Lindsey Phillips
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
13
13
years of professional experience
Work History
Business Development Representative
Isolved
07.2024 - Current
- Expanded business through effective network development, identifying new, and prospective clients.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Brought in new accounts through successful networking strategies and promotional approaches.
- Used SalesForce to handle current portfolio and prospective leads.
- Developed knowledge of company products and services to make suggestions according to customer needs.
- Lead Generation through multiple CRM channels targeting and nurturing business opportunities to pipeline.
- Consistently go above and beyond quota
Sales Development Representative
Paychex
10.2021 - 05.2024
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Utilized Salesforce to manage sensitive client information and update existing and new client profiles.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Crafted persuasive sales pitches to communicate value of company products and services.
- Achieved and exceeded monthly and annual sales targets.
- Developed successful strategies for identifying and converting prospective clients to long-term customers.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Achieved or exceeded company-defined sales quotas.
- Generated appointments through multiples CRM channels for account representatives to help build business opportunities
- Cold calling making 50-85 calls daily.
- Consistently achieve and exceed sales quota and going above what was asked every month
- Conference qualifier- Gold 2024 Rank
-
Sales Coordinator
Ugi Hvac Enterprise
10.2016 - 09.2021
- Developed strong working relationships with management and executive team through effective scheduling and communication skills.
- Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Schedule for 10 different sales consultants based upon different territories to distribute HVAC sales leads across fairly to each representative
- Enter and update information into salesforce and hubspot CRM daily
- Answer phones, emails, faxes and update calendars daily.
Intake Specialist
Tower Health
03.2012 - 09.2016
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
- Completed intake assessment forms and filed clients' charts.
- Supported office staff and operational requirements with administrative tasks.
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Maintained accurate and up-to-date client records.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Obtained payments from patients and scanned identification and insurance cards.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Performed various administrative tasks by filing, copying and faxing documents.
Education
Associate of Applied Science - Medical Secretary
Reading Area Community College
Reading, PA06-2014
Skills
- Contract negotiation and closing tactics
- Pipeline generation
- Business Relationship Management
- Lead prospecting
- Lead Qualification
- Account prospecting
- Sales team collaboration
- Salesforce proficiency
- Outbound sales management
- Objection handling
- Leads Prospecting
- New market research
- Customer Relationship Building
- Cold-calling
- Sales Forecasting
- Sales Cycle Management
- Appointment Scheduling
- Call Management
- Report Generation
- Paperwork Processing
- Inbound and Outbound Calling
- Data Entry
- Customer Service
- Computer Proficiency
- Typing proficiency
- Multi-Task Management
- Call Center Operations
- Documentation
- CRM Software
- Microsoft Office expertise
- Follow-up skills
- Organizational Skills
- Attention to Detail
Accomplishments
- Achieved Conference Qualifier 2024 Gold Status through effectively reaching quota.
Timeline
Business Development Representative
Isolved
07.2024 - Current
Sales Development Representative
Paychex
10.2021 - 05.2024
Sales Coordinator
Ugi Hvac Enterprise
10.2016 - 09.2021
Intake Specialist
Tower Health
03.2012 - 09.2016
Associate of Applied Science - Medical Secretary
Reading Area Community College
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