Goal-oriented director with distinguished experience in financial industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent. Extensive experience working with and enhancing CRMs (Salesforce.com, HubSpot and Microsoft Dynamics).
Overview
10
10
years of professional experience
Work History
Director of Client Services
United Consumer Financial Services
05.2023 - Current
Provides leadership, training and direct supervision of the client support team, including overseeing and coordinating daily loan support activities
Manages the processing of all aspects of client incoming and outgoing correspondence
Develops and implements effective policies and procedures to ensure timely, accurate, cost effective and excellent service to UCFS clients
Oversees the escalation process and service-related complaints from clients and assists the loan support administration team in identifying solutions
Actively monitors, manages and ensures prompt resolution to: Problem queue accounts, negative client accounts, and payback on any Merchant debts owed by reviewing daily, weekly, and monthly client reports to ensure the level of risk assumed is appropriate for that client.
Inside Sales and Sales Operations Manager
United Consumer Financial Services
11.2019 - Current
Manage day-to-day business operations for the US sales channel that has seen tremendous growth while scaling system and process to ensure best in class sales operations delivery
Collaborated with sales management team in planning and execution modeling of strategic initiatives
Fluid collaboration with other departments to successfully drive process improvements
Manage and continue to improve an efficient client onboarding process
Database management including development, customization, and integration of our Customer Relationship Management software (HubSpot)
Work closely with the marketing team to support channel and partner programs
Lead an Inside Sales team to perform and meet their measurable goals for the organization
Train sales representatives on multiple sales tools, processes, and operational changes
Senior Sales Operations Manager
Asurint
04.2019 - 09.2019
Coordinated forecasting, planning and budgeting process for the sales organization
Supervised employees, provides direction, coaches, trains and develops, hires, and manages performance to organization goals and expectations
Acted as the key business leader for Salesforce.com and other sales tools
Managed processes on lead management, execution of lead nurturing, scoring, routing and impact on pipeline
Drove collaborative teamwork among enablement team and fosters communication and collaboration among Sales and Marketing teams
Provided input to Chief Revenue Officer regarding the development and administration of sales compensation plans
Sales Operations Team Lead
Asurint
02.2018 - 03.2019
Defined the key sales support systems/processes required to meet the rapid growth of the business
Ensured accurate and timely sales commission calculations and payments
Generated proposal and service agreements through the Configure, Price, Quote module in Salesforce.com
Conducted client credentialing
Worked directly with the Chief Sales Officer to generate weekly, monthly, executive, and miscellaneous reports
Handled all travel arrangements for the Chief Sales Officer
Business Support Specialist
Asurint
01.2016 - 01.2018
Managed the generation and execution of proposals, sales agreements, addendums, and client correspondences for new accounts and existing Key Accounts
Conducted web demos and training for customers
Owner Services Representative
Flexjet
06.2014 - 01.2016
Provided world-class service while interacting with our clientele
Strived to excel in a group environment during high volume calls
Education
Master of Arts - Sport And Recreation Management
Kent State University
Kent, OH
12.2013
Bachelor of Arts - Sport Management And Marketing
Baldwin Wallace University
Berea, OH
06.2010
Skills
Pre-sales support
Salesforce Software
Sales Technology
Sales Quota Management
Documentation and Reporting
Prospect management
Territory Management
Pricing strategy
MS Office
Excellent Communication
Timeline
Director of Client Services
United Consumer Financial Services
05.2023 - Current
Inside Sales and Sales Operations Manager
United Consumer Financial Services
11.2019 - Current
Senior Sales Operations Manager
Asurint
04.2019 - 09.2019
Sales Operations Team Lead
Asurint
02.2018 - 03.2019
Business Support Specialist
Asurint
01.2016 - 01.2018
Owner Services Representative
Flexjet
06.2014 - 01.2016
Master of Arts - Sport And Recreation Management
Kent State University
Bachelor of Arts - Sport Management And Marketing
Baldwin Wallace University
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