Matthew Musser
Fort Worth,TX
Summary
Accomplished and energetic new business reps with a solid history of sales and customer service retention. Motivated leader with strong organizational and punctual abilities. Areas of experience consist of acquiring new customers with additional products and services to ensure value in the business. Last but not least always looking for ways to self grow and become a better person and professional
Overview
9
9
years of professional experience
1
1
Certification
Work History
Defined Benefits
Fidelity Investments
12.2022 - Current
- Identified areas of risk and non-compliance through comprehensive audit reviews for improved operational performance.
- Perform accurate transaction processing in customer accounts with attention to detail
- Experience with Fidelity systems and applications: FocusPoint, WI OLR, PlanPro, Plan Bulletin, FPRS, DCW, CDV, XTRAC, EDMS, ABL, DBCS, DBW
- Strong communicator with the ability to maintain professional demeanor while handling customer questions, resolving issues, and de-escalating calls.
- Demonstrate customer service orientation using strong verbal and written communication to assist and advocate for customers
Financial Customer Associate
Fidelity
10.2021 - 12.2022
- Enhanced customer satisfaction by providing timely and accurate product information.
- Resolved customer issues efficiently, resulting in positive feedback and increased loyalty.
- Streamlined the checkout process for faster transactions and improved customer experience.
- Assisted in maintaining store cleanliness and contributing to a pleasant shopping environment.
- Self-motivated with strong social skills who bring energy and passion to the team
- Handle a variety of situations and conversations driving towards a resolution suitable for all
Sales
Rocket Auto
01.2021 - 06.2021
- Provide exceptional sales and service to our customers
- Build trust by understanding the unique needs of our customers, and offer appropriate solutions to meet those needs
- Educate customer on our products and services, and appropriately recommend these
- Serve as an advocate for Vroom by sharing what separates us from the competition
- Manage 100+ inbound leads monthly while keeping a strong pipeline
- Reading, collecting, and transcribing data in order to ensure accurate and complete information in CRM
- Sell back end products like GAP, Tire and Wheel, and Vehicle Service Plans
- I had a monthly quota of 250 points
- The first 3 months, I averaged 220 points
- Month 3 through 6, my average was 280 points
- This role was a mix of sale consultant, desk manager, and finance manager
- I was working remote in California and I recently moved to Fort Worth, Texas permanently
- The company did not provide a remote office in Fort Worth, TX
- The closest office near me is in El Paso, Texas
- I had to resign.
Business to Business Account Executive
Nextiva
05.2019 - 06.2020
- Exceeded daily calls and sales quota
- Networking with stakeholders, transmitting customer requirements to staff, making sure solution comply with demands, and identifying new business opportunities
- Exceed daily call quota and proposal targets
- Ranked #1 during sales training
- I graduated a month early during the ramp up stage
- Ranked top 30 out of 300+ account executive throughout my career
- I have two metals for being the top sales for a month
- Managed clients relationship and communications
- Negotiated and secured sales with qualified clients as well as existing clients
- Quoted and negotiated yearly pricing programs to National Accounts
- Reason for leaving - Covid 19
- Moved to California.
Internet Sales Manager
Gosch Ford Hemet
11.2017 - 01.2019
- Contacted customers as soon as issues arose to immediately find resolution before the problems escalated
- Delivered a high level of service to clients to both maintain and extend the relationships for future business
- Maintained and organized a customer database of over 600 clients nationwide
- Resolved customer concerns in a timely manner and to complete satisfaction
- Offered comprehensive knowledge of vehicle operations and brand features
- Maintained in-depth knowledge of vehicles, market conditions, and customer buying preferences.
Internet Sales
South Bay Ford
02.2016 - 11.2017
- Asked appropriate open-ended questions to discover prospects' needs and requirements
- Maintained an extensive knowledge of competitors, their offerings, and their presence in assigned territory
- Identified and qualified customer needs and developed sales strategies
- Researched and customized service proposals for clients
- Consistently hit and exceeded sales goals by 10%
- Built strong client relationships and provided high value-adding services.
Tasting Room Server
Danza Del Sol Winery
08.2015 - 02.2016
- Greet guest and pour wine according to established wine tasting procedures
- Describe wine, winemaking techniques, and history of the wine
- Suggest and sell wine, wine tasting experience, and wine club
- Stay current on winery and be able to multitask
- Event Bar back, 08/15 to 11/15
- Maintaining stocks, Changing wine barrels, Collecting empty glasses, maintaining the premises clean, ensuring there are plenty of glassware, and re-stocking ice
- Host wedding, Wine Tastings, prepared and served drinks based on a fast-paced, high volume, and team-oriented environment.
Education
Some College -
Palomar Community College
Some College -
Santa Barbara Community College
High School Diploma -
Vista Murrieta High School
01.2013
Skills
- Interpersonal Skills
- Business to Business Sales
- Customer Rapport
- Networking Skills
- Project Management
- Account Development
- Negotiations Strength
- Up-selling Strategies
- Analyze Data
- Persuasive Communication Style
- Professional Building
- Financing Knowledge
- Problem Solving
- Goal-orientated
- CRM
- Able to handle large amount of inbound calls
- Ability to learn new things
- Desire to seek out opportunity for self-development
Accomplishments
DC Peer Guild
DB Peer Guild
2023 Q1-Q4 Top Perform
2023 Q4 Leader of the quarter
2023 Q4 MVP of the quarter
2024 Q1 11 of the 14 goals
Certification
- Sales License, 2015
- Class C Driver License
Timeline
Defined Benefits
Fidelity Investments
12.2022 - Current
Financial Customer Associate
Fidelity
10.2021 - 12.2022
Sales
Rocket Auto
01.2021 - 06.2021
Business to Business Account Executive
Nextiva
05.2019 - 06.2020
Internet Sales Manager
Gosch Ford Hemet
11.2017 - 01.2019
Internet Sales
South Bay Ford
02.2016 - 11.2017
Tasting Room Server
Danza Del Sol Winery
08.2015 - 02.2016
Some College -
Palomar Community College
Some College -
Santa Barbara Community College
High School Diploma -
Vista Murrieta High School