Serena Scherrey Smith

Managed daily operations of Sky Genie, ensuring efficient task execution by subordinate staff. Provided guidance for team members for timely task completion, organized interdepartmental meetings, and developed strategies to enhance operational efficiency and reduce costs. Implemented technologies to boost workplace productivity and assisted in organizing operational structures and job responsibilities.

• Streamlined communications with vendors, distributors and customers to ensure timely order fulfillment.

• Participated in management meetings to provide updates on strategic initiatives.

• Established specific project goals to measure progress and outcomes.

• Analyzed expenditures and created financial models to inform decision-making.

Analyzed market trends to identify specific opportunities and potential markets. Directed business development, focusing on marketing expansion and revenue growth. Negotiated strategic partnerships to enhance market share and foster relationships with clients and stakeholders for successful collaborations. Attended promotional events to engage target customers and manage lead generation efforts to boost company revenue.

• Negotiated partnerships with key industry players to expand market reach.
• Organized events to enhance brand, visibility, and company visibility.
• Developed growth plans targeting key clients and priority service lines.
• Optimized profitability by cultivating a robust pipeline of prospects.

Analyze market trends to identify new business opportunities in existing and potential markets. Negotiated partnerships with key industry players, expanding market presence. Established strong relationships with clients to help expand future business opportunities for both parties. Managed the entire sales cycle, including prospecting, lead generation, and closing deals. Executed marketing campaigns to enhance brand awareness and to drive customer acquisition.

• Generated leads and capitalized on business opportunities to increase revenue.

• Collaborated with teams to forecast sales and project opportunities for profitability.

•Monitored competitor activities by gathering insights on pricing strategies and new business opportunities.

• Recommended project changes to enhance customer interest.

Developed relationships with clients to seize opportunities and pursue company growth. Cultivated relationships with high value customers ensuring top of mind awareness for early capture of emerging opportunities. Conducted thorough analysis of clients financial situations, including risk assessments, and retirement planning. Monitored client portfolios to align investments with goals and objectives, while advising on tax advantage tax-advantaged opportunities.

• Advised high-net-worth individuals on complex wealth management issues.

• Aligned with clients to identify gaps in financial strategies.

• Researched market trends to identify updated investment options.

• Prepared, quarterly performance reports detailing investment progress.

Identified new business opportunities through networking and referrals. Advised high net worth individuals on complex investment and wealth management opportunities, including trusts, estates and philanthropy. Managed relationships with external vendors, such as, accountants, and attorneys. Responded promptly to client inquiries regarding accounts and services. Consulted with clients to assist and meet their financial goals. Developed tailored, financial plans, based on clients needs and risk tolerance.

• Advised on investment portfolios, including 401(k)’s and tax-sheltered annuity products.

• Grew assets under management through referrals and new business.

• Conducted detail analysis of clients’ financial situations, including risk assessments and retirement planning.

• Analyzed potential investments, including, stocks, bonds and real estate.

Managed contract negotiations with clients and accounts to enhance profitability. Conducted market research to pinpoint potential customers and accounts and analyzed client data for growth opportunities. Resolved customer complaints promptly, while managing multiple accounts to meet deadlines. Developed strategies to boost revenue from existing accounts and presented product features and information at sales meetings, events, breakfast, lunch, and dinner meetings that are held at the hospitals and clinics.

•Negotiated contracts with hospitals and clinics, specifically affiliated with the Choctaw, Cherokee, Chickasaw, and Creek tribes to ensure that products were on formulary.

• Generated leads through cold, calling and exploring new markets.

• Developed strong and lifelong relationships with key decision-makers to increase business opportunities and to drive company growth.

• Created detailed reports on account performance for senior management.

Accountable for meeting sales objectives for the assigned cardiovascular products within my assigned market. Power ties customer targets through profiling and segmentation, executing tailored plans for each one. Promoted BMS specialty cardiovascular brands by delivering scientifically accurate messages to healthcare professionals. Supported formulary enlistment processes to ensure product availability. Demonstrated deep expertise in the marketplace, therapeutic area, products, and disease states.

• Collaborated with marketing, Medical, and access teams to align strategies and deliver on our business targets.

•Worked closely with internal team to identify and resolve. Customer needs promptly.

• Strong, analytical, communication, and relationship building skills.

Identified, developed and maintained strong relationships with key healthcare providers, hospitals, pharmacies, and systems in the cardiovascular market. Achieved and exceeded sales targets by identifying customers needs, proposing solutions, and driving adoption of Merck’s cardiovascular products and team services. Monitored competitive landscapes, track prescription pathways and adapted engagement models to meet customer needs.

• Exceptional and strong focus on customer satisfaction, market growth, and compliance.

• Strong account management and forecasting skills.

• Leadership and coaching abilities, with a customer-first mindset.