Accomplished Client Relations Executive with background attracting new clients and propelling business development. Articulate and professional when interacting with leaders and decision-makers to build and nurture relationships. Collaborated with internal teams to identify opportunities, deliver information to key contacts and maintain regular communication. Expert at growing market share and sourcing new business to consistently achieve sales goals.
Overview
7
7
years of professional experience
Work History
Director of Client Relations & Marketing
Northwestern Mutual - Shawn W. Copeland
07.2020 - 01.2024
Enhanced client satisfaction by developing and implementing tailored relationship strategies.
Streamlined communication processes for improved client interactions and response times.
Increased pipeline by developing strategic campaigns and upselling opportunities, maximizing account revenue.
Implemented processes that increased interdepartmental efficiency and client/prospect engagement.
Implemented quarterly reviews to assess performance against targets and identify areas for improvement.
Served as the primary point of contact for all accounts, addressing concerns and providing timely solutions.
Coordinated cross-functional teams to deliver seamless service experiences for clients across all touchpoints.
Optimized internal workflows for efficient collaboration between Client Relations, Sales, Marketing, and Technical Support teams.
Championed process improvements based on best practices from successful projects to continuously elevate overall departmental efficiency levels.
Launched client feedback initiatives to gather insights that informed strategic direction and improvements in service delivery.
Senior Inside Account Executive
Field Squared
09.2019 - 06.2020
Developed lasting client relationships through consistent communication, understanding their needs, and providing tailored solutions.
Boosted customer satisfaction by addressing and resolving account inquiries efficiently and professionally.
Increased sales revenue by actively pursuing new business opportunities and upselling existing clients on additional products or services.
Conducted thorough research on industry trends to identify new market opportunities for growth and expansion.
Identified key decision-makers within target organizations to establish strong connections that led to successful deal closures.
Worked closely with product development teams to provide valuable feedback from clients, which informed future improvements and enhancements to our offerings.
Implemented CRM tools for better tracking of client interactions and sales activities, leading to improved forecasting accuracy.
Negotiated favorable contract terms for both the company and clients by leveraging competitive analysis insights.
Enterprise Inside Account Executive
Quark Software Inc.
06.2019 - 09.2019
Increased client satisfaction by building strong relationships and providing exceptional customer service.
Improved account retention by addressing client concerns promptly and offering tailored solutions.
Generated new business leads through strategic prospecting and cold calling.
Coordinated with technical support teams to resolve customer issues quickly and efficiently.
Managed a portfolio of accounts, maintaining regular communication to ensure ongoing satisfaction and growth opportunities.
Regularly tracked and reported on sales activity, using CRM software to provide accurate forecasts and inform management of progress towards goals.
Commercial Business Lines Specialist
Vertafore Inc.
01.2019 - 06.2019
Developed strong client relationships through consistent communication and attentive service.
Conducted product demonstrations for potential clients, showcasing features and benefits relevant to their industries.
Increased sales revenue with targeted marketing campaigns and strategic product positioning.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Conducted thorough research to identify trends and inform decision-making for business growth initiatives.
Inside Central Sales Account Manager
Vertafore Inc.
08.2018 - 12.2018
Increased sales revenue by identifying and pursuing new business opportunities within the assigned territory.
Developed and maintained long-term relationships with key clients for sustained growth.
Achieved higher client satisfaction ratings through consistent communication and problem resolution.
Collaborated with cross-functional teams to ensure seamless delivery of products and services.
Negotiated contracts with favorable terms for both the company and clients, driving mutual success.
Utilized strong analytical skills to track sales performance, making adjustments as needed to meet targets.
Analyzed market trends to identify potential areas of growth within the industry landscape.
Managed a diverse portfolio of accounts, ensuring each client received personalized attention and support.
Business Development Representative
Vertafore Inc.
06.2017 - 08.2018
Increased lead base by identifying potential customers and initiating strategic outreach.
Conducted market research to identify new business opportunities and target areas for expansion.
Collaborated closely with marketing teams to develop targeted campaigns for lead generation.
Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
Trained and mentored junior sales representatives, fostering a supportive team environment and facilitating professional growth.
Refined sales pitch techniques based on ongoing evaluation of results, continuously adapting and improving for optimal outcomes.
Maintained extensive knowledge of company products and services to provide top-notch expertise to prospects.
Developed business pipeline using cold and warm techniques.
Used SalesForce to handle current portfolio and prospective leads.
Education
Bachelor of Arts in Communication - Corporate Communication
Marquette University
Milwaukee, WI
05.2016
Skills
Account Management
Technical Proficiency
Active Listening
Decision Making
Organizational Skills
Problem Solving
Emotional Intelligence
Adaptability
Conflict Resolution
Project Management
Effective Communication
Managing Operations and Efficiency
Professional and Courteous
Business Development
Accomplishments
Ignatius Scholarship (awarded for academic achievement)
Magis Award (awarded for leadership and volunteer service)
Hobbies
I enjoy golfing, hunting, skiing, reading, cooking/baking, camping, hiking, and fishing with my fiance and dog.
Timeline
Director of Client Relations & Marketing
Northwestern Mutual - Shawn W. Copeland
07.2020 - 01.2024
Senior Inside Account Executive
Field Squared
09.2019 - 06.2020
Enterprise Inside Account Executive
Quark Software Inc.
06.2019 - 09.2019
Commercial Business Lines Specialist
Vertafore Inc.
01.2019 - 06.2019
Inside Central Sales Account Manager
Vertafore Inc.
08.2018 - 12.2018
Business Development Representative
Vertafore Inc.
06.2017 - 08.2018
Bachelor of Arts in Communication - Corporate Communication