Achieved upselling and cross-selling targets while nurturing medium-volume accounts.
Managed complete sales cycle for portfolio, overseeing pipeline origination to closure.
Created customized pricing, quotes, and contracts using online applications to fulfill client requirements.
Qualified leads in Salesforce to enhance prospecting effectiveness.
Participated in client management calls to strengthen relationships and resolve concerns.
Retained and expanded revenue within accounts through strategic engagement initiatives.
Developed insights from partner data to support business objectives and enhance success.
Documented all sales cycle activities in various CRMs, leveraging LinkedIn for target identification.
Business Development Associate
Coracle Advisory LLC
12.2021 - 06.2022
Scheduled all meetings and calls for the CEO
Maintained all records, reports, and project content
Set up potential client contacts, cultivated relationships and followed through on service needs
Managed client database to maintain accurate information
Real Estate Assistant
Woodbranch Management - Market Square Tower
07.2021 - 12.2021
Organized and maintained systems to track leads coming from social media, website and other funnels
Accessed monthly rental and sales market reports to identify rental solutions/meet clients' needs
Regional Account Manager
Cogent Communications
11.2020 - 04.2021
Met weekly sales targets and objectives for lead generation and customer appointments
Worked as part of a cross functional team, creating and maintain new customer relationships
Rapidly uncovered needs of the business owner, offered solutions, and secured follow up appointments
Associate Finance Analyst
Energy Transfer LP
08.2019 - 02.2020
Forecasted financial needs to support budget development
Determined and tracked budget expenses with accuracy and transparency
Created in-depth spreadsheets which detailed trends and forecasts for revenue, profitability, and expenses
Sales & Operations Intern
Energy Transfer LP
05.2019 - 08.2019
Provided project support to the Division Manager of Sales (Sunoco LP division) and his greater team of managers
Performed sales calls and shadowed Sales Reps in their contract negotiations with current and prospective clients; presented Sales & Operations clients to C-suite executives at Energy Transfer headquarters
Congressional District Intern
Congressman Kevin Brady
12.2018 - 04.2019
Gained experience serving constituents and organizing events for Congressman Brady
Responsible for day-to-day office operations; answered phones while providing exceptional customer service
Received letter of recommendation from Congressman Kevin Brady