication and project tracking among the marketing team, ensuring effective collaboration and timely task completion.
  • Earned a promotion to Marketing Support Specialist after just one year, reflecting exceptional performance and dedication to enhancing the company’s marketing operations.

Marketing Coordinator

Primis Mortgage (FKA SeaTrust Mortgage)
06.2020 - 05.2021
  • Led creative design initiatives using Canva, Adobe Photoshop, Illustrator, and Procreate to create marketing materials
  • Developed an understanding of mortgage products to create effective and targeted marketing content
  • Spearheaded employee onboarding, managing background checks, I-9 verification, and training logistics
  • Managed the Surefire CRM platform, organizing marketing materials for company-wide campaigns
  • Organized company-wide events, demonstrating strong event planning and budget management skills
  • Trained and mentored new Marketing Coordinators, ensuring seamless project management and knowledge transfer.

Education

Bachelor of Arts in Communication Studies - IMC Marketing

University of North Carolina Wilmington (UNCW)
05.2020

Skills

  • Account Management
  • Client Relationship Building
  • Lead Prospecting
  • Business Development
  • Forecasting Revenue Opportunities
  • Customer Relationship Management (CRM)
  • Client Meeting and Presentation
  • Negotiation
  • Communication
  • Problem-Solving
  • Training and Mentorship
  • Documentation and Procedure Writing
  • Market Trends Analysis
  • Marketing
  • Email Campaign Creation and Management
  • Branding
  • Social Media
  • Blog and Content Creation
  • Project Management
  • Ticket Tracking
  • Conducting Audits
  • Compliance Adherence
  • Budget Management
  • Human Resources
  • Onboarding and Offboarding Processes
  • Applicant Tracking Systems (ATS)
  • Candidate Sourcing
  • Graphic Design
  • Event Planning and Management
  • Artificial Intelligence (AI)
  • Salesforce
  • Bullhorn
  • LinkedIn Recruiter
  • Daxtra
  • Dice
  • Indeed
  • Calendly
  • MS Office (Excel, PowerPoint, Word, Outlook, Teams, OneNote, SharePoint, CoPilot)
  • Canva
  • Adobe Creative Suite (Photoshop, Illustrator)
  • Procreate
  • Surefire
  • Total Expert
  • Asana
  • FreshDesk
  • Vendor Management Systems (Beeline, VNDLY)

Extracurricular Activities

Phi Mu Sorority Public Relations Chair

Timeline

Account Manager

Apex Systems
01.2024 - Current

Technical Recruiter

Apex Systems
10.2022 - 12.2023

Marketing Support Specialist

Cardinal Financial Company
01.2022 - 10.2022

Onboarding and Integrations Coordinator

Cardinal Financial Company
05.2021 - 01.2022

Marketing Coordinator

Primis Mortgage (FKA SeaTrust Mortgage)
06.2020 - 05.2021

Bachelor of Arts in Communication Studies - IMC Marketing

University of North Carolina Wilmington (UNCW)

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