KATY PREFONTAINE
Groton
Summary
Results-driven professional with over 3 years of experience in sales, appointment setting, cold calling, account management, and customer service. Proven ability to exceed sales targets through strategic prospecting, relationship building, and effective negotiation skills. Skilled in managing client accounts to foster long-term relationships and ensure client satisfaction. Known for delivering exceptional customer service and resolving inquiries efficiently. Seeking to leverage comprehensive expertise in sales and customer relationship management to contribute effectively to the team.
Overview
7
7
years of professional experience
Work History
Enrollment Advisor/Instagram Setter
BNB Leverage
05.2024 - Current
- Conducted consultative sales calls via zoom with potential investors
- Met or exceeded KPI on a monthly basis for new enrollments
- Entered and maintained accurate client data in CRM system
- Engaged in Instagram messages with prospective clients to qualify and book them for a phone call appointment
- Conducted 10-15min introduction calls with prospective clients and scheduled them for demo calls
Client Account Specialist
Grow Local Digital/Patient Stream
03.2023 - 11.2023
- Conducted new customer onboarding calls to acclimated them with Go High Level CRM system
- Maintained relationships with 70+ clients through regular check-ins, coaching calls and account performance monitoring
- Upsold current clients into higher level packages or add-on services
- Addressed escalated customer issues and leveraged resources to implement actionable solutions.
Owner
Holy City CrossFit
07.2022 - 04.2023
- Consulted with customers to assess needs and propose optimal solutions.
- Managed day-to-day business operations.
- Trained and motivated employees to perform daily business functions.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Conducted group fitness and personal training sessions
Lead Nurture Specialist
Gym Launch
10.2021 - 08.2022
- Managed the calendars of 5+ business consultants
- Nurtured, confirmed and qualified inbound appointments
- Maintained 65%+ show rate for inbound appointments
- Cold called provided outbound leads to get them into sales appointment cadence.
Sales Representative
Community Brands
02.2021 - 11.2021
- Sold job postings for and managed the Career Centers on the websites of professional associations such as the American Marketing Association, American Association of Nurse Practitioners
- Responded to inbound leads as well as prospected for new outbound leads
- Maintained or exceeded sales KPI on a monthly basis.
Assistant Manager and Group Fitness Instructor
ImpaCT Athletics
12.2017 - 07.2020
- Assisted owner of gym in duties as needed for multiple facilities: administrative tasks, managing employees and schedules, member outreach, coordinating member events, managing social media accounts
- Conducted over 750 group fitness sessions and over 150 personal training sessions
- Sold group and personal training fitness packages in person and via zoom
Education
Bachelor of Science (B.S.) - Chemistry -
University of Wisconsin Madison
Madison, WISkills
- Client Account Management
- CRM software proficiency
- Time management
- Sales Strategies
- Communication
- Teamwork and Collaboration
Timeline
Enrollment Advisor/Instagram Setter
BNB Leverage
05.2024 - Current
Client Account Specialist
Grow Local Digital/Patient Stream
03.2023 - 11.2023
Owner
Holy City CrossFit
07.2022 - 04.2023
Lead Nurture Specialist
Gym Launch
10.2021 - 08.2022
Sales Representative
Community Brands
02.2021 - 11.2021
Assistant Manager and Group Fitness Instructor
ImpaCT Athletics
12.2017 - 07.2020
Bachelor of Science (B.S.) - Chemistry -
University of Wisconsin Madison
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