Summary
Overview
Work History
Education
Skills
Section name
Timeline
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Jessica Fennelly

Summary

Professional with proven track record in account management, delivering impactful results through strategic planning and client relationship building. Expertise in leading cross-functional teams, driving sales growth, and adapting to evolving business needs. Strong skills in negotiation, problem-solving, and project management ensure successful outcomes and high client satisfaction. Known for reliability, flexibility, and collaborative approach to achieving team goals.

Overview

14
14
years of professional experience

Work History

Senior Account Manager

Intuit/QuickBooks
07.2024 - Current
  • Setting up and customizing QuickBooks: Tailoring the software to a client's specific needs, including setting up charts of accounts, items, and preferences.
  • Troubleshooting QuickBooks issues by identifying and resolving errors or technical problems within the software.
  • Providing training and support by educating clients on how to use QuickBooks effectively and answering their questions.
  • Empowering individuals and businesses to take control of their finances through the efficient and accurate use of QuickBooks.
  • Responsible for promoting the QuickBooks Money products to an existing book of business. Managing over 600+ existing QuickBooks clients. Developing marketing campaigns, creating content, and analyzing marketing performance to attract new users.
  • Responsible for raising awareness and driving adoption of the QuickBooks Money product among the target audience.
  • Assist users who have questions or issues with the QuickBooks Money product. They would provide technical support, troubleshoot problems, and ensure a positive customer experience.
  • Actively listening to the client to understand their current business processes, challenges with accounting and payments, growth goals, and any frustrations they might be experiencing. insightful questions about their current software (if any), payment methods, transaction volumes, reporting needs, security concerns, and integration requirements.
  • Identifying Inefficiencies: Contiounsly look for areas where the client's current systems might be inefficient, time-consuming, costly, or prone to errors.
  • Customize presentations/demos to highlight the specific features and benefits of the accounting software and payment processing that directly address the client's identified needs and pain points.
  • Provide product demos to QB clients on how features like invoicing, expense tracking, bank reconciliation, financial reporting, online payment acceptance, recurring billing, and integration with other business tools can streamline the client's operations.
  • Trusted advisors, offering guidance on the best software package, payment processing options, and implementation strategies for the client's specific situation.
  • Following up with clients, answer additional questions, and guide them through the decision-making process.
  • Negotiating Terms: negotiate pricing or contract terms.
  • Facilitating Implementation and ensuring smooth transition from close of sale to go live: working with QB clients to ensure a smooth transition and setup of the software and payment gateway for the new client.
  • Providing Training Resources by providing access to training materials, webinars, or even initial training sessions to help the client and their team get started.
  • Building Long-Term Relationships with clients by providing ongoing support and checking in on their satisfaction.

Certified Mixologist/Bartender/Waitress

Dave and Busters
06.2023 - 03.2024
  • Established a loyal customer base by consistently providing exceptional service and memorable experiences, leading to repeat business and positive word-of-mouth referrals.
  • Provided exceptional customer service by engaging patrons in conversation while preparing their drinks efficiently and accurately.
  • Promoted a positive work environment through effective communication and teamwork among colleagues.
  • Managed cash handling procedures, ensuring accurate accounting of daily sales transactions.
  • Prepared classic, modern, and unique cocktails for each customer.
  • Maintained cleanliness and organization of the bar area, adhering to health code standards at all times.
  • Resolved customer complaints with professionalism, preserving establishment's reputation and customer relationships.
  • Conducted weekly inventory audits to minimize loss and prevent stockouts of popular items.
  • Trained new mixologists, improving team skill level and ensuring consistent quality across all drinks.

Sales/Business Development Director

CSG Forte
03.2020 - 01.2023
  • Researched, cultivated, and hunted, net new sales opportunities through cold calling, networking, and social media platforms.
  • Portfolio management and Implementation of new structural initiatives focusing on the entire sales/life cycle (from discovery, solutioning, contract negotiation, certification, implementation, post implementation) of the client to help increase new and existing revenue generation and exceed company goals.
  • Working with internal teams including but not limited to, solution engineers, project managers, customer success managers, product and development team, legal, and other key business departments to drive new initiatives, business, and a frictionless customer journey.
  • Created and delivered compelling material, proposals, and presentations and establishment of ongoing meetings to help support and win new business.
  • Traveled to tradeshows and conferences, exhibited and set pre-set appointments to meet with potential prospects via face to face during the shows. Generated new relationships through networking during the events.
  • Increased client base by implementing strategic business development initiatives and fostering long-lasting partnerships.
  • Initiated cross-functional collaborations with multiple departments, improving communication and project outcomes.

Director Business Development

Bluefin Payments System
07.2019 - 03.2020
  • Developed and maintained sales opportunities throughout the entire sales lifecycle.
  • Responsible for hunting new sale opportunities through cold calling, social networks, SEO leads, tradeshows, and conferences. Creating reports, answering to RFP's, and project management.
  • Prepared and delivered professional Sales presentations to educate potential/existing partners on security-related regulatory matters, security risks, industry trends and security opportunities/solutions (validated vs non-validated PCI P2PE solutions, vault less tokenization, etc.), designed to spark interest and generate opportunities.
  • Collaborate with other functional areas including but not to drive cross-product integration and cross selling among our product solutions.
  • Maintained excellent time management, administration, reporting and relationship management resulting in referrals and new sales opportunities.

