Kellie Carlson
Kiel,WI
Summary
Resourceful account manager with expertise in client oversight, issue resolution, and relationship-building. A dedicated leader who excels in growing professional networks, influencing decision-makers, and devising successful strategies. Experienced finance leader who prioritizes challenging teams to strive for excellence by breaking down barriers and streamlining processes. Collaborative and strategic approach complemented by a robust background in customer and team relationship management. Able to handle multiple projects with accuracy and professionalism, consistently delivering results.
Overview
11
11
years of professional experience
Work History
Account Manager
Drexel Building Supply
10.2022 - 12.2024
- Sales Leader that builds and maintains relationships with customers and community to promote long term business growth
- Increase sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Perform effectively in self-directed work environment, managing day-to-day operations and decisions.
- Foster lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Negotiate prices, terms of sales and service agreements.
- Attend weekly sales meetings and monthly sales trainings.
Branch Financial Manager
Penske Truck Leasing
09.2019 - 10.2022
- Establish budgetary benchmarks and formulate financial management strategies by researching operating and historical financial records.
- Led financial planning and analysis by managing key metrics, analyzing data, providing support and insight for strategic planning to ensure customer satisfaction and profitability.
- Support financial manager by providing a cross functional branch perspective that contributes to district performance and profitability.
- Coach and develop a team of finance and operations professionals with day to day responsibility for order processing, forecasting, reporting and analysis to assure branch efficiencies align with business objectives and customer demands.
Diversity & Inclusion District Leader
Penske Truck Leasing
01.2022 - 10.2022
- Lead a team of cross departmental associates to build and lead successful D&I initiatives
- Develop sustainable partnerships with community organizations that align with company initiatives
Women's Leadership Committee Leader
Penske Truck Leasing
09.2018 - 03.2022
- Active member in area wide women's leadership committee dedicated to provide honest and productive feedback to advocate for women's participation and leadership development
- Plan and execute area wide networking and professional development events
District Ambassador
Penske Truck Leasing
10.2018 - 08.2021
- Onboard new associates by conducting new hire orientation and be point of contact first 60 days of employment
- Collaborate and support department management teams to ensure new hires effective transition into roles
Parts & Operations Coordinator
Penske Truck Leasing
12.2013 - 09.2019
- Complete maintenance customer service, inventory and administrative processes of the branch that support maintenance operational efficiency, effectiveness, customer satisfaction and profitability
- Support branch financial manager by providing analysis and guidance contributing to branch performance
- Key responsibilities include maintenance service customer support, inventory productivity, and process analytics
Education
Bachelor of Science - Psychology
University of Wisconsin, Stevens Point
Stevens Point, WI05-2011
Skills
- Lead Prospecting
- Account Development
- Project Management
- P&L Analysis / Financial Reporting
- Preparing Contracts
- Inventory Management /Analysis
- Process Improvement
- Payroll Processing
- Talent Development
- Crucial Conversations
- Active Listening
Accomplishments
Finance Board of Directors
Timeline
Account Manager
Drexel Building Supply
10.2022 - 12.2024
Diversity & Inclusion District Leader
Penske Truck Leasing
01.2022 - 10.2022
Branch Financial Manager
Penske Truck Leasing
09.2019 - 10.2022
District Ambassador
Penske Truck Leasing
10.2018 - 08.2021
Women's Leadership Committee Leader
Penske Truck Leasing
09.2018 - 03.2022
Parts & Operations Coordinator
Penske Truck Leasing
12.2013 - 09.2019
Bachelor of Science - Psychology
University of Wisconsin, Stevens Point
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