Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Strategic Account Manager
CORE PROFICIENCIES
Generic

MICHAEL INKUK LEE

Fort Lee,NJ

Summary

Experienced with private client banking, emphasizing relationship management, financial planning, and investment strategies. Utilizes deep understanding of client needs to offer tailored financial solutions. Track record of fostering trust and achieving client satisfaction through effective communication and service.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Private Client Banker

JP Morgan Chase Bank
01.2022 - Current
  • Manage relationships with high-net-worth clients, delivering tailored financial solutions to grow assets by 15% on average.
  • Consistently exceeded monthly sales quotas by 100%, contributing to branch revenue growth through strategic cross-selling of investment, lending, and credit products.
  • Utilize Salesforce CRM to track client interactions and optimize sales pipelines, improving client retention by 25%.
  • Collaborate with financial advisors and mortgage bankers to design comprehensive wealth management strategies.
  • Identify upselling opportunities and expand client portfolios through personalized banking services.

Enterprise Client Partner

Franklin Covey
06.2018 - 01.2021
  • Consulted with Fortune 2000 clients to design learning paths and curricula, integrating content into LMS systems via API and CSV.
  • Managed 50+ key accounts in the NYC territory, generating $1.2M in annual revenue through lead generation and account penetration.
  • Leveraged Salesforce and proprietary SaaS platforms to deliver leadership and sales training, improving client organizational effectiveness by 15%.
  • Negotiated contracts up to $200,000, utilizing consultative sales to address client needs in cloud-based learning solutions.
  • Strengthened client relationships through prospecting and strategic marketing, achieving a 20% increase in client retention.

Enterprise Account Manager

New Horizons Learning Solutions
12.2016 - 02.2018
  • Delivered training on Leadership, Cloud, AI, and Cybersecurity, driving client adoption of disruptive technologies.
  • Achieved 100% of $500,000 sales quota within 10 months by closing high-value deals.
  • Implemented enterprise-wide training strategies, utilizing Adobe Connect for virtual delivery to 1,000+ end-users.

Enterprise Account Manager

Global Knowledge
05.2011 - 07.2016
  • Grew revenue by 30% through strategic account management and contract negotiations, securing a $300,000 buyout of IBM training vendor.
  • Utilized Salesforce to manage sales cycles, closing deals with 90% success rate across 40+ accounts.
  • Developed multi-level client relationships, maximizing revenue opportunities with channel partners.
  • Delivered ITIL, PMP, and Agile training, enhancing client capabilities in IT service management.
  • Earned President’s Club Award for surpassing $1M sales quota in 2014 and 2015.

Senior Account Director

Datamonitor, Inc.
08.2009 - 05.2011
  • Provided technology market research and analysis, generating reports and presenting to C-Level executives of Global 2000 clients and Technology Vendors, spanning Security, Mobility, M-Commerce, Cloud, SaaS, and Virtualization.
  • Provided market research and analysis on Cloud, SaaS, and Cybersecurity, presenting to C-level executives of Global 2000 clients.
  • Exceeded sales goals by 125% within 9 months, generating $140,000 in revenue.
  • Achieved Q1 2010 Sales Leader status, surpassing goals by 130% with $500,000 in sales.

Inside Sales Executive

Dow Jones & Company
06.2008 - 05.2009
  • Delivered presentations to C-Level executives and corporate officers, providing solution-based sales of SaaS platform, providing business intelligence and delivering competitive advantages.
  • Closed $100k+ in sales through targeted prospecting, live demonstrations and consultative sales.
  • Developed and implemented sales strategies to increase revenue.

Education

Bachelor of Science - Business Administration – Finance

Elizabethtown College
Elizabethtown, PA
05.1993

Skills

  • CyberSec (ISACA, ISC2, EC-Council, NIST) AWS Microsoft IBM Cloudera Cisco VMWare RedHat Citrix HP Avaya, Palo Alto Juniper SAP EMC CompTIA ISACA ISC2 IAPP EMC PMP ITIL ITSM Six-Sigma Agile Adobe Connect SharePoint ChatGPT prompting Generative AI Microsoft Teams

Accomplishments

  • Recognized as a multi-time sales leader exceeding sales targets with sales in excess of $1 MM in less than 2 years.
  • Negotiated and secured a $145,000 contract for the global implementation of Windows 10 and Office 365 global training plan for 1,500 end users.
  • Developed and initiate a New Hire Rotation Program for Future Leaders by raising $350,000 in start-up capital. Total projected revenue over 1 million.

Certification

Series 6, 63 and SIE

Languages

Korean
Professional Working

Timeline

Private Client Banker

JP Morgan Chase Bank
01.2022 - Current

Enterprise Client Partner

Franklin Covey
06.2018 - 01.2021

Enterprise Account Manager

New Horizons Learning Solutions
12.2016 - 02.2018

Enterprise Account Manager

Global Knowledge
05.2011 - 07.2016

Senior Account Director

Datamonitor, Inc.
08.2009 - 05.2011

Inside Sales Executive

Dow Jones & Company
06.2008 - 05.2009

Bachelor of Science - Business Administration – Finance

Elizabethtown College

Strategic Account Manager

  • A Specialist in Client Lifecycle Management, Account Management, and Client Retention
  • Results-driven sales professional delivering high-touch client interactions and innovative solutions that drive revenue growth and client satisfaction. Proven track record of exceeding sales quotas, negotiating high-value contracts, and building trusted advisor relationships. Adept at leveraging CRM tools and strategic sales methodologies to optimize client portfolios and achieve quantitative and qualitative results.

CORE PROFICIENCIES

Account Management & Client Retention | Business Development & Lead Generation | Contract Negotiation & Deal Closing | Sales Pipeline Management | CRM Salesforce | Project Management & Strategic Planning | Team Leadership & Cross-Functional Collaboration | SaaS and Solution Selling

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