Max Edelsack

• Handled 30+ daily calls to facilitate intake and scheduling for 30–40 clients.
• Matched clients with appropriate therapists and psychiatrists based on individual care needs.
• Enhanced client retention through proactive follow-up and personalized coordination efforts.
• Maintained accurate CRM documentation and scheduling records to support seamless client care.
• Collaborated with providers and internal teams to resolve client issues efficiently.

• Managed 1,000+ renewal accounts across SMB and Mid-Market segments

• Maintained 90% renewal rate across assigned portfolio

• Managed $1M+ ARR portfolio with average deal sizes of $25K–$50K

• Generated $1M+ in ARR across Q4–Q1 renewal cycles

• Achieved 90% attainment to renewal targets

• Managed high-volume portfolio of 300–400 clients across the Boston/Rhode Island region

• Drove sales growth through new business development, upselling, and resolving customer escalations

• Increased shipment volume by exceeding daily call targets (30–40 calls) and aligning shipping goals with

decision makers

• Built strategic partnerships and utilized email marketing campaigns to promote new offerings and drive revenue

growth

• Executed email marketing campaigns to promote new products and services effectively.

• Consistently surpassed sales quotas by exceeding monthly targets of 7+ advertising campaign deals

• Managed national client base of 150–200 retail businesses, fostering relationships across multiple industries

• Delivered strategic advertising solutions by developing targeted campaigns using audience segmentation and

keyword strategies