Summary
Overview
Work History
Education
Skills
Websites
Certification
Links
Timeline
Generic

Lorri Falan

Grand Rapids,USA

Summary

Sales professional equipped with background in managing sales teams and technical tasks. Proven capability in driving sales initiatives and improving customer interactions. Valued for collaborative spirit and commitment to achieving team goals, adaptable to changing business environments, and proficient in sales strategy and technical troubleshooting.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Sr. Customer Success Manager

Transax Software
Hybrid, Grand Rapids, MI
02.2025 - Current
  • Developed and maintained strong relationships with key stakeholders within client organizations, including executives, managers, and end-users, including a portfolio of 300 clients
  • Collaborated cross-functionally with sales, product development, and support teams to address customer needs and resolve issues in a timely manner
  • Provided proactive guidance to customers on best practices for utilizing the company's products to achieve their business goals
  • Conducted regular business reviews with clients to assess performance metrics, identify areas for improvement, and present recommendations for optimization
  • Identified upsell opportunities within existing accounts by understanding customer pain points and aligning them with appropriate solutions
  • Led the implementation process for new customers, ensuring smooth onboarding experience from initial setup to user training sessions
  • Delivered engaging presentations at conferences or industry events showcasing successful customer case studies highlighting measurable results achieved through partnership with the company
  • Conducted regular business reviews with key stakeholders to track progress towards goals and identify areas for improvement.
  • Collaborated with sales, product, and support teams to ensure seamless onboarding and account management processes.

Business Developement, Digital Marketing Specialist

TrailerCentral/ Dealer Spike
07.2023 - 02.2025
  • Produced over $860,000 ARR lead generation ytd, passed off to the Account Executive Team, of which nearly $400,000 closed (average ticket size of $300)
  • Cold outreach to key contacts in trailer/marine/RV industry (Dialing 50-100 clients per day)
  • Utilized phone, email, text messaging to establish product demonstrations for the sales team
  • Update CRM, Salesforce, with contact data from our prospective clients
  • Work effectively with our external clients and internal resources setting goals and developing plans for business and revenue growth
  • Research, planning, and implementing new target market initiatives
  • Researched prospective accounts in target markets
  • Pursued leads and moved them through the sales cycle
  • Developed quotes and proposals for prospective clients
  • Set goals for the business development team and developing strategies to meet those goals
  • Trained business development staff
  • Attended conferences and industry events
  • Provide immediate resolution for support inquiries, otherwise seek Product Owner for resolution or escalate to development.
  • Create and implement marketing campaigns for lead generation
  • Implemented new strategies to improve click-through rates and conversion.
  • Collaborated with cross-functional teams to develop integrated marketing plans that included both traditional and digital channels.

Business Development Representative

Todd Wenzel Buick GMC
03.2023 - 07.2023
  • Develop and maintain strong customer relations. Assist in selling reluctant customers by identifying and overcoming objections.
  • Up sell when possible. Implement, pilot, and direct new programs. Consult with current and potential vendors. Schedule appointments with client for Manager meetings, finance consultations, vehicle pickup, as well as service. Follow up after sale to ensure returning clientele and satisfied customers. Direct the customer retention portion of daily meetings to ensure properly procedure is followed through the sale process.
  • Increased client base by identifying potential customers and initiating strategic outreach.
  • Consistently met or exceeded sales targets, contributing significantly to the overall success of the team. Goals were minimum 100 calls per day, 30 emails, 25 sold customers a month. I averaged 42 sales per month.

Business Relations, Sales

Better Business Bureau
11.2020 - 03.2022
  • Research and create business profiles for new businesses within the region. During this process, review the information to determine if they meet accreditation standards. Take accreditation applications. Process payments. Customer retention. Assist in client onboarding procedures. Marketing campaign development and implementation.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.

Internet & CSI Manager, Business Development

Betten Baker Automotive Groups
11.2014 - 11.2020
  • Develop and maintain strong customer relations. Assist in selling reluctant customers by identifying and overcoming objections.
  • Up sell when possible. Implement, pilot, and direct new programs. Consult with current and potential vendors. Schedule appointments with client for Manager meetings, finance consultations, vehicle pickup, as well as service. Lead trainer. Follow up after sale to ensure returning clientele and satisfied customers.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.

Life Insurance Agent

Gerber Life Insurance Company
02.2013 - 11.2014
  • Worked as part of a team in a call center environment to reach certain goals including sales and customer satisfaction. Worked with various computer programs requiring efficient multitasking skills and being well based in various computer systems and programs. Formed Customer needs analyzers.
  • Analyzed and developed best suiting plan to accommodate customer needs with their budget.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.

Education

Google Ads - Certification

Skillshop

Associate's degree - Architectural and Construction Technology

Baker College of Muskegon
Muskegon, MI
01.2013

Skills

  • Data-driven decision making
  • Customer advocacy
  • Upselling strategies
  • Relationship management
  • Teamwork and collaboration
  • Problem-solving skills
  • Friendly, positive attitude
  • Relationship building
  • Goals and performance
  • SaaS platforms
  • Copywriting
  • Content writing

Certification

  • Driver's License
  • November 2021 to November 2024

Links

https://www.linkedin.com/mwlite/in/lorri-falan-551325153

Timeline

Sr. Customer Success Manager

Transax Software
02.2025 - Current

Business Developement, Digital Marketing Specialist

TrailerCentral/ Dealer Spike
07.2023 - 02.2025

Business Development Representative

Todd Wenzel Buick GMC
03.2023 - 07.2023

Business Relations, Sales

Better Business Bureau
11.2020 - 03.2022

Internet & CSI Manager, Business Development

Betten Baker Automotive Groups
11.2014 - 11.2020

Life Insurance Agent

Gerber Life Insurance Company
02.2013 - 11.2014

Associate's degree - Architectural and Construction Technology

Baker College of Muskegon

Google Ads - Certification

Skillshop

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