Dynamic team player offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer management.
Overview
8
8
years of professional experience
Work History
Revenue Operations/Sales Business Development Executive
Quality Data Systems
03.2023 - Current
Increase client base by identifying and pursuing new business opportunities through market research and networking.
Generate revenue growth by developing and executing targeted sales strategies to expand market share.
Collaborate with cross-functional teams to identify opportunities for product improvement, driving innovation in the company's offerings.
Develop customized solutions for clients, addressing their unique needs and helping them achieve their goals.
Leverage CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
Communicate directly with customers and partners to build strong business networks and relationships.
Increase client interest by consistently delivering persuasive cold call scripts tailored to individual prospects.
Work closely with sales management to develop accurate forecasts and establish realistic sales targets for the team.
Develop deep understanding of customer needs, priorities and pain points to deliver customized service.
Optimize digital marketing efforts for increased online presence and customer engagement.
Help oversee the creation of compelling marketing materials, including brochures, presentations, and social media content.
Account Manager
CFS Solutions
08.2022 - 03.2023
Was the primary point of contact and built long-term relationships with customers
Helped customers through email, phone, online presentations, and screen-share meetings
Developed a trusted advisor relationship with key accounts and customers
Ensured the timely and successful delivery of the solutions according to customer needs and objective
Communicated the progress of monthly/quarterly initiatives to internal teams
Forecasted and tracked key account objectives
Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks
Enhanced department and organization's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
Was responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis
Monitored and analyzed customer's usage of our product
Was responsible for working with the Sales team to onboard and integrate new clients and develop existing client relationships
Was the liaison between the customer and internal teams
Educated partners through webinars and training
Maintained an organized CRM and keep client accounts updated
Kept track of purchase orders and contracts to be filed
Developed marketing material to disperse to partners and customers
Financial Service Officer
First Commerce Credit Union
03.2022 - 08.2022
Drove sales and success through service
Ensured a positive member experience and achieve sales and referral goals through an expanded product set that includes banking, insurance, and investment products
Built a book of business by proactively seeking ways to develop and expand relationships to contribute towards the financial center and own success
Maximized personal productivity by utilizing dedication and drive, insightful listening skills, attention to detail, and adaptability to achieve all levels of the member and financial center goals
Interviewed loan applicants to obtain the required information, explaining loan options, interest rates, terms, and collateral requirements including ancillary products
Using credit approval guidelines, approved or denied and disbursed loans by correctly applying and analyzing credit information while adhering to loan policy
Obtained all documentation required for the loan, including requirements for approval
Responded consistently courteously and professionally to inquiries from members, including information related to pending loan requests, current loan rates, and terms
Assisted in servicing credit union loans by processing payoff requests, extensions, revolving credit advances, lien satisfactions, loan file corrections, and adjustments
Balanced loan disbursements, transfers, and other transactions including GL clearings with data processing totals each day.
Finance Assistant
Thomasville Toyota
07.2021 - 03.2022
Assisted finance managers and provided support to the accounting department
Validated that all required documents are included in every purchase agreement
Prepared, and organized contracts for financial institutions as well as prepared title forms for the office
Contacted financial institutions to secure funding for the purchase or determine the additional requirements for approval
Inform customers when extra stipulations are required by the lenders
Handled checks and cash to be deposited
Retrieved and forwarded customer paperwork to outside lenders if requested.
Assistant Express Team Leader
Thomasville Toyota
01.2018 - 01.2021
Trained new team members on company policies and job duties
Assisted with hiring, management, and scheduling of team members
Diagnosed customer cars and explained solutions to service advisors
Changed oil, performed tire rotations, and balanced tires upon request
Transported customers to desired locations in shuttle van when necessary
Achieved and aimed for a percentage rating of 85% or higher on customer service surveys
Performed diagnostics and repairs accurately and efficiently.
Front/Back of House Team Member
Chick-Fil-A
01.2016 - 01.2018
Followed company policy for safe food preparation, assembly, and presentation
Ensured customers were satisfied and received outstanding customer service
Executed with co-workers efficiently in high-pressure scenarios
Worked with others as a team to deliver consistent service.
Education
Bachelor of Business Administration, Management -
Valdosta State University
Valdosta, GA
07.2022
Skills
Microsoft Office Programs (Word, PowerPoint, Excel, Outlook)
Adaptability
Team Collaboration
Goal Setting and Achievement
Cardiopulmonary Resuscitation Certified (CPR)
Self-Motivated
Interpersonal Skills
Creative and Critical Thinking
Problem Solving
Strong Attention to Detail
Organizational Skills
Timeline
Revenue Operations/Sales Business Development Executive
Quality Data Systems
03.2023 - Current
Account Manager
CFS Solutions
08.2022 - 03.2023
Financial Service Officer
First Commerce Credit Union
03.2022 - 08.2022
Finance Assistant
Thomasville Toyota
07.2021 - 03.2022
Assistant Express Team Leader
Thomasville Toyota
01.2018 - 01.2021
Front/Back of House Team Member
Chick-Fil-A
01.2016 - 01.2018
Bachelor of Business Administration, Management -
Valdosta State University
Similar Profiles
Joel RossJoel Ross
Field Service Technician at Quality Data SystemsField Service Technician at Quality Data Systems