Charlotte Jones
Meridian,USA
Summary
Dynamic professional with over 10 years of experience in high-volume, client-facing roles, transitioning from healthcare to tech sales. Renowned for quickly building trust, managing complex interactions, and leveraging CRM tools to maintain organization and effectiveness. A solid background in appointment setting, data accuracy, and process improvement ensures success in the fast-paced, relationship-driven world of sales. Eager to contribute a people-first mindset and strong work ethic to a growing tech sales team.
Overview
11
11
years of professional experience
Work History
Business Development Representative Candidate
Re:Work Training
Chicago, IL
01.2024 - Current
- Communicate with prospective clients via telephone, social media, and email outreach maintaining high-quality standards.
- Documented 20+ client interactions weekly in Salesforce CRM with 98% accuracy, ensuring full compliance with data retention policies and reducing follow-up errors by 18%
- Implemented standardized workflows for client interactions, improving record accuracy by 30% across 3 systems and contributing to a 20% increase in client satisfaction scores.
Patient Care Specialist
Excel Staffing Services
Greensboro, NC
01.2015 - Current
- Collaborated cross-functionally with 15+ healthcare professionals to coordinate patient care plans, demonstrating the communication and teamwork skills essential for working with sales, marketing, and customer success teams
- Improved patient satisfaction scores by 25% over six months through effective communication and personalized care, resulting in enhanced patient retention.
- Used (EHR) software to accurately document patient interactions and medical information, ensuring compliance with healthcare protocols while maintaining clear, organized communication across care teams.
Licensed Insurance Agent
Lincoln Heritage
Phoenix, AZ
01.2018 - 01.2019
- Educated clients on products and services, addressing inquiries with both scripted and unscripted responses to ensure clarity and satisfaction.
- Streamlined documentation processes, reducing errors by 30% and improving client satisfaction ratings by 15% within six months.
- Developed targeted communication strategies that reduced response time to client inquiries by 50%, significantly enhancing overall client experience and loyalty.
- Negotiated premium reductions for clients, resulting in a 25% average decrease in overall insurance costs, enhancing client retention by 30%.
Appointment Setter
Freelancer
Remote
01.2018 - 01.2018
- Managed high-volume client contact by executing over 100 outbound calls daily, utilizing CRM software for precise tracking and documentation of interactions.
- Ensured data integrity by verifying demographic information and maintaining accurate client records while effectively handling multiple projects.
- Reduced average appointment scheduling time by 40% by streamlining communication processes and utilizing automated reminders, enhancing overall team productivity.
- Increased appointment scheduling efficiency by 30% through effective client communication strategies, resulting in a 15% rise in conversion rates over six months.
Education
High School Diploma -
Clarksdale High School
NA - Accounting
East Central Community College
Mississippi, USASkills
- Communication
- Lead Qualification
- Negotiation
- Problem-solving
- Sales
- Prospecting
- Healthcare Knowledge & Medical Terminology
- Client Communication & Support
- Customer Relationship Management
- CRM management
- Relationship building
- Cold calling
Timeline
Business Development Representative Candidate
Re:Work Training
01.2024 - Current
Licensed Insurance Agent
Lincoln Heritage
01.2018 - 01.2019
Appointment Setter
Freelancer
01.2018 - 01.2018
Patient Care Specialist
Excel Staffing Services
01.2015 - Current
High School Diploma -
Clarksdale High School
NA - Accounting
East Central Community College