Matthew Goehner

• Built and nurtured strong relationships with Northwestern Mutual advisors, offices, and leadership as their trusted UniFi contact.
• Understood the unique needs of Northwestern Mutual practices and present tailored bookkeeping and financial solutions.
• Guided new clients through onboarding, including QuickBooks Online setup, integrations, and process training.
• Showcased UniFi's offerings at regional and national Northwestern Mutual conferences, expos, and events.
• Facilitated adoption and expansion of UniFi's services across Northwestern Mutual offices nationwide.
• Conduct regular client check-ins (including quarterly Zoom reviews) to ensure ongoing satisfaction and success.

Collaborate internally with operations and bookkeeping teams to resolve client challenges and deliver exceptional service.

• Responsible for management and growth within the book of business/existing customer accounts
• Managing 500+ accounts
• 117% on revenue plan
• Strategize and expand customer relationships by calling and emailing/communicating with existing client base to maintain and expand the book of business
• Oversee and produce quality opportunities for projects and proposed work
• Working with mid to large enterprise customers in a cross functional way.

• Manage client relationships, ensuring satisfaction and identifying growth opportunities.
• Achieved 30% above revenue retention goals by addressing client needs and concerns.
• Increased upsell opportunities by 14% through strategic client engagement and collaboration.
• Develop account plans aligned with client objectives, enhancing cybersecurity solutions.
• Established client relationships and secured new accounts, boosting revenue by 18%.
• Analyzed market trends to identify opportunities, leading to a 12% increase in client base.
• Negotiated and closed business deals, achieving a 15% growth in sales volume.
• Identified prime properties for acquisition, enhancing regional market presence.
• Collaborated with property owners to develop profitable business plans, boosting occupancy rates.
• Monitored market trends and real estate developments to inform strategic decisions.
• Resolved conflicts between stakeholders, ensuring smooth operations and partnerships.
• Executed strategies to expand property supply, increasing regional portfolio diversity.

• Manage client relationships, ensuring satisfaction and identifying growth opportunities.
• Achieved 30% above revenue retention goals by addressing client needs and concerns.
• Increased upsell opportunities by 14% through strategic client engagement and collaboration.

• Found and created new business opportunities.
• Presented large proposals to clients.
• Cultivated and strengthened customer relationships, enhancing client retention.
• Responsible for finding and creating new business opportunities.
• Utilized account management system to maintain appropriate call frequency as well as document sales activity.
• Achieved and surpassed annual sales goals, driving revenue for the territory.