Max Taner
Denver,CO
Summary
Driven and motivated Account Executive with exceptional consultative sales skills to help customers solve technical problems. Offering strong work ethic and track record of building loyal customer relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Executive
First American Title Insurance Co
Denver, CO
04.2024 - Current
- Developed and implemented a comprehensive sales plan to increase revenue in the assigned territory.
- Attend industry events to gain more leads for my assigned territory.
- Manage all aspects of the company's sales efforts within the assigned territory.
- Strategized with clients on all market reports to maximize their farming and marketing needs.
- Collaborated with our closing team to make our clients' closings a seamless process.
- Maintained accurate records of all sales activities using CRM software systems.
- Attended networking events to build relationships with potential customers.
- Called on high-performing realtors daily to maximize winning their business.
Client Success Manager
Practifi
Denver, CO
04.2023 - 11.2023
- Measured all analytics and Salesforce tools to illustrate success
- Worked on customization of all accounts via Salesforce buildouts
- Collaborated with Product to help them solve any customer issues
- Drove cross-selling opportunities with sales
- Worked with client on post onboarding needs
- Ensured clients were trained on use of the system
- Helped find Champions of the product via weekly cadence reporting
- Conducted regular onsite EBR/QBRs to partner with our clients
- Negotiated all contracts at time of renewal
- Managed churn of clients
Customer Success Manager
Maxwell
Denver, CO
07.2021 - 01.2023
- Drive adoption of Maxwells products across all business lines
- Educated clients on the efficiency of Maxwells point of sale
- Drove cross-selling opportunities with sales
- Added value to Maxwells client base by training and development
- Conducted regular EBR/QBRs with C-Level clients
- Negotiated all contracts at time of renewal
- Managed churn of clients
- Developed long term strategies to improve client satisfaction
Customer Success Manager
Ntirety
Denver, CO
05.2019 - 07.2021
- Managing successful negotiations of long-term contract renewals with C levels and sales affiliates
Customer Success Manager
Frontsteps
Denver, CO
01.2018 - 02.2019
- Monitored metrics and developed actionable insights to improve efficiency and performance
- Documented, tracked and monitored customer issues to ensure timely resolutions on all open action items
- Reported weekly, monthly and yearly metrics of team directly to the VP of Customer Success
- Built long lasting relationships with out 3rd party integrated companies
- Researched and corrected regular, advanced and long-standing customer concerns to promote company loyalty
- Assessed call center trends to identify improvement opportunities and devise forward-thinking approaches to better align processes with intended results
- Devised and published metrics to measure organization's success in delivering world class customer service
Customer Support Manager
VoxPro Group
Folsom, CA
11.2015 - 11.2017
- Established and monitored customer service standards by employing recognized and comprehensive benchmarks
- Coached employees to develop strong customer support skills to minimize process issues and meet customer expectations
- Assessed reports, monitored calls and analyzed vendor relationships to identify process improvement opportunities
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service
- Motivated and developed employees to overcome challenges and achieve goals to boost efficiency and performance
- Monitored employee performance to identify areas for improvement and additional training needs
Education
Bachelor of Arts - Organizational Communication
Metropolitan State University Of Denver
Denver, CO12.2013
Bachelor of Arts - American History
Metropolitan State University Of Denver
Denver, CO12.2013
Skills
- Title Insurance License
- Pipeline development
- Sales management
- Staff mentoring and leadership
- Customer Relations
- Account updates
- Revenue growth
- Strategic communications
- Client service optimization
- Account management
- Salesforce
- Contract negotiation
- SaaS
- Account Servicing
Certification
- Title Insurance License
Timeline
Account Executive
First American Title Insurance Co
04.2024 - Current
Client Success Manager
Practifi
04.2023 - 11.2023
Customer Success Manager
Maxwell
07.2021 - 01.2023
Customer Success Manager
Ntirety
05.2019 - 07.2021
Customer Success Manager
Frontsteps
01.2018 - 02.2019
Customer Support Manager
VoxPro Group
11.2015 - 11.2017
Bachelor of Arts - Organizational Communication
Metropolitan State University Of Denver
Bachelor of Arts - American History
Metropolitan State University Of Denver
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