Jake Terry
Dallas
Summary
Results-driven Business Development Specialist with a proven track record in key account management and customer relationship management. Focused on generating new business opportunities through strategic partnerships and market analysis.
Overview
12
12
years of professional experience
Work History
Business Development Specialist
Memorial Mri & Diagnostic
Dallas, TX
02.2023 - Current
- Developed strategic partnerships to enhance service offerings and expand client base.
- Conducted market research to identify new business opportunities and industry trends.
- Collaborated with cross-functional teams to improve operational workflows and service delivery.
- Implemented CRM tools for tracking client interactions and managing leads effectively.
- Created tailored presentations and proposals for potential clients, increasing engagement rates.
- Analyzed competitor strategies to refine marketing approaches and positioning in the market.
- Trained junior staff on business development processes and best practices for client relations.
- Expanded client base by identifying and targeting new business opportunities through market research and analysis.
- Used SalesForce to handle current portfolio and prospective leads.
Attorney Account Manager
Memorial Mri & Diagnostic
Dallas, TX
09.2021 - 02.2023
- Negotiated settlements effectively, balancing client interests with organizational goals.
- Managed complex caseloads effectively by prioritizing tasks and keeping organized records of case materials.
- Negotiated Reductions for Pre-Litigation and litigation Cases.
- Improved client satisfaction rates by providing timely updates on case progress and addressing concerns promptly.
- Streamlined document retrieval process, significantly reducing time needed to access critical information.
- Managed our in house attorney portal for all DFW Attorney accounts.
Recap Liaison
Prime Diagnostic Imaging
Dallas, TX
12.2020 - 09.2021
- Coordinated communication between Memorial MRI, Prime Diagnostic Imaging, and Panos Partners for all steps of the merge of Prime Diagnostic Imaging and Memorial MRI in September of 2021.
- Coordinated communication between departments to enhance operational efficiency.
- Developed training materials for staff to improve patient interaction and service delivery.
- Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
- Analyzed patient feedback data to identify areas for service improvement and implemented changes accordingly.
- Maintained a high degree of professionalism at all times, representing the organization with integrity in both internal and external interactions.
Accounts Receivable Administrator
Prime Diagnostic Imaging
Dallas, TX
01.2020 - 12.2020
- Processed and reconciled accounts receivable transactions, ensuring accuracy in financial reporting.
- Managed customer inquiries related to billing and payment discrepancies, enhancing client satisfaction.
- Developed and implemented efficient invoicing procedures to streamline revenue collection processes.
- Led training sessions for new staff on accounts receivable policies and software usage.
- Analyzed aging reports to identify overdue accounts and initiated collection efforts accordingly.
- Monitored cash flow projections to support financial planning and budgeting activities effectively.
- Streamlined invoicing processes for increased efficiency and reduced errors in billing information.
- Maintained accurate financial records through regular account reconciliation and adjustments when necessary.
Executive Assistant
Prime Diagnostic Imaging
Dallas, TX
01.2019 - 01.2020
- Managed executive schedules, coordinating appointments and meetings to maximize efficiency.
- Developed and maintained filing systems, ensuring easy access to critical information.
- Streamlined communication processes between departments, enhancing workflow and collaboration.
- Assisted in preparation of reports and presentations, ensuring accuracy and timely delivery.
- Organized company events, managing logistics to create impactful experiences for stakeholders.
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Served as a liaison between departments to facilitate effective communication throughout the company.
Store Manager
Vhea's Laundromutt Dog Wash Spa
Dallas, TX
07.2014 - 11.2018
- Oversaw daily operations, ensuring efficient workflow and exceptional customer service.
- Managed inventory levels, optimizing stock for peak business periods and minimizing waste.
- Developed staff training programs, enhancing team performance and operational efficiency.
- Implemented marketing strategies to increase customer engagement and brand visibility.
- Established vendor relationships, negotiating contracts to secure favorable pricing and quality supplies.
- Conducted regular performance reviews, providing constructive feedback and fostering employee growth.
- Streamlined scheduling processes, improving staff allocation during high-demand periods for better service delivery.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
Education
Two Years - Banking And Finance
Eastfield College
Mesquite, TXSkills
- Key account management
- New business opportunities
- Lead generation
- Product knowledge
- Customer relationship management
- Contract negotiation
- Teamwork and collaboration
- Excellent communication
- Problem-solving
- Cold Calling
Accomplishments
During my three years in business development, I've grown a strong book of business that has helped me grow into one of the top producing BD representatives at Memorial MRI & Diagnostic.
Timeline
Business Development Specialist
Memorial Mri & Diagnostic
02.2023 - Current
Attorney Account Manager
Memorial Mri & Diagnostic
09.2021 - 02.2023
Recap Liaison
Prime Diagnostic Imaging
12.2020 - 09.2021
Accounts Receivable Administrator
Prime Diagnostic Imaging
01.2020 - 12.2020
Executive Assistant
Prime Diagnostic Imaging
01.2019 - 01.2020
Store Manager
Vhea's Laundromutt Dog Wash Spa
07.2014 - 11.2018
Two Years - Banking And Finance
Eastfield College