Cesarina Gonzalez
Bronx,NY
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
9
9
years of professional experience
Work History
Account Manager
Longevity Health Plan
New York, NY
06.2021 - Current
- Trained, mentored and motivated staff to instill desire for superior performance. Increased sales per individual.
- Partnered with internal resources to present additional value and expertise to clients.
- Increased profitability and lifetime customer value by coordinating go-to-market strategy, implementation and post-sales service experience.
- Suggested solutions and innovative ideas to meet client needs.
- Established client and market priorities to execute strategic course of action.
- Monitored sales performance metrics to achieve strategic account objectives.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Contributed to team objectives in fast-paced environment.
- Attended monthly sales meetings and quarterly sales trainings.
- Developed innovative and creative sales pitches to expand prospect understanding of company
- Developed and implemented workshops to train and increase consumer engagement of benefits.
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes
- Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements and customer demand
- Documented processes to streamline setup, customization and maintenance
- Created implementation methodologies to meet deadlines and sales objectives.
Sales Account Manager
Optum - UnitedHealth Group
New York, NY
05.2018 - 03.2021
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations
- Directed work of efficient administrative team maintaining accurate sales, inventory and order documentation
- Evaluated leads obtained through direct referrals and lead databases
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Ranked 4th in the country for sales in 2019
- Provided extensive support in sales, technical and business areas to key accounts
- Developed highly profitable pipeline based on multiple sales penetration techniques
- Motivated team members to meet and exceed sales targets
- Boosted sales numbers with proactive account servicing and diligent relationship-building
- Consistently hit and exceeded sales goals
- Introduced new processes to improve account and market tracking, increasing company revenue
- Product expert - assisted internal and external partners with complex issues
- Worked closely with Sales Implementation Manager to launch new facilities and meet implementation goals and metrics
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Facilitated penetration of key accounts via strategic planning initiatives.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Submitted monthly reports, including booking forecasts, monthly highlights and CRM entries.
- Developed and implemented pursuit plans for all opportunities with assigned key accounts.
- Worked closely with Internal partners (clinical, business development and network) to ensure best possible relationships and results with external partners.
- Oversaw sales forecasting, goal setting and performance reporting for all accounts.
Private Client Banker / Manager on Duty
JPMorgan Chase & Co.
Bronx, NY
12.2012 - 05.2018
- Contributor of branch in the top 250 nationally with a D&I of about $607 million year to date
- Maintained friendly and professional customer interactions
- Served as mentor for new Bankers
- Along with partners, assessed clients' financial situations to develop strategic financial planning solutions using specific platforms like Chase Private Client
- Effective use of resources to provide best customer experiences, specifically using all lines of business to meet all clients' needs
- Managed business book of about 440 clients worth over $90 million
- Assisted with and led bi-weekly branch partner meetings
- Investigated and resolved customer inquiries and complaints in empathetic manner
- Assisted with deliverance and execution of daily tasks by using tools like schedule planner
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Skills
- Account management and development
- Highly motivated and results driven
- Strategic planning and communications
- Project management
- Business growth and retention
- Inter-department collaboration
- Team training, mentoring and building
- Customer Relations
- Key accounts development
- Client onboarding
- Client-centric
- Relationship building and management
- Operations
Timeline
Account Manager
Longevity Health Plan
06.2021 - Current
Sales Account Manager
Optum - UnitedHealth Group
05.2018 - 03.2021
Private Client Banker / Manager on Duty
JPMorgan Chase & Co.
12.2012 - 05.2018
References
- Yadira Pavon - Regional Vice Present - Northeast Market - UnitedHealth Group (845) 549-9096
- Tracy Davis - Social Work Expert - Robson Forensic (516) 850-0691
- Elizabeth Ruiz - Sales Implementation Manager - UnitedHealth Group (718) 974-5955
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