Sophia Villalobos
Miami,FL
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients and developing successful sales results. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
3
3
years of professional experience
Work History
Account Executive - Recovery
Whetstone Holdings (6mo Contact)
07.2023 - 01.2024
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
- Trained new team members on scripts, company services, and collection strategies.
- Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
- Documented customer payment interactions and account statuses for future reference.
- Developed strong relationships with customers to foster timely payments and account resolution.
- Achieved performance goals on consistent basis.
Account Executive
Avant Assurance
09.2022 - 03.2023
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Provided accurate and effective product solutions to customers.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Managed sales cycle from first contact to established customer sale and maintained solid customer base.
- Conducted annual reviews of existing policies to update information.
- Drove team revenue totals by bringing in top sales numbers.
Customer Success and Transaction Coordinator
Compass
12.2021 - 09.2022
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
- Managed property management company.
- Developed and maintained list of available properties suited to different needs and budgets for residential use.
- Handled customer inquiries and suggestions courteously and professionally.
- Developed and deployed marketing collateral to promote properties and drive sales.
- Communicated regularly with key on-and off-site tenant contacts to achieve satisfaction with facility and services.
CFO Executive Assistant
The Advocate Program Inc.
12.2020 - 12.2021
- Maintained accurate and complete documentation for all financial department procedures.
- Contributed ideas and suggestions in team meetings and delivered updates on deadlines and enhancements.
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
- Worked closely with CFO at project level to achieve expense plans.
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
- Worked closely with manager to provide effective assistance for specific aspects of business operation.
Education
BBA - Business Administration
Florida International University
Miami, FL12.2022
Associate of Arts - Business Administration
Miami Dade College
Miami, FL05.2021
Skills
- Finance Operations
- Remote Work
- Calendar Management
- Communication Skills
- Client Relationship-Building
- Time Management
- Document Control
- Operations Support
- Microsoft Office Suite
- Presentation Creation
- Data Confidentiality
Timeline
Account Executive - Recovery
Whetstone Holdings (6mo Contact)
07.2023 - 01.2024
Account Executive
Avant Assurance
09.2022 - 03.2023
Customer Success and Transaction Coordinator
Compass
12.2021 - 09.2022
CFO Executive Assistant
The Advocate Program Inc.
12.2020 - 12.2021
BBA - Business Administration
Florida International University
Associate of Arts - Business Administration
Miami Dade College
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