Cindy Lee
Burlingame,California
Summary
Established Account Executive gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
9
9
years of professional experience
1
1
Language
Work History
Account Executive
NoRedInk
11.2018 - 11.2018
- Drove customer acquisition for new accounts, generating revenue within a designated territory - Consistently delivered exceptional customer satisfaction and maximized upsell opportunities - Possessed deep expertise in the NoRedInk solution and maintained up-to-date knowledge of the competitive landscape
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Conducted compelling online presentations and product demonstrations aligning with schools' and districts' needs
- Utilize Salesforce and Outreach platforms to meticulously track sales opportunities and activities, ensuring data accuracy and promoting seamless collaboration within the team
- Achieved the highest number of outbound emails among team members on Outreach.io, totaling 1700 emails in 6 months
- 2019 Quota Attainment: 79%
- 2020 Quota Attainment: 113%
- 2021 Quota Attainment: 97.3%
Private Client & Business Banking Account Manager
JPMorgan Chase
01.2014 - 06.2018
- Consistently ranked among the top 3 producers in the highly competitive Northern California Market
- Achieved an outstanding monthly average of 267% of quota, demonstrating exceptional sales performance
- Recognized as the 137th-ranked banker nationwide among a pool of 20,000 professionals - Successfully pitched business banking services to multi-business owners and C-level executives, leveraging extensive experience - Provided comprehensive solutions to business clients, including payroll services, 401k, IRA, and online banking add-ons
- Proven ability to effectively nurture, pitch, and present to high-value individuals, including C-level executives and high-net-worth individuals - Collaborated cross-functionally with diverse teams such as commercial lenders, business lenders, mortgage officers, and investment advisors
- Demonstrated exceptional outbound prospecting skills, consistently acquiring new business and maintaining strong client retention rates
- Adaptable to changing regulations, displaying agility and quick decision-making abilities
- Provided valuable sales coaching and training to bankers, enhancing their performance and results
- Successfully managed and resolved escalated issues and complaints as the dedicated manager on duty
- Maintained strict audit and compliance controls for a team of 18 people, ensuring adherence to regulatory requirements
- Awards:: 2017 National Achiever, 2015 National Achiever
Account Relationship Manager
JPMorgan Chase
06.2011 - 12.2013
- Consistently ranked within the top 3% nationwide for exceptional performance in the relationship banker role
- Achieved the prestigious distinction of being the #1 referrer to Private Client Banking for three consecutive years in the district
- Employed a consultative sales approach to establish and nurture long-term client relationships, positioning myself as their trusted go-to person
- Expertise in building and leveraging strategic working relationships both internally and externally, fostering collaboration and driving success
- Highly effective communication skills that leave a lasting impact and successfully engage clients
- Known for delivering superior service and prioritizing the needs of clients, resulting in strong customer loyalty
- Demonstrated adaptability, flexibility, and a proactive mindset to thrive in dynamic and evolving work environment
- Awards: 2013 President’s Club, 2012 National Achiever, 2011 National Achiever
Account Relationship Manager
JPMorgan Chase
03.2010 - 05.2011
- Ranked number 8 in the nation out of 2000 bankers
- Averaged 206% of quota every month
- Consistently top 5 in the district for cross-selling
- Acquired over 35% of our growth during the 2010 4th quarter campaign out of a team of 8
- Assist and close sales for colleagues
- Awards: 2011 National Achiever
Education
Bachelor of Science - Management, Marketing And International Business
Purdue University, Krannert School of Management
West Lafayette05.2009
Skills
- Product and Service Sales
- Lead Generation
- Account Relations
- Client Relationship-Building
- Customer Presentations
- Account Management
- Service Coordination
- Client Campaigns
- Customer Relationships
- Strong Relationships
- Interpersonal Skills
- Account Oversight
Timeline
Account Executive
NoRedInk
11.2018 - 11.2018
Private Client & Business Banking Account Manager
JPMorgan Chase
01.2014 - 06.2018
Account Relationship Manager
JPMorgan Chase
06.2011 - 12.2013
Account Relationship Manager
JPMorgan Chase
03.2010 - 05.2011
Bachelor of Science - Management, Marketing And International Business
Purdue University, Krannert School of Management
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