Enthusiastic results-drivenSales ,Client Success, and Account Manager with a proven track record of increasing revenue, boosting market share and developing profitable client relationships. Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success.
Artificial Intelligence Company combined entrepreneurial drive with business management skills to increase revenues, market share, and profit performance for an artificial intelligence SaaS startup company. Proven track record of successful leadership and management of a Sales team.
CSM - Client Success Manager, responsible for ensuring client
satisfaction, retention, and growth. Duties included building strong relationships with clients, understanding their needs, providing product support, resolving issues, and collaborating with internal teams to meet client objectives. Analyzed data to identify opportunities for improvement and developed strategies to enhance the client experience. Strong communication, problem-solving, and customer service skills. Salesforce
CRM for client tracking, lead management, and marketing campaigns.
Sales duties include, but are not limited to, overseeing the current sales team and managing productivity to increase sales and client retention. Recruit, hire, and train a new sales team. Manage schedule and produce performance reports for new and existing employees. Perform demos and webinars for onboarding new and potential clients. Collaborate with the
marketing team on digital marketing. Train and maintain company CRM and portal. Educate potential clients the benefits of artificial intelligence and how it can benefit their company.
Operations duties include, but are not limited to, being directly involved in the build-out and production of our proprietary AI software campaigns on numerous levels and across a wide range of verticals. Manage and assist our onboarding engineer team daily to ensure campaign success. Liaison between current and potential clients and our technology team to ensure strong communication, which is key to success. Collaborated with new clients to customize scripts to best suit their campaign objective. Attended nationwide expos and webinars, both in person and remotely, to promote the company and proprietary software.
Created a training program for our clients' direct sales team and traveled on location to train the sales team to optimize the success of campaigns, which in turn increased productivity and revenue for the sales team.
Responsible for leading and managing the sales team to drive revenue growth, meet sales targets, and contribute to the overall success of the organization. Engaged with the over 65 community, performing presentations, giving seminars, and hosting luncheons to explain the benefits of preplanning services. Used Salesforce CRM for client tracking, lead management, and marketing campaigns.
Team Leadership:
● Recruit, train, and develop a high-performing sales team.
● Set clear sales goals and objectives for the team.
● Provide coaching, guidance, and feedback to enhance team performance.
Sales Strategy and Planning:
Develop and implement effective sales strategies to achieve revenue targets.
● Analyze market trends and customer needs to identify new business
opportunities.
● Collaborate with the marketing team to align sales and marketing
strategies.
Customer Relationship Management:
● Build and maintain strong relationships with key clients.
Address customer concerns and ensure high levels of customer
satisfaction. Negotiation and communication skills.
● Work with the sales team to develop and implement effective customer acquisition and retention strategies.
Licensed 2-15 Health, Life, and Annuities agent that managed all sales and operations of a large-scale (30+ licensed agents) Health Insuranc enrollment call center. Responsible for recruitment of qualified sales agents, direct control of the interview and hiring process. Train new and current sales agents on various products available from numerous insurance carriers. Manage schedule and produce performance reports for new and
existing employees. Oversee the sales floor and create an upbeat, dynamic sales team to ensure they are hitting targeted sales goals. Responsible for daily morning meetings and weekly training sessions. Manage offshore customer service team on a daily basis.
CRM management and reconciling of active and declined payments. Primary source of contact for all remote and face-to-face meetings with the CEO, COO, and CFO, as well as other
key employees from various carriers, to assist with the growth and production of our company. Proven track record of hitting targeted sales goals for bonuses and rewards from top industry-related carriers.
Customer Relationship Management builds and maintains strong
relationships with key clients. Address customer concerns and ensure high levels of customer satisfaction. Negotiation and communication skills. Work with the sales team to develop and implement effective customer acquisition and retention strategies. Maintained Company book of business after closing doors to new enrollments. Which includes Customer Service, Renewals, and Payment Declines.
Clinic manager responsible for the administration of COVID-19 tests at a rapid testing site, ensuring that all safety protocols are followed. Managing testing specialists and ensuring our testing center provides exceptional care and customer service to individuals being tested.
Test Administration: Assist with the collection of COVID-19 test samples, following established protocols and safety guidelines.
Patient Interaction: Greet and register patients, verify identification and appointment information, and provide instructions on the testing process.
Data Entry: Accurately record patient information, test results, and other relevant data using electronic systems or paper forms.
Sanitization: Ensure all testing areas, equipment, and supplies are sanitized and properly maintained to prevent contamination and ensure safety.
Inventory Management: Monitor and restock testing supplies and personal protective equipment (PPE), as needed.
Customer Service: Address questions or concerns from patients, providing clear and accurate information about the testing process, waiting times, and next steps.
Compliance: Follow all safety, health, and confidentiality protocols, including wearing appropriate PPE at all times and adhering to site-specific COVID-19 regulations.
Dynamic and customer-focused Spa Sales Coordinator, with a passion for wellness and hospitality. Responsible for providing excellent customer service, coordinating spa appointments, and driving sales initiatives.
Managed and trained staff on cosmetic CRM software programs and EMR. A key liaison between clients and spa staff, this role involves effective communication, organization, and a commitment to enhancing the overall guest experience while driving sales and exceeding sales targets. Services provided include Skincare, Botox, Fillers, Laser services (Hair/Tattoo
removal), Lymphatic Massage, and Liposuction.
Duties include, but are not limited to:
Directed daily operations of a start-up med spa, ensuring high-quality service delivery and client satisfaction.
Oversaw staff hiring, training, and scheduling, fostering a cohesive and motivated team environment.
Managed inventory, controlled costs, and optimized resource allocation to meet financial targets.
Developed and implemented marketing strategies to attract new clients and retain existing ones.
Ensured compliance with regulatory standards and maintained a safe and hygienic spa environment.
Managed client bookings, resolved customer concerns, and maintained positive client relationships.
Managed daily sales operations of a large-scale health insurance enrollment call center. Trained, coached, and mentored junior sales personnel to ensure success in their roles. Conducted daily meetings with the sales team to review goals and objectives. Developed and implemented sales strategies to increase sales production. Created and presented monthly reports to management on sales performance. Collaborated with the marketing team to create promotional materials for target customers. Participated in negotiations with insurance carriers regarding top-tier commissions and various products. Implemented process changes designed to streamline workflow within the customer service/retention department. Achieved company growth and quickly became a top-producing call center for numerous carriers.
24-Hour Skilled Nursing and Short-Term Rehabilitation Care.
Educated patients and their families on patient rehabilitation and memory care plans, provided details related to treatments, procedures, medications, and continuing care requirements.
Corresponded with staff and medical providers on treatment plans to ensure that patient mental and physical discharge treatment goals are met.
Coordinated facility programs to ensure that goals are met and patients are appropriately cared for. Ensured move-in readiness and communicated to all departments for timely preparation.
Assist with tours of the community, while ensuring safety and cleanliness. Follow up on phone calls to all residents, family members, and referral sources.