Sales Executive

Worldpay
01.2014 - 08.2019
  • Responsible for working closely with internal and external support departments by exercising listening skills, while identifying and qualifying sales opportunities and up-selling additional products and services.
  • Often responsibilities included gathering pertinent information about a business's current or potential processing needs and matching them with the appropriate Worldpay products, setting-up gateway accounts for E-commerce businesses to accept payments electronically via the web and advising them of Visa and MasterCard requirements to process payments online.
  • Integrated retail and restaurant point-of-sale systems and using technical aptitude, networking skills and personal gravities to overcome objections from C level clients.
  • Maintained relationships with 105 Citizens bank branches, from BBO's, branch managers, tellers, business relationship managers, field sales representatives, and current business banking customers.
  • Engaged in continuous activities and follow-ups on campaigns structured to gain new clients for Worldpay via the web, chat, and phone.

Business Development Director

North American Bancard
08.2018 - 07.2019
  • Developed and maintained strategic partnerships in order to increase company revenue.
  • Responsible for recruitment and development of new sales partners (Agents, ISO's, ISV's) through cold calling, industry network events, professional connections, via social media.
  • Continuously providing training and support to partners to allow additional growth within their existing book of business and new opportunities.
  • Recruited and developed new Independent Sales Organizations (ISO), Agents, and software companies via self-generated leads by utilizing cold calling, professional networking, and personal connections within my existing network.
  • Contact potential customers via email, phone, through social media and tradeshows to establish rapport and set up meetings.
  • Attended conferences, meetings, and industry events to promote business offerings.
  • Prepared sales presentations, revenue models, and marketing materials.
  • Contact existing book of business to inform them about new developments in the company's products and service offerings to help strengthen their offerings and revenue.

Sales Executive

Worldpay
01.2014 - 08.2018
  • Developed and maintained strategic partnerships to help drive company revenue through expansive knowledge of the payment processing industry, from the basics of credit card transactions to complexities of statement analysis and pricing models/proposals.
  • Oversaw and implemented service contracts for clients, as well as generated new business in a multitude of verticals to include Retail and Restaurant chains, single site owners, franchisee owners and groups, Petroleum and E-commerce.
  • Exercised a consultative based approach to sales, creating value, and buy in from C-level clients with a win-win outcome.
  • Aided in the development of internal sales campaigns and sales presentations resulting in new sales opportunities for multiple sales teams within the organization.
  • Generated weekly sales reports for management in addition to data entry into CRM systems for lead and sales cycle/closing.
  • Moderate use of Travel to Trade shows and conventions to market the brand, generate new business, partnerships and meet with current clients.

Direct Commercial Sales Executive and Team Lead

Infinite Energy
08.2011 - 03.2013
  • Handled customer interactions within a call center environment.
  • Selling Natural Gas and Electricity products via phone to residential and commercial customers in GA, NY, NJ, FL, and TX.
  • Updated customer information into database, professionally and courteously assisted customers with questions, complaints, and billing inquiries, and followed up to ensure satisfaction, solicit further sales, and resolve customers inquires with on call resolution.
  • Monitored phones calls and activities of Sales Representatives and re-directed them when necessary.
  • Planned and organized daily team meetings within my team to help motivate, set daily expectations, training selling and any new organizational updates.
  • Worked with and made recommendations to management to develop and implement sales training strategies that ensured attainment of company sales goals and profitability.

Education

Associate of Science - Computer Science

Chattahoochee Technical College
Marietta, GA

Skills

  • Business development
  • Schedule management
  • Excellent negotiation skills
  • Partnership development
  • Customer relations
  • Client relationship management
  • Relationship building
  • Customer satisfaction
  • Teamwork and collaboration
  • Account management

Section name

Outlook PowerPoint Excel Linux Windows Operating Systems MS Access MS Visual Basic CRM software systems-Salesforce ACT Database Open Office Adept Eneract Changepoint CIS LMS Discover.org Data.com DEX Fresh Desk ZoomInfo Owler Net AIM

Timeline

Senior Account Manager

Intuit/QuickBooks
07.2024 - Current

Certified Mixologist/Bartender/Waitress

Dave and Busters
06.2023 - 03.2024

Sales/Business Development Director

CSG Forte
03.2020 - 01.2023

Director Business Development

Bluefin Payments System
07.2019 - 03.2020

Business Development Director

North American Bancard
08.2018 - 07.2019

Sales Executive

Worldpay
01.2014 - 08.2019

Sales Executive

Worldpay
01.2014 - 08.2018

Direct Commercial Sales Executive and Team Lead

Infinite Energy
08.2011 - 03.2013

Associate of Science - Computer Science

Chattahoochee Technical College

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Jessica Fennelly