Kristin Williams
Austin,TX
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
9
9
years of professional experience
Work History
Account Manager
Dell Technologies
08.2018 - 02.2023
- Delivered $60M annual storage quota across 12 Enterprise accounts.
- Principal member on Enterprise team providing consultative selling, effective customer solutions, and crisis management with constant focus on customer satisfaction.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Provided pre and post sales technical support and best practices for Dell storage and data center product line to customers.
- Trusted advisor to account team and customer.
- Drove pre-emptive and preventative recommendations tailored to customer needs and environment from scoping to approval.
- Discussed technical buyers’ key business outcomes with account team and applied Dell’s portfolio using a high degree of technical competency.
- Created proposals for new and repeat customer business transactions.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Forecasted sales and established processes to achieve sales objectives and related metrics.
- Contacted regular and prospective customers to explain product features and solicit orders.
- Trained peers and management team on internal system supports and implementation plans.
- Handled highest volume account in Acquisition territory, generating more than $60M in revenue.
- Exceeded team sales goals by 20%, generating $75M in revenue.
Associate Sales Advisor
Powell Financial
02.2016 - 12.2017
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Execute all trades, created financial plans, and managed internal systems for over 100 high value clients with over $100M assets under management.
- Created new workflow operations to streamline customer service, office management, and compliance to support white glove customer experience. Launched initiative to transition to paperless office within one year.
Financial Advisor
Edward Jones Investments
02.2014 - 01.2016
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Managed all branch investment product sales and built personal book of business.
- Capitalized on gaps in market and reached out to potential new clients via referrals, networking and door to door introductions.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Obtained FINRA Series 7 and Series 66 Licensing as well as State of TX General Lines Insurance.
Education
Bachelor of Science - Communications
University of Texas At Austin
Austin, TXSkills
- Account and Territory Management
- Analytical Problem Solver
- Prospecting Skills
- Exceptional Multitasking Skills
- Communication and Engagement Techniques
- Financial Records Analysis
- Complex Project Negotiations
- Sales Strategy Development
- Verbal and Written Communication
Timeline
Account Manager
Dell Technologies
08.2018 - 02.2023
Associate Sales Advisor
Powell Financial
02.2016 - 12.2017
Financial Advisor
Edward Jones Investments
02.2014 - 01.2016
Bachelor of Science - Communications
University of Texas At Austin
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