Account Executive dedicated to enhancing client satisfaction through effective communication and relationship-building. Proficient in risk assessment and developing actionable strategies that protect client interests, drive account growth, and establish lasting partnerships.
Overview
8
8
years of professional experience
Work History
Account Executive
Special Operations Triumph
Coppell, TX
07.2023 - Current
Develop and nurture long-term partnerships with factoring and transport clients to enhance client satisfaction and loyalty.
Oversee client purchasing decisions daily and identify opportunities to expand account value.
Negotiate payment plans with delinquent customers to recover [Number] in funds while strengthening client relationships.
Assess portfolio health, assess risk exposure, and formulate action plans for deteriorating accounts.
Evaluate risk exposure in client accounts to determine potential vulnerabilities and formulate action plans for deteriorating accounts.
Review financial documents for discrepancies or irregularities related to fraudulent activities.
Participate in training sessions regarding best practices for detecting, preventing, and investigating fraud.
Monitor account activity for suspicious patterns and anomalies.
Account Executive
Small Fleet Triumph
Coppell, TX
09.2021 - 07.2023
Developed and maintained ongoing client relationships by keeping clients informed about business changes and effectively negotiating solutions.
Provided outstanding customer service by serving well, internally, and externally, while maintaining operational controls to prevent portfolio loss exposure.
Analyzed portfolio performance to ensure timely submission of client funding requests, enhancing client satisfaction.
Documented client complaints and resolutions, enhancing service quality and building client trust.
Delivered ongoing client training on Triumph's processes and systems to ensure effective usage.
Strong understanding of risk management program and application of protocol based on client risk rating.
Maintained detailed records of client interactions and transactions to support operational efficiency.
Effectively communicated with team members, debtors, clients, and senior management.
Customer Service Representative
Small Fleet Triumph
Coppell, TX
03.2021 - 09.2021
Provided exceptional customer service to internal and external customers through telephone, email, and written correspondence, enhancing customer satisfaction.
Facilitated information sharing and resolved issues through effective communication with team members, debtors, clients, and management, which enhanced collaborative problem-solving.
Reviewed load documentation for accuracy and completeness; coordinated with clients to resolve documentation issues, ensuring compliance and smoother processing.
Administrative Assistant
Tekslnc
Dallas, TX
09.2018 - 09.2021
Streamlined scheduling of meetings and correspondence, enhancing team productivity.
Coordinated meetings, trips, and appointments for the team while managing the master calendar to ensure efficient scheduling.
Coordinated logistics for conferences, meetings, and special events, ensuring seamless execution and attendee satisfaction.
Provided clerical support for daily operations and special projects, facilitating smoother team workflow.
Optimized office supply distribution process, contributing to team's ability to meet deadlines.
Offered professional first impression to visitors and callers and gave knowledgeable assistance.
Maintained accurate accounts with updated transactions and reconciliations, contributing to financial integrity.
Lead Dispatcher
Dex Imaging
Dallas, TX
09.2018 - 03.2021
Oversaw dispatch operations to ensure seamless coordination and timely service delivery.
Streamlined dispatch procedures to improve operational responsiveness and reduce delays.
Prioritized service requests and scheduled jobs to address urgent customer needs.
Assigned field service technicians for client visits, maintaining consistent communication and ensuring service quality.
Created dispatch tickets for service calls, equipping service crew with essential details for prompt response.
Communicated with technicians and other departments via email, text message and phone.
Constantly reviewed open service activity for changes.