Julia Fontes
Mystic,CT
Summary
Sales, Management and Training Professional offering more than 15 years of experience. Utilizing my experience of Consultative Selling Techniques throughout complex and multiple level sales processes. Developing and teaching interactive business strategies and creating and implementing persuasive sales skills.
Overview
25
25
years of professional experience
Work History
Account Manager
AmWINS Group Benefits
09.2022 - Current
- Responsible for the overall client relationship to include implementation support, relationship building, contract monitoring, renewals, and effective client communications
- Exhibits compliant and ethical behavior in the performance of job responsibilities, including complying with all applicable federal and state laws and regulations, Code of Conduct, Business Ethics and Procedures
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Customer Success Manager
Equity National Title And Settlement
07.2020 - 09.2022
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Created customer support strategy to increase customer retention.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Developed documentation and logs of implemented solutions and generated and submitted reports.
- Delivered expert support and counsel to independent promotional product distributors focused on boosting sales and gross profits.
Regional Account Manager
Pease And Curren Refiners
05.2019 - 07.2020
- Renegotiated contracts with expiring accounts to continue relationships with top producing clients.
- Presented information to customers, peers and all levels of management.
- Completed all call reports, paperwork and on-going personal training by required deadlines.
- Prospected to increase sales lead pipeline and and converted leads into new customers.
- Prepared and deliver customer sales quotes.
- Maintained current knowledge of all evolving changes in precious metal marketplace.
Business Banking Relationship Manager VP
Citizens Bank
09.2018 - 05.2019
- Provided leadership and direction to grow team portfolio and increase revenue.
- Met with customers to assess needs and propose customized solutions.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Resolved escalated customer issues and boosted retention rates.
Strategic Account Executive
Bank Of America
09.2000 - 09.2018
- Determined direction for strategic accounts by researching competitive landscape, market insights and communication across stakeholders.
- Maintained comprehensive industry knowledge and studied consumer behavior to identify and present innovative solutions.
- Negotiated agreements to develop and execute profitability strategies for key accounts.
- Supported customer requirements and allocated resources to align with business needs.
- Partnered with Client Managers to generated sales activity to build functional pipeline of qualified opportunities.
Education
Bachelor of Science - Communications
Rhode Island College
Providence, RI08.2020
Skills
- Business development and planning
- Sales operation and expertise
- Goal setting and evaluation
- Coaching expertise
- Organizational time strategies
- Training leadership
- Key accounts development
- Pipeline development
- Key account management
Timeline
Account Manager
AmWINS Group Benefits
09.2022 - Current
Customer Success Manager
Equity National Title And Settlement
07.2020 - 09.2022
Regional Account Manager
Pease And Curren Refiners
05.2019 - 07.2020
Business Banking Relationship Manager VP
Citizens Bank
09.2018 - 05.2019
Strategic Account Executive
Bank Of America
09.2000 - 09.2018
Bachelor of Science - Communications
Rhode Island College