Helen Rivera

2023 Q4 Achievement Award Winner

• Report to Manager Client Services
• Manage a book of 98 accounts - $1M / MRC
• Conduct Business Reviews and Operation Business Review quarterly
• Responsible to touch each account once a quarter and resolve billing issues; post installations, escalations- full maintenance
• Work supporting Sales Representatives and establish relationships with Project Managers, Sales Engineers, Field Operations, Technical Support as needed
• Mentor New Hires - Client Service Managers
• Collaborate with EOM – Collections of Aging Accounts to ensure accounts are current.

2018 Top 20% – 128%

• Reporting to Sales Manager
• Serve as client advocate within their fast-growing business
• Manage 242 Accounts billing $1.4M YR
• Develop client-centric solutions highlighting product benefits
• Facilitate face-to-face meetings to pursue renewal opportunities
• Deliver proposals to promote new revenue
• Consistently achieve or exceed sales and revenue quotas
• Maintain client database
• Establish data control procedures and work with regulatory agencies as needed
• Collaborate with others to resolve issues and enhance the client experience
• Attend training to remain current on pricing, order entry and commission reports
• Assist with account collections when necessary.

2016 Elite Club Winner – 110%

2014 President Club & Elite Club Winner- 128%

2013 President Club & Elite Club Winner - 147%

• Support Agent Sales – Reporting to Director of Sales
• Ability to uncover and understand our customers' critical business issues and how they impact their business
• Proactively contact their customer base
• Increase sales revenue while reducing churn
• Handle customer service issues through clear communication between the TSM and other Broadview Networks staff
• Renew current accounts for 1,2 or a 3-year period; resulting in a better opportunity to sell additional products into customer base and keep a high-level retention
• Ensure customers have the most efficient solutions for their communications
• Understand what products their customers are utilizing and track in database
• Provide solutions to our customers that help their productivity and improve customer loyalty.

• Report to Executive Vice President
• Responsible to conduct New Hire Training Class and facilitate our Unify Sales Process
• Train / Coach in the field to support initiatives of TSM / Direct Account Executives
• Develop training modules as needed
• Assist with ramp of new hires on field activity
• Provide feedback to Sales Director with regards to areas of improvement of new hires
• Create as requested new courses for business development
• Submit quarterly review reports to show progress with new hires.

• Report to Regional Director, NE Region
• Update portfolio of accounts in CRM / SFDC
• Responsible to manage portfolio of 200+ establish accounts and $300K in revenue
• Provide cost analysis and upgrades based on customers need for voice, data, hardware, Manage services & Cloud Computing Services
• Participate in quarterly reviews and RFPs for Enterprise Accounts
• Provide monthly reports for Revenue Loss as well as forecast renewals
• Work referrals in all vertical markets to grow portfolio of customers.

• Reported to Regional Sales Director
• Responsible to generate net new business in the Restaurant Industry selling direct marketing and cash
• Develop business relationships and manage existing accounts
• Cold called prospects both on the phone and in person to present our product and services.

2008 Contracted $7.7M 220% of year end goal plan.

Achieved 2nd place NE Region BTNA Sales Ranking Report June 2008.

Winner - Corporate Card lead exchange 2008.

• Reported to Sales Director
• Responsible for the generations of new sales in the B2B Middle Market Segment, focusing on accounts in the $200K-$3M range
• Conducted needs assessment to uncover potential client needs regarding their business travel program using a consultative approach
• Mentor to New Hires nationwide for certification
• Provide demonstrations on our online tool- AXIOM and WebEx or conference calls
• Responsible for providing integrated solution both online and offline to help corporations manage and optimize their travel/spend investment
• Submitted cost analysis and return of investment (ROI)
• Responsible for building and maintaining relationships with key internal stakeholders, along with building and developing C Level client contacts to work and contribute to a team style.

• Reported to Sales Director
• Developed B2B accounts and expanded on existing accounts
• Worked with executive level decision makers to provide value-added services to alleviate internal workload
• Demonstrated software for hardware equipment - Nortel and Mitel (VoIP)
• Coordinated the implementation of hardware and services for voice/data
• Forecast future needs and developed proposals to fulfill client's requirements.

• Reported to National Operations Manager for NY Marketplace
• Supported a team of six National Account Managers and five Sales Representatives

• Reported to Sales Manager and Sales Director of NY Marketplace
• Developed B2B qualified net new accounts for line of products (copiers, fax and printers) from world largest manufacturers Canon, Ricoh, and HP
• Successfully developed new accounts within the mid-market vertical industry
• Prepared presentations and proposals as well as offered training on new equipment
• Promoted to Field National Account Coordinator.