Summary
Overview
Work History
Education
Skills
Timeline
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Lois Taukeiaho

Lois Taukeiaho

Sunnyvale,CA

Summary

Results-driven Account Manager with a proven track record of building and maintaining strong, trusting relationships with strategic clients. Experienced in managing portfolios, identifying cross-selling opportunities, and executing revenue growth strategies. Skilled at collaborating with internal teams to deliver tailored solutions and ensuring high levels of client satisfaction and retention. Adept at tracking key metrics and leveraging data to drive decision-making and continuous improvement. Passionate about staying ahead of industry trends and fostering long-term client success.

Overview

11
11
years of professional experience

Work History

Account Executive

Informa Tech
San Francisco, CA
05.2022 - Current
  • Sell exhibit space and sponsorships to new and existing prospects and customers.
  • Strategically manage an existing territory, developing sales plans and pipelines to achieve goals.
  • Grow the business by acting as a strategic partner for current customers.
  • Stay up to date with industry trends, competitor activities, and market dynamics, proactively addressing potential risks and opportunities for clients.
  • Create custom proposals using client- and market-focused data, and creative solutions.
  • Develop and grow relationships with current and new accounts through calls, meetings, and industry events.
  • Meet and exceed event and product budgeted sales goals.
  • Coordinate with internal departments, including Content, Marketing, and Operations, using strong interpersonal skills.
  • Deliver detailed reports and presentations to key stakeholders, ensuring alignment on progress and goals.

Quote Specialist

EOS IT Solutions
Hayward, CA
01.2021 - 04.2022
  • Evaluated cost estimates and material requirements.
  • Developed statements of work (SOW).
  • Collaborate with the client and the team to collect data on budgets, schedules, and objectives.
  • Gathered cost data from vendors, subcontractors, and team members.
  • Conveyed cost adjustments and delivery timelines to clients.
  • Update and maintain supplier and contractor database.
  • Draft final estimates.

Customer Success Manager

Sierra Circuits
Sunnyvale, CA
03.2018 - 09.2020
  • Manage a portfolio of strategic accounts, ensuring high levels of client satisfaction, retention, and growth.
  • Work closely with clients to understand their business goals, challenges, and objectives, positioning the company’s solutions as critical drivers of success.
  • Built and maintained strong relationships with clients, addressing their needs, and ensuring the successful delivery of products and services.
  • Identified and capitalized on opportunities to cross-sell and upsell products to existing clients, contributing to an increase in overall sales.
  • Collaborate with internal teams (engineering, project management, customer service, and marketing) to ensure the seamless delivery of solutions that meet client expectations.
  • Track and report on key performance metrics, including sales, client satisfaction, and retention rates, using data to refine account strategies, and improve outcomes.
  • Act as a primary escalation point for client issues, ensuring timely and effective resolutions to maintain client trust and satisfaction.

Customer Service Representative

Jameco Electronics
Belmont, CA
09.2014 - 12.2017
  • Coordinated services, identifying client needs for optimal solutions.
  • Resolved customer service inquiries via web, phone, live chat, and email.
  • Research the status of customer orders and resolve production issues.
  • Recorded customer interactions to maintain a log of inquiries, issues, and resolutions.
  • Monitored equipment status for returns, repairs, and replacements.

Education

M.A. in Business Management

Menlo College
05-2012

Skills

  • Strategic Account Management
  • Client Relationship Building
  • Cross-selling and Upselling
  • Client Retention Strategies
  • Data Analysis & Reporting
  • Team Collaboration
  • Problem Resolution & Escalation Management
  • Industry Trend Analysis
  • Revenue Growth Strategy
  • Project Management
  • CRM and Sales Tools (Salesforce, Excel)

Timeline

Account Executive

Informa Tech
05.2022 - Current

Quote Specialist

EOS IT Solutions
01.2021 - 04.2022

Customer Success Manager

Sierra Circuits
03.2018 - 09.2020

Customer Service Representative

Jameco Electronics
09.2014 - 12.2017

M.A. in Business Management

Menlo College

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Lois Taukeiaho