Kelly Moran
Summary
Dynamic Account Manager with robust background in fostering customer relationships, with an approachable demeanor. Skilled in CRM systems, sales, customer service and e-commerce.
Overview
5
5
years of professional experience
Work History
Account Manager
Intellisource
05.2021 - Current
- Responsible for 500+ contracts in my region.
- Achieve or exceed company-defined sales quotas.
- Conduct regular account reviews to identify areas for improvement and ensure continued success.
- Review each account opportunity using Qlik analytics to prepare an optimal sales proposal
- Implement strategies to increase client retention as well as discovering new business opportunities.
- Collaborate with sales team to identify sales forecasts, goals and initiatives.
- Negotiate contract terms with clients, securing favorable agreements for both parties.
- Apply strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Utilize SAP for quote generation and account records.
- Foster lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty
- Perform effectively in self-directed work environment, managing day-to-day operations and decisions.
- Attend regular trainings to keep up with the most current marketing and product knowledge
Manager of Operations
Choice Remodeling & Restoration
05.2019 - 05.2021
- Established positive and effective communication among unit staff and organization leadership.
- Streamlined operational processes by implementing efficient workflow management strategies.
- Created and executed strategic plans aimed at increasing profitability while maintaining exceptional customer service standards.
- Enhanced team productivity by providing effective training programs and performance management systems.
- Managed cross-functional teams for successful project completion and timely delivery.
- Analyzing pain points and implementing new concepts to improve efficiency
- Implemented a project timeline with completion deadlines and relevant paperwork to be completed for each step to maximize money flow
- Evaluated employee performance regularly, promoting professional growth opportunities through coaching methods.
- Improved customer satisfaction ratings by ensuring prompt resolution of issues and concerns.
- Tracked and reported KPIs to CEO
- Scheduled shifts for employees based on current project needs
- Reviewed project details and plans with contractors before going on site
- Actioned steps through the production process to ensure projects are completed on time
- Communicated with suppliers to ensure necessary materials would be available upon the start of each project
- Contributed to development of the company's custom CRM(make suggestions and test beta version during regular meetings to build the CRM specific to our business plan from scratch)
Office Manager
Medi-Weightloss
01.2019 - 05.2019
- Reported to senior management on organizational performance and progress toward goals.
- Tracked KPIs and reported them weekly to regional director as well as monthly reports corporate team.
- Performed program consultations.
- Verified patient insurance.
- Compiled medical codes for each patients clinic visit for insurance billing.
- Scheduled patient appointments for most efficient work flow.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Education
Bachelor of Science - Psychology
Keystone College
La Plume, PA05.2016
Skills
- Account Management
- Staff Management
- Schedule Management
- Customer Service
- Project Management
- Call Center Management
- CRM proficiency
- SAP
- Qlik
- Saleforce
- Medical Coding/Insurance Verification
- Medical Office Experience
Timeline
Account Manager
Intellisource
05.2021 - Current
Manager of Operations
Choice Remodeling & Restoration
05.2019 - 05.2021
Office Manager
Medi-Weightloss
01.2019 - 05.2019
Bachelor of Science - Psychology
Keystone College
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