Summary
Overview
Work History
Education
Skills
Timeline
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Kathi Morgan

Sales
Bumpass,Virginia

Summary

Dynamic Sales Account Executive with a proven track record at Intuit, excelling in relationship building and sales strategies. Consistently exceeded sales goals through exceptional customer service and effective negotiation tactics, driving significant revenue growth. Expert in Salesforce, leveraging data to optimize sales processes and enhance client satisfaction.

Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.

Goal-oriented individual versed in greeting high-volume of customers and recommending merchandise based on individual requirements. Skilled at creating displays to promote higher sales, completing cash register transactions and maintaining accurate records of all transactions.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Sales position. Ready to help team achieve company goals.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

25
25
years of professional experience

Work History

Sales Associate

Moxie
01.2021 - 08.2025
  • Assisted customers in product selection and provided detailed information on feature
  • Inbound and outbound calls
  • Collaborated with team members to achieve sales targets and improve store performance.
  • updating customer Information
  • taking payment and adding new payment
  • cold calling as well
  • Resolved customer inquiries and concerns promptly to ensure satisfaction.
  • Participated in training sessions to learn product knowledge and sales techniques.
  • Built relationships with customers to encourage repeat business.

Commercial Sales

Orkin Pest Control
03.2016 - 11.2019
  • Planned, coordinated, and implemented commercial sales functions and processes.
  • Increased client satisfaction by providing exceptional customer service and addressing commercial sales inquiries.
  • Increased commercial sales revenue by implementing strategic marketing plans and identifying new business opportunities.
  • Increased commercial sales revenue by consistently meeting and exceeding sales targets.
  • Boosted commercial sales by developing and maintaining positive relationships with clients.
  • Implemented successful sales strategies, contributing to increased revenue generation for the organization.
  • Improved client satisfaction by creating customized sales presentations tailored to individual needs and desires.
  • Spearheaded the creation of a corporate client referral program, leading to a significant increase in new business opportunities and overall sales growth.
  • Assisted in boosting sales by engaging with customers and offering knowledgeable product recommendations.
  • Exceeded monthly sales targets consistently by cultivating a high-performance team focused on meeting organizational objectives.
  • Contributed to significant increase in monthly sales targets by effectively cross-selling and upselling products.
  • Streamlined the sales process, implementing effective CRM tools for efficient lead management.
  • Consistently met or exceeded monthly sales targets with a focus on offering tailored solutions to customers'' needs.
  • Consistently exceeded monthly booking quotas through diligent follow-up with potential clients and proactive sales strategies.
  • Consistently followed up with prospective clients to convert leads into successful sales transactions.
  • Led product launches with comprehensive promotional plans, driving sales and enhancing brand reputation.
  • Did free Inspections on Hotel and restaurants and in house inspection- Free Quote then following up to make the sale Complete

Sales Account Executive

Intuit
03.2000 - 06.2018
  • Developed and maintained strong relationships with key clients to enhance customer satisfaction.
  • Executed tailored sales strategies to meet client needs and drive revenue growth.
  • Collaborated with cross-functional teams to streamline operations and improve service delivery.
  • Analyzed market trends to identify opportunities for expanding product lines and services.
  • Conducted regular follow-ups with clients to ensure ongoing support and address concerns promptly.
  • Led negotiations for high-value contracts, resulting in favorable terms for company profitability.
  • Managed sales cycle to maintain solid customer base.
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes.
  • Conducted regular sales presentations to showcase company offerings and demonstrate product value.
  • Negotiated pricing, contracts, and terms with key clients to secure new business deals.
  • Increased sales revenue by establishing and nurturing long-term client relationships.
  • Provided exceptional customer service, addressing concerns promptly to maintain strong client relationships.
  • Expanded company presence within the market by attending trade shows, conferences, and networking events.
  • Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
  • Developed sales strategies for targeted market growth and increased profitability.
  • Exceeded sales targets consistently through strategic planning and execution.
  • Developed and implemented database sales tracking, enabling improved understanding of product profitability and inventory needs.
  • Optimized CRM data utilization by keeping accurate records of all client interactions.
  • Attained deep and thorough knowledge of company's products and solutions to help accomplish mutual success and partnership between buyer and seller.
  • Organized regular client meetings to discuss progress on projects or address any issues faced during implementation processes.
  • Provided sales forecasts within 98% accuracy each quarter and each year for long-term strategic planning.
  • Provided sales forecasts within 98% accuracy each quarter and each year for long-term strategic planning.
  • Implemented effective upselling techniques to maximize revenue from existing customers.
  • Managed a diverse portfolio of accounts to ensure consistent customer satisfaction and loyalty.
  • Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
  • Reached average of 98% of sales goals each year.
  • Established close relationships with new small business prospects.
  • Leveraged CRM to collect, organize, and manage sales data and customer information.
  • Successfully retained top-performing clients while also acquiring new business partners leading to significant revenue growth.
  • Up-sold and cross-sold products effectively, driving sales and increasing revenue.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Negotiated prices, terms of sales and service agreements.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Set and achieved company defined sales goals.
  • Achieved or exceeded company-defined sales quotas.
  • Kept detailed records of daily activities through online customer database.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Built relationships with customers and community to promote long term business growth.
  • Stayed current on company offerings and industry trends.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Maintained current knowledge of evolving changes in marketplace.
  • Informed customers of promotions to increase sales productivity and volume.
  • Presented professional image consistent with company's brand values
  • worked with Salesforce with Maintaining Customer Base
  • Trade show - Zoom with customers

Education

High School Diploma -

Orange County High
Orange, VA
08-1982

Skills

  • Customer service
  • Teamwork and collaboration
  • Time management
  • Problem-solving skills
  • Listening skills
  • Multi-tasking strength
  • Problem-solving
  • Excellent people skills
  • Reliable and punctual
  • Goal oriented
  • Exceptional customer service
  • Relationship building
  • Outgoing personality
  • Flexible schedule
  • Verbal/written communication
  • Client service
  • Conflict resolution
  • Sales expertise
  • Product sales
  • Complex Problem-solving
  • Sales strategies
  • Upselling
  • Meeting deadlines
  • Sales training
  • Sales development
  • Building rapport
  • Order processing
  • Sales goals attainment
  • Negotiation tactics
  • Relationship selling
  • Sales trends
  • Promotional support
  • Cold calling
  • Sales forecasting
  • Sales pipeline management
  • Expert in Salesforce
  • Friendly and outgoing
  • Verbal and written communication
  • Client retention strategies
  • Upselling and cross selling
  • Contact follow-up
  • Exceeds sales goals
  • Superb time management
  • Price quote preparation
  • Service oriented
  • Lead database management
  • Prospecting and telemarketing

Timeline

Sales Associate

Moxie
01.2021 - 08.2025

Commercial Sales

Orkin Pest Control
03.2016 - 11.2019

Sales Account Executive

Intuit
03.2000 - 06.2018

High School Diploma -

Orange County High
Kathi MorganSales