Stephanie Tessman

• Sales division growth in revenue by 2 million in 4th quarter 2023.
• Educated clients about the impact of life events on their taxes, helping them make informed decisions.
• Streamlined operational processes with the integration of innovative technologies, reducing overall costs.
• Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
• Contributed to a positive work environment through proactive collaboration and effective communication with colleagues.
• Collaborated with stakeholders to ensure alignment between business objectives and growth initiatives.

• Consulted with customers to assess needs and propose optimal solutions.
• Managed day-to-day business operations.
• Evaluated suppliers to maintain cost controls and improve operations.
• Prepared bank deposits and handled business sales, returns and transaction reports.
• Assisted in recruiting, hiring and training of team members.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

• Unicorn Fintech Startup specializing in tax credit.
• 13th Account Executive to be hired
• Promoted at 10 months by exceeding month over month conversion goals
• Averaged $15 million in closed contracts monthly helping small and medium sized businesses claim money to remedy covid impacts
• Recognized as 2022 F.I.R.E Champion Award Recipient which stands for Fun. Integrity. Resilience. Excellence.
• Consulted business owners including lawyers, accountants, payroll executives
• Worked with high profile multimilion dollar clients
• Negotiated contract language and fees
• Expert in selling value proposition, asked to coach colleague and leadership to improve client relationships
• Scale of business growth in 1st year was 1000 to 26000 files completed
• Led teams of 10-25 account executives
• Managing 500 lead team pipeline
• Attended Conference for networking and lead sourcing
• Collaborated with product and marketing to provide feedback, pilot products and created content for clients
• Interviewed for articles and televised commercial

• Fintech Startup Providing Lending Technology Solutions specializing in Residential Home Equity,supporting commercial lending
• Used PipeDrive CRM to manage region
• Region included Midwest- 96 Credit Unions
• Working with assigned SDR, added 1-2 new accounts every month
• Onboarding, training and managed through phone and Gong Video Calls
• Facilitated workshops and webinars to educate customers on product features and benefits.
• Worked along side production developers to test, pilot, manage new products and implement into credit union lending processes
• Monitored customer feedback and generated reports to identify areas of improvement.
• Participated in industry events and trade shows to promote products and services.
• Achieved goals for sale of financial products and services and exceeded performance metrics for customer service.
• Sold, Managed, Serviced, Resolved all needs for my territory
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans including CEO, Board Members, COO, CFO, etc.

● Leading Teams Of 6-17 nationally licensed sales and retention insurance agents that led innovative initiatives such as amazon car echo, toyota and ford integrated application

• Department Reached 1st Ever 1 Million (Dwp) 2018, Leading Team With Highest (Dwp) While Department Reached 2 Million 1st Time Ever 2019 Organized Sales Event That Produced Best Sales Day Out Of Prior 6 Months
• Hire, Train And Develop New Associates, Lead Live Call Training Environment, Design
• And Facilitate Materials For Personalized Delivery
• Deep Dive With Team Into Daily Results, Time Management, Calls Taken,
• Production, Sales Written
• Collaborate With Project Managers, Support By Gathering Data And Feedback, Report Findings For Project/Pilot Initiatives
• Resolve Complaints By Listening To Customer Concerns, Leveraging Network And
• Resources To Provide Excellent Service While Advocating For Customers.Launched new product lines, boosting brand awareness and revenues within competitive markets.
• Delivered high-impact sales presentations to executives, highlighting team results and annual goal impact
• Achieved sales goals and service targets by cultivating and securing new customer relationships.