Summary
Overview
Work History
Education
Skills
Timeline
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MATT GERVAIS

Loudon,USA

Summary

Dynamic Client Engagement Specialist with a proven track record at Ark Financial Advisors, excelling in appointment scheduling and CRM management. Adept at nurturing leads and delivering exceptional customer service, I leverage strong communication skills to enhance client relationships and drive business growth. Committed to achieving results in fast-paced environments.

Overview

9
9
years of professional experience

Work History

Client Engagement Specialist

Ark Financial Advisors
03.2021 - Current
  • Schedule and confirm meetings between financial advisors and prospective clients
  • Manage inbound inquiries and conduct outbound outreach to maintain and grow client pipeline
  • Coordinate communications between clients and advisors to ensure seamless service

Sales Consultant

Amati Auto Group
Hooksett, NH
05.2019 - 02.2021
  • Engaged with retail and wholesale customers to sell used vehicles
  • Followed up on leads using Pipedrive CRM to nurture prospects throughout the sales cycle
  • Delivered exceptional customer service and helped clients make informed buying decisions

Mobile Sales Expert

OSL Retail Services
Bedford, NH
10.2017 - 03.2019
  • Sold mobile plans and devices for major carriers (Verizon, AT&T, US Cellular)
  • Handled device setup, data transfer, and customer education on tech products
  • Maintained up-to-date knowledge of wireless plans and phone models
  • Managed inventory, merchandising, and display compliance

Retail Associate

Staples
Manchester, NH
04.2016 - 10.2017
  • Delivered customer service at the sales counter and assisted with tech product sales
  • Unloaded shipments, stocked shelves, and maintained store organization
  • Promoted product protection plans and handled cash/returns

Education

High School Diploma -

Memorial High School
Manchester, NH
01.2017

Skills

  • Appointment Scheduling
  • CRM Software (Pipedrive, Salesforce)
  • Customer Service & Support
  • Cold Calling & Lead Nurturing
  • Retail Operations & Inventory
  • Mobile Technology & Carrier Plans
  • Basic Troubleshooting
  • Merchandising & Displays

Timeline

Client Engagement Specialist

Ark Financial Advisors
03.2021 - Current

Sales Consultant

Amati Auto Group
05.2019 - 02.2021

Mobile Sales Expert

OSL Retail Services
10.2017 - 03.2019

Retail Associate

Staples
04.2016 - 10.2017

High School Diploma -

Memorial High School

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