Stephanie Wold
Las Vegas,NV
Summary
Experienced sales professional with expertise in client relationship management, sales strategies, and contract negotiation. Applies a customer-centric approach to boost client retention and satisfaction, leading to long-term partnerships and revenue growth. Demonstrates a track record of cultivating strong relationships and delivering measurable results.
Overview
15
15
years of professional experience
Work History
Account Manager
Liberty Heating and Air
01.2024 - Current
- Manage customer data in Service Fusion, boosting revenue and reducing costs
- Provide tailored commercial repair quotes, meeting customer needs
- Enhance CRM database for improved data management and operational efficiency
- Coordinate logistics with vendors and customers for seamless service delivery
Sales Advisor
Point Break Financial
01.2024 - 07.2024
- Provided expert product knowledge to customers, leading to informed purchasing decisions and increased satisfaction levels.
- Increased sales by establishing rapport with customers and identifying their needs.
- Increased sales by offering advice on purchases and promoting additional products.
- Handled difficult situations professionally by addressing customer complaints and finding mutually beneficial solutions, preserving long-term relationships.
Customer Escalations and Account Management
Freedom Forever
01.2023 - 07.2024
- Resolve escalations swiftly, enhancing customer satisfaction and retention
- Deliver precise solutions, ensuring service excellence and customer trust
- Enhance chat systems, boosting user experience and service reach
- Analyze issues, create tailored solutions to prevent recurrence
- Improve retention with effective problem-solving and service delivery
Marketing and Sales Account Management
ICE Heating and Cooling
01.2022 - 01.2023
- Managed customer data in Service Titan, boosting revenue and cutting costs
- Implemented lead generation strategies, expanding customer base
- Generated consistent sales of products and services
- Upgraded databases, improving data management efficiency
- Streamlined account management, enhancing client relationships
Customer Support and Account Management
Geotil
01.2021 - 01.2022
- Managed key accounts, enhancing client satisfaction and retention
- Updated CRM, sharing insights for strategic decisions
- Built strong client relationships, addressing needs proactively
- Provided data-driven insights for account growth strategies
Communication Manager
Charles Schwab
01.2015 - 01.2019
- Managed client conversions, boosting satisfaction and efficiency with strategic planning
- Developed project plans, aligning stakeholder goals and timelines for seamless transitions
- Communicated effectively with clients, maintaining strong relationships and meeting deadlines
- Led vendor negotiations, optimizing resources for timely project updates and smooth launches
Senior Marketing Coordinator and Project Manager
Transamerica Capital, Inc.
01.2010 - 01.2015
- Drove project success, increasing team efficiency and improving marketing collaboration
- Enhanced task plans, boosting productivity and ensuring timely material updates
- Managed marketing updates, facilitating effective communication with sub-advisers
- Coordinated cross-functional teams, achieving measurable improvements in marketing
- Optimized project workflows, significantly reducing update turnaround times
Education
Bachelor's Degree - English
University of Colorado
Denver, CO01.2013
Skills
- Project Management
- Customer Support
- Account Management
- Vendor Communications
- Content Creation
- Marketing
- Sales
- Compliance
- Production Management
Timeline
Sales Advisor
Point Break Financial
01.2024 - 07.2024
Account Manager
Liberty Heating and Air
01.2024 - Current
Customer Escalations and Account Management
Freedom Forever
01.2023 - 07.2024
Marketing and Sales Account Management
ICE Heating and Cooling
01.2022 - 01.2023
Customer Support and Account Management
Geotil
01.2021 - 01.2022
Communication Manager
Charles Schwab
01.2015 - 01.2019
Senior Marketing Coordinator and Project Manager
Transamerica Capital, Inc.
01.2010 - 01.2015
Bachelor's Degree - English
University of Colorado
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