Summary
Overview
Work History
Education
Skills
Certification
Timeline
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TAYLOR COLTON

Dallas,TX

Summary

Experienced account manager with four years of experience in enterprise and mid-market client relations. Skilled in driving revenue growth and client retention through effective communication and strategic planning. Proficient in CRM systems and contract negotiation, with a focus on aligning business solutions with client needs.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Enterprise Account Manager

Utility Connect
The Colony, TX
12.2023 - 03.2025
  • Helped build out the company's B2B division from the ground up, establishing scalable processes for onboarding, discovery calls, and long-term account growth in a small business environment.
  • Conducted discovery calls with prospective clients to uncover goals, tailor solutions, and position Utility Connect's offerings for maximum business impact.
  • Managed a portfolio of 33 mid-tier and 4 enterprise accounts, contributing to over $5M in annual revenue through strategic planning and consultative account management.
  • Increased client retention by 25% through targeted onboarding, training programs, and continuous value demonstration, driving a company-wide Google rating improvement to 5 stars.
  • Led data-informed re-engagement efforts on legacy accounts, boosting KPI performance and product utilization.
  • Acted as a trusted advisor to executive stakeholders, aligning customer goals with strategic roadmaps and cross-functional delivery teams.
  • Directed key contract negotiations and renewals, representing the company at industry expos and solidifying long-term partnerships.
  • Spearheaded resolution of complex issues across accounts ranging from 100 to 175,000 users, ensuring high satisfaction and retention.

Senior Account Manager

LendSure Mortgage Corp
Atlanta, GA
06.2021 - 12.2022
  • Cultivated high-value relationships with brokers and borrowers, improving loan closure rate by 30% and overseeing the successful close of 156 loans.
  • Led a team of Account Executives to exceed goals, closing $15.3M in loans in 2023.
  • Implemented a comprehensive Pre-Closing Disclosure checklist that accelerated timelines and enhanced client satisfaction.
  • Ensured document integrity and regulatory compliance across loan products (Non-QM, DSCR, Jumbo), enhancing operational reliability.
  • Collaborated with product and compliance teams to optimize internal workflows and improve client-facing communications.

Loan Opener & Client Support Specialist

Parkside Lending LLC
San Diego, CA
03.2020 - 05.2021
  • Verified accuracy and compliance of all application and supporting documents, enabling faster processing.
  • Delivered clean data sets and documentation to underwriters, reducing turnaround time.
  • Used OCR tools (Androittek MortgageClas) to streamline LendingQB field population, increasing throughput.

Front Desk Coordinator

Methodist McKinney Hospital Greater Therapy
McKinney, TX
03.2018 - 09.2020
  • Reduced patient registration errors by 25% by redesigning intake procedures.
  • Maintained daily financial reconciliation, and oversaw charge/data entry across seven clinics.
  • Communicated with physicians regarding patient progress to ensure continuity of care.
  • Contributed to SOP development that improved front-office efficiency and patient satisfaction.

Front Desk Receptionist and Physical Therapy Tech

Family Medicine at Willowbend
Plano, TX
08.2015 - 02.2018
  • Prepared patient charts for each visit, ensuring accuracy and readiness.
  • Entered charges for physical therapy and physician services efficiently.
  • Verified insurance details to facilitate smooth billing procedures.
  • Screened incoming and outgoing calls, addressing inquiries promptly.
  • Executed physical therapy procedures as directed by physicians and supervised by qualified therapists.
  • Administered therapeutic exercises, massage, heat, and electrical modalities to enhance patient recovery.

Education

Bachelor of Science - Business

Collin Community College
Dallas, TX

Skills

  • Strategic account management
  • Client success and retention
  • Consultative sales and revenue expansion
  • Cross-functional collaboration
  • KPI reporting and data storytelling
  • Healthcare and SaaS familiarity
  • CRM proficiency: Salesforce, HubSpot, Zendesk, and Encompass
  • Operations leadership
  • Product adoption and engagement
  • Stakeholder relationship building
  • Contract negotiation and renewals

Certification

  • HubSpot CRM Certification
  • Salesforce CRM Training

Timeline

Enterprise Account Manager

Utility Connect
12.2023 - 03.2025

Senior Account Manager

LendSure Mortgage Corp
06.2021 - 12.2022

Loan Opener & Client Support Specialist

Parkside Lending LLC
03.2020 - 05.2021

Front Desk Coordinator

Methodist McKinney Hospital Greater Therapy
03.2018 - 09.2020

Front Desk Receptionist and Physical Therapy Tech