Established Account Executive gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
12
12
years of professional experience
Work History
Virtual Account Executive
Vizient Inc
09.2024 - Current
Designed and executed targeted sales initiatives to achieve revenue growth within a defined territory.
Cultivated and maintained strong relationships with providers, distributors, and vendors to enhance collaboration and drive business success.
Built and managed a dynamic sales pipeline, resulting in measurable revenue growth and market expansion.
Conducted comprehensive business reviews and participated in strategic planning sessions with key stakeholders to align objectives and strategies.
Partnered with supply vendors to conduct joint sales calls, identifying cost-saving opportunities and enhancing client value.
Analyzed data to create actionable business plans, driving contract penetration and presenting insights during client business reviews in collaboration with sales leadership.
Educated prospective and current providers on enterprise partnerships, showcasing the value of offerings and services to strengthen client engagement.
Increased contract utilization for existing clients by identifying improvement opportunities through field and phone-based sales efforts.
Delivered cost-saving analyses (e.g., pricing and benchmarks) to support provider recommendations and implement effective contract solutions.
Oversaw sales documentation processes, ensuring accurate and timely completion of key materials, such as Letters of Commitment (LOCs) and Participant Agreements (PAs).
Maintained detailed records of sales activities and account management within Salesforce, including account plans and sales pipelines.
Senior Implementation Advisor of National Accounts
Vizient Inc
07.2022 - Current
Manages a portfolio of national accounts, ensuring exceptional service delivery and fostering long-term relationships
Handle price discrepancies and implement strategies to minimize pricing gaps, resulting in improved revenue and customer satisfaction
Review contract requests and develop customized offers to meet specific customer needs and business objectives
Prepare contracts, forms, and notices in compliance with contracting guidelines and legal requirements
Correspond with sales representatives to resolve contract issues promptly and effectively
Coordinate contracts throughout their lifecycle, including system setup, records retention, pricing setup, roster management, letters of commitment, and renewals
Worked cross-functionally with teams and learning their functions such as ENVI, analytics, and others, ensuring seamless coordination and alignment of efforts to provide a better account support
Directed a project focused on modernizing the Group Purchasing Organization (GPO) to drive process improvements, providing customers, suppliers, and distributors with more accurate and up-to-date information, ultimately enhancing overall efficiency and satisfaction
Staff Implementation Advisor/Operations
Vizient
01.2020 - 07.2022
Cultivated and maintained strong relationships with both large and small accounts, ensuring exceptional service delivery and fostering long-term partnerships
Facilitated the onboarding process for new customers, including managing required paperwork and conducting thorough roster reviews, resulting in smooth transitions and enhanced customer satisfaction
Effectively managed multiple accounts and sales representatives to address diverse customer needs, ensuring alignment with organizational goals and objectives
Presented detailed cost analysis reports to customers, providing valuable insights, and fostering transparency in business relationships
Played a key role in problem-solving pricing discrepancies, collaborating cross-functionally to resolve issues promptly and maintain pricing integrity
Proactively tracked opportunities to ensure anticipated revenue was realized, contributing to the achievement of sales targets and business objectives
Collaborated with suppliers and distributors to strengthen relationships and optimize processes, enhancing overall operational efficiency and effectiveness
Assisted in the onboarding and training of new team members, sharing knowledge and best practices to facilitate their integration into the organization
Implementation Associate/Operations
Vizient Inc
01.2019 - 01.2020
Fostered strong partnerships with members, sales teams, distributors, and suppliers, ensuring collaborative efforts to meet and exceed customer expectations
Successfully executed contracts for large member groups, leveraging expertise in contract management and negotiation
Served as subject matter expert (SME) in reviewing and understanding contract requirements, restrictions, and terms, ensuring compliance, and maximizing value for stakeholders
Resolved contract-related disputes and pricing discrepancies through proactive communication and problem-solving, maintaining strong relationships and ensuring contract integrity
Assisted in navigating membership changes to optimize contract connections and enhance member satisfaction
Conducted member roster reviews, cleanups, and updates, including comprehensive research on HIN/DEA information, ensuring accurate and up todate records
Provided SME support to educate stakeholders on the connection process, promoting understanding and alignment with organizational objectives
Supported the onboarding process for new team members, offering guidance and assistance to facilitate their integration into the organization
Established and nurtured relationships with distributors and suppliers, fostering collaboration and mutual success
Communicated connection outcomes effectively with the sales team, facilitating transparency and alignment in business operations
Escrow Assistant
Stewart Title of Sacramento
04.2015 - 11.2018
Collaborated closely with Escrow Officers to verify and electronically translate Real Estate and Lender Contracts for customers, ensuring completeness, accuracy, and identifying areas for improvement
Played a pivotal role in generating over $500k in annual commissions by efficiently closing a high volume of real estate transactions, demonstrating exceptional organizational skills and coordination across multiple stakeholders
Conducted troubleshooting of errors to identify discrepancies in financial transactions and data, liaising with relevant parties to resolve issues promptly and ensure system integrity
Managed the secure distribution of funds between buying and selling parties, organized audits, and generated necessary legal documents while meeting multiple simultaneous deadlines
Scheduled and facilitated appointments for signings between notaries and buyers or sellers, ensuring seamless transaction processes and client satisfaction
Provided backup support as an Escrow Officer when necessary, demonstrating versatility and reliability in maintaining operational continuity
Managed retroaction and distribution of excess funds on closed files, maintaining accuracy and compliance with regulatory requirements
Data Entry Analyst
North American Title Company
11.2012 - 04.2015
Distributed funds to appropriate parties at closing, ensuring accuracy and compliance with regulatory requirements
Entered contract details into the system and managed the ordering of invoices for payment to each entity, maintaining meticulous records and financial transparency
Collaborated effectively with multiple departments to facilitate the closing of business transactions, fostering cross-functional teamwork and timely completion
Coordinated and delegated tasks within the team to optimize workflow distribution and expedite project completion, ensuring adherence to deadlines and quality standards
Liaised with escrow branches to confirm instructions on assigned tasks, fostering clear communication and alignment across locations