Peyton Mitchell
Dallas
Overview
8
8
years of professional experience
Work History
Product Manager / Data Analyst
Inspirecorps
12.2023 - Current
- Led migration from Zoho CRM to Monday CRM.
- Produced weekly, monthly, and quarterly sales figures.
- Presented weekly, monthly, quarterly numbers at team meetings.
- Compiled product and customer data to generate informed profit projections.
- Communicated effectively with team members to deliver updates on project milestones and deadlines.
- Developed product documentation to communicate upcoming features and products to internal teams.
- Collaborated with sales teams to develop effective training materials that drove increased product knowledge among staff members, resulting in higher close rates.
- Coordinated design meetings and decisions with internal departments and teams.
- Analyzed metrics to measure product performance.
- Improved product functionality with innovative design solutions, resulting in increased sales conversions.
Medicare Service associate
Fidelity investments
07.2021 - Current
- Manage daily analytics report extracting data from customer applications to provide operations team with better insights to drive customer engagement
- Led internal initiatives across multiple teams such as sales, operations and communications to create better internal processes while enhancing client experience
- Coordinate meetings with Medicare executives and private investing clients to discuss potential healthcare plans; provide administrative support to Medicare agents
- Meet with new clients to gather relevant information on their current healthcare plans, prepare executives with client background in effort to provide best Medicare offering Proposed and implemented job shadowing for Service Department
- Shadowed Salesforce Product team to learn Jira and Agile practices
- High net worth client administrator managing clientele in a fast-paced constantly evolving health care market
- Passionate in client experience
- Looking for the next step to continue building on top of the skills I currently possess
- Led end to end story creation in Jira for salesforce user experience.
Sales Development Representative
Operatix
03.2021 - 07.2021
- Oversaw sales development for European cybersecurity company looking to expand into North American market; qualified sales leads for new business opportunities before handoff to Sales
- Collaborated with sales executives to create effective outreach strategy and identify opportunities in marketplace; conducted high volume of outreach, averaging 150+ calls per day and 100+ emails, to build quality pipeline for Sales organization
- Frequently interacted with senior-level executives to discuss current cybersecurity strategy and schedule demos; consistently met monthly quota.
Medicare Manager
Health IQ
08.2020 - 03.2021
- Advised clients on customer plans and provide options for additional benefits; handling 80-100 inbound calls answering questions regarding Medicare Services
- Guided clients through the entire application process for supplemental and advantage plans helping them understand benefits detail and drawbacks of current and prospective plans
- Obtained Health and Life license for continental U.S.
Sales Supervisor
Lenscrafters
02.2016 - 07.2020
- Evaluated associate performance and implemented performance development programs
- Assisted human resources department with associate interviewing and onboarding processes
- Investigated and resolved customer concerns in a timely manner to increase customer retention.
Education
Business Administration -
College of Dupage, Glen Ellyn
08.2015
Skills
- Client Service
- Marketing
- Communication
- Project Management
- Cross-Functional Teamwork
- Analytics and Reporting
Timeline
Product Manager / Data Analyst
Inspirecorps
12.2023 - Current
Medicare Service associate
Fidelity investments
07.2021 - Current
Sales Development Representative
Operatix
03.2021 - 07.2021
Medicare Manager
Health IQ
08.2020 - 03.2021
Sales Supervisor
Lenscrafters
02.2016 - 07.2020
Business Administration -
College of Dupage, Glen Ellyn
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