Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cortney D. Cannon

Beaufort,SC

Summary

Dynamic and results-oriented sales and customer service professional with 15+ years of proven success in driving revenue growth, exceeding performance targets, and building lasting client relationships. Recognized for consistently delivering exceptional customer experiences through effective communication, problem resolution, and strategic upselling. Skilled in leveraging CRM systems to optimize client engagement, retention, and satisfaction. Thrives in fast-paced environments, bringing a positive, professional, and collaborative approach to every interaction.

Overview

16
16
years of professional experience

Work History

Director of Operations

Southern Tree Services Of Beaufort
Beaufort, SC
11.2023 - Current
  • Oversee daily operations of tree care services including removals, pruning, and emergency response.
  • Lead and develop field crews and office staff, ensuring safety, efficiency, and high-quality service.
  • Manage scheduling, equipment, and vendor relationships to optimize productivity.
  • Drive customer satisfaction through effective communication and problem resolution.
  • Monitor budgets, control costs, and implement strategic initiatives to support business growth and compliance with industry standards

Partner Success Manager

Fortis Payments LLC
Remote
11.2021 - 11.2023
  • Developed and implemented comprehensive Partner Success strategies to ensure the long-term success and satisfaction of Fortis Payments' partners.
  • Assisted with the complete onboarding process of all new payment partnerships while continuously providing any and all new partner support.
  • Achieved Partners' goals by providing training, sharing revenue metrics and success tools, best practices and strategies.
  • Determined where growth opportunities existed and achieved cross-selling goals to drive revenue.
  • Communicated partner feedback and processing statistics to the executive leadership team on a monthly basis.
  • Worked within Hubspot and Salesforce platforms to help leverage and improve overall partner and customer service communications.

Associate P&C Insurance Agent

Aydlette Insurance Agency (Nationwide Insurance)
Charleston, SC
12.2009 - 11.2021
  • Oversee daily operations of tree care services including removals, pruning, and emergency response.
  • Lead and develop field crews and office staff, ensuring safety, efficiency, and high-quality service.
  • Manage scheduling, equipment, and vendor relationships to optimize productivity.
  • Drive customer satisfaction through effective communication and problem resolution.
  • Monitor budgets, control costs, and implement strategic initiatives to support business growth and compliance with industry standards

Education

License - Property & Casualty, Surety and Marine Insurance

SC Insurance Producer

Certification - Personal & Professional Development, Emotional Intelligence 2.0

Dale Carnegie
09.2016

Bachelors Degree - Business Administration

The College of Charleston
Charleston, SC
05.2012

Skills

  • Strong communication skills
  • Excellent customer service and support
  • Highly professional
  • Unprecedented Sales Experience
  • Implementation of sales strategies
  • Preparation and presentation of training materials
  • Sales growth reports
  • Analytical analysis
  • Account management
  • Customer relationship management
  • Proficient in Microsoft Office
  • Proficient in Salesforce
  • Proficient in Hubspot
  • Proficient in many CRM systems
  • Property research
  • Appraisals
  • Inspection report reviews

Timeline

Director of Operations

Southern Tree Services Of Beaufort
11.2023 - Current

Partner Success Manager

Fortis Payments LLC
11.2021 - 11.2023

Associate P&C Insurance Agent

Aydlette Insurance Agency (Nationwide Insurance)
12.2009 - 11.2021

Certification - Personal & Professional Development, Emotional Intelligence 2.0

Dale Carnegie

License - Property & Casualty, Surety and Marine Insurance

SC Insurance Producer

Bachelors Degree - Business Administration

The College of Charleston
Cortney D. Cannon