Patti Small

Met with Potential New Clients via phone and zoom to identify their needs and present the appropriate services.

• Upsold clients by suggesting additional or upgraded services.
• Established effective communication channels with clients.
• Documented all interactions with customers in the CRM database system.
• Asked probing questions to determine service needs and accurately input information into electronic systems.

• Displayed strong telephone etiquette, effectively handling difficult calls.
• Coordinated with other departments to ensure efficient workflow processes.
• Exercised versatility in fast-paced, agile work environments.
• Balanced competing priorities through deliberate project and time management practices.
• Identified needs of customers promptly and efficiently.

• Developed and maintained relationships with clients to ensure satisfaction.
• Coordinated with internal teams to develop solutions for client needs.
• Conducted regular meetings with customers to discuss their requirements.
• Generated new sales leads through customer referrals and follow-ups.
• Documented all interactions with customers in the CRM database system.
• Asked probing questions to determine service needs and accurately input information into electronic systems.

• Conducted market research to identify new opportunities and develop target customer profiles.
• Generated leads through cold calling, networking events, referrals.
• Created customized presentations for prospective clients based on their needs.
• Attended industry trade shows to promote company products and services.
• Responded promptly to customer inquiries via phone or email.
• Adhered strictly to all applicable laws governing business operations in assigned territory.
• Conducted site visits to assess needs, demonstrate products and recommend strategic solutions for customer requirements.
• Researched potential clients, identified decision makers and developed relationships with them.