Dynamic client consultant with expertise in relationship management, sales strategies, and CRM software. Proven track record of driving project outcomes and enhancing client satisfaction.
Overview
7
7
years of professional experience
Work History
Client Consultant
IMAC/Energia Consulting
Raleigh, NC
07.2023 - Current
I build and maintain strong client relationships, serving as a trusted advisor to agency executives. Being adept at translating complex findings into clear, actionable strategies, plays an integral role in helping agencies secure optimal outcomes when preparing to go to market..
Conduct needs assessments to identify client goals and objectives effectively.
Collaborate with cross-functional teams to streamline project delivery processes.
To promote return buyers and referral contacts we all always gathering client feedback to ensure continuous improvement of services offered.
We partner with insurance agencies to expand market reach, enhance competitive positioning, and achieve operational synergies.
We work with independent insurance agencies across the United States with gross revenues from $100,000/yr to upwards of 3 million per year.
Aiming for smooth transition from a letter of Intent to due diligence then to a purchase agreement and closing date is our main objective for both the buyer and the seller.
Business Development Coordinator
Technical Assurance
05.2022 - 06.2023
My role for this company was to build new relationships and maintain a data base for the existing clients concerning their possible needs and timeline for projects. This is a nationally recognized building enclosure engineering firm, providing full-service consulting and engineering services for roof, facade, fenestration, parking garage and pavement assets.
Increased lead generation by developing and executing targeted marketing campaigns.
Developed business pipeline using cold and warm techniques, lots of phone work and emails sent out everyday.
Routinely searching for projects advertised by school systems in certain regions as well as government projects listed online
Inside Sales Associate
The Trademark Company
Raleigh, NC
01.2019 - 04.2022
As a legal services firm, we could not legally advise our clients however we did provide many filing options for trademarks as well as maintenance, comprehensive arguments for likelihood of confusion office actions trademark/logo searches and renewal services.
Utilized CRM software and internal chat to track leads, manage customer interactions, and analyze sales data.
I made a minimum of 60 outbound and inbound sales calls per day, warm leads to cold calls, responded to online chat room questions from new and existing clients as well as managing inbound and out bound emails.
I worked closely with the USPTO and had the ability to perform searches for trademarks and/ot logos using certain formulas and descriptions.
This was a base salary plus commission salary position therefore sales goals each month were expected to be met
Led weekly team meetings to review performance metrics and strategize improvements.