Summary
Overview
Work History
Education
Skills
Timeline
Generic

Suzie Story

Alvord

Summary

Results-driven professional with over 13 years of experience in sales and client relations within the financial services sector. Proven track record of enhancing client satisfaction through effective communication and problem-solving skills. Committed to fostering team success and driving positive outcomes for clients. Seeking leadership opportunities to leverage expertise in developing high-performing teams and resolving complex challenges.

Overview

7
7
years of professional experience

Work History

Certified Debt Consultant

Achieve
Tempe
09.2021 - Current
  • - Guide clients through financial hardship with empathy, understanding, and tailored debt solutions.
  • - Frequently assist and coach peers, contributing to training efforts for new team members, and leadership development initiatives.
  • - Resolve complex client concerns while maintaining a high standard of member support and trust.
  • - Build strong rapport to uncover needs, and develop solutions that align with financial goals and personal well-being.
  • - Top performance highlight:
  • - Closed $1,119,146 in total sales, and enrolled 44 clients in a single month.
  • - Achieved a 27.8% Connect-to-Close rate, a 1.43 Alpha Score, and a 42% Demo Launch rate.

Office Manager

Flatline Construction Services LLC
11.2020 - 09.2021
  • - Spearheaded the transition to a cloud-based interoffice communication system, improving overall team efficiency by 8%.
  • - Implemented and managed a digital timecard/payroll solution, resolving payroll discrepancies quickly and accurately.
  • - Trained and onboarded 10-15 employees on new operational systems and procedures to ensure smooth adoption and consistency.
  • - Served as the primary point of contact for all internal and external communications, maintaining strong relationships with staff, vendors, and contractors.
  • - Drafted, reviewed, and maintained contracts with suppliers, builders, and customers to support ongoing project operations.
  • - Maintained and protected sensitive employee and client data, with strict adherence to privacy and compliance protocols.

Senior Acquisitions Representative

Quadient
Carrollton
08.2019 - 07.2020
  • - Drove revenue growth by acquiring new customers and identifying solutions aligned with their business needs.
  • - Consistently recognized by customers as a strong and empathetic communicator through post-service surveys.
  • - Managed and prioritized multiple high-impact projects across diverse business areas under tight deadlines.
  • - Proficiently used Oracle and CRM platforms to track customer interactions and optimize outreach strategies.
  • - Led small-group training sessions (2–3 new hires at a time), while maintaining peak individual performance.
  • - Balanced training delivery with regular responsibilities to ensure smooth team onboarding and knowledge transfer.

Sales Representative

Telvista / Verizon Connect
Dallas
06.2018 - 07.2019
  • Specialized in sales of fleet tracking systems, customizing solutions based on data-driven consultations.
  • Contributed to $1M profit increase by identifying client needs and offering tailored product recommendations.
  • Utilized strategic upselling techniques to promote complementary add-ons and service bundles.
  • Maintained strong client relationships in a fast-paced sales environment through effective inbound and outbound engagement.

Education

High School Diploma -

Corinth, TX
Corinth, TX
01.2013

Skills

  • Report building and data tracking
  • Microsoft Office 365, Salesforce, Oracle, Zoom
  • Inbound/Outbound sales and client rapport
  • Logical and analytical problem solving
  • Report building and data tracking
  • Microsoft Office 365, Salesforce, Oracle, Zoom
  • Inbound/Outbound sales and client rapport
  • Logical and analytical problem solving

Timeline

Certified Debt Consultant

Achieve
09.2021 - Current

Office Manager

Flatline Construction Services LLC
11.2020 - 09.2021

Senior Acquisitions Representative

Quadient
08.2019 - 07.2020

Sales Representative

Telvista / Verizon Connect
06.2018 - 07.2019

High School Diploma -

Corinth, TX

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