Dynamic Account Manager offering expertise in building partnerships, retaining key accounts, and enhancing profit channels. Strong leader with proficiency in growing professional networks, influencing decision-makers, and devising successful strategies. Collaborative and strategic team leader with a robust background in customer relationship management.
Overview
30
30
years of professional experience
4
4
Certification
Work History
Senior Account Manager
GoEngineer Inc
04.2016 - Current
Managing new & existing accounts small to Enterprise in designated territory for CAD, PDM, Simulation, Electrical Solutions and more
Met or exceeded sales goals for new and existing accounts.
Developed long-lasting client relationships by providing exceptional customer service and support.
Enhanced communication between departments for more effective problem-solving and collaboration.
Developed deep knowledge of customer businesses and relationship to company objectives.
Recognized award winner for high achievement in 2018, 2019, 2020, 2021, 2022. Twice earned Diamond Club top award for Sales Nationally (15 people per year)
Certifications in Sandler Sales training, SOLIDWORKS Boot Camp, SOLIDWORKS CSSP, CSAMS SOLIDWORKS Certified Account Manager Specialist and continuing courses
Mentored junior account management professionals to develop skills and increase company revenue.
Sold new products and services and developed new accounts to maximize revenue potential.
Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
Educated clients on new products or services to increase customer engagement with brand.
Inside Sales
TriMech
06.2014 - 04.2016
Working in a sales environment contacting leads provided by Solidworks and internally through Hubspot to investigate for interest in purchasing products, then communicating to territory managers
Following up on prospects and customers to find interest in products and training
Provided quotes and proposals to clientele to close business
Worked with Territory managers to coordinate needs in their areas for business and events
Cold call when needed from lists provided and other prospecting
Daily resource for customer care
Updated and maintained databases
Exceeded Quarterly goals
Worked on special projects during merger and conversion from Microsoft CRM to NetSuite
Established a reputation as a knowledgeable and resourceful inside sales representative, resulting in increased client trust and loyalty.
Inside Sales/Account Manager
Kauffaman Engineering
06.2013 - 04.2014
Developed exceptional rapport with customers to build trust and create value through guided buying decisions.
In charge of sales, main daily contact for clients at manufacturing facility, administrative tasks, and some human resource duties
Responsible for coordination of client requests for quotes, purchase orders
Duties including processing sales orders, customer service, client communication, research and troubleshooting
Meeting and planning with Production, Engineering and Quality departments to ensure customer orders and plant goals are met
Inside Sales Associate
Energy Manufacturing
06.2012 - 07.2013
Main contact for customers' daily activities working in conjunction with outside traveling territory managers
Increased repeat business by maintaining regular contact with clients and providing exceptional post-sale support.
Boosted client satisfaction by promptly addressing inquiries and resolving issues in a professional manner.
Responsible for coordination of client requests for quotes, purchase orders, shipments via phone and e-mail
Duties including processing sales orders, customer service, client communication, research and troubleshooting
Sales Service Representative
McGraw Hill Publishers
06.2008 - 10.2011
Sales Contact for colleges and professors to identify and satisfy needs for textbooks for smaller colleges, technical colleges, and for-profit colleges
Managed relationship with clientele at colleges to obtain territory and team sales goals
Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
Worked in the 'Team Leader' role for the Mathematics group to enable team member's communication
Answered in-depth questions about company offerings, service policies and benefits of each plan.
Responsible for calling on higher enrollment clients, assisting in planning sales information for schools, and handling customer service issues and communication with marketing
Traveled to locations as needed for on-site demonstrations and client contact.
Insides Sales Manager
Cartegraph
01.2007 - 01.2008
Scheduled onsite visits, web demonstrations, conference calls, and events with prospects and clients for territory
Managed a high-performing inside sales team to exceed company targets and quotas consistently.
Created sales documents for quotes, proposals, contracts, and service items for prospects and clients
Responsible for prospect and client communication as they proceeded through the sales cycle
Managed tasks for the Inside Support Staff, including calling campaigns and territory needs
Sales Service Representative
McGraw Hill Publishers
01.2004 - 01.2007
Sales Contact for colleges and professors to identify and satisfy needs for textbooks for smaller colleges, technical colleges, and for-profit colleges
Managed relationship with clientele at colleges to obtain territory and team sales goals
Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
Responsible for coordination of client requests via phone and e-mail
Worked in the 'Team Leader' role for the Mathematics group to enable team member's communication
Responsible for calling on higher enrollment clients, assisting in planning sales information for schools, and handling customer service issues and close communication with marketing
Traveled to locations as needed for on-site demonstrations and client contact.
Client Consultant
CIGNA Retirement & Investment
07.2002 - 12.2003
Day to Day" contact for Defined Benefits clients ranging from growth market (0-10 million in assets) to core market (20 million to 150 million)
Responsible for coordination of client requests via phone and e-mail
Worked in a team environment with the Relationship Managers on accounts over 20 million to provide administrative service
Traveled to client locations as needed to review service and provide contact for clients
Built relationships and created deeper network inside client organizations using consistent and proactive dialogue with multiple decision-makers.
Worked on internal project to provide an internal reference library for employees on the Intranet in FrontPage
Earned certification from American Society of Pension Actuaries in Pension Administrator's course
Product Support Assistant/Recalibrations Coordinator
Technology for Energy Corp
08.1998 - 07.2002
Provided customer support and issues resolution for international and domestic clientele
Increased calibration sales by 366% over 3 years
Supplied administrative support for product support staff
Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
Coordinated the calibration of customer equipment, sending out firmware and software updates for customers
Prepared materials for training classes & seminars
Entered data, generated reports, and produced tracking documents.
Entered customer information into two different customer support databases
Performed data entry of orders and international shipment paperwork
Arranged travel arrangements for product support staff
Agent Services Rep/Issues Resolutions
The Metron Corp
01.1994 - 05.1997
Working in a sales team environment, managed customer accounts for three territories and assisted in training seminars
Organized launch for PRIMESTAR dealer base in three states
Resolved caller issues quickly and thoroughly.
Training of new employees
Performed customer service and issues resolution for the entire customer field
Handled and promptly resolved customer complaints to maintain professional relationships.
Created database to track, and report customer service issues
Performed data entry of orders, research and troubleshooting
Handled filing of freight claims, tracing orders internally and with the freight carriers