Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Lori Meese

Evansville,IN

Summary

Account Manager with proven track record at Trane Technologies, focusing on customer relationship management and revenue growth. Skilled in developing strategies that enhance account performance and foster strong client partnerships. Experienced in utilizing CRM tools for efficient sales reporting and collaboration, leading to increased account profitability.

Overview

14
14
years of professional experience

Work History

Account Manager

Trane Technologies
Evansville, IN
08.2019 - Current
  • Grew territory 1.2 million (36%) in sales over last two years.
  • Developed strategies to increase revenue from existing accounts.
  • Prepared monthly financial statements for each account.
  • Provided training and guidance to new Account Managers.
  • Established strong relationships with decision-makers and influencers within client organizations.
  • Utilized CRM tools (Salesforce) to track client interactions, sales opportunities, and account history.
  • Prepared and presented detailed reports on account status, challenges, and growth opportunities to executive leadership.
  • Developed pricing models for various products and services based on market conditions.
  • Analyzed client data and identified opportunities for growth.
  • Conducted market research to identify potential customers.
  • Listened to customer needs to identify and recommend best products and services.

Inside Sales Representative

Koch Air LLC (Carrier)
Evansville, IN
02.2019 - 08.2019
  • Followed up on pending orders and inquiries in a timely manner.
  • Developed and maintained relationships with key customers to ensure customer satisfaction.
  • Provided customers with product information, pricing and availability.
  • Coordinated with logistics team to ensure timely delivery of products to customers.
  • Maintained detailed records of customer interactions, orders and account status updates.
  • Liaised between outside sales representatives and accounts to optimize customer service.
  • Utilized CRM software to track sales progress and communicate with team members.

Project Specialist

Harshaw Trane
Evansville, IN
06.2011 - 02.2019
  • Maintained accurate records of activities related to each project including documentation, costs, timelines, invoices.
  • Managed multiple projects simultaneously while maintaining high levels of accuracy and attention-to-detail.
  • Produced thorough, accurate and timely reports of project activities.
  • Submitted budget estimates, progress reports and cost tracking reports.

Education

Associate of Science - Accounting

Vincennes University
Vincennes, IN

Some College (No Degree) - Accounting and Finance

University of Southern Indiana
Evansville, IN

Skills

  • Customer relationship management
  • Account development
  • Revenue growth
  • Sales reporting
  • Teamwork and collaboration
  • Customer relationship management (CRM)
  • Business development
  • Account management

Accomplishments

  • 2023 Earned National Top 10 Account Manager Sales Award
  • 2023 Earned 1st place "New Dealer Contest"
  • 2023 - Earned Q2 Guitar Hero National Sales Award contest winner
  • 2020- Leap 1.0 - 17 weeks of growth and development training - Account Manager training
  • 2024 - Leap 2.0 4 weeks of "invitation only" Sales Leader training

Timeline

Account Manager

Trane Technologies
08.2019 - Current

Inside Sales Representative

Koch Air LLC (Carrier)
02.2019 - 08.2019

Project Specialist

Harshaw Trane
06.2011 - 02.2019

Associate of Science - Accounting

Vincennes University

Some College (No Degree) - Accounting and Finance

University of Southern Indiana

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