Sarah Villegas
San Tan Valley,AZ
Summary
Experienced professional with over 25 years of expertise in Customer Relationship Management, Team and Sales management, Business development, and Insurance benefits. Proven track record of driving business growth through strategic planning and execution, with a focus on generating new customers and strengthening existing relationships.
Committed to helping businesses achieve their individual and business goals through effective strategies and confident decision-making.
Overview
24
24
years of professional experience
Work History
Customer Success Manager
Pendella Technology
12.2021 - 07.2023
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Created customer support strategies to increase customer retention.
- Monitored customer progress and addressed customer inquiries with timely and accurate updates.
- Conducted periodic user training sessions to support customer understanding and product feature utilization.
- Generated reports and communicated results to stakeholders to provide insights into customer success.
- Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
- Collaborated with sales and product teams to address customer success objectives.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Established team priorities, maintained schedules and monitored performance.
- Developed detailed plans based on broad guidance and direction.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Launched quality assurance practices for each phase of development
- Created and maintained comprehensive customer success documentation for internal and external use.
- Established strong relationships with key customers, resulting in increased customer loyalty.
Senior Executive Account Manager
American Fidelity
12.2011 - 07.2020
- Built maintained strong, long-lasting customer relationships
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Prepared sales presentations for clients showing success and credibility of products.
- Organized promotional events and interacted with community to increase sales volume.
- Assisted with challenging client requests or issue escalations as needed
- Negotiated contracts and close agreements to maximize profits
- Developed new business with existing clients and identified areas of improvement to meet sales quotas
- Forecasted and tracked key account metrics such as quarterly sales results and
- Prepared accurate and detailed reports on account statuses
- Oversaw customer account management, including negotiating contracts and agreements to maximize profit
- Collaborated with sales team to identify and grow opportunities within territory
- Operated as lead point of contact for all matters specific to company accounts
- Projected sales and identified less profitable areas by closely monitoring operations
- Reviewed operational records and reports to inform sales strategy
- Resolved customer complaints regarding sales and service
- Worked closely with all sales personnel to assist with routine sales and handle advanced issues
- Engaged customers to quickly identify needs, negotiate contracts and close sales
- Taught the sales team how to connect with customers and build long-term, productive relationships.
Agency Owner, Recruiter and Sales trainer
Farmers Insurance
02.2005 - 05.2011
- Increased revenue and reduced risk by enforcing company policies and improving operations
- Identified areas for expansion by analyzing market, consumer trends, and competition
- Managed business accounts by networking and communicating with crucial account decision-makers to review service delivery and explore opportunities to develop new business
- Created culture focused on customer service and satisfaction, resulting in improved customer loyalty and retention
- Met with prospective clients to present company offerings, discuss products, and showcase service solutions
- Maintained an inclusive working relationship with the Board of Directors, staff, partners, and members, emphasizing open dialogue, complete transparency, and professional rapport
- Led staff planning initiatives accounting for needs of employees and culture of organization
- Interviewed, hired, and trained department managers in using an inclusive management style
- Set and monitored objectives, performance indicators, and metrics to assess employee progress.
Regional Leader
Primerica
06.1999 - 11.2005
- Recruited over 50 new service members by connecting with the area's community to build referral pipelines
- Directed training programs to maintain and teach new recruits
- Finished all tasks and job duties, adhering to deadlines to avoid delays
- Assisted team members and managers with tasks to maintain productivity and meet project milestones
- Responsible for collecting personal data and preparing analysis profiles of clients financial security.
Education
High School Diploma -
Mission Viejo High School
Business Management
Orange Coast College
Costa Mesa, CAPersonal Lines- Life, Health, LTC, P&C
State License
Skills
- Onboarding Process
- Field Consulting
- Strategic Communication
- Account Management
- Sales Management
- Customer Needs Assessment
- Promotions and Marketing Strategies
- Pipeline Development
- Customer Relations
- Training Programs
- Customer Service
- Key Account Development
- Customer Performance Reviews
- Salesforce CRM Experience
- Staff Meetings
- Sprint Planning
- Training Webinars
- Expense Reporting
- Sales Expertise
- Product Promotion
- Interpersonal and Written Communication
- Goals and Performance
- SOP Adherence
- Territory Management
- Project Management
- Client Development
- Quota Achievement
- Schedule Coordination
- Sales and Marketing
- Employee Guidance
- Quarterly Reviews
- Campaign Support
- Networking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success isn't just about what you accomplish in your life; it's about what you inspire others to do.
Unknown
Timeline
Customer Success Manager
Pendella Technology
12.2021 - 07.2023
Senior Executive Account Manager
American Fidelity
12.2011 - 07.2020
Agency Owner, Recruiter and Sales trainer
Farmers Insurance
02.2005 - 05.2011
Regional Leader
Primerica
06.1999 - 11.2005
High School Diploma -
Mission Viejo High School
Business Management
Orange Coast College
Personal Lines- Life, Health, LTC, P&C
State License
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