Donna Betta
Holmdel,NJ
Summary
Strategic-thinking Sales Executive with 25 years of experience building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Persuasive and self-motivated with expertise in expanding network connections and introducing products. Well-versed in educating clients, implementing pricing strategies and driving territory development.
Overview
27
27
years of professional experience
Work History
Director of Sales and Business Development
Pilothouse Payments / Capitalized Business Funding
New York, NY
08.2023 - Current
- Performed sales consultations and educated clients on products and services.
- Achieved company growth and brand development through market expansion and sales.
- Researched and capitalized on emerging opportunities to build business and expand customer base.
- Assisted in onboarding new merchants by providing training on products and services offered.
- Communicated regularly with customers via email, phone calls, and text messages to address any concerns they may have about their accounts.
- Managed daily operations of assigned merchant accounts by monitoring transactions and payments.
- Provided technical support for merchant inquiries regarding account setup, payment processing, and other related services.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Sales Executive
Bambi Baby
Middletown, NJ
03.2022 - 08.2024
- Greeted customers and engaged in conversation to assess needs
- Received and processed online orders for shipment or store pick-up
- Delivered exceptional customer service to guests
- Used POS system to process sales and refund transactions
- Replenished sales floor shelves and assisted customers with alternatives for out-of-stock items
- Explained products and services to help customers make informed decisions
- Used company system for tracking inventory to reduce errors and maximize profits
- Promoted store products by actively engaging customers and providing product demonstrations
- Built and maintained pipeline that supported monthly, quarterly and annual goals
- Developed strong relationships with clients to grow business networks
- Highlighted new products and company promotions during sales pitches.
SALES EXECUTIVE
Hudson Shore Group
Red Bank
03.2019 - 03.2022
- Maintained strong relationships with key customers and stakeholders
- Leveraged sales forecasting models to anticipate demand
- Utilized CRM tools to monitor customer interactions and inform strategy
- Prepared quotes and proposals for new and existing products
- Gathered ideas for new products and existing product innovations
- Used negotiation and persuasion skills to influence decision-makers
- Arranged in-person meetings and visited with clients to improve success of sales pitches
- Built and established strong relationships with customers, enabling long-term partnerships
- Cold called potential customers to generate leads.
WEALTH MANAGER/Financial Planner
Morgan Stanley
Red Bank, NJ
02.2004 - 03.2019
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan
- Contacted clients periodically to determine changes in financial status
- Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate need for plan reassessment
- Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or evaluation of severance packages
- Implemented financial planning recommendations or referred clients to someone who can assist with plan implementation.
- Performed due diligence research on potential investments before recommending them to clients.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
OPERATIONS SPECIALIST / ACCOUNT ADMINISTRATOR
Wells Fargo Advisors
New York
02.1998 - 03.2004
- Monitored and reported on key performance indicators to ensure efficient operations
- Addressed customer complaints and provided satisfactory solutions through procedure changes
- Cultivated strong client relationships through proactive communication and problem-solving
- Analyzed data to identify potential customers' needs, interests or concerns and develop effective marketing strategies
- Reviewed account activity reports to identify opportunities to increase sales or retain existing customers.
Education
Brooklyn College
06.1997
Skills
- Multitasking
- Strengths
- Excellent People Skills
- POS System Operations
- Verbal And Written Communication
- B2B Sales And Customer Service
- Sales And Marketing
References
References available upon request
Timeline
Director of Sales and Business Development
Pilothouse Payments / Capitalized Business Funding
08.2023 - Current
Sales Executive
Bambi Baby
03.2022 - 08.2024
SALES EXECUTIVE
Hudson Shore Group
03.2019 - 03.2022
WEALTH MANAGER/Financial Planner
Morgan Stanley
02.2004 - 03.2019
OPERATIONS SPECIALIST / ACCOUNT ADMINISTRATOR
Wells Fargo Advisors
02.1998 - 03.2004
Brooklyn College
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