KENNY JOHNSON

• Account Client Executive
• Manage renewals and upsells for Content products with a quota to maintain.
• Addressed content billing issues.
• Responsible for upselling and scheduling virtual meetings for 2 account managers.
• Use of GSI and Salesforce campaign report to manage territory region.
• Responsible for adding email cadences in GSI/ Salesforce.
• Welcome call - Notified clients of new subscriptions by telephone and email correspondence.
• Report weekly statistics to regional sales manager regarding new appointments and opportunities through GSI / Salesforce.
• Met with Account Executive bi-weekly to discuss strategies to approach clients on a quarterly basis.
• Resolve technical issues through use of CAUS.
• Monthly sales quota required / upselling.
• Scheduled renewal calls with clients for an account overview via Teams.
• 20 dials per day requirement.
• Worked with a team of 8 sales representatives to partner to meet sales quota.

• Managed territory with the Account Executive to keep territory value above 100%.
• Addressed all software and content billing issues.
• Responsible for upselling and scheduling virtual meetings on behalf of the supported account executive.
• Reported technical issues with Varicent, a system used to track sales earnings.
• Used a Salesforce campaign report to manage an assigned territory.
• Delegated Outreach and Connect & Sell to advise clients of their upcoming renewal.
• Welcome call - Contact clients of new subscriptions by telephone and email correspondence.
• Report weekly statistics to regional manager regarding new appointments and opportunities.
• Met with Account Executive bi-weekly to discuss a strategy to approach clients on a quarterly basis.

• Directed customer leads to other sales channels.
• Built and managed accurate sales pipeline to maintain high volume of activity, including social selling, emails and outbound calls. Maintained 30 appointments per month and 20 meetings held.
• Emailed important, relevant information regarding products to potential and existing customers by use of Outreach.
• Automated contact management system (Connect & Sell), resulting in better client organization and goal alignment.
• Set up appointments with potential and current customers to promote new products and services.
• Performed cold-calling and follow-ups with leads to secure new revenue.

• Customer retention, product knowledge, account management for specified territories, build strong customer relationships.
• Accountable for online renewals ranging from 5k to 15k.
• Acquire long term business through multiyear agreements.
• Responsible for maintaining positive relationships with clients.
• Assist and conduct monthly meeting with 11 account managers for Midwest territory.
• Provide product knowledge, retention, and cross-selling.
• Address billing concerns and work closely with other internal departments to resolve.
• Addressed late payments to ensure service remained active.
• Responded to customer requests for products, services and company information.
• Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
• Upsold Checkpoint Tax and Accounting subscriptions, from Legacy products by use of Fit conversion mapping tool.

• Accountable for online and print renewal subscriptions.
• Responsible for converting clients to 3 year term agreements.
• Inbound and outbound telephone calling.
• Provided billing resolutions for irate clients.
• Administered cross-selling of print products.
• Transfer when appropriate to internal departments; technical support, customer service product support, and external departments.
• Addressed billing disputes and collection related escalations.

• Conserved business by quoting other policy options while exercising sound decision making skills.
• Resolved complex customer concerns.
• Delivered written correspondence to clients, completed 40 to 50 telephone calls per day.
• Educated clients of their health care benefits.
• Life & Health Insurance license required.
• Explained new products and services to customers.