KELLI CARSON
Sargent,TX
Summary
Motivated and results driven individual with experience in sales and customer service. Skilled in building relationships and understanding client needs. Strong communication and interpersonal skills, as well as longstanding track record in exceeding sales goals.
Overview
17
17
years of professional experience
Work History
Senior Business Development Representative/SMB Account Executive
Forma
01.2023 - Current
- All BDR Responsibilities
- Conduct interviews and help onboard & train new hires
- Collaborated with my manager to help develop coaching strategies for other and new team members
- Research, prepare, personalize & present to assigned SMB prospects
- Deliver informative presentations to potential clients, showcasing the unique value of Forma
- Successfully complete full sales cycles
- Improved sales processes for better lead generation, qualification, and conversion rates
- Manage multiple accounts simultaneously while maintaining organization, prioritizing tasks efficiently and retaining BDR quotas
Business Development Representative
Forma
03.2022 - Current
- 2.7 million + in pipeline - '23 (122% quota attainment, SQL win rate 25%)
- 2.8 million + in pipeline - as of July '24 (2.2 mil yr quota)
- Secure new business opportunities by researching, identifying, and targeting potential clients in various industries both domestic & global and craft custom strategies to streamline prospecting
- Collaborate with BDR team, partnered AEs, Managers & other departments daily
- Use traditional (cold calls, emails) and modern (LinkedIn, Zoom) methods to connect, prospect, qualify & schedule meetings with prospects
- Cultivate strategic relationships with prospects and consultants to facilitate support and initiate the RFP process
- Consistent winner of internal competitions
- Qualify inbound leads by leading the initial call
- Consistently meet or exceed sales targets, contributing significantly to the overall success of the team
Area Manager
Performance Foodservice
09.2017 - 03.2022
- Expand client bases by building lasting relationships
- Develop and follow weekly schedule/route
- Maintain quality relationships with customers, vendors and co-workers/team members
- Help current/prospect customers determine and meet their needs and professional goals and manage their accounts daily
- Liaison between my customers and my company, constantly working towards my customer's goals while meeting my company's standards
- Resolves conflicts promptly to promote positive environment for customers
- Help my customers with their marketing needs
- Review daily reports & meet constant deadlines
- Help train new hires.
Bookkeeper/Office Manager
Bay City Electric & A/C
05.2009 - 08.2017
- Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time
- Monitored, verified and approved invoices and reviewed balances using financial software (Quickbooks) to assess balance sheet for variances
- Entered financial data into company accounting database for verification and reconciliation
- Analyzed figures, postings and documents to maintain accounting program accuracy
- Verified accurate record keeping processes, reducing financial inconsistencies
- Maintained customer & vendor relations
- Training of any new office employee
- Marketing for the company including website, custom video, online presence, phone books and newspapers.
Marketing Director & Product Development
BKR
11.2007 - 05.2009
- Developed creative ideas for artwork (sample material such as point of purchase sales, flyers/brochures, ads for national & local magazines and other projects) and request, review and approve these projects
- Negotiate and approve price for graphic work & advertisements
- Update and organize an artwork file, continually update & organize FTP site used to send graphics nationwide, maintain a library of all ads & articles
- Maintain the sample material inventory, ensure that entire sales force had updated sample material as well as created POS
- Participate in weekly sales force conference calls
- Initiate & maintain contact with trademark attorney's
- Developed prototypes of requested projects, research & gather all necessary information & keep sample inventory
- Work with China coworkers daily to create samples of new products, travel to China to develop new product.
Membership & Placement Coordinator Assistant
Houston Bar Association
02.2007 - 11.2007
- Process new member information and membership dues statements and prepared dues deposits
- Coordinate membership drives & handle membership inquiries
- Prepare monthly membership board reports, graphs, and demographic statistics
- Maintain the one hundred club and database of Houston Bar Foundation (HBF) fellows and their fellow level, process all HBF pledge payments, and assist in the overall production of the pictorial roster
- Solely process all incoming placement information, process all application advertisements, maintain an updated list of advertisements before each publication, and act as the liaison between anonymous ‘positions wanted' and ‘positions available' applicants
- Organizer of an additional project of the ‘Importance of Jury Service'
- Includes producing a target market of local high schools and adult groups, assemble volunteer attorney and judge speakers, update and distribute informational packets, and coordinate the presentations.
Education
BBA - Marketing
Sam Houston State University
Huntsville, TXSkills
- Strong Rapport Building
- Partnership Focus on Sales
- Strong Interpersonal Skills
- Self-Motivated
- Creative
- Multitasking
- Planning & Organization
- Collaborating Skills
- Strong Work Ethic
- Attention to Details
- Leadership
- Service Minded
- Great Verbal & Written Communication Skills
- Ability to Follow Instruction
- Adaptable
- Loyal/Compassionate/Patient
Techtools
- Salesforce
- SalesNav
- Salesloft
- Slack
- Apollo
- Walnut
- G-Suite
- Quickbooks
- Microsoft Suite
- Meal Ticket
Timeline
Senior Business Development Representative/SMB Account Executive
Forma
01.2023 - Current
Business Development Representative
Forma
03.2022 - Current
Area Manager
Performance Foodservice
09.2017 - 03.2022
Bookkeeper/Office Manager
Bay City Electric & A/C
05.2009 - 08.2017
Marketing Director & Product Development
BKR
11.2007 - 05.2009
Membership & Placement Coordinator Assistant
Houston Bar Association
02.2007 - 11.2007
BBA - Marketing
Sam Houston State University
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