Cassandra Jean-Charles
West Palm Beach,FL
Summary
Enthusiastic Account Specialist with 10 + years of experience and success in reputable organizations in the sales, marketing, data entry, and client service relations field. Proven track record of building customer relationships and successfully closing sales. Ready to help the team achieve company goals.
Overview
10
10
years of professional experience
Work History
Account Specialist for the ERC program
SmartBiz Financial Solutions
11.2021 - 09.2023
- Utilized a free comprehensive system, including a website, CRM, and training materials, to reach out to potential clients
- Made 100 plus outbound calls and handled 75+ inbound calls daily & and exceeded weekly quota
- Booked calls with interested businesses with one of our ERC experts to discuss how the ERC program can benefit them
- Sold Employee Retention Credit (ERC) accounting/legal services to business owners that were impacted during a specific period by COVID-19
- Leveraged our proven process and established name in the industry to confidently promote our services
- Enter text-based and numerical information from source data into company databases within time limits
- Research and data collection, great eye for detail, fast and accurate typing skills with knowledge of spreadsheets, databases, and online forms
- Worked independently to accurately input work order data in the company database, identify missing details, and follow up with clients to ensure records were complete and accurate
- Complied with data integrity and security policies
- Developed and affirmed strong positions that align with program intentions
- Utilized strong professional communication skills with clients/customers to understand their business impact situation and explain service value.
- Set up new customer accounts and updated existing profiles with the latest information.
- Set up new customer accounts and updated existing profiles with latest information.
- Resolved complex billing and payment issues for balanced, accurate accounts.
National Account Executive
GovSpend
10.2016 - 01.2020
- Presented a new cutting-edge Go Quote platform, built to help agencies with the tedious process of gathering multiple quotes when purchasing items below the RFP threshold
- Identified non-Go Quote companies and motivated them to join the platform to respond to the agency requests
- Engaged with agencies to help them publish requests for quotes to be more effective
- Created and monitored targets for the national sales department
- Built a trusting and professional relationship with clients
- Ensured that all accounts were looked after and maintained
- Followed up on complaints and queries on behalf of clients.
- Managed, supported and grew business relationships with existing accounts and developed strategies to increase sales and revenue.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
Operations Manager
Biz Loans Direct
08.2015 - 09.2016
- Refined marketing tools for products and services by researching product pricing, ratings, and performance
- Managed the highest volume accounts throughout South Florida
- Recruited, Data entry, Report generation, and Reviewed data for inconsistent and incomplete information
- Merged filed to update outdated or incomplete data
- Negotiated prices, terms of sales, and service agreements
- Developed marketing material with customer needs in mind to escalate revenue and expand the client base
- Strategized with the sales team to prospect and qualify potential customers within assigned geographic territories
- Value-added strategies for Merchant Services to increase profitability by 50 percent.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
Sales Manager/Account Executive
Marketing First: Merchants Bancard Network
07.2014 - 07.2015
- Providing extensive and ongoing training in the various financial products available to the client
- Sales executive role in helping small businesses increase revenue through providing access to working capital
- Provided financial analysis proposal to present bottom-line savings on bank fees and hidden charges
- I possess a clear understanding of the characteristics of a high-quality merchant services prospect to develop, acquire, and service these relationships, including responsibility for proper documentation, pricing, risk assessment, and problem management
- Promoted within one year due to excellent performance reviews
- Managed large amounts of inbound and outbound calls promptly
- Followed communication scripts when handling different topics
- Identified customers' needs, clarified information, researched every issue, and provided solutions and alternatives
- Increasing annual credit card sales volume.
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
Administrative Assistant
Marketing First: Merchants Bancard Network
08.2013 - 08.2014
- Focusing ability to steadily accomplish objectives through organized structure and meticulous follow-ups; experience in handling confidential matters and files
- Data entry
- Reviewed data for inconsistent and incomplete information
- Merged filed to update outdated or incomplete data
- Efficiently ran fast-paced, large-encompassing office and structure maintenance
- Promoted within one year due to excellent performance reviews
- Completed operational requirements by scheduling and assigning administrative projects and expediting work results
- Made travel arrangements for senior staff, such as booking flights, cars, and hotel or restaurant reservations
- Exhibited polite and professional communication via phone, e-mail, and mail
- Supported team by performing tasks related to organization and strong communication
- Developed administrative staff by providing information, educational opportunities, and experiential growth opportunities
- Answered or made calls to clients to learn about and address their needs, complaints, or other issues with products or services
- Responded efficiently and accurately to callers, explaining possible solutions and ensuring that clients feel supported and valued
- Engaged in active listening with callers, confirming or clarifying information, and diffusing angry clients, as needed
- Built lasting relationships with clients and other call center team members based on trust and reliability.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Education
Bachelor of Business Administration - Marketing
Florida International University
Miami, FL07.2018
BBA - Business Administration And Management
Florida International University
Miami, FL07.2018
Associate of Arts - General Studies
Broward College
Fort Lauderdale, FL01.2011
Skills
- Inbound and Outbound Calling
- Data Entry Documentation
- Quality Assurance Procedures
- Administration and Operations
- Training and Development
- Market Analysis
- Marketing Strategies
- Client retention
- Account Investigations
- Report Writing
- Sales Force
- Business Development
- Customer Relationship Development
- Persuasive Selling
- Product Recommendations
- Listening Skills
- Speaking Clearly
- Cold Calling
- Document Management
- Account Updating
- Issue Investigation
- Focus Group
- Schedule Coordination
- Sales and Marketing
- Research Proficiency
- Client Engagement
- Data Classification
- Revenue Growth
- Team Goals
- Serve Customers
- Acquire New Business
Languages
Fluent in English and Creole
Additional Information
Fluent in: Microsoft Word, Microsoft Excel and Microsoft Powerpoint
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Account Specialist for the ERC program
SmartBiz Financial Solutions
11.2021 - 09.2023
National Account Executive
GovSpend
10.2016 - 01.2020
Operations Manager
Biz Loans Direct
08.2015 - 09.2016
Sales Manager/Account Executive
Marketing First: Merchants Bancard Network
07.2014 - 07.2015
Administrative Assistant
Marketing First: Merchants Bancard Network
08.2013 - 08.2014
Bachelor of Business Administration - Marketing
Florida International University
BBA - Business Administration And Management
Florida International University
Associate of Arts - General Studies
Broward College
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