Summary

Overview

Work History

Education

Skills

Contact

Training and Certificates and Awards

Timeline

Carmilia Jackson

Mount Holly,NC

Summary

Successful Sales Professional with 9 plus years experience in banking and retail sales environment. Worked side by side with company leadership to Retain, Grow, and Satisfy customers to positively impact the company. Exceed personal performance goals while helping others meet their goals. Worked with district trainers to train new employees. Monitored and maintained company inventory for retail store locations. Lead location in providing the friendly, professional customer service score.

Overview

years of professional experience

Work History

Senior Renewal /Senior Customer Success Manager

RingCentral

Charlotte, North Carolina

02.2024 - Current

Established strong relationships with clients through regular communication and follow-up activities.
Organized events such as webinars or workshops aimed at increasing customer engagement levels.
Provided guidance on how customers can maximize the value they receive from products and services.
Developed and maintained relationships with customers to facilitate user engagement and satisfaction.
Conducted regular business reviews with customers to understand their needs and adjust strategies accordingly.
Developed and executed customer success strategies to increase retention rates.
Negotiated contract renewals and managed customer expectations to ensure satisfaction.
Utilized CRM tools to track customer interactions and report on progress towards goals.
Developed plans and strategies to grow business and achieve company portfolio goals.
Overachieved 3 quarters in a row against KPI targets
Net Revenue Retention: 108% (Target 95%)
Total Contract Value: 117% (Target 95%)
Total Net Contract YTD 2024: 281 (Target 240)

Administrative Assistant

Union Road Church

Gastonia, NC

03.2021 - 12.2023

Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Created travel arrangements for senior managers according to their requirements.
Entered data into spreadsheets using Microsoft Excel or other similar programs.
Conducted research online utilizing search engines such as Google or Yahoo!.
Scheduled appointments between clients and customers and internal staff members.
Answered phone calls and emails to provide information, resulting in effective business correspondence.

Loan Consultant Associate

Better.com

Charlotte, NC

08.2020 - 03.2021

Managed communication between client and lending institution, explained refinancing options and insurance protection products and verified complete data on-hand to fund loans.
Analyzed potential marketing opportunities to develop future business prospects and build pipelines and supported offsite and outbound promotions and sales campaigns.
Prequalified borrowers based on credit criteria and offered debt counseling and financial education to clients and potential clients to help attain loan qualification.
Originated first and second residential mortgages through building external referral sources such as realtors, builders and attorneys.
Recommended loan terms, conditions and collateral position consistent with client request and associated loan risks and set clear and realistic expectations with clients.
Locked loans in system with agreed-upon terms and managed locked pipelines through funding, including regular communication with borrowers to meet and exceed expectations.
Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.

Business Account Executive

Spectrum Business

Gastonia, NC

07.2019 - 07.2020

Developed relationships with Business owners and provided individualized customer service to maintain longevity of accounts.
Negotiated contracts, closed agreements and supported sales team in new product launches.
Input customer order details into system, accepted payments and updated accounts.
Researched and developed pipeline of clients that demonstrated interest in being partners with organization.
Identified potential customers and evaluated market potential.
Explained and demonstrated product solutions and services in terms client could understand and relate to.
Interacted with prospects and asked questions to determine appropriate products and solutions to meet individual needs.
Developed and enhanced account development strategies in collaboration with business leaders.
Made actionable and insightful recommendations for new products, extensions or enhancements.
Reached out to customers to assess satisfaction, discuss concerns and highlight additional offerings.
Used effective communication and interpersonal skills when meeting and speaking with clients, which promoted long-lasting relationships.
Cultivated and developed customer relationships to enable sustained revenue growth.
Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.

Sale Specialist

Verizon Wireless

Denver, NC

06.2013 - 06.2019

Opening and closing operational duties.
Handling morning money drawer for the store
Exceeded monthly sells quota of customer retention, new acquisition of customers, price plans, accessory sells. (more than 100 contracts per month)
Lead training for newly hired employees in store.
Helped new and lower preforming employees reach their sells quota.
Overcoming customer objections to hit sales goals
Met all monthly new products training.
Business to business sells for corporate accounts.
Monitored multiple databases to keep track of all store inventory.
Delivered an exceptional level of service to each customer by listening to concerns while solving the problem and answering questions about customers account.

Teller

Wells Fargo

Statesville, NC

03.2010 - 04.2013

Helped customers with day to day banking needs, such as; check deposits, cash withdrawal, process previous night deposits night deposits.
Balanced daily cash deposits and vault inventory.
Offered every customer exceptional service with friendly professionalism in every transaction
Conducted special service and account transactions for customers, including ordering checks, money orders, certified checks, purchase orders. Safety deposit box management.
Trained employees on cash drawer operation.
Received and processed nightly deposits from commerical businesses.
Lead staff on for quarterly solutions quota of opening new accounts Etc. Checking, Saving, New Debt cards, New Credit accounts.