Ethan Lefferts
Satsuma
Summary
Dynamic Account Representative with a proven track record at TQL, excelling in client relationship management and financial analysis. Recognized for enhancing customer satisfaction through tailored solutions and proactive problem-solving. Skilled in account management, driving results, and fostering long-term partnerships to achieve business objectives.
Overview
5
5
years of professional experience
Work History
Account Representative
TQL
12.2023 - Current
- Increase customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Contact customers to assess satisfaction and current needs.
- Assist clients in navigating complex financial and legal processes to reduce risks.
- Keep detailed records of customer interactions for optimal traceability.
- Implement customized account plans to meet individual client needs.
- Manage a portfolio of multiple accounts, ensuring timely delivery of products and services while maintaining strong relationships with clients.
- Collaborated with internal teams to develop tailored solutions for key accounts, fostering long-term partnerships.
- Developed presentations showcasing product offerings tailored specifically to individual client needs, driving interest in our services furthering the closing process effectively.
Financial Representative
Northwestern Mutual
05.2023 - 12.2023
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
Auto Sales Consultant
Crestmont Hyundai
12.2022 - 05.2023
- Conducted comprehensive vehicle presentations to educate potential buyers on key features, benefits, and specifications.
- Greeted customers upon arrival to dealership and engaged in conversation to uncover specific purchasing needs and budget.
- Increased customer satisfaction by providing personalized consultations and tailored vehicle recommendations.
- Demonstrated car technology options and available amenities and upgrades for each model.
- Contributed to team success by sharing insights and best practices during regular sales meetings and training sessions.
- Made car recommendations based on preferences and outlined benefits of each car option.
Sales Professional
Liberty Ford Aurora
05.2021 - 12.2022
- Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
- Assisted clients in selecting appropriate vehicle options by identifying their unique needs and preferences.
- Provided timely and effective resolutions to problems, securing clients and ensuring satisfaction.
- Increased dealership sales by developing and maintaining strong relationships with clients.
- Conducted thorough market research to stay informed on industry trends and competitor offerings.
- Served as a liaison between customers and service departments, ensuring seamless post-sale experiences.
- Facilitated smooth transactions by preparing all necessary documentation in a timely manner.
- Delivered exceptional product presentations, resulting in increased customer confidence and higher sales rates.
- Enhanced customer satisfaction through personalized service and diligent followup.
Auto Sales Consultant
Preston Superstore
03.2020 - 05.2021
- Drove team revenue totals by bringing in top sales numbers.
- Maximized showroom appeal by organizing attractive displays featuring new models or special promotions as needed.
- Conducted comprehensive vehicle presentations to educate potential buyers on key features, benefits, and specifications.
- Greeted customers upon arrival to dealership and engaged in conversation to uncover specific purchasing needs and budget.
- Accompanied customers and demonstrated performance features on test drives.
- Exceeded sales targets by utilizing persuasive selling techniques and extensive product knowledge.
Education
Bachelor of Science - Accounting
Southern New Hampshire University
Hooksett, NH10-2027
Skills
- Financial analysis
- Client relationship management
- Problem solving
- Effective communication
- Time management
- CRM proficiency
- Customer engagement
- Account management
- Goal oriented
- Sales proficiency
- Prospecting skills
- Business development
Timeline
Account Representative
TQL
12.2023 - Current
Financial Representative
Northwestern Mutual
05.2023 - 12.2023
Auto Sales Consultant
Crestmont Hyundai
12.2022 - 05.2023
Sales Professional
Liberty Ford Aurora
05.2021 - 12.2022
Auto Sales Consultant
Preston Superstore
03.2020 - 05.2021
Bachelor of Science - Accounting
Southern New Hampshire University
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