Summary
Overview
Work History
Education
Skills
Timeline
Generic

Courtney Potter

Saratoga Springs

Summary

Results-driven Inside Sales Specialist recognized for high productivity and efficient task completion. Specialized in lead generation, customer relationship management, and sales forecasting to ensure optimal performance. Excel in communication, problem-solving, and adaptability, using these soft skills to navigate complex sales environments successfully and meet targets consistently.

Overview

8
8
years of professional experience

Work History

Inside Sales Specialist

Verisk
Lehi
09.2022 - Current
  • Primary point of contact aligning customer needs with appropriate solutions.
  • Manage a book of business for over 200 high-profile customers.
  • Lead customer and associate training on multiple products.
  • Recognized as a top representative for upselling and cross-selling in numerous months.
  • Participated in stakeholder conferences to present innovative product solutions.

Sales Development Representative

Dental Intelligence
Pleasant Grove
06.2021 - 06.2022
  • Transformed cold outbound leads into warm prospects through targeted emails and calls.
  • Scheduled product demonstrations to showcase solutions for dental practices.
  • Collaborated and supported sales team to build sales pipeline.

Sales Development Representative

CareerStep
Lehi
01.2021 - 06.2021
  • Executed 400 cold calls daily to raise awareness for certification training.
  • Supported students with inquiries related to medical certification and available training programs.

Renewals Sales Specialist

Lendio Business Funding
Lehi
12.2018 - 01.2021
  • Assisted business owner with renewal of business loan to secure favorable terms.
  • Matched business owner with 75+ lending partners to identify optimal financing solutions.
  • Communicated with lending partners to explore lower APR options during renewal process.

Customer Experience Agent

Lendio Business Funding
Lehi
01.2018 - 12.2018
  • Resolved customer inquiries through phone, email, and live chat support.
  • Educated clients on documentation requirements for funding applications.
  • Monitored customer feedback to identify areas needing improvement.

Education

Some College (No Degree) -

Windward Community College
Kaneohe, HI

Skills

  • Sales pipeline management
  • Salesforce
  • Zuora
  • Outreach
  • Renewal management
  • Product training
  • Customer relationship management
  • Upselling and cross selling
  • Stakeholder engagement
  • Client onboarding

Timeline

Inside Sales Specialist

Verisk
09.2022 - Current

Sales Development Representative

Dental Intelligence
06.2021 - 06.2022

Sales Development Representative

CareerStep
01.2021 - 06.2021

Renewals Sales Specialist

Lendio Business Funding
12.2018 - 01.2021

Customer Experience Agent

Lendio Business Funding
01.2018 - 12.2018

Some College (No Degree) -

Windward Community College
Courtney Potter