Monica Adler
Carlsbad,CA
Summary
Performance-oriented Sales Leader offering exceptional record of achievement over 10-year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
14
14
years of professional experience
Work History
Sr. Client Engagement Manager
WunderLand Group
06.2021 - Current
- WunderLand Group is a staffing, recruiting, and search firm offering full-service solutions, including contract, contract-to-hire, and direct hire
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Built relationships with customers and community to establish long-term business growth.
Business Development Manager
Client Chat Live
01.2021 - 06.2021
- CCL is an integral service provider to help grow legal businesses
- Maintain and utilize our Hubspot CRM with accurate and complete data and activity records
- Create, maintain, and manage regular reporting and data analysis to drive effectiveness and process improvement
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Negotiated and closed long-term agreements with new clients in assigned territory.
Director of Strategic Partnerships
CHEQ Technologies
01.2018 - 12.2019
- CHEQ is a cybersecurity company for digital media that protects online advertisers from ad/click fraud and non-human traffic
- Hired as employee #8 during rapid growth to manage a pipeline of F500 client prospects and lead international expansion
- Managed all client communications as liaison between clients and management
- Set weekly meetings with management for status updates
- Identified opportunities for new alliances and developed strategies for raising revenue
- Built and managed agency partnerships in LATAM and Canada to drive market expansion
- Closed critical pilot deals including projects with a leading bank in Colombia, a fast-food giant’s LATAM division, and a large ad agency in Canada
- Held daily/weekly calls during pilot testing for status reporting
- Owned reseller relationships with partners in Australia and China
- Liaised between business and technical teams during implementation and pilots.
- Collected and managed diverse set of partners to meet operational and funding goals.
- Created and implemented comprehensive short- and long-term engagement strategies prospects, supporters and volunteers.
Research Associate and Executive Recruiter
Everest Search Partners
07.2016 - 12.2017
- Everest Search Partners is a leading global boutique executive recruiting firm
- Liaised and coordinated activities of administrative support staff to accomplish department goals.
- Maintained professional and technical knowledge by remaining current with continuous learning modules.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Investment Representative/Associate
Canaccord Genuity Wealth Management
04.2014 - 04.2016
- CGWM is a division of Canaccord Genuity ($12b AUA) providing access to financial, estate, and insurance planning professionals
- Supported financial advisors in managing daily requests, overseeing portfolio activity, and maintaining client relations
- Ensured compliance with industry requirements and executed all unsolicited stock market orders
- Monitored transfers, maturities, SWEEPS and EFT’s
- Managed client’s investment accounts and held monthly/quarterly client meetings.
General Manager
Fabrica De Cintas El Elefante
11.2012 - 02.2014
- De Cintas el Elefante is a family-owned textile manufacturer
- Served as GM with responsibility for managing all operations, opening new markets, and leading sales and credit teams
- Monitored cash flow, tracked costs, and developed forecasts
- Analyzed budget and revenue data to inform strategy and summarized data for senior management
- Led implementation of SAP ERP software for inventory to improve accuracy and insights
- Built and managed relationships with diverse retail partners and resellers in the US.
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Investment Representative/Sales Associate
Mackie Research Capital Corp
05.2009 - 08.2012
- Mackie Research Capital is Canada’s largest independent full-service investment firm
- Initially hired as a co-op student and completed financial certifications to manage client accounts
- Executed trade orders for clients and investment advisors (stocks, mutual funds, bonds)
- Met monthly with clients to review portfolios and monitored client activities and status of investment accounts
- Ran and analyzed monthly/quarterly reports (Rate of Return, Realized Gain and Loss, Activity, Position).
Education
M.B.A - Marketing Management/Financial
George Brown College
B.B.A - Marketing
Instituto Tecnológico de Monterrey
Certified Health Coach and Yoga Instructor, IIN - undefined
Skills
- Outreach Initiatives
- Client Service
- Documentation Workflows
- Retention Strategies
- Consultative Selling Techniques
- Creative Thinking
- Business Analytics
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Sr. Client Engagement Manager
WunderLand Group
06.2021 - Current
Business Development Manager
Client Chat Live
01.2021 - 06.2021
Director of Strategic Partnerships
CHEQ Technologies
01.2018 - 12.2019
Research Associate and Executive Recruiter
Everest Search Partners
07.2016 - 12.2017
Investment Representative/Associate
Canaccord Genuity Wealth Management
04.2014 - 04.2016
General Manager
Fabrica De Cintas El Elefante
11.2012 - 02.2014
Investment Representative/Sales Associate
Mackie Research Capital Corp
05.2009 - 08.2012
M.B.A - Marketing Management/Financial
George Brown College
B.B.A - Marketing
Instituto Tecnológico de Monterrey
Certified Health Coach and Yoga Instructor, IIN - undefined
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