Accomplished Senior Account Executive with 10 years in Promotional Products. Committed with demonstrated success in sales, customer relations and prospecting. Ambitious and dedicated leader with experience training and mentoring new team members.
Overview
15
15
years of professional experience
Work History
Senior Account Executive
Overture Promotions, LLC
02.2020 - Current
Onboard new customers and create implementation schedules for successful customer and program setup
Create custom curated presentations based on clients’ needs and branding requirements
Manage program setup for all web stores including Client Supplied Inventory Transition, new item setup and SKU creation, and initial inventory needed for program launch
Process purchase orders to vendors for drop ship, special order, and inventory orders
Work with customer to promote marketing initiatives that align with client’s events and seasonal spend
Drive webstore sales by leveraging e-blasts, Limited Time Offers, and other promotions
Analyze inventory programs to identify slow moving inventory and items with low sales or margins, and work with customer to discontinue products as needed to reduce inventory levels and ensure program has strong sales volume and profitability
Review existing programs regularly to ensure accurate pricing and adjust item pricing and purchasing details as needed
Lead Team Weekly Meetings, Internal Status Calls, Team Weekly 1-on-1s, and Client Facing Meetings as needed
Collaborate with internal departments to resolve issues and improve internal processes
Reconcile Team Open Order Reports, Sample Account, and Corporate Credit Card Expenditures
Document team specific internal processes and streamline processes as needed
Design and complete client reporting to satisfy monthly, quarterly, end of year and ad hoc reporting needs
Manage and mentor sales team
Enterprise Account Executive
IPromo
04.2019 - 02.2020
Corporate Webstore Solutions Expert
Built and cultivated healthy pipeline of customers interested in partnering with company.
Asked appropriate questions to identify prospects' needs and pinpoint solutions for best fit.
Generated new contacts through networking and cold calling.
Articulated and demonstrated product concepts and offerings to clients in easily understandable terms.
Worked with service and project management departments to provide total support to clients.
Developed creative solutions to meet individual client needs.
Demonstrated products, responded to questions, redirected concerns and overcame objections to close sales.
Prospected new clientele through networking, cold calling, canvassing and referrals.
Identified client business needs by gaining understanding of goals, objectives and processes.
Strengthened customer relationships with proactive and collaborative approach to managing needs.
Communicated between internal and external stakeholders, clients and vendors.
Sales Account Manager
Overture Premiums & Promotions
01.2016 - 04.2019
Managed sales team of 8 people, generating sales of over $10 Million Annually
Resolved issues and informed senior leadership when appropriate
Member of Enterprise Resource Planning (ERP) System Transition Committee and Netsuite Implementation
Team
Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
Anticipated clients' needs by staying in touch on regular basis.
Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
Created proposals for new and repeat customer business transactions.
Trained peers and management team on internal system supports and implementation plans.
Sales Account Coordinator
Overture Premiums & Promotions
01.2013 - 01.2016
Created custom marketing campaigns based on client’s budget, quantity needed, delivery date needed, event
theme, and delivery location
Managed all National Rollout Campaigns from initial product selection, issuance of purchase orders, domestic and overseas production, receiving and QCing of inventory, EDI Sales Order Transmission and Reporting, and program fulfillment and logistics
Implemented new customer web stores and manage all customer interaction from initial layout design through User Acceptance Testing (UAT), with additional support management upon program going live
Managed importing and exporting of various commodities from countries around the world with a primary focus on US, China, and the UK
Scheduled LTL, full truckload, and intermodal shipments via various carriers
Processed B2B and B2C sales orders via various web platforms and the internal software system (ProfitMaker)
Reconciled corporate credit card, freight bills, team sample account, and other incurred team expenditures on weekly, monthly, and annual basis
Created training manual and all team SOPs and onboarded all new incoming team members
Performed data analysis and create custom reporting as needed
Designed and created customers’ initial End of Year Rebate Report, and complete annually
Attended client meetings and presentations as needed
Web Program/Fulfillment Coordinator
Overture Premiums & Promotions
04.2012 - 12.2013
Elevated customer experience by providing remarkable customer support via email, phone, and Bold Chat
Resolved customer service issues due to item(s) damaged in transit, incorrect item(s) received, order not being received by requested in hand date, orders lost in transit, billing issues, or any other general customer complaint
Imported and processed webstore orders for over 20 different web programs and coordinated with warehouse team to ensure orders ship correctly and on time (i.e. Blue Crosse Blue Shield Walking Works Program, Camden Properties, and NAPA)
Analyzed all orders to ensure that each ship method would meet the requested delivery date based on the
transit time, and reached out for client approvals when expediting was absolutely necessary
Notified customers of any backordered items and provided them with an updated delivery timeline or offered a replacement item when appropriate
Created and formatted tracking and inventory reports as needed
Medicare Lien Analyst/Accounting Assistant
Cascino Vaughan Law Offices
06.2009 - 05.2011
Managed databases which tracked the Medicare Review status of over 3,800 clients
Reviewed incoming settlement checks and processed client disbursement payments
Compiled data for monthly Escrow transfers
Resolved billing issues with medical providers for clients
Processed payroll for all employees
Completed submission of the Unclaimed Property Report to respective states
Maintained correspondence with clients, medical providers, other firms, etc
Intern; Sales Incentive/Revenue Recognition Dept
CareerBuilder
06.2008 - 12.2008
Consolidated and updated sales representative statements
Reconciled variances between estimated sales commissions vs. actual
Processed monthly bonus accrual file and month end account reconciliation
Completed audit of individual commission statements vs. companywide financial performance
Compiled sales contract information for the audit team
Analyzed compensation plan and evaluated the financial impact on the P/L
Executive Office Assistant
IQ Investments
06.2007 - 12.2007
Managed and maintained appearance of office on day to day basis
Scheduled day and monitored progress throughout
Provided customer service and general knowledge to client’s inquiries
Compiled information of new leads
Managed phone responsibilities such as receiving calls, taking messages, and confirming scheduled appointments
Education
Bachelor of Science - Accounting, Commerce
DePaul University
Chicago, IL
06.2009
Skills
Sales Reporting
Customer Relationship Management
Account Servicing
Verbal and Written Communication
B2B Sales
Order Management
Reporting Expertise
Customer Satisfaction
Timeline
Senior Account Executive
Overture Promotions, LLC
02.2020 - Current
Enterprise Account Executive
IPromo
04.2019 - 02.2020
Sales Account Manager
Overture Premiums & Promotions
01.2016 - 04.2019
Sales Account Coordinator
Overture Premiums & Promotions
01.2013 - 01.2016
Web Program/Fulfillment Coordinator
Overture Premiums & Promotions
04.2012 - 12.2013
Medicare Lien Analyst/Accounting Assistant
Cascino Vaughan Law Offices
06.2009 - 05.2011
Intern; Sales Incentive/Revenue Recognition Dept
CareerBuilder
06.2008 - 12.2008
Executive Office Assistant
IQ Investments
06.2007 - 12.2007
Bachelor of Science - Accounting, Commerce
DePaul University
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