Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic
ITZEL SUCHOLAS

ITZEL SUCHOLAS

Scottsdale,AZ

Summary

Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in business growth, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.

Overview

13
13
years of professional experience

Work History

ERC Document Processor

Innovation Refunds
01.2023 - 03.2023
  • Carefully reviewed all documents and reports for completeness and accuracy.
  • Coordinated document exchange between departments, and customers.
  • Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
  • Identified areas of weakness and recommended or implemented process improvements.
  • Provided assistance with inbound and outbound document processes and document sorting.
  • Assisted with document troubleshooting and recovery of corrupt documents and files.
  • Used Adobe Acrobat, for document management and enhancements.
  • Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
  • Scanned, filed and transmitted various documents and adhered to digital filing procedures.
  • Monitored due dates and deadlines and worked to submit all documents on time or early.
  • Worked with internal staff to process documents and sent for closing.
  • Collaborated across departments and levels of management to gain consensus on procedural documentation.

Account Executive

DHL Express US
07.2022 - 01.2023
  • Set and achieved company defined sales goals.
  • Utilized internal lead referral tools to solicit new business opportunities and contacts.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Met existing customers to review current services and expand sales opportunities.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Recorded accurate and efficient records in customer database.
  • Negotiated prices, terms of sales and service agreements.
  • Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
  • Contributed to team objectives in fast-paced environment.
  • Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Conducted research to address shipping errors and packaging mistakes.
  • Coordinated shipping requests for expedited delivery and documented accurately to achieve correct billing.
  • Generated documentation and information required for customer shipments.
  • Tracked orders and notified customers of status or potential delays.
  • Monitored inbound and outbound freight operations to establish timely delivery of packages.
  • Collaborated with manufacturing and supply chain management.

Account Executive

NerdWallet
12.2021 - 06.2022
  • Met and exceeded service level goals to achieve standards and expectations.
  • Explained very technical financial information to applicants in easy to understand language.
  • Collaborated with other departments to promptly process loan applications.
  • Advised clients on business, government, & alternative loans.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Assisted client's with completing loan applications and other paperwork.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Researched and updated industry knowledge on changing legislation and regulations.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Maintained strict confidentiality of bank records and client information.
  • Monitored pipelines to track and log status of loans.
  • Developed strong relationships with customers through high levels of customer service.
  • Negotiated loan terms and conditions with customers to secure best deal.

Insurance Agent

Liberty Mutual
01.2017 - 01.2018
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Finalized sales and collected necessary deposits.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Educated clients on insurance policies and procedures.
  • Negotiated contracts and terms of sale with potential customers.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Maintained high standards of customer service by building relationships with clients.
  • Met with customers to provide information about available products and policies.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Analyzed customer needs to provide customized insurance solutions.

Sales Consultant

AT&T
06.2010 - 01.2017
  • Met with potential clients to analyze their needs
    and present appropriate solutions. Overcome objections and negotiated sales contracts.
  • Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
  • Meet and exceed monthly sales quotas.
  • Developed & maintained superb
    relationships with small businesses.
  • Provide strategic vision that allowed our
    technology to gain visibility for new clients.
  • Gather business intelligence & monitor
    competition closely.
  • Coordinate with various departments and
    personnel to facilitate timely supply of
    products & sales invoicing.
  • Research & manage existing accounts to
    build, identify, pursue, & close new
    business growth opportunities.
  • Manage inventory.

Education

Certification - Spine/Orthopedic Reconstruction & Trauma

Medical Sales College
Lone Tree, CO
09.2021

Bachelor of Arts -

Arizona State University
Tempe, AZ
05.2021

Skills

  • PRC Medical Certified( OR Protocol,Sterile Techniques, Infection Control, HIPPA, Blood borne pathogens, NPS, Fire & Electrical Safety)
  • CRM- Salesforce, Hubspot, & Opus
  • Leadership Spanish Bilingual
  • Business Development
  • Account Management
  • Budget Management
  • Relationship Management
  • Market Penetration
  • Consultative Selling
  • Marketing
  • Microsoft Office & Google
  • Logistics International Specialist
  • Supply Chain

Awards

  • Numerous top sales awards won. Awarded by AT&T.
  • Top choice, hackathon winner. Awarded by Nerdwallet.
  • Top sales, Titan award won. Awarded by DHL Express.


Timeline

ERC Document Processor

Innovation Refunds
01.2023 - 03.2023

Account Executive

DHL Express US
07.2022 - 01.2023

Account Executive

NerdWallet
12.2021 - 06.2022

Insurance Agent

Liberty Mutual
01.2017 - 01.2018

Sales Consultant

AT&T
06.2010 - 01.2017

Certification - Spine/Orthopedic Reconstruction & Trauma

Medical Sales College

Bachelor of Arts -

Arizona State University

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ITZEL SUCHOLAS