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Monica Pleasant
Mason,OH
Work Preference
Summary
Relationship management professional with a strong focus client retention. Proven track record in territory management and operational support, enhancing client experiences through effective communication and team collaboration.
Overview
36
36
years of professional experience
Work History
Franchise Development Support Specialist
Alliance Franchise Brands
06.2025 - Current
- Initial contact and relationship development with candidates/leads.
- Relationship with brokers who refer candidates answering questions and managing territory checks
- Follow sales process for coaching candidates through the process
- Operational support for Development and Acquisition Teams.
- Maintain accurate account information in CRM.
- Documented customer interactions and contact information into company database.
- Maintained positive working relationship with fellow staff and management.
Keyholder-Sales
Knitwell Group- Talbots
04.2025 - Current
- Opening and closing store operations daily.
- Managed cash register transactions and handled customer payments.
- Develop relationships with customers
Franchisor Relationship Manager
FranNet
Mason, OH
12.2021 - 12.2024
- Recruited and evaluated franchises to be a part of FranNet's inventory.
- I assessed, validated, on-boarded and supported all of our franchise partners, as well as our international team of consultants.
- Developed strong client relationships through regular communication and follow-up.
Relationship Manager
FranNet
12.2021 - 12.2024
- I was part of the Operations Team.
- My role was to recruit and vet franchisors to bring into our inventory for our consultants to show to potential franchisee clients.
- I reviewed financial data, reviewed Franchise Disclosure Documents (FDDs), conducted validation surveys with current franchisees, and negotiated contracts.
- I ran monthly reviews of franchisors in our inventory to gauge the health of the system, determining if we kept them as partners.
- I kept the information updated in our internal portal system by auditing regularly.
- I had routine contact with our franchisor partners, assisting in the use of our portal, and advising on best practices with our consultants.
- I also supported our consultants in the US and Canada by verifying contractual information, executing one-off referral agreements, and providing data as needed on our franchisor partners.
- I traveled several times a year to various conferences, including our own spring and fall conferences, the International Franchise Association annual conference, the Canadian Franchise Association annual conference, and Franchise Springboard, for emerging brands.
- FranNet provides education and support to individuals who are interested in exploring self-employment as a career option through franchised business ownership.
Account Manager-Risk Management
Enrollment Management Services
03.2021 - 12.2021
- I worked with individuals at contracted employers to help them understand opportunities and make informed healthcare decisions.
- The goal was to get the families covered in ways that benefited them with the best coverage and pricing.
- I was certified in Medicare to be able to begin conversations with individuals at our client’s companies on the options available and introduce them to our Medicare Specialist Team.
Account Executive
Support EXP
Centerville, OH
07.2019 - 12.2019
- Developed client pipeline to engage EMS for transforming customer experience into a differentiated state.
- Through targeted analytics, and consultation on proven, predictive outcomes, Guided clients through a fundamental change in culture and accountability to create a fully engaged client base and enjoy the ROI that comes with it.
- Managed client relationships by addressing inquiries and providing tailored solutions.
- Conducted product demonstrations to educate clients on service features.
- Collaborated with cross-functional teams to enhance client satisfaction.
Account Manager Supervisor
Tempoe
Cincinnati, Ohio
03.2018 - 07.2019
- As a working manager alongside a team of inside Account Managers that began as support for the company’s largest enterprise customer, I focused on making our team a uniquely successful group.
- Our enterprise client closed 30% of locations yet we increased lease revenue by over 30%.
- Because of my team’s success with this client and special projects, we were moved into the Strategic Sales reporting vertical to take on our independent clients to affect growth and manage these accounts as well.
Business Development
Beacon Community Credit Union
Louisville, Kentucky
03.2016 - 10.2016
- I worked with area businesses and labor unions to bring new members into the credit union.
- I educated and communicated with our business partners, about the benefits of credit union membership, and special promotions.
- I set up sign-up events, participated in companies' benefit fairs, and presented the credit union to as many potential members as possible.
- Growing our member base to enable us to offer more services and better serve our members and community.
- Organized community outreach events to promote credit union services and benefits.
LoanPlus Client Services Manager
Spireon
Knoxville, TN
12.2014 - 11.2015
- Managed team of customer account managers to enhance client service delivery.
- Coached team on needs assessment to effectively align client needs with tailored solutions.
- Managed a book of business within the lender vertical.
- Focused on retaining existing accounts while actively pursuing and re-engaging previous clients.
- Onboarded and trained new team members while promoting continued sell-through and retention.
- Developed a cohesive and collaborative team environment that fostered trust among members and clients.
- Specialized in credit unions.
Area Account Representative
Origence (Formerly CU Direct)
Knoxville, TN
12.2011 - 07.2013
- Supplied insight and acumen essential to grow sales of loan programs, related products, and services.
- Executed strategic plans, and promotional programs, and managed sales operations.
- Contacted decision makers, defined unique requirements, and formulated custom business solutions.
- Implemented technology tools; provided training and support to client businesses.
- Utilized metrics and monitored performance, compliance, and customer satisfaction.
Sales and Service Manager
UT Federal Credit Union
Knoxville, TN
05.2010 - 06.2011
- Implementation of sales/service tasks and roles for each member-contact position and support and guide managers on coaching and support to provide a proactive selling culture.
- Maintain sales and incentive tracking program to monitor, measure, reward, and reinforce performance.
- Responsible for managing the member relationship management module (MRM).
- Serve as an expert on all sales and service-related programs, processes, tools, aids, and systems.
- Trained staff on best practices for member engagement and service excellence.
- Reviewed employee performance and provided constructive feedback to ensure optimal results.
Account Executive
Equifax
Knoxville, TN
06.1990 - 12.2006
- -Consultative sales of EQUIFAX consumer and commercial data and complementary ancillary products.
- -Increased territory sales consistently meeting goals and client expectations.
- -Territory management of financial institution clients.
- -Relationship management with C-Level as well as training and ongoing service support for all levels within the financial institutions in my territory.
- -Consulted in risk-based lending programs, consumer credit marketing programs, and portfolio review programs.
- -Managed client data being reported to the Equifax repository.
Education
Anthropology -
University of Tennessee
Knoxville, TNManagement -
Maryville College
Maryville, TNCommunication -
The University of Tennessee At Chattanooga
Chattanooga, TNSkills
- New Business Opportunities
- Sales Acumen
- Product Demonstration
- Product Training
- Defining Requirements
- Business Requirements
- External Communications
- Leadership
- Professional Services Industries
- Persuasion
Timeline
Franchise Development Support Specialist
Alliance Franchise Brands
06.2025 - Current
Keyholder-Sales
Knitwell Group- Talbots
04.2025 - Current
Franchisor Relationship Manager
FranNet
12.2021 - 12.2024
Relationship Manager
FranNet
12.2021 - 12.2024
Account Manager-Risk Management
Enrollment Management Services
03.2021 - 12.2021
Account Executive
Support EXP
07.2019 - 12.2019
Account Manager Supervisor
Tempoe
03.2018 - 07.2019
Business Development
Beacon Community Credit Union
03.2016 - 10.2016
LoanPlus Client Services Manager
Spireon
12.2014 - 11.2015
Area Account Representative
Origence (Formerly CU Direct)
12.2011 - 07.2013
Sales and Service Manager
UT Federal Credit Union
05.2010 - 06.2011
Account Executive
Equifax
06.1990 - 12.2006
Anthropology -
University of Tennessee
Management -
Maryville College
Communication -
The University of Tennessee At Chattanooga