Nicholas Heldman
Middletown,OH
Summary
Hardworking Account Manager with 22 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
23
23
years of professional experience
Work History
Account Manager
General Revenue Corporation
Mason, OH
01.2020 - 01.2024
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Negotiated contracts with clients to maximize profitability.
- Conducted market research to identify potential customers.
- Analyzed client data and identified opportunities for growth.
- Developed strategies to increase revenue from existing accounts.
- Collaborated with marketing team to develop promotional materials for clients.
- Solicited feedback from customers on their experience with products or services.
- Attended trade shows and conferences as a representative of the company.
- Generated leads through cold calling activities.
- Built and maintained productive relationships with customers and internal partners.
Board Member
Ohio Bursars Association
Columbus, OH
08.2023 - Current
- Brainstormed new business policies and directed program operations.
- Identified areas of improvement in business operations and provided solutions to maximize efficiency.
- Attended board meetings and reviewed meeting agendas.
- Maintained knowledge of industry developments through research or attendance at conferences or seminars.
Sr. Client Services Representative
General Revenue Corporation
Mason, OH
06.2013 - 01.2020
- Responsible for mentoring Client Service Representatives, handling special projects, providing recommendations to enhance operational efficiencies and servicing campus-based clients.
- Conducted customer service training for new hires.
- Developed and implemented customer service policies and procedures.
- Provided technical support to customers via phone, email, and chat.
- Created reports on customer satisfaction levels and key performance indicators.
- Ensured compliance with applicable laws and regulations related to customer service.
- Maintained accurate records of all customer interactions in CRM system.
- Responded promptly to inquiries from customers about products or services.
Client Services Representative
General Revenue Corporation
Mason, OH
06.2010 - 06.2013
- Responsible for servicing clients by fostering positive relationships while adhering to servicing standards in conjunction with complying with federal, state and local regulatory laws and requirements.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Implemented strategies to increase customer retention rates.
- Coordinated with sales teams regarding client requests or concerns.
- Developed creative solutions to address complex customer problems.
Recovery Specialist, Unit Collection Manager
General Revenue Corporation
Mason, OH
04.2001 - 06.2010
- (2000 to 2003) - Collected on an installment loan portfolio that included Guaranteed Student Loans (GSL) and Stafford Student Loans, Perkins, Institutional, Accounts Receivable and Tuition debt.
- (2003 to 2005) - Managing a team of Recovery Specialists collecting on Guaranteed Student Loan (GSL) debt.
- (2005 to 2010) - Maintained current client relationships within a Business Development strategy while representing GRC throughout the country in sales meetings and billing service conferences.
Education
High School Diploma -
Farifield High School
Fairfield, OH06-1992
Skills
- Contract Negotiation
- Project Management
- Account Management
- Client Relationship Management
- Team Training
- Lead Prospecting
- Vendor Relations
- Business Development
- Customer Service
- Territory Management
- Revenue Generation
New Business Development
- Since January 2020 in the Account Manager role with General Revenue Corporation, I was able to add 164 new lines of business with existing and new customers.
Affiliations
- B
References
References available upon request.
Timeline
Board Member
Ohio Bursars Association
08.2023 - Current
Account Manager
General Revenue Corporation
01.2020 - 01.2024
Sr. Client Services Representative
General Revenue Corporation
06.2013 - 01.2020
Client Services Representative
General Revenue Corporation
06.2010 - 06.2013
Recovery Specialist, Unit Collection Manager
General Revenue Corporation
04.2001 - 06.2010
High School Diploma -
Farifield High School
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