David McCoy
Washington,DC
Summary
Results-driven professional with extensive experience in sales, customer service, and account management. Demonstrated success in driving sales from prospecting to closing while building strong client relationships and providing expert technical support. History of exceeding targets and delivering exceptional client support in fast-paced environments. Strong presentation and communication skills enhance outreach efforts and strategic direction.
Overview
11
11
years of professional experience
Work History
Careteam Representative Account Manager
RowCal
Remote
04.2024 - 05.2025
- Managed dozens of daily inbound calls, providing guidance on HOA rules and regulations.
- Provided high-quality advice and technical support to homeowners on account setup.
- Maintained and updated client information in the company database.
- Expertly managed the sales cycle from prospecting to closing, and developed sales strategies to engage customers.
- Tracked pipeline progression and client interactions by maintaining accurate records in the CRM.
- Managed core responsibilities and daily tasks to ensure seamless operations.
- Oversaw daily tasks and core responsibilities, contributing to efficient team performance.
- Executed core responsibilities and daily tasks, enhancing operational effectiveness.
Senior Account Executive
Yelp
Washington, DC
01.2019 - 10.2022
- Executed sales strategies to acquire and close mid-market deals.
- Successfully managed dozens of daily inbound calls regarding advertising inquiries.
- Conducted 200 outbound calls daily to proactively identify, prospect, and build relationships with key decision-makers.
- Maintained accurate CRM records, tracking client interactions and pipeline progression.
- Provided technical support and collaborated with internal teams to ensure smooth client onboarding and long-term success.
- Researched clients to create tailored advertising campaigns and made suggestions to increase their sales revenue.
- Developed tailored advertising solutions for local businesses to enhance visibility.
- Managed client relationships through regular communication and strategy sessions.
- Analyzed market trends to inform marketing strategies and client recommendations.
- Collaborated with cross-functional teams to deliver integrated marketing campaigns.
- Trained junior account executives on best practices and client management techniques.
- Conducted presentations to showcase advertising performance and strategic insights.
- Resolved client issues promptly, ensuring high levels of satisfaction and retention.
- Designed creative proposals that aligned with client goals and budget requirements.
- Maintained up-to-date knowledge of industry trends and developments in order to better serve clients' needs.
- Prepared presentations for clients regarding new products or services offered.
- Managed day-to-day client accounts, ensuring high levels of customer satisfaction.
- Provided timely responses to customer inquiries, complaints, or requests for information.
- Analyzed industry trends and monitored competitors' activities to identify opportunities for growth.
- Created detailed reports on sales performance, revenue forecasts, and budget expenditures.
- Negotiated contracts with vendors for advertising services and other resources.
- Developed strategies for increasing sales volume through existing clients as well as new ones.
- Collaborated with cross-functional teams to drive successful product launches.
- Tracked sales data in order to identify areas of improvement or success.
- Supervised junior staff members by providing guidance on how best to meet client objectives.
- Established long-term partnerships with vendors by negotiating favorable terms.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Investor Services Associate
ICMA-RC
Washington, DC
02.2016 - 12.2018
- Handled dozens of daily inbound calls for a retirement security firm.
- Provided high-quality advice on 401k and 457 IRA plans.
- Managed the entire sales cycle, from prospecting to closing, and provided technical support to customers.
- Handled claims and inquiries from plan participants.
- Managed client inquiries regarding retirement plan options and benefits.
- Processed transactions for participant accounts using financial software systems.
- Assisted in the preparation of reports for client account reviews and audits.
- Collaborated with team members to resolve client issues efficiently and effectively.
- Educated clients about investment strategies and available resources for retirement planning.
- Maintained accurate records of client interactions and transactions within the database.
- Supported compliance initiatives by ensuring adherence to industry regulations and policies.
- Facilitated communication between clients and investment managers to streamline processes.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Generated reports on portfolio performance, risk metrics, asset allocation and other related data for investors.
- Analyzed client accounts and identified discrepancies or errors, then worked with internal teams to resolve them quickly and accurately.
- Developed procedures for accurate processing of transactions in accordance with company policy.
- Coordinated with external vendors such as brokers, custodians, clearing firms, regarding trade settlements.
- Reviewed documents from regulatory agencies ensuring adherence to applicable laws and regulations.
- Provided exceptional customer service to clients by responding to their inquiries and resolving any issues in a timely manner.
- Reconciled various accounts such as cash, margin, securities and derivatives using proprietary systems.
- Assisted with the onboarding process for new clients by providing guidance and answering questions about the process.
- Maintained complete records of all transactions including account openings, closings, deposits, withdrawals, transfers and fees charged.
- Updated client information in CRM and financial reporting systems.
- Participated in weekly team meetings discussing current projects and upcoming initiatives.
- Created customized presentations for potential investors outlining product features and benefits.
- Conducted due diligence reviews prior to investing in new products or services.
- Collaborated with compliance officers on periodic reviews of client accounts to ensure accuracy of information provided.
Sales Support Representative
Thompson Creek Window Company
Lanham, MD
11.2014 - 01.2016
- Provided comprehensive sales support and demonstrated timely customer service responses via phone and Internet.
- Accurately entered data and created new customer files for the sales team.
- Served as a point of contact for site visits and expertly executed sales from prospecting to closing.
- Coordinated communication between sales team and customers for order processing.
- Managed customer inquiries through phone and email to ensure satisfaction.
- Assisted in preparing quotes and proposals for potential clients.
- Organized sales documentation and maintained accurate records in CRM system.
- Collaborated with installation teams to schedule appointments and track progress.
- Supported inventory management by monitoring stock levels and reordering supplies.
- Trained new team members on company policies and customer service protocols.
- Developed training materials for staff to improve product knowledge and support effectiveness.
- Processed customer orders, exchanges, and returns, and kept customers informed about progress.
- De-escalated irate customers with communication skills and sales expertise.
- Followed-up with sales teams and customers with complex issues to coordinate resolutions.
- Maintained positive brand identity, leveraging strategic customer relation initiatives to promote affirmative relationships with clients and partners.
- Managed multiple projects simultaneously while meeting deadlines consistently.
- Ensured compliance with applicable laws and regulations related to selling activities.
- Answered high volume of calls in fast-paced environment to offer above-and-beyond support for sales representatives' diverse needs.
- Collaborated with international sales, manufacturing and shipping departments to process necessary documentation and manage related logistics.
- Met performance standards consistently for answer rate, handle time, and service quality.
- Processed invoices and payments accurately and efficiently.
- Fielded customer queries, providing clear, accurate answers to technical questions and support requests.
- Generated reports on sales performance metrics for management review.
- Communicated with sales department and account executives to update account information.
- Reviewed contracts prior to submission for accuracy and completeness.
- Assisted with the development of marketing strategies to increase brand awareness and product visibility.
- Developed relationships with vendors to secure discounts on products and services.
- Collaborated with other teams to create effective campaigns that increased sales volume.
- Analyzed customer feedback to improve product offerings and services provided.
- Provided training and guidance for new team members when necessary.
- Conducted research into market trends and opportunities for new business growth.
- Maintained up-to-date knowledge of company products, services, pricing policies, promotions, competitors.
- Created promotional materials such as flyers, brochures, newsletters, that highlighted features and benefits of company offerings.
- Contributed ideas for process improvements within Sales Support operations.
- Analyzed customer feedback data to identify areas of improvement in customer service experience.
- Provided customer service and support to clients in a timely manner.
Education
Associates -
Howard University
Washington, DC01.2014
Communications and Psychology
Clark Atlanta University
Atlanta, GADiploma - Visual Arts
Duke Ellington High School of the Arts
Washington, DCSkills
- Sales strategy and execution
- Lead generation and prospecting
- CRM management and software proficiency
- Client relationship management
- Technical demonstrations and support
- Conflict resolution and problem solving
- Data management and entry accuracy
- Effective communication skills
- Microsoft Office Suite expertise
- Adobe Creative Suite proficiency
- Market analysis and intelligence
- Sales cycle management strategies
- Inbound and outbound call handling
- Revenue generation techniques
- Contract negotiation expertise
- Customer service and support strategies
- Performance tracking and improvement
Training
Opportunities Industrialization Center (OIC), Network Cabling Specialist Training
Skills
Sales Strategy, Lead Generation, Prospecting, CRM Management (Salesforce, SAP), Account Executive, Client Relationship Building, Technical Demonstrations, Inbound/Outbound Calls, Technical Support, Conflict Resolution, Data Management, Communication (Verbal & Written), Microsoft Office Suite, Adobe, Quark Express, Zendesk, Cinc Systems, Zoom Work Space
Timeline
Careteam Representative Account Manager
RowCal
04.2024 - 05.2025
Senior Account Executive
Yelp
01.2019 - 10.2022
Investor Services Associate
ICMA-RC
02.2016 - 12.2018
Sales Support Representative
Thompson Creek Window Company
11.2014 - 01.2016
Associates -
Howard University
Communications and Psychology
Clark Atlanta University
Diploma - Visual Arts
Duke Ellington High School of the Arts