Jacqueline Mendez
Tucson,Arizona
Summary
Operations-focused professional with extensive experience working with small businesses and accounting software at Intuit. Skilled at analyzing business workflows, supporting financial systems, and helping organizations optimize accounting processes. Seeking to transition into financial operations to deepen expertise in payroll, expense management, and accounting systems.
Overview
22
22
years of professional experience
Work History
Corporate Account Manager
Intuit
Tucson, Arizona
07.2023 - Current
- Guided small businesses in understanding financial workflows within QuickBooks, including expense tracking, reporting, and account management.
- Assisted customers with troubleshooting accounting software and financial system integrations.
- Analyzed customer operational challenges and recommended accounting software solutions to improve financial visibility.
- Analyzed market data to identify and pursue growth opportunities for client accounts.
- Negotiated contracts and agreements to benefit both clients and the company.
- Managed multiple accounts simultaneously, ensuring timely delivery of services and adherence to deadlines.
- Acted as main point of contact in matters relating to client concerns and needs.
- Developed strategies to increase revenue from existing accounts.
- Renewed existing accounts by fostering strong relationships with clients to enhance retention.
- Analyzed client data and identified opportunities for growth.
- Collaborated with sales team to determine best ways to drive market share.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Collaborated with marketing teams to develop targeted campaigns for account acquisition and growth.
Inbound Sales Small Business Consultant
Intuit
Tucson, Arizona
06.2019 - Current
- Gained insights into small business needs, operations, challenges, and goals to tailor solutions.
- Proactively probes on customer's objectives to determine needs and opportunities
- Ability to overcome objections and barriers to help move forward in the sales cycle
- Created engaging experiences by showcasing the full QuickBooks ecosystem to enhance customer understanding.
- Sold consultatively and recommended tailored solutions to align with prospect and customer needs.
- Manage high volume of phone calls while maintaining high quality of services and performance standards
- Consistently meet key performance productivity and sales metrics.
Inside Sales Live Chat Consultant
Intuit
Tucson, Arizona
10.2018 - 05.2019
- Analyzed small business needs and challenges to provide tailored QuickBooks solutions.
- Live Chat with prospects and customers shopping for QuickBooks accounting software.
- Engaged with up to 3 customers simultaneously in chat while seamlessly navigating multiple tools.
- Meet or exceed monthly, quarterly, and yearly sales and client service goals.
- Consistently achieved key performance metrics in productivity and sales.
- Worked on both Live Chat and Inbound channels.
Newborn Stem Cell Educator
Cord Blood Registry
Tucson, Arizona
09.2012 - 04.2017
- Educate families on their cord blood banking options, empowering them to make an informed decision.
- Deliver superior customer service on all inbound and outbound calls, and emails.
- Meet or exceed monthly, quarterly, and yearly sales and client service goals.
- Review recorded calls with the manager to identify best practices and areas of opportunity
- Demonstrated overall great performance in achieving sales quota.
Business Credit Advisor
Dun & Bradstreet Credibility Corp.
Tucson, Arizona
10.2010 - 07.2012
- Achieve direct revenue goals by selling products and service to new and inactive customers via the telephone on customer calls.
- Probed and identified sales lead opportunities with information customers who engage in B2B transactions.
- Remain knowledgeable about customers' business practices and functions, understand the relationship between D & B products / services and the appropriate needs for customers and the ability to transition customers to the proper service / sales consultant efficiently.
- Demonstrated sales ability, using needs-based selling; assertive; persistent; good listener; self motivated.
- Aptitude for acquiring selling skills and product knowledge.
- Proven track record of achieving/exceeding quota driven goals in a high volume, fast paced call center environment; with a strong telephone presence and skills.
- Nominated for MVP for three consecutive months: January/February/ March 2011.
- Experience in selling an intangible product (such as insurance, information, etc.) rather than a tangible product and/or inside sales is strongly preferred.
- Outstanding verbal, organizational, written and verbal communication skills.
Account Executive
KUAT Communications Group / NPR
Tucson, Arizona
07.2007 - 03.2010
- Planned, coordinated and directed advertising campaign for clients of advertising agency.
- Conferred with client to determine advertising requirements and budgetary limitations.
- Utilized knowledge of product or service to be advertised, media capabilities and audience characteristics to create a successful campaign.
- Partnered with agency artists, copywriters, photographers and other media-production specialists to select media to be used and to estimate costs.
- Submitted proposed program and estimated budget to client for approval.
- Coordinated the activities of workers engaged in marketing research, writing copy, laying out artwork, purchasing media time and space.
- Developed special displays and promotional items.
- Performed other media-production activities, in order to carry out approved campaign.
Outside Sales Representative
R.S. Hughes Incorporated
Tucson, Arizona
04.2004 - 04.2007
- Traveled throughout assigned territory to call on regular and prospective customers.
- Performed assigned duties under direction of experienced personnel to gain knowledge and experience required for promotion to management positions.
- Became familiar with line and staff functions, operations, management viewpoints, company policies and practices that affected each phase of business.
- Managed a complete sales process: prospecting, needs analysis, price negotiation, purchase approval, closing and follow-up.
- Identified new business opportunities within existing account base.
- Consulted with customers to find their future needs, provided guidance to the research and development team to ensure customer needs are met.
- Sold products to businesses, industrial establishments and individuals.
- Managed assigned accounts and established close working relationship with key buyers.
- Prepared reports of business transactions and kept expense accounts.
Education
Bachelor of Science - Business Management
The University of Arizona
Tucson, AZ12-2018
Skills
- Account management
- Client management
- Client development
- Relationship building
- Financial reporting
- Budget management
- Expense tracking
- Accounting software
- Data analysis
- Problem solving
- Reliability
- Accounting software
Timeline
Corporate Account Manager
Intuit
07.2023 - Current
Inbound Sales Small Business Consultant
Intuit
06.2019 - Current
Inside Sales Live Chat Consultant
Intuit
10.2018 - 05.2019
Newborn Stem Cell Educator
Cord Blood Registry
09.2012 - 04.2017
Business Credit Advisor
Dun & Bradstreet Credibility Corp.
10.2010 - 07.2012
Account Executive
KUAT Communications Group / NPR
07.2007 - 03.2010
Outside Sales Representative
R.S. Hughes Incorporated
04.2004 - 04.2007
Bachelor of Science - Business Management
The University of Arizona