Kat Robson
San Antonio,TX
Summary
Results-driven professional with 8+ years of experience in boosting customer satisfaction, retention, and revenue. Expertise in managing full client lifecycles, uncovering upsell opportunities, and collaborating with teams to deliver tailored solutions. Passionate about onboarding, training, and empowering clients to maximize product value. Ready to leverage strong communication and problem-solving skills to help clients achieve their business goals.
Overview
6
6
years of professional experience
Work History
Account Manager
Spectrio
09.2024 - Current
- Managed 1,000+ accounts, driving retention and revenue growth through tailored solutions and contract negotiations.
- Utilized Salesforce and NetSuite for account management and forecasting, identifying upsell/cross-sell opportunities.
- Conducted quarterly business reviews, aligning strategies with client goals to maximize satisfaction and growth.
Revenue Enablement Specialist
Spectrio
06.2023 - 09.2024
- Streamlined workflows between sales teams and internal departments, improving operational efficiency.
- Managed Salesforce and NetSuite for CRM, data entry, lead assignments, and process optimization.
- Created training materials and streamline process flows and enhance product knowledge.
Regional Account Manager
Spectrio
01.2019 - 06.2023
- Managed 100+ national accounts, driving retention and growth through upselling and cross-selling.
- Utilized Salesforce and SugarCRM for sales forecasting, consistently meeting revenue goals.
- Coordinated client meetings and onsite training to ensure successful onboarding.
- Exceeded KPIs by optimizing customer engagement and aligning solutions with needs.
- Collaborated with cross-functional teams to deliver timely solutions and drive success.
Education
Bachelor of Science - Marketing
California State University
CA12-2015
Skills
- Client Relationship Management
- Customer Retention & Satisfaction
- Upselling & Cross-Selling
- Onboarding & Training
- Data Analysis & Reporting
- Problem Resolution & Conflict Management
Timeline
Account Manager
Spectrio
09.2024 - Current
Revenue Enablement Specialist
Spectrio
06.2023 - 09.2024
Regional Account Manager
Spectrio
01.2019 - 06.2023
Bachelor of Science - Marketing
California State University
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