Mike Thomas
Boise,ID
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Proven track record in enhancing client loyalty and streamlining operations. Excelled in relationship building and CRM proficiency, driving increased productivity and client base retention. Performance-oriented Sales Leader offering exceptional record of achievement over 5-year career.
Overview
17
17
years of professional experience
Work History
Inside Account Manager
Ericsson/Cradlepoint
03.2019 - Current
- Streamlined the order processing system for faster turnaround times, resulting in increased client loyalty.
- Contributed to the development of marketing materials that effectively communicated product features and benefits to prospective clients.
- Implemented efficient time management techniques, allowing for higher productivity levels within the team.
- Utilized CRM software to track client interactions, ensuring timely responses and appropriate escalation when necessary.
AVP
A10 Capital
03.2016 - 06.2018
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Financial Advisor
Columbia Bank
06.2013 - 03.2016
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Idaho Trust Bank
11.2007 - 06.2013
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Education
Bachelor of Science - Marketing
University of Idaho
Moscow, ID05.2004
Skills
- Relationship Building
- Account planning
- Pipeline Management
- CRM proficiency
- Teamwork and Collaboration
- Solution selling
- Client Base Retention
- Sales Quota Management
- Strategic Prospecting Techniques
Accomplishments
4-time Cradlepoint/Ericsson Summit Club qualifier, recognizing top sales efforts and quota attainment
Timeline
Inside Account Manager
Ericsson/Cradlepoint
03.2019 - Current
AVP
A10 Capital
03.2016 - 06.2018
Financial Advisor
Columbia Bank
06.2013 - 03.2016
Financial Advisor
Idaho Trust Bank
11.2007 - 06.2013
Bachelor of Science - Marketing
University of Idaho
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