Summary
Overview
Work History
Education
Skills
Timeline
3e
James Clay III

James Clay III

Exton,PA

Summary

Successful long-term Client Partner at Paciolan with a proven track record in client acquisition and relationship management. Achieved sales goals by implementing creative solutions and enhancing customer engagement strategies. Leveraged financial acumen to drive revenue growth and foster long-term partnerships, consistently exceeding performance targets through effective business development initiatives.

Overview

21
21
years of professional experience

Work History

Client Partner

Paciolan
02.2004 - 04.2025
  • Maintained and managed roughly 30 existing accounts by performing weekly to monthly status calls and monthly and annual reporting
  • Sought out appropriate management in more complex financial matters.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Implemented systems and procedures to increase sales.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Managed revenue models, process flows, operations support, and customer engagement strategies.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Facilitated business by implementing practical networking techniques.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
  • Managed accounts to retain existing relationships and grow share of business.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Built relationships with customers and community to establish long-term business growth.

DIrector of Corporate Training

New Era Tickets
01.2008 - 07.2014
  • Directed field training to enhance participants' skills.
  • Trained new hires to perform cross-training exercises with experienced workers.
  • Analyzed effectiveness of training programs at all levels and recommended updates.

Education

Bachelor of Science - Environmental Science

Towson University
Baltimore, MD
06.2004

Skills

  • Client Relationship and Portfolio management
  • Financial acumen
  • Creative solutions
  • Data collection
  • Performance tracking
  • Client acquisition and retention
  • Demand and Financial forecasting
  • New business development
  • Customer consultations and scheduled calls
  • Onboarding management and new account setup
  • Prospect qualification
  • Service level agreements
  • Product recommendation and involvement
  • Theft deterrence (Credit card chargebacks)

Timeline

DIrector of Corporate Training

New Era Tickets
01.2008 - 07.2014

Client Partner

Paciolan
02.2004 - 04.2025

Bachelor of Science - Environmental Science

Towson University

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