Steven Roth
New York,NY
Summary
Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills with the ability to understand client needs and close sales. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue, and profit goals. Bringing 9 years of related experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Enterprise Business Development Representative
Condeco Software
New York, NY
01.2022 - Current
- Increased brand awareness, website traffic and sales by implementing effective marketing campaigns and strategies.
- Pursued website inquiries in specific territories to increase potential customer base.
- Expanded business through effective network development, identifying new and prospective clients.
Financial Representative
Northwestern Mutual
New York , New York
05.2021 - 03.2022
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Presented financial plans to clients based on analysis of financial status and goals.
Sales Development Representative
Bit By Bit Computer Consultants
New York City , New York
06.2019 - 03.2021
- Built and managed an accurate sales pipeline to maintain a high volume of activity, including social selling, emails, and outbound calls.
- Developed and utilized reports to assist leadership with key decisions and outperformance of operational targets.
- The identified prospect needs and develops appropriate responses along with information on suitable products and services.
- Performed cold-calling and follow-ups with leads to secure new revenue.
- Managed over 50 calls daily with existing customers and potential prospects
Client Service Representative
Hercules Inc.
New York , New York
06.2018 - 05.2019
- Coordinated client meetings to offer expert, individualized service, driving sales and boosting brand loyalty.
- Developed documentation and logs of implemented solutions and generated and submitted reports.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Marketing and Sales Coordinator
Park Avenue Hair Solutions
New York City, New York
08.2017 - 05.2018
- Compiled product, market, and customer data to forecast accurate sales and profit projections.
- Helped incorporate product changes into marketing messages to drive customer engagement and firm profits.
- Increased brand awareness by developing technical and non-technical marketing collateral and presentations, public relations campaigns, articles, and newsletters.
- Managed customer inquiries and existing clientele providing best in class service
Customer Success Manager
Oracle, Inc.
New York, NY
08.2016 - 07.2017
- Helped manage relationships between Enterprise accounts and Oracle
- Facilitated inter-departmental communication to effectively provide and improve client support.
- Completed documentation and logs each day and generated weekly reports detailing activities.
- Collaborated cross-functionally with regional and other teams nationally to maintain consistent message and experience.
Senior Certified Debt Specialist
National Debt Relief
New York City, NY
08.2013 - 06.2016
- Answered client questions about the purposes and details of financial plans and strategies.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Trained new team members on applying due diligence procedures and regulatory mandates.
- Identified and investigated variances to financial plans and forecasts by interpreting financial results.
- Built client relationships by acting as the liaison between the customer service and sales teams.
- Trained peers and management team on the internal system support and implementation plans.
Education
Bachelor of Science - Business/Marketing - 3.9 GPA
State University Of New York- Empire State
New York, NY2015
Skills
- Lead prospecting
- Strategic Planning
- Staff Training
- Revenue Generation
- Network development
- Account servicing
- Leadership
- Team Building
- Customer Relations
Certification
Life and Health Insurance Certification (Active)
Disability and LTC Certification (Active)
Timeline
Enterprise Business Development Representative
Condeco Software
01.2022 - Current
Financial Representative
Northwestern Mutual
05.2021 - 03.2022
Sales Development Representative
Bit By Bit Computer Consultants
06.2019 - 03.2021
Client Service Representative
Hercules Inc.
06.2018 - 05.2019
Marketing and Sales Coordinator
Park Avenue Hair Solutions
08.2017 - 05.2018
Customer Success Manager
Oracle, Inc.
08.2016 - 07.2017
Senior Certified Debt Specialist
National Debt Relief
08.2013 - 06.2016
Bachelor of Science - Business/Marketing - 3.9 GPA
State University Of New York- Empire State
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