Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
AccountManager

Jason Franco

Account Manager
Montebello,CA

Summary

Dedicated and inquisitive individual who brings more than 4 years of sales and customer relations experience. Experienced in conducting intake interviews, assessing client needs to provide tailored solutions and guidance. Outstanding rapport building abilities, brought about by insightfulness and compassion towards all. Resourceful and results-oriente Strategic Accounts Specialist driven to meet strategic account objectives and support overall sales volume demands. Establishes productive professional connections with decision-makers for major accounts and learns customer business thoroughly. Proactively assesses, clarifies and validates customer needs via ongoing networking and timely personal attention.

Overview

7
7
years of professional experience
8
8
years of post-secondary education
1
1
Certification
3
3
Languages

Work History

Strategic Accounts Manager

BigRentz
Los Angeles (Remote), CA
07.2021 - Current
  • Built credibility and trust to influence client's buying decisions.
  • Created demand by matching business problems to product and service solutions.
  • Established relationships with potential clients to secure long-term projects.
  • Specialized in expanding profit margins above 35%, securing projects above $120,000.00 in one quarter.
  • Received promotion from Rental Coordinator to Strategic Account Specialist within 3 months of employment.
  • Liaison between Company Partners and Project Managers, successfully organized, strategized and executed Projects to generate revenue.

Intake Specialist/Co-Business Owner

Parralegal
Los Angeles, CA
01.2020 - Current
  • Performs scheduling of potential personal injury, slip and fall clients, utilizing time management
  • Screens, reviews potential clients case whilst mitigating loss of time and company funds
  • Exceeds client expectations while building a strong relationship through communication
  • Provides factual, detailed case information to Parralegal clientele in a timely manner
  • In charge of marketing business and generating new leads.

Relationship Manager

Bank of America
Highland Park, CA
01.2018 - 01.2019
  • Performed face-to-face and phone interactions with clients to provide customized financial solutions
  • Negotiated customized financial banking products to cross-sell to clients
  • Exceeded monthly and quarterly goals through planning and re-evaluating end-results
  • Achieved 100% in client experience surveys by going above and beyond for all clients
  • Successfully managed daily inbound and outbound call goals through effective organization, similar to call center environment
  • Utilized fraud detection and prevention training to minimize loss
  • Lead marketing events at local businesses to generate new business.

Personal Banker

Citibank, Citi
Los Angeles, CA
01.2014 - 01.2015
  • Managed client portfolio by providing personalized financial solutions
  • Coached, mentored and trained branch tellers to succeed in their sales role
  • Lead onsite and offsite meetings with clients to present and close financial solutions
  • Maintained client experience score above 100% through effective listening and concise communication
  • Applied analytical skills for loss and fraud mitigation and prevention.

Personal Banker

Wells Fargo
Pasadena, CA
01.2012 - 01.2014
  • Lead Offsite classes with potential clients to educate in financial, insurance and business literacy
  • Presented and cross-sold consumer, mortgage and business products to achieve personal goals
  • Utilized negotiation skills to provide and close array of products to help clients succeed financially
  • Exceeded customer service WOW score through effective follow-up and communication with clients.
  • Managed diverse Portfolio of clients to include Mortgage, Lending, Consumer, Business and Insurance.

Education

AS - Homeland Security

ICDC College
Los Angeles, CA
04.2013 - 06.2015

Bachelor of Science - Psychology

Southern New Hampshire University
11.2016 - Current

Skills

Account Managementundefined

Software

CRM Software

Salesforce

Certification

CNP - Certified Notary Public

Timeline

Strategic Accounts Manager

BigRentz
07.2021 - Current

CNP - Certified Notary Public

09-2020

Intake Specialist/Co-Business Owner

Parralegal
01.2020 - Current

Relationship Manager

Bank of America
01.2018 - 01.2019

Bachelor of Science - Psychology

Southern New Hampshire University
11.2016 - Current

Personal Banker

Citibank, Citi
01.2014 - 01.2015

AS - Homeland Security

ICDC College
04.2013 - 06.2015

Personal Banker

Wells Fargo
01.2012 - 01.2014

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Jason FrancoAccount Manager