Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jo Anne Bossard

Philadelphia,PA

Summary

Results-driven professional with over 20 years of experience in sales and customer relationship management. Skilled in driving revenue growth and delivering exceptional customer service while supporting high-profile executives. Brings 15 years of data entry expertise and a proven ability to quickly master new skills and adapt to challenges.

Overview

42
42
years of professional experience

Work History

Administrative Assistant

Commonwealth Insurance Advantage
Fort Washington, Pennsylvania
06.2020 - 06.2026
  • Provided customer support by addressing inquiries and resolving issues to enhance satisfaction.
  • Entered customer data into agency systems with accuracy to ensure reliable information.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Sorted and arranged incoming and outgoing mail for efficient processing., records, and office supplies across daily administrative tasks.

Sales Manager

Bouche Productions
Phoenixville, Pennsylvania
03.2014 - 03.2020
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Completed day-to-day duties accurately and efficiently.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.

Account Executive

The Knot
New York, New York
06.2002 - 09.2012
  • Managed wedding vendor accounts across The Knot marketplace and planning products.
  • Developed media packages for venue, florist, and photographer partners.
  • Presented advertising solutions to couples-focused brands and service providers.
  • Renewed client contracts through consultative account reviews and proposals.
  • Coordinated campaign launches with marketing, creative, and operations teams.
  • Maintained CRM records for pipeline, outreach, and account activity.
  • Negotiated placements with vendor partners for bridal audience visibility.
  • Built long-term relationships with wedding industry advertisers and local businesses.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Managed accounts by providing ongoing technical support after the sale was completed.
  • Generated weekly reports on sales performance against targets for upper management review.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
  • Attended networking events to build relationships with potential customers.
  • Identified potential new customers through research of industry trends and competitive analysis.
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Developed pricing strategies tailored to individual clients based on their unique needs.
  • Participated in training sessions on topics related to sales techniques or industry regulations.
  • Maintained up-to-date knowledge of industry trends and developments.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Sales Representative Team Leader

Ridge Valley Associates
Hatfield, Pennsylvania
01.1997 - 06.2001
  • Proposed actionable ideas and solutions to enhance team performance and achieve desired outcomes.
  • Delivered friendly, knowledgeable service to support customer satisfaction and resolve issues.
  • Organized and prioritized work tasks to ensure timely completion. to meet service goals efficiently.
  • Executed daily duties with precision to maintain operational standards.

Data Entry Clerk

Forr’s Keypunch
Quakertown, Pennsylvania
01.1984 - 01.2000
  • Entered client records into keypunch systems for Forr's Keypunch data services.
  • Reviewed source documents for errors before processing entries.
  • Updated databases with accurate customer and transaction information.
  • Verified keyed data against paper records and correction requests.
  • Protected confidential records during transcription and storage tasks.
  • Performed data entry from paper documents, emails, and other sources into computer systems.
  • Verified accuracy and completeness of data entry into the database system.
  • Identified and corrected data entry errors to prevent duplication across systems.

Owner

JoJo’s Daycare
Lansdale, Pennsylvania
01.1993 - 06.1996
  • Oversaw child safety, cleanliness, and licensing compliance.
  • Planned age-appropriate activities, meals, and nap schedules.
  • Managed parent communication, enrollment questions, and family records.

Education

High School Diploma -

Upper Perk High School
Red Hill, PA
06-1986

Skills

  • Administrative support
  • Data entry
  • CRM records
  • Microsoft Excel
  • Scheduling and planning
  • Office coordination
  • Time management
  • Customer service
  • Client communication
  • Clear communication
  • Problem solving
  • Team collaboration
  • Deadline oriented
  • Multi-tasking
  • Data organization
  • Event planning
  • Professional communication

Accomplishments

  • 2002 MVP Rookie - The Knot
  • 2008 Top Sales - The Knot
  • 2006 Diamond Club - The Knot
  • 2007 Diamond Club - The Knot
  • 2008 Diamond Club - The Knot
  • 2009 Diamond Club - The Knot
  • 2010 Diamond Club - The Knot

Timeline

Administrative Assistant

Commonwealth Insurance Advantage
06.2020 - 06.2026

Sales Manager

Bouche Productions
03.2014 - 03.2020

Account Executive

The Knot
06.2002 - 09.2012

Sales Representative Team Leader

Ridge Valley Associates
01.1997 - 06.2001

Owner

JoJo’s Daycare
01.1993 - 06.1996

Data Entry Clerk

Forr’s Keypunch
01.1984 - 01.2000

High School Diploma -

Upper Perk High School
Jo Anne Bossard