Summary
Overview
Work History
Education
Skills
Timeline
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Richard Walker

Los Angeles,CA

Summary

Motivated early career professional looking for an exciting opportunity to learn, grow, and make an impact. Strong interpersonal skills with the ability to build and cultivate relationships, multitask, and support multiple priorities. Valued team player willing to support wherever help is needed; eager to take the lead when the opportunity arises. Successful in leadership roles and decision-making.

Overview

2
2
years of professional experience

Work History

Account Specialist

Sunbit
08.2023 - Current
  • Train partners on how to effectively use our financing software and how to offer it to their patients/customers while managing a portfolio of 50-70 accounts
  • Achieve and exceed monthly usage goals resulting in increased revenue for both Sunbit and the partner
  • Collaborate with partners to foster strong relationships, ensuring seamless operation of Sunbit's financial services within partner businesses.
  • Actively follow up and communicate with partners through various channels to promote the use of the software within their business
  • Provide exceptional customer support by addressing inquiries, resolving account-related issues, and delivering prompt, effective solutions.
  • Generate reports related to customer accounts, partner relationships, and business processes to support management decisions.

Account Coordinator

Sunbit
11.2022 - 07.2023
  • Onboard key stake holders and decision makers at dental practices and dealerships by presenting Sunbit value and scheduling activations with Account Specialists
  • Manage and coordinate the pre-activation process for businesses who partner with us
  • Qualify accounts by asking appropriate questions and gathering data to ensure a good fit for an ideal partner
  • Generate reports related to customer accounts, partner relationships, and business operations to support decision-making.
  • Communicate with customers and retail partners through phone and email touchpoints ensuring exceptional service delivery.
  • Maintain accurate records of customer interactions, financial data, and transactions, safeguarding data integrity and security.

Sales Development Representative

ServiceTitan
10.2021 - 03.2022
  • Qualify leads, identify sales opportunities, and leverage exploratory conversations to pitch the value of the software
  • Book product demos for Account Executives and help them close deals through detailed discovery calls
  • Build a strong pipeline of customers by qualifying potential leads in assigned territory
  • Develop creative ways to engage and create positive relationships with key-decision makers and influencers
  • Enrich known accounts to the point that they are a high-quality workable lead
  • Partner with key members of the sales and marketing team to utilize target lists, call strategies and core messaging to ensure success

Education

Bachelor of Arts - Film

University of California, Berkeley
Berkeley, CA
05.2020

Skills

  • Business Development
  • Report Writing
  • Issue Investigation
  • Salesforce
  • Communication
  • Problem Solving
  • Time Management
  • Organization
  • Teamwork Flexibility
  • Billing Resolution
  • Scheduling

Timeline

Account Specialist

Sunbit
08.2023 - Current

Account Coordinator

Sunbit
11.2022 - 07.2023

Sales Development Representative

ServiceTitan
10.2021 - 03.2022

Bachelor of Arts - Film

University of California, Berkeley

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Richard Walker