Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Christina Bartholomew

Omaha,NE

Summary

Sales and results-oriented professional with a robust background in business development and territory management with a strong record of driving revenue growth and building lasting client relationships. Known for effective team collaboration and adaptability in dynamic environments, ensuring reliable delivery of results. Equipped with strong communication skills, and problem-solving abilities.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Sales Account Manager

Helm Group
Omaha, NE
08.2017 - Current
  • Selling Preventative Maintenance Agreements and services for commercial and industrial HVAC and Plumbing systems.
  • Helped customers reduce operating costs by improving HVAC system efficiency through strategically designed preventative maintenance agreements.
  • Cultivated strong client relationships to enhance customer satisfaction and retention.
  • Surpassed sales goal and increased closing ratio every year
  • 56% Closing Ratio in 2025
  • 90% Client Retention
  • Developed tailored sales strategies to meet diverse client needs and maximize revenue opportunities.
  • Analyzed market trends to identify potential growth areas and inform strategic decision-making.
  • Led cross-functional teams to drive product launches, ensuring alignment with client expectations.
  • Mentored junior account managers, fostering professional development and enhancing team performance.
  • Negotiated contracts with clients, securing favorable terms while maintaining profitability for the organization.
  • Conducted regular performance reviews to assess account health and recommend actionable improvements for clients.
  • Managed a diverse portfolio of accounts, ensuring each client received personalized attention and support.
  • Increased sales revenue by identifying and pursuing new business opportunities.
  • Negotiated prices, terms of sale and service agreements.
  • Built client relationships by acting as liaison between customer service and sales teams.
  • Developed and maintained long-term relationships with key clients for sustained growth.
  • Attended industry conferences and events, establishing valuable networking connections for potential partnerships.
  • Recognized as a top performer among peers, consistently achieving high levels of customer satisfaction and retention rates.
  • Consistently exceeded quotas by leveraging an extensive network of contacts within target industries.

Insurance Agent

American Family Insurance
Omaha, NE
05.2016 - 08.2017
  • Developed insurance plans tailored to client needs, enhancing customer satisfaction and retention.
  • Analyzed client portfolios to identify coverage gaps and recommend appropriate policy adjustments.
  • Educated clients on various insurance products, facilitating informed decision-making regarding their coverage options.
  • Reviewed and processed claims efficiently, ensuring timely resolutions for clients and maintaining company standards.
  • Collaborated with underwriting teams to streamline policy issuance processes, enhancing operational efficiency across departments.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.

Insurance Agent

Farm Bureau Financial Services
Omaha, NE
10.2015 - 05.2016
  • Managed client portfolios, ensuring timely updates and comprehensive coverage options.
  • Developed customized insurance solutions based on client needs and risk assessments.
  • Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
  • Developed referral program that increased client base through satisfied customer recommendations.
  • Spearheaded digital marketing campaign that increased online inquiries and sales conversions.

Account Manager

Mutual First Federal Credit Union
Omaha, NE
11.2009 - 10.2015
  • Build and maintain relationships with individual customers by understanding their financial needs and recommending appropriate banking products and services.
  • Open and manage consumer accounts, including checking, savings, CDs, and basic investment or retirement products in compliance with bank policies and regulations
  • Proactively identify opportunities to cross-sell and upsell banking products to support customer financial goals and branch growth.
  • Support branch operations by assisting with teller functions as needed and collaborating with teammates to achieve branch objectives.
  • Stay current on bank products, services, and regulatory changes through ongoing training.

Education

High School Diploma -

Ralston High School
Ralston NE
05-2009

Skills

  • Business development
  • Strategic account development
  • Territory management
  • Market analysis
  • Sales presentations
  • Social media savvy
  • Team oversight
  • Marketing strategy
  • Sales tactics
  • Territory sales management
  • Team building expertise

Certification

  • Insurance Agent (Farm Bureau Financial and American Family Insurance - 2015-2018
  • Notary Public, Mutual First Feral Credit Union - 2009-2015

Languages

English

Timeline

Sales Account Manager

Helm Group
08.2017 - Current

Insurance Agent

American Family Insurance
05.2016 - 08.2017

Insurance Agent

Farm Bureau Financial Services
10.2015 - 05.2016

Account Manager

Mutual First Federal Credit Union
11.2009 - 10.2015

High School Diploma -

Ralston High School