Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Volunteer Efforts Accomplishments
Timeline
Generic

Mathew Pullin

Canyon Lake,TX

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

25
25
years of professional experience
1
1
Certification

Work History

Account Manager

Reconstruction Experts
01.2022 - Current
  • Vendor of the Year Award -2022
  • Accounted for 70% of the opportunities brought into Reconstruction Experts in Q1-Q3 2023
  • Accounted for 90% of the roofing opportunities in the state of Texas
  • Created 63 opportunities that resulted in $5,100,000 in opportunities during the first 180 days of the rollout of the roofing division in Austin
  • Facilitated statewide trainings for other account managers in the areas of networking, strategy, execution, and presentation
  • Became a member/chairperson of CAI (Community Associations Institute) in Austin and San Antonio to increase the presence and help shape the direction of both chapters
  • Identified and cultivated relationships within the HOA, legal, design and property management communities to drive organic growth.

Sr. Portfolio Consultant

CO-OP Financial Services
06.2017 - 09.2019
  • Consultant for Credit Unions in the CO-OP network on CO-OP’s Smart Growth team analyzing, growing, improving and marketing to their credit card portfolios
  • Full marketing campaign support from conception to execution with results provided to determine effectiveness and sustainability
  • Created and facilitated custom campaigns, targeted campaigns, marketing segmentation, and full campaign management
  • Portfolio strategies included Product Reconstruct, Competitive Market Analysis, Portfolio Management, Credit Line Management, and Portfolio Strategy.

V.P Sales Relationship Manager

Wells Fargo Retail Services
05.2003 - 08.2016
  • Directly responsible for the success of retail credit program for clients with an annual sales finance between $10,000,000 and $500,000,000
  • Prepare and present marketing strategies for senior and executive level clients to increase volume and program participation
  • Train clients and their sales staff to ensure optimal use of programs
  • Perform on-site presentations to clients and their sales and support staff to ensure effective use of the retail credit program
  • Daily interaction with clients to ensure sales plans and service are executed correctly and on time
  • Serve as strategy consultant for client sales plans and objectives
  • Serve as product manager to represent to executive level clients
  • Research client issues or concerns and work towards acceptable resolutions for all parties
  • Conduct contract re-negotiations between Wells Fargo Retail Services and clients that included pricing, volume commitments, length of term, and participation.

Account Manager-Senior Account Manager

Marsh (Seabury and Smith)
08.1998 - 05.2003
  • Responsible for mentoring new employees to help ensure their success
  • Research and solve technical issues for Customer Service Representatives
  • Explain difficult and complex issues with insured individuals as well as employees
  • Find and offer solutions to insured client requests to build equity
  • Answer questions and process correspondence from insured clients while providing exceptional customer service
  • Responsible for sending bills, reconciling payments made, and processing all reports for one of the largest clients in the Group Universal Life Department
  • Supply the latest information to insured individuals on changes to the policies to ensure high standards of accuracy
  • Solve problems of the insured and their employers within carrier guidelines.

Education

Bachelor of Arts - Business Administration And Management

William Penn University
West Des Moines, IA
01.1998

Skills

  • Sales Relationship and Account Management Professional
  • Sales - Demonstrated sales professional with measurable increase in volume and participation in programs with client base
  • Account Management - Customer service, relationship management and problem solving savvy used to build and maintain business
  • Training - Utilization of blended learning to onboard clients and train on new product lines
  • Customer Service
  • Market Forecasting
  • Team Training
  • Lead Generation
  • Schedule Management
  • Account Development
  • Revenue Generation

Accomplishments


    President’s Council Award 2006 – (Council of esteemed employees)

    Greg Huck Spirit Award 2008 – (One Winner -Sales Person of the Year)

    Named Star performer 2005 – (MVP Award)

    Vendor of the Year 2022 CAI San Antonio

    Published Author/Best Seller on Amazon

Certification

  • Iowa Life/Accident/Health Insurance License (not active)
  • Series 7 License (not active)
  • Sales Training Certified- Negotiations - Presentations

Volunteer Efforts Accomplishments

  • Big Brother for BBBS 2010 to 2016
  • August 15th 2015 – 2021 Named Board Member YMCA Greater Walnut Creek
  • January 2015 – 2021 Named Board Member Paws N Effect Non-Profit
  • Rescue/Foster for RRUS - 2016-2021
  • Published Author/Best Seller on Amazon

Timeline

Account Manager

Reconstruction Experts
01.2022 - Current

Sr. Portfolio Consultant

CO-OP Financial Services
06.2017 - 09.2019

V.P Sales Relationship Manager

Wells Fargo Retail Services
05.2003 - 08.2016

Account Manager-Senior Account Manager

Marsh (Seabury and Smith)
08.1998 - 05.2003

Bachelor of Arts - Business Administration And Management

William Penn University

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Mathew Pullin