Open To Work
MADISON HOLT
IMA
Wilmington,NC
Work Preference
Job Search Status:
Open to work
Desired Job Title
Account ManagerAccount ExecutiveClient Success ManagerPortfolio Manager
Work Type
Full Time
Location Preference
RemoteHybrid
Location:
Wilmington, NCTampa, FLCharleston, NCCharlotte, NCClearwater, FL
Open to relocation:
Yes
Minimum Desired Compensation
$65000/yr
Important To Me
Career advancementCompany Culture
3
years of professional experience
Relationship-driven sales professional with a strong mix of outbound prospecting, executive communication, and market analysis. Known for handling high call volume, using CRM tools to track activity, and translating technical information into clear updates that support client engagement and solution design.
Work History
Portfolio Solutions Manager
9 Months- Established relationships with senior executives at BlackRock, Wells Fargo, WPP, MasterCard, TJX Companies, and other key accounts.
- Analyzed market trends to identify opportunities for innovative product offerings.
- Maintained up-to-date portfolio knowledge by actively learning about emerging cybersecurity startups.
- Created communication channels between technical teams and clients, facilitating timely project updates.
- Facilitated workshops to gather feedback and enhance clarity of solution designs for improved client understanding.
- Handled high call volume of 425+ calls per day, supporting steady new client engagement.
Sales Representative
7 Months- Conducted high-volume outbound outreach to introduce Capital Predictor and Asset Essentials, enhancing awareness of Brightly’s asset management solutions.
- Generated qualified pipeline by prospecting municipalities across the Northeast, resulting in increased engagement with key decision-makers.
- Researched municipal government operations to tailor messaging around asset lifecycle management, preventive maintenance, and capital planning.
- Used CRM tools, including Salesforce and SalesLoft, to manage leads, track activity, and report pipeline growth.
- Re-engaged existing clients after municipal moves, fostering retention and continuity in service relationships.
- Handled inbound inquiries across all verticals.
- Presented FY25 goals and a plan to sales department leaders.
Server
9 Months- Provided an exceptional customer experience
- Resolved customer inquiries, requests, and feedback promptly to enhance overall satisfaction
- Managed cash transactions accurately, recorded sales, calculated tips, and disbursed funds to maintain financial integrity of restaurant
- Maintained knowledge of current sales and promotions and policies regarding payment and exchanges.
- Trained and mentored new servers on policies and procedures to ensure consistent service quality
Sales Representative
8 Months- Generated leads by canvassing assigned territories, leveraging effective communication and persuasive selling techniques to increase potential customer engagement
- Sold office technology solutions to enhance working and learning environments
- Maintained accurate records of sales activities, tracking leads, sales presentations, and outcomes to support strategic decision-making
- Coordinated with operations team to schedule service appointments, facilitating smooth transition from sales to service delivery
Education
Bachelor of Science - Business Administration, Management and Leadership
Skills
Sales Strategy Development
Sales Technology Utilization
CRM systems
Pipeline generation
Lead qualification
Cybersecurity trends
Process Optimization
Proficient in Microsoft Office
Adaptability and flexibility
Executive communication
Volunteer Work
- Food Bank of Central & Eastern NC, 2024
- NCSHRM State Conference, Wilmington, 2023
- Access of Wilmington – Miracle League/Special Olympics of Wilmington Program, 2022
- Habitat for Humanity Wake County, 2018
Timeline
Portfolio Solutions Manager
IMA
12.2025 - 09.2026Read More
Sales Representative
Brightly Software, a Siemens Company
05.2025 - 12.2025Read More
Server
The Bento Box
09.2023 - 06.2024Read More
Sales Representative
Synergy Systems and Solutions
09.2023 - 05.2024Read More
The University of North Carolina, Cameron School of Business
Bachelor of Science from Business Administration, Management and Leadership
Read More