Jennifer Yates
Lexington,NC
Summary
Results-driven sales professional with 20 years of experience at American Express, specializing in outside field sales and customer service. Strong focus on building effective partnerships that enhance client satisfaction and achieve mutual goals.
Overview
21
21
years of professional experience
Work History
Field Sales Consultant
American Express
Lexington, USA
09.2022 - Current
- Develop client relationships to enhance service engagement and retention.
- Collaborate with team members to strategize sales approaches and initiatives.
- Manage sales pipeline effectively to ensure timely follow-ups with clients.
- Analyze customer needs and interests and recommend specific company products and services to best meet unique customer needs.
- Respond promptly to customer inquiries via phone calls or emails.
- Develope creative solutions when faced with challenging situations or difficult customers.
- Participate in meetings with MBD team to address customer service inquiries and enhance client interaction skills.
- Assist in trip planning, campaign development, gift sending, and various administrative tasks.
- Conduct email outreach to schedule appointments for MBD team while vetting accounts for quality leads.
- Manage all customer service cases for MBD team to optimize their time and focus on core activities.
Customer Service, Consumer & Business Client Management Team
American Express
01.2005 - 09.2022
- Exceeding monthly sales goals while delivering exceptional service to top business clients.
- Resolve client issues with knowledgeable, friendly support to promote high customer satisfaction.
- Contributed innovative solutions to improve team performance and overall outcomes.
Training – Temporary Roles during my time in Customer Service
American Express
06.2013 - 12.2014
- Facilitated training classes for 170 customer service representatives, focusing on analysis and sales techniques.
- Collaborated with senior leadership and team leaders to enhance coaching processes.
- Provided daily feedback to new hires, fostering a thorough understanding of company operations.
- Conducted weekly call calibrations to ensure consistent service quality across teams.
Education
High School Diploma -
North Davidson High School
Lexington, NCSkills
- Account analysis
- Client requirements
- Contract signing
- Account management
- Customer relationship management
- Customer service
- Sales training
- GSP expertise
- OneForce proficiency
- Excel and Word
- PowerPoint presentations
- Effective communication
- Organizational skills
- Multi-tasking abilities
Accomplishments
• 2023 recognized in the top 3 Field Sales Consultants.
• Consistently staying in top Quartile for overall Stats.
• Proficient with Compliance and only receiving one error in the last 3 years.
• Consistently staying in top Quartile for overall Stats.
• Proficient with Compliance and only receiving one error in the last 3 years.
Timeline
Field Sales Consultant
American Express
09.2022 - Current
Training – Temporary Roles during my time in Customer Service
American Express
06.2013 - 12.2014
Customer Service, Consumer & Business Client Management Team
American Express
01.2005 - 09.2022
High School Diploma -
North Davidson High School