James Peyton Reed
Inside Sales and Marketing
Plano,TX
Summary
Highly motivated individual with exceptional organizational and time management skills and a strong work ethic. A strategic-thinking Lead Generator with a great personality and hands-on experience setting up appointments and meeting sales goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Inside Sales, Marketing, Appointment Setting
Total Card Payments
Dallas, TX
07.2023 - 11.2023
- Identified and qualified potential customers through outbound calling.
- Created and maintained a database of leads for follow-up by sales team.
- Maintained an accurate record of all sales activities in the CRM system.
- Generated reports to track progress towards goals on a weekly basis.
- Utilized email campaigns to reach out to prospective clients.
Customer Service Representative
Xact Xpressions
Farmers Branch, TX
05.2023 - 06.2023
- Answered customer inquiries and provided accurate information regarding products and services.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
Client Services Manager
Regional Adjustment Bureau Inc.
Carrollton, TX
01.2005 - 06.2016
- Identified and qualified potential customers through outbound calling.
- Created and maintained a database of leads for follow-up by sales team.
- Provided customer service support and addressed customer inquiries.
- Maintained an accurate record of all sales activities in the CRM system.
- Generated reports to track progress towards goals on a weekly basis.
- Assisted with marketing campaigns to drive lead generation initiatives.
- Collaborated with other departments to ensure successful execution of projects.
- Implemented strategies to increase lead conversion rate and maximize revenue opportunities.
- Managed accounts from initial contact through closure process.
- Tracked performance metrics such as call volume, conversion rate.
- Identified valuable leads through several key methods, including social media, networking events and targeted marketing.
Client Services Manager
Tucker Albin And Associates
Richardson, TX
12.2013 - 02.2015
- Developed and maintained relationships with clients to ensure satisfaction.
- Assisted in the development of client service strategies, policies, and procedures.
- Managed customer inquiries and complaints in a timely manner.
- Collaborated with other departments to resolve complex customer issues.
- Organized regular meetings with clients to discuss upcoming projects and initiatives.
- Performed data analysis to identify areas of improvement in client services operations.
Assistant Director Of Client Services
Burt & Associates
Plano, TX
11.2011 - 12.2013
- Provided strategic guidance to client services team on customer service initiatives.
- Developed and implemented customer service policies, processes and procedures for client services team.
- Coordinated with cross-functional teams to ensure timely delivery of client services.
- Managed the day-to-day operations of the client services department.
- Ensured that all customer inquiries were addressed promptly and accurately.
- Identified areas of improvement in terms of customer service performance and provided solutions accordingly.
Education
GED -
Plano Independent School District
Plano Food Lion01.1999
Skills
- Interdepartmental Collaboration
- Verbal and Written Communication
- Telephone and Email Etiquette
- Outbound Calling
Certification
Xact
- Pain Funnel Sales
- Sandler Sales Systems Training
- on-the-job training
- corporate sales training
Timeline
Inside Sales, Marketing, Appointment Setting
Total Card Payments
07.2023 - 11.2023
Customer Service Representative
Xact Xpressions
05.2023 - 06.2023
Client Services Manager
Tucker Albin And Associates
12.2013 - 02.2015
Assistant Director Of Client Services
Burt & Associates
11.2011 - 12.2013
Client Services Manager
Regional Adjustment Bureau Inc.
01.2005 - 06.2016
GED -
Plano Independent School District
Xact
- Pain Funnel Sales
- Sandler Sales Systems Training
- on-the-job training
- corporate sales training
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