Results-focused Sales and Service professional with strength in client relations. Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency to achieve organizational objectives. Proactive leader with strengths in communication and collaboration. Proficient in leveraging market share and generating internal support and building executive relationships. Creating company growth through lead creation, customer relations and sales and marketing techniques. I am looking to be employed by a company where I can utilize my experience and skill set while acquiring new abilities; where growth and success are both important in our achievement of similar goals together.
Overview
20
20
years of professional experience
Work History
Director of Client Services
Ayar Law Group - Michigan Tax Law Attorneys
Farmington Hills , MI
02.2024 - 04.2024
Managed the day-to-day operations of the client services department.
Identified areas of improvement in terms of customer service performance and provided solutions accordingly.
Ensured that all customer inquiries were addressed promptly and accurately.
Conducted regular meetings with clients to discuss their needs and expectations from the company's services.
Provided strategic guidance to client services team on customer service initiatives.
Provided exceptional customer service to all customers, both in-store and over the phone.
Developed and implemented a successful sales strategy to increase revenue.
Exceeded department expectations for productivity and accuracy levels.
Increased sales metrics by approx. 40%
Made outbound sales calls to contact prospective leads, using effective communication skills.
Trained and developed new team members to improve product knowledge and selling abilities.
Led sales and intake team to consistently deliver customer service, generating maximum sales potential.
Provided leadership and direction to motivate department associates.
Cross-trained on different positions to best support team during peak periods.
Drove sales of company products and services by meeting with customers using strategic and organized approach.
Maintained accurate records of client information and data.
Assisted in developing policies and procedures for the intake process.
Monitored progress of intakes and provided feedback to staff members.
Provided guidance on complex cases and assisted with problem solving.
Collaborated with other departments to coordinate services for clients.
Identified gaps in services and developed solutions to address them.
Assisted in the development of strategic plans for the organization.
Provided guidance to subordinates on how to improve their performance and develop new skills.
Conducted regular meetings with staff to discuss progress, challenges, and opportunities.
Identified areas of improvement within the team's processes and procedures.
Implemented change management initiatives as needed throughout the organization.
Encouraged, empowered and motivated team to accomplish objectives.
Led routine meetings to share new policies, gather feedback and improve team cohesion.
Implemented new leadership tactics to help transform business structure.
Resolved customer inquiries and complaints requiring management-level escalation.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Tax Resolution Service Analyst
Wall And Associates
Marshall , VA.
11.2013 - 10.2022
Conferred with taxpayers and case team representatives to discuss issues, laws and regulations related to returns and address problems.
Collaborated with management on marketing strategies to increase sales and gross profit.
Provided personalized service to build relationships with customers.
Assisted customers in selecting appropriate products or services for their needs.
Territory Managment/Travel
Advised customers on the latest product features and benefits.
Developed pricing proposals tailored to individual client requirements.
Demonstrated leadership by making improvements to work processes and helping to train others.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Strong sales and reporting/note taking and documentation
Customer Relations Representative
Duncan Disposal
South Lyon, US, MI
10.2012 - 07.2013
Fielding incoming calls, on a multi-line system for any customer new starts, cancellations, collections, complaints, accounts receivables and billing.
The position also included maintaining the relationships with general contractors and meeting their needs regarding our roll off and construction services.
Developed and implemented the tracking system used to maintain greater sales and turnover of these services we provided.
Managed the routes for the deliveries, pick-ups, and switch outs of roll off services, working closely with the management and drivers.
Fielded customer complaints and queries, fast-tracking them for problem resolution.
Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Business Development Coordinator
Allegra Network
Plymouth, MI.
08.2005 - 11.2010
Generated new business opportunities through lead generation and buyer management in the Franchise Sales department.
Increased the availability of independent businesses for sale by 85% to 90% through effective utilization of cold calling, direct mailings, and targeted marketing initiatives.
Effectively implemented and maintained global account management of sellers processes. Ensured prompt follow-up and handled all correspondence through regular personal phone contact and interviews.
Supported the team in sales forecasting, market trend analysis, and segment strategy implementation.
Enhanced development operations and sellers' lead systems through the implementation and management of analytical reports.
Researched and analyzed demographics to identify target territories for sales teams.
Collaborated with sales team and Regional Managers nationwide to identify business opportunities and enhance resale/aquisition potential of existing franchises.
Collaborated with the Vice President and development team to inform and update franchisees regarding new acquisition opportunities for personal growth.
Initiated market research studies, directed operations and reviewed findings to optimize marketing approaches.
Loan Officer
First Premier Mortgage
Brighton, MI.
03.2004 - 08.2005
Facilitated mortgage approvals and closings by collaborating with banks, credit unions, title companies, and real estate agents.
Marketed and managed new accounts while serving as a Credit Repair Analyst.
Assessed applicants' financial status and property evaluations to determine loan feasibility, educating clients on various loan products and credit options.
Maintained a loan applicant database and managed the loan origination process, including ordering credit reports, appraisals, and preliminary title reports.
Education
Life Transition And Wellness Coaching Certifications -
Mary Morrissey Life Coaching
Online/L.A. California
2018
Psychology
South University
Novi Michigan
2011
Certification in Training And Nutrition -
National Personal Training Institute
Rochester, MI
2008
Diploma - Basic
Goodrich High School
Goodrich Michigan
1996
Skills
Management and Leadership
Sales and Services
Customer Relations
Extensive experience with cold calling and building sales lead relationships
Administrative, Data Entry and Executive Administrative support
Account and Territory Management
Strong verbal, written and interpersonal skills
Marketing Initiatives and Correspondence
Experienced in Microsoft Word, Excel,CRM- Microsoft Dynamics Emaximation, Vtiger, Smoke Ball, Law Matics Program, and various others
Goal Oriented/Self Directed/Motivated/Ambitious/Strong Work Ethic/Highly Organized/Accurate and Detailed
Coaching/Support/Public Speaking
Fee Assessments and Collection
Excellent negotiation skills
Active listening
Timeline
Director of Client Services
Ayar Law Group - Michigan Tax Law Attorneys
02.2024 - 04.2024
Tax Resolution Service Analyst
Wall And Associates
11.2013 - 10.2022
Customer Relations Representative
Duncan Disposal
10.2012 - 07.2013
Business Development Coordinator
Allegra Network
08.2005 - 11.2010
Loan Officer
First Premier Mortgage
03.2004 - 08.2005
Life Transition And Wellness Coaching Certifications -
Mary Morrissey Life Coaching
Psychology
South University
Certification in Training And Nutrition -
National Personal Training Institute
Diploma - Basic
Goodrich High School
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