Overview
Skills
PROFESSIONAL SUMMARY
Work History
Education
ADDITIONAL EXPERIENCE
Timeline

KRISTINA SHAKES

Circle Surrogacy
CORAL SPRINGS,FL
10
years of professional experience

Results-driven Sales Executive with over 5 years of experience in consultative sales, account management, digital advertising, customer success and client retention. Proven success in building and scaling client relationships, driving measurable ROI, and exceeding revenue targets through strategic prospecting, pipeline management, and performance optimization. Adept at interpreting sales metrics, tailoring solutions to business objectives, and delivering high-value campaigns. Recognized exceeding sales goals and fostering long-term client partnerships. Experienced in Salesforce/CRM Lightning for pipeline tracking, reporting, and client management.

Skills

Prospecting & Lead Gen (Experienced)
Cold Calling & Outreach (Experienced)
Pipeline Development & Management (Experienced)
Account Management & Client Retention (Experienced)
Upselling & Cross Selling (Experienced)
Sales Forecasting & Reporting (Experienced).

Work History

SURROGATE ADVISOR/ACCOUNT MANAGER

10 Months
Circle Surrogacy | 11.2025 - 09.2026

-Managed prospective surrogates through the full application and screening process, leveraging consultative communication and strategic follow-up across phone, text and email to drive lead conversion and meet department goals. Reviewed applications, gathered qualifying information, prepared screening documentation, maintained accurate CRM records and collaborated cross- functionally with screening and matching teams.

SALES MANAGER- TEAM LEAD

3 Years 3 Months
Med Advantage Advisors/HealthCare Helpers | 04.2022 - 07.2025

-Led a cross-continental sales team, scaling prospecting and client management operations. - Designed and launched a sales training program that increased rep productivity by 20% in 3 months. - Consistently exceeded KPIs, improving efficiency by 15% and boosting revenue targets by 30%. - Fast-tracked to VP-level responsibilities by demonstrating excellence in client growth and retention.

SALES MANAGER

1 Year 1 Month
Med Advantage Advisors | 03.2021 - 04.2022

-Managed 20 sales representatives, achieving record-breaking revenue milestones. - Drove 25% pipeline conversion growth through strategic upsell and consultative sales initiatives. - Strengthened client loyalty with personalized solutions, driving repeat and referral business. - Enhanced customer retention by implementing value-driven follow-up and feedback systems.

INSURANCE SALES REPRESENTATIVE

6 Months
Med Advantage Advisors | 09.2020 - 03.2021

-Prospected, qualified, and closed 200+ Medicare accounts by tailoring coverage to client needs. - Surpassed quota by 40% conversion average, consistently ranking in the top tier of sales reps. - Increased enrollments 25% by leveraging product expertise and consultative sales approaches.

INTERN OFFICE ASSISTANT

3 Months
MUTUAL OF AMERICA | 05.2016 - 08.2016

- Supported client account operations, preparing withdrawal forms and client kits for IRA and investment accounts.

- Enhanced client accessibility by developing 200+ comprehensive resource packets.

Education

MASTERS OF BUSINESS ADMINISTRATION

Anderson University | Anderson, SC | 01-2017

BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION

Clemson University | Clemson, SC | 01-2016
Minor in Tourism Management

ADDITIONAL EXPERIENCE

SCHOLARSHIP ATHLETE

  • Women’s Soccer
  • Participated as a scholarship athlete in the women's soccer team

EVENT COORDINATOR

  • Clemson SC Spring Semester Internship
  • Coordinated events as part of a spring semester internship.

OPERATIONS INTERNSHIP

  • Madren Center, Clemson SC Summer Internship
  • Gained experience in operations during a summer internship at Madren Center.

Timeline

SURROGATE ADVISOR/ACCOUNT MANAGER

Circle Surrogacy
11.2025 - 09.2026Read More

SALES MANAGER- TEAM LEAD

Med Advantage Advisors/HealthCare Helpers
04.2022 - 07.2025Read More

SALES MANAGER

Med Advantage Advisors
03.2021 - 04.2022Read More

INSURANCE SALES REPRESENTATIVE

Med Advantage Advisors
09.2020 - 03.2021Read More

INTERN OFFICE ASSISTANT

MUTUAL OF AMERICA
05.2016 - 08.2016Read More

Clemson University

BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Read More

Anderson University

MASTERS OF BUSINESS ADMINISTRATION
Read More
KRISTINA SHAKES