Joshua Conte
Boone,IA
Summary
Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Achieved growth through increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
5
5
years of professional experience
Work History
Production & Account Manager
Rolles@Boone
Boone, Iowa
07.2024 - Current
- Manage a $2M portfolio across 50+ customer accounts, serving as a primary point of contact and building long-term relationships through responsive communication, proactive support, and ongoing account management.
- Identify account growth opportunities by understanding customer objectives, recommending relevant solutions, and expanding existing business relationships.
- Collaborated cross-functionally with sales, production, service, and warehouse teams to resolve customer issues and operational challenges, ensuring alignment of products, services, and commitments with customer expectations.
- Coordinate customer orders, production schedules, shipments, and installation services to manage competing priorities, maintain operational efficiency, and support timely, reliable service delivery.
- Lead 10+ employees across multiple departments, aligning resources, coordinating workflows, and addressing operational challenges to support consistent service quality and customer outcomes.
- Analyzed sales projections and actual performance data to support business planning and identify discrepancies, managing 10-15 purchase orders per week to inform operational decision-making.
Financial Paraplanner
Bowers Digmann Financial
Boone, Iowa
01.2023 - 05.2024
- Conducted client meetings to assess individual needs, discuss recommendations, and align financial solutions with long-term goals.
- Managed client relationships through proactive communication, account servicing, and personalized financial planning support, enhancing client satisfaction and retention.
- Coordinated with external partners to implement client solutions, facilitating account growth and ensuring continuity of service.
General Assistant
Shuttworth & Ingersoll Law Firm
Cedar Rapids, Iowa
05.2021 - 10.2022
- Coordinated communication among clients, attorneys, and external stakeholders to ensure professional service and timely follow-up on requests, enhancing client satisfaction.
- Managed scheduling, client interactions, and administrative workflows to support efficient operations and facilitate internal project coordination.
Education
Bachelor of Arts - Business Administration, Managerial Accounting, Communication Studies
Coe College
Cedar Rapids, Iowa12-2022
Skills
- Relationship Management
- Client retention
- Business Development
- Project management
- Cross-Functional Collaboration
- Problem Resolution
- Negotiation
- Team Leadership
- CRM management
- Microsoft Office Suite
Timeline
Production & Account Manager
Rolles@Boone
07.2024 - Current
Financial Paraplanner
Bowers Digmann Financial
01.2023 - 05.2024
General Assistant
Shuttworth & Ingersoll Law Firm
05.2021 - 10.2022
Bachelor of Arts - Business Administration, Managerial Accounting, Communication Studies
Coe College