AutoCAD
Daisy Solano
Account Manager
San Antonio,Tx
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
5
5
Certifications
2
2
Languages
Work History
ACCOUNT MANAGER
Office Interiors Group
San Antonio, TX
06.2022 - Current
- Main point of contact for customer for all project communications during project
- Develop work plan, schedules, and logistics, and organize deliveries based on overall project parameters, project schedule and scope, and customer
- Maintain detailed project documentation of key project decisions and customer/project requests/revisions
- Provide timely and formal written communication throughout projects and disseminate all critical information to clients and project
- Review over 45% of plans and specifications for accuracy, completeness, and correctness, and correct product application prior to order
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Listened attentively to client feedback to create stronger relations and shape business.
- Negotiated prices for products and freights to reduce cost of acquisition by achieving lower price.
- Managed book of business to maintain positive relationships and make effective financial or client-related decisions.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Introduced new processes to improve data analysis.
- Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.
- Plan and supervise product delivery and installation, including performance of work, installation administration, and timeliness of task
- Conduct final walk through with required parties, develop and resolve open issues/punch list, and complete project close out
- Assist in establishing fees and producing professional, accurate quotations that protect profit
- Manages project hours to budgeted hours to ensure project profitability
- Reviewed orders and client requests to streamline delivery services and resolve material shortages.
- Verified applicant references and employment details.
- Emphasized job benefits and perks to applicants to improve organization's attractiveness.
- Identified HR training needs and conducted training for employees and leadership while recommending approaches to effect continual improvements in business objectives, productivity and within company to reach business goals.
- Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for new employees.
- Resolved understaffing issues, disputes, employee terminations and disciplinary procedures.
- Obtained background check data on characters, financial statuses and personal histories.
ASSISTANT MOVE MANAGER
Jones Lang Lasalle, JLL
San Antonio, TX
06.2017 - 06.2022
- Plan work and staffing schedules and areas of work to ensure adequate services are rendered
- Led projects and analyzed data to identify opportunities for improvement
- Conduct weekly reporting of goals, accomplishments, and future projects
- Coordinate outside services
- Manage large reconfiguration and relocation projects for internal space planning team
- Assigned special projects to develop new furniture standards for organization
- Manage scheduling and installation of new furniture, & relocate employee's
- Opening of 2 high rises in downtown San Antonio
- Decommissioning 3 corporate locations
- Yearly Audits on multi-buildings
- Coordinate with all clients to gather various information to determine furniture
- Receive over and processed over 4000+ client move/work order requests
- Facilitated SME/Agenda project meetings with internal staff
- Incorporate development of detailed design layouts of new and existing office space
- Supervise all building audits
- Telecommunications and desk top support
- Inventory all ancillary furniture
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
MOVE COORDINATOR
Jones Lang Lasalle, JLL
San Antonio, TX
02.2014 - 06.2017
- Update move database fill in customer information, technical/ERGO requirements
- Assess cubicle condition, order missing parts, ergo changes
- Deliver boxes, move labels, post pin ups, & deliver move instructions
- Schedule disconnects and reconnects of computer, printer, and phones
- Coordinate pick up of crates and/or boxes
- Review furniture layout and update changes in C.A.D
- Led improvement initiatives to advance operational efficiencies and increase revenue.
- Resolved problems, improved operations and provided exceptional service.
- Conducted research, gathered information from multiple sources and presented results.
- Managed over 500+ work order for facility
Education
High School Diploma -
St. Gerard Catholic High School
San Antonio, TX 01.2010 - 05.2013
Skills
Account oversight
CRM Systems
Staff Management
Relationship building and management
Goals and performance
Vendor management
Team Training
Systems and software programs
Materials, packaging and production
Project Management
Project planning and development
Operations management
Logistics Management
Occupancy Planning
Architectural
Software
Microsoft Office
OneNote
PowerPoint
Excel
Access
Tableau
Certification
SPACECO
Timeline
ACCOUNT MANAGER
Office Interiors Group
06.2022 - Current
ASSISTANT MOVE MANAGER
Jones Lang Lasalle, JLL
06.2017 - 06.2022
MOVE COORDINATOR
Jones Lang Lasalle, JLL
02.2014 - 06.2017
High School Diploma -
St. Gerard Catholic High School
01.2010 - 05.2013