Proactive Account Executive with a focus on client relationship management and tailored sales strategies. Demonstrated ability to increase revenue through effective communication and customer engagement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Executive
GoHighLevel
Dallas, TX
11.2024 - 12.2025
Cultivated client relationships through regular communication and follow-up.
Developed tailored marketing strategies using company software tools.
Collaborated with sales team to identify new business opportunities.
Provided product demonstrations to potential clients, showcasing features and benefits.
Managed client accounts to ensure satisfaction and retention efforts.
Analyzed customer feedback to improve service delivery and support initiatives.
Maintained accurate records of client interactions within the CRM system.
Provided timely customer service support to resolve any issues quickly and efficiently.
Cultivated relationships with key decision makers through regular client visits and follow-up calls.
Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
Developed pricing strategies tailored to individual clients based on their unique needs.
Participated in training sessions on topics related to sales techniques or industry regulations.
Identified customer needs by asking questions and advising on best solutions.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Manager in Charge
Two Men and a Truck
Oldsmar, FL
08.2023 - 10.2024
Communicated with customers to address inquiries and resolve issues.
Analyzed customer feedback data to identify areas of improvement in products or services offered.
Implemented successful business strategies to increase revenue and target new markets.
Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Managed daily operations and logistics for moving services.
Oversaw team performance and ensured adherence to company policies.
Trained new employees on safety procedures and operational protocols.
Coordinated schedules for staff and equipment to optimize efficiency.
Conducted regular team meetings to discuss goals and performance expectations.
Professional Mover/Sales Consultant
TWO MEN AND A TRUCK® International
New Berlin, Wisconsin
12.2022 - 08.2023
Assisted customers in understanding moving processes and service options.
Followed safety protocols to ensure a secure working environment.
Communicated effectively with clients to address concerns during moves.
Provided excellent customer service throughout the entire moving process from start to finish.
Identified needs of customers promptly and efficiently.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Recognized by management for providing exceptional customer service.
Exceeded customer satisfaction by finding creative solutions to problems.
Increased departmental sales, implementing strategic sales and marketing initiatives to drive growth.
Negotiated prices and sales contracts.
Participated in sales training and workshops to improve product knowledge and sales techniques.
Licensed Insurance Agent
American Income Life Insurance Company
Waco, Texas
04.2020 - 08.2022
Assisted clients with selecting appropriate insurance coverage options.
Educated policyholders on benefits and features of insurance products.
Conducted regular follow-ups to maintain client relationships and satisfaction.
Scheduled appointments and conducted client meetings to discuss insurance needs.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Maintained accurate records of client information including contact details and policy changes.
Upsold products to policyholders and potential new clients.
Initiated contact with potential clients through cold calling and networking activities.
Collaborated with underwriting teams to facilitate policy approvals.
Utilized CRM software to track client interactions and policy updates.
Education
High School Diploma -
Shiocton High School
Shiocton, WI
05-2015
Skills
Client relationship management
Sales strategy development
CRM software utilization
Product demonstration
Customer engagement
Revenue generation
Problem solving
Customer relations
Negotiation skills
Needs assessments
Customer relationship management
Software proficiency
CRM management
Account management
Sales strategies
Effective communication
Multitasking and prioritization
Customer onboarding
Customer retention
Relationship building
Active listening
Empathy and patience
Remote support
CRM software expertise
Certification
Certified Admin through GoHighLevel
Accomplishments
Contributor to first ever Million Dollar Revenue Month