Charlea Walker

Managed a diverse portfolio of clients remotely, offering product guidance and upselling opportunities tailored to individual client needs.

• Surpassed monthly sales targets by an average of 15% through a consultative sales approach and proactive follow-ups.

• Followed up with customers after purchase to ensure they were satisfied and encouraged repeat business.

• Integrated the CRM software to keep records of customer interactions to implement a data-driven way and improve our sales process.

• Performed targeted campaigns with marketing and support teams, improving the level of customer engagement as well as lead generation efforts.

• Recognized for maintaining a high client satisfaction rate and delivering exceptional customer experiences.

Managed large volumes of inbound customer inquiries and turned prospects into sales by leveraging extensive product knowledge to provide personalized recommendations.

• Established and sustained relationships with clients via phone, email, and chat in order to identify their needs and recommend solutions.

• Examined areas of most help requests from the team and improved the quality of training material to boost knowledge-sharing efforts across teams.

• Reviewed and delivered client-relevant product updates via regular training sessions in order to stay on top of things.

• Collaborated with marketing teams to improve customer messaging which has led to higher lead conversion rates.

Delivered outstanding customer service by promptly addressing inquiries regarding accounts and billing via phone, email, and live chat

• Coordinated with multiple departments to ensure that customer issues were resolved effectively and within set deadlines.

• Created and maintained a customer knowledge base, providing clear instructions and guidance for common customer issues.

• Successfully completed a 4-week Salesforce Sales Operation Course during my tenure.

• Assisted fellow employers and struggling agents via Microsoft Teams portal in real time.

• Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.