Results-driven customer management professional with extensive experience in customer relationship building. Known for consistently achieving high client satisfaction and retention. Valued for strong team collaboration and adaptability to changing needs, with expertise in strategic account management and problem-solving.
Overview
25
25
years of professional experience
Work History
Financial Planning
Northwestern Mutual
Birmingham , AL
01.2023 - Current
Financial planning for medium to small business
Individual and family planning
Heavy focus on developing retirement plans, investments, Disability Insurance.
Helps clients achieve their financial goals by providing personalized financial planning, including insurance and investment advice
Managed budgets, reducing operational costs through careful financial planning and monitoring of expenses.
Enhanced client satisfaction by providing personalized financial planning and investment advice.
Maintained meticulous financial records, enabling accurate budgeting and financial planning.
Customer Account Manager
Nestle Sales Organization
Birmingham, AL
01.2023 - 04.2025
Managed 5 retailers and supported 5 divisions w/ in NSO selling activities.
Managed customer accounts, ensuring timely resolution of inquiries and issues.
Expanded shelf space 2x over in 4 categories.
Highest growth in Sales and RATF
Developed strong relationships with clients, enhancing retention and satisfaction levels.
Monitored and tracked campaigns to determine effectiveness and future changes.
Analyzed customer data to identify trends and inform strategic account decisions.
Collaborated with cross-functional teams to streamline processes.
Conducted regular account reviews to assess performance and identify growth opportunities.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Championed collaboration and communication within the team, resulting in a more cohesive approach to account management and broader organizational success.
Exceeded sales targets by strategically targeting key decision-makers within prospective client organizations.
Delivered exceptional service levels by prioritizing prompt response times and problem-solving abilities.
Reduced churn rate through proactive relationship-building efforts, ultimately increasing overall profitability of the organization.
Boosted company revenue by identifying upselling opportunities and promoting additional products or services to clients.
Negotiated prices, terms of sales and service agreements.
Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Led negotiations for contract renewals, ensuring favorable terms for both customers and organization.
Field Sales Manager
Nestle Retail Services
Birmingham, AL
02.2020 - 01.2023
Led 12 FSRs to achieve revenue targets through strategic planning and execution.
Developed and implemented training programs to enhance team performance and product knowledge.
Analyzed market trends and competitor activities to inform sales strategies and decision-making.
Utilized CRM systems to track sales performance, client interactions, and pipeline management effectively.
Conducted regular performance reviews, providing feedback and guidance to optimize team effectiveness.
Spearheaded initiatives for process improvements that streamlined operations and enhanced productivity across regions.
Increased territory sales by developing and implementing effective sales strategies.
Expanded market share with targeted marketing campaigns and strategic product placements.
Organized regional trade shows and events, showcasing company offerings to potential clients.
Led a high-performing sales team, providing coaching and support for continued success.
Cultivated a positive work environment that fostered collaboration and open communication, resulting in increased team cohesion and productivity.
Launched initiatives aimed at boosting employee morale, resulting in higher retention rates among the team members.
Cultivated cross-functional partnerships with sales and support teams to achieve commercial and departmental objectives.
Conducted regular performance evaluations of team members, fostering an environment of continuous improvement.
Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
District Sales Leader
Nestle Sales Organization
Lawrenceville, GA
03.2019 - 02.2020
I led 20 coached, lead, developed and trained a direct sales team to improve the in-store results for Nestlé DSD.
Managed daily operations of sales team, developing, growing, and maintaining business relationships with key accounts (Kroger, Publix, Dollar General and Wal-Mart) achieving and exceeding sales volume targets while managing cost and productivity, staffing sales team, training and developing new employees.
Additionally- given the opportunity/responsibility to lead, train and develop NSDP's and DSLD's.
Other key responsibilities include leading the Atlanta area safety frontline safety calls.
Region Office
Increased overall district sales by 75% by developing and implementing effective sales strategies.
Regional Operations Manager/ Route Sales Manager/Regional Field Sales Manager
Arctic Express
Tampa , FL
03.2013 - 03.2019
Managed team of 33 professionals, 21 route sales reps, 10 operations/ warehouse employees and 2 field sales reps
Compiled and synthesized relevant business data such as financial, performance, AUM and headcount forecasts.
Offered feedback to SLT teams on the effectiveness of strategies, selling programs and initiatives.
Led cross-functional teams to implement strategic initiatives, driving efficiency and improving service delivery standards.
Streamlined operational processes, enhancing productivity and reducing turnaround times across multiple regional sites.
Coached and mentored 35 staff members by offering constructive feedback and talking interest in their long-term career growth.
Established knowledge-sharing processes for 35 associates throughout the organization.
Account Executive SMB/Chain
Nestle DSD/(DGIC)
Tampa , FL
10.2000 - 03.2013
Responsible for developing and maintaining $10-$15 million in new business with chain accounts, as well as c-stores, small grocery chains and food service.
Build and maintain strong relationships with customers and top decision makers for 33 chain accounts to maximize revenue opportunities.
Develop, execute ad achieve the full year volume plan for each existing account by utilizing tools such as IRI and Nielsen and other information systems to increase our space on all categories/ brands.
Train and motivate route sales representatives to achieve excellence in customer service and top sales performance.
Implemented CRM systems to streamline communication and tracking of client interactions, improving workflow efficiency.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Negotiated contracts successfully, securing favorable terms for both the company and clients.
Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
Key achievements: achieved 125% (capped) sales goal for 2009, 2010, 2011 and 2012, consistently ranked as one of the top performers nationally.
Cultivated strong client relationships to enhance customer satisfaction and loyalty.
Education
Business Marketing
Saint Leo University
St Leo, FL
01-2016
Attended - Legal Studies/ Criminal Justice
University At Buffalo
Amherst, NY
01.2001
Associates - Legal Studies/ Criminal Justice
Erie Community College
Amherst, NY
01.1999
Skills
Team leadership and communication
Cross-departmental collaboration
Proven track record in category development
Brokerage management
Budget management
IRI and Nielsen analysis
SAP and Power BI proficiency
X-tel proficiency
Osprey expertise
Timeline
Financial Planning
Northwestern Mutual
01.2023 - Current
Customer Account Manager
Nestle Sales Organization
01.2023 - 04.2025
Field Sales Manager
Nestle Retail Services
02.2020 - 01.2023
District Sales Leader
Nestle Sales Organization
03.2019 - 02.2020
Regional Operations Manager/ Route Sales Manager/Regional Field Sales Manager