Summary
Overview
Work History
Education
Skills
Timeline
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Katie Phillips

Cedar Rapids,Iowa

Summary

Seasoned Account Executive bringing valuable experience in managing and growing key accounts, consistently meeting sales goals, and fostering client relationships. Strong communication, negotiation, and problem-solving skills paired with ability to develop strategic business plans. Demonstrated success in driving revenue growth and improving customer satisfaction rates in previous roles.

Overview

12
12
years of professional experience

Work History

Client Success Manager

Trapeze Software Group
Cedar Rapids, Iowa
11.2012 - Current
  • Cultivated relationships with key decision makers and stakeholders through regular client visits, follow-up calls, and trade shows.
  • Collaborated with cross-functional teams, such as product, operations, and marketing, to develop targeted promotional campaigns for software products.
  • Conducted product demos and presentations to showcase software capabilities, based on needs assessment.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Developed pricing strategies based on client's unique needs resulting in higher adoption with increased revenue and ARR growth.
  • Assisted in negotiating contracts to ensure mutual satisfaction of both parties. i.e. RFP/RFI responses, Maintenance Renewals, Change Orders, Amendments, etc.
  • Advised customers on best practices regarding product solutions, product updates, education on new product offerings, or maintenance procedures.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Managed lifecycle of sale and all related documentation; acted as a communications liaison between the customer, legal, technical support, customer care, and project teams.

Education

High School Diploma -

George Washington High School
Cedar Rapids, IA
05-1996

Skills

  • Consistent Sales Quota Achievement
  • Pipeline and Sales Funnel Management
  • Forecast preparation and accuracy
  • Needs Assessment, Technical Discovery and Scope of Work
  • Territory Management, Planning and Oversight
  • Customer Relationship Building and Management
  • Lead Development and Business Growth
  • Versed in both on-prem and cloud-based (Azure) architectures and the different pricing models (SaaS vs Annual revenue)
  • Strategic Initiatives (Solution Selling)
  • Value Proposition (Consultative Approach)
  • Strong Presentation Skills
  • Time Management and Multitasking Abilities
  • Attention to Detail
  • CRM proficiency (Salesforce and Client Success)
  • Proficient Microsoft 365 Suite Skills

Timeline

Client Success Manager

Trapeze Software Group
11.2012 - Current

High School Diploma -

George Washington High School

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