Account executive and account manager with a background in client retention, lead generation, and territory growth. Consistently exceeds quota, builds strong client relationships, and uses follow-up, upselling, and cross-selling to expand accounts and support revenue goals.
Overview
13
13
years of professional experience
Work History
Account Executive
INIT Coaching
Boca Raton, Florida
04.2026 - Current
Managed client relationships and provided ongoing support, enabling clients to maximize value from company services.
Coached clients on enhancing social media presence, boosting brand visibility, and generating organic leads.
Recommend content, engagement, and audience-growth strategies aligned with each client's business goals.
Identified opportunities to improve client outcomes, enhance retention, and expand existing accounts.
Build and manage the sales pipeline through prospecting, lead qualification, and consistent follow-up.
Acquire new clients by presenting solutions, communicating value, and guiding prospects through the sales process.
Partner with internal teams to deliver a positive client experience and support company growth and revenue goals.
Account Manager - B2B Business Development
Oxford Global Resources Inc
Palm Beach Gardens, FL
03.2024 - 04.2026
Managed and maintained relationships with existing clients to ensure customer satisfaction.
Consistently exceeding weekly and monthly KPIs, hitting over 100% of my quota.
Developed and significantly grew assigned territory using strong engagement and marketing skills.
Presented product features and advantages to potential customers during sales meetings.
Drafted proposals outlining services, costs, and benefits for prospective customers.
Negotiated contracts with clients to maximize profitability.
Collaborated with sales team to determine best ways to drive market share.
Drove sales of company products and services by meeting with customers using strategic and organized approach.
Developed and maintained relationships with key accounts to ensure customer satisfaction.
Utilized CRM tools to track client interactions, sales opportunities, and account history.
Identified upselling and cross-selling opportunities to maximize account growth and revenue generation.
Participated in brainstorming sessions to develop new ideas for business development initiatives.
Loan Specialist/Sales Associate
LendingPoint
Kennesaw, GA
12.2021 - 01.2024
Reviewed loan agreements to confirm completeness and accuracy.
Submitted loan applications to underwriter for verification and recommendations.
Maximized company profitability with appropriate pricing of new loan originations, fee income and selling of products and services.
Delivered high levels of customer service to facilitate smooth processes.
Performed daily maintenance of loan applicant database.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Make high volume out bound calls to current customers to retain business and follow up with customer experience.
Member Relations Specialist
Guardians Credit Union
West Palm Beach, FL
05.2018 - 12.2021
Answered member questions about products and services.
Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
Helped members resolve account problems and navigate internal systems to handle routine needs.
Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
Delivered quality service by assessing, advising and assisting credit union members.
Teller
Guardians Credit Union
West Palm Beach, FL
02.2016 - 05.2018
Maintained confidentiality of bank records and client information.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Trained employees on cash drawer operation.
Balanced daily cash deposits and vault inventory with zero error rate.
Master of Ceremonies, Spa Call Center, Spa Front Desk
Eau Spa
LendingPointManalapan, FL
12.2013 - 02.2016
Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Handled payment processing and provided customers with receipts and proper bills and change.
Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Education
Some College (No Degree) -
Palm Beach State College
Lake Worth, FL
High School Diploma -
John I Leonard High School
Greenacres, FL
Skills
Written and verbal communication
Relationship building
Lead generation
Account growth
Pipeline management
Strategic account development
Sales presentations
Customer Service-Focused
Sales Expertise
Excellent Time Management
Excellent communicator
Expert in negotiations
Business development and planning
Written and verbal communication
Timeline
Account Executive
INIT Coaching
04.2026 - Current
Account Manager - B2B Business Development
Oxford Global Resources Inc
03.2024 - 04.2026
Loan Specialist/Sales Associate
LendingPoint
12.2021 - 01.2024
Member Relations Specialist
Guardians Credit Union
05.2018 - 12.2021
Teller
Guardians Credit Union
02.2016 - 05.2018
Master of Ceremonies, Spa Call Center, Spa Front Desk
Assistant Executive Director at VITALITY SENIOR LIVING – ACCLAIM AT EAST BEACHAssistant Executive Director at VITALITY SENIOR LIVING – ACCLAIM AT EAST BEACH