MARK DOLBY
Fair Oaks,Ca
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
26
26
years of professional experience
Work History
Account Manager
California Surveying & Drafting Supply
01.2023 - 08.2023
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Prepared sales presentations for clients showing success and credibility of products.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Managed accounts to retain existing relationships and grow share of business.
Client Success Manager
Fuse3 Communications
04.2022 - 01.2023
- Working with assigned clients in the Managed IT Services space
- Responsible for all sales and Account Management of 70+ clients
- Maintained high level of understanding regarding industry trends, legislation, compliance and competitor activity.
- Reached out to accounts regularly to check on needs, understanding business operations and offer services.
- Tailored customer relationships by determining expected needs and finding correct solutions.
- Planned, articulated and executed client development strategies.
Regional Account Manager
C.U. Realty Services
04.2019 - 04.2022
- Managed 40 credit unions in my territory to maximize their use of HomeAdvantage
- Work with Loan officers and managers to support the HomeAdvantage product
- Attend trade shows and credit union trade groups to represent the HomeAdvantage product
- Work with Real Estate Agents throughout Northern California who are part of the HomeAdvanbtage network of agents
- Generated leads through networking, cold calls and industry connections.
- Renegotiated contracts with expiring accounts to continue relationships with current company clients.
- Utilized customer relationship management systems to document client interactions.
Vice President
Innovest Systems
01.2017 - 01.2019
- Responsible for managing all day to day operations for the InnoPay & Fulfillment Print product offerings
- Led a team of 15 full time employees
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Director of Fulfillment Services
Innovest Systems
01.2014 - 01.2017
- Responsible for defining the Fulfillment Services offering, managing its day-to-day operations, managing equipment vendors, assisting in new equipment acquisitions
- Product Management
- Planning and validating Fulfillment Services’ DR and BCP
- Develop the longer-term strategic framework for the technology platform necessary for the success of the Fulfillment Services product.
- Provided leadership, guidance and support to staff members.
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
Sr. Account Manager
Innovest Systems
04.2009 - 01.2014
- Excelled within the Fulfillment Services business line for ASI’s technology print services
- Responsible for developing and maintain relationships with C-level executives and working closely with IT directors to grow revenue
- Grew account base by 25% in 2010 over 2009
- Mentored junior account management professionals to develop skills and increase company revenue.
- Provided extensive support in sales, technical and business areas to key accounts.
Construction Account Executive
Citi Mortgage-Citi Bank
03.2007 - 02.2009
- Citi mortgage is part of the Citigroup companies providing wholesale mortgage loan products for the broker community
- Recruited from previous employer (IndyMac Bank) as an industry expert within the Construction Lending Industry
- Regions only Construction Account Executive responsible for managing over 100 wholesale broker relationships
- Managed a pipeline of 10 million a month in Construction to Permanent Loan (CTP) funding volume
- Led monthly online trainings for large groups of mortgage brokers
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
Construction Account Executive
IndyMac Bank F.S, IndyMac Bank
01.2001 - 03.2007
- Offered construction to permanent (CTP) loans to the wholesale broker community
- IndyMac Bank is now One West Bank Group LLC
- Construction Lending Product Specialist for the Sacramento Valley/Bay Area Region
- Ranked #1 on sales team in 2005 for wholesale volume generated
- Presented weekly on-line training classes for groups of 50-100 mortgage loan officers
- Responsible for speaking at company sponsored product trainings throughout No Ca
- Managed a 20-million-dollar monthly pipeline
- Served as leader within organization including sales training and mentorship
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
Lease-Finance Consultant
E.P.I. Leasing Inc, Feather River State Bank
01.1998 - 01.2001
- Managed existing client portfolio of 75 million
- Grew existing client base by 125% in 1999
- Proficient in all aspects of the credit evaluation process for business and personal loans
- Represented the company at trade shows and other company events
- Worked closely with large equipment manufactures for lead generation and referral business
Education
Oregon State University
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Reno High school
1984
Tom Hopkins -
Humboldt State University, Oregon State University
1984
Humboldt State University
Arcata, CASkills
- Advanced work with Excel, Microsoft Project and complex mail merge projects
- Salesforce (SFDC)
- Records Management
- Reporting
- Report Analysis
- Corrective Action Planning
- Marketing Tools
- Sales Management
- Account Oversight
- Client Renewals and Prospecting
Accomplishments
- Maintained a 99% client retention rate resulting from outstanding engagement, dynamic support and personal attention.
Football Scholarship
Attended Oregon State University on Football Scholarship
Timeline
Account Manager
California Surveying & Drafting Supply
01.2023 - 08.2023
Client Success Manager
Fuse3 Communications
04.2022 - 01.2023
Regional Account Manager
C.U. Realty Services
04.2019 - 04.2022
Vice President
Innovest Systems
01.2017 - 01.2019
Director of Fulfillment Services
Innovest Systems
01.2014 - 01.2017
Sr. Account Manager
Innovest Systems
04.2009 - 01.2014
Construction Account Executive
Citi Mortgage-Citi Bank
03.2007 - 02.2009
Construction Account Executive
IndyMac Bank F.S, IndyMac Bank
01.2001 - 03.2007
Lease-Finance Consultant
E.P.I. Leasing Inc, Feather River State Bank
01.1998 - 01.2001
Oregon State University
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Reno High school
Tom Hopkins -
Humboldt State University, Oregon State University
Humboldt State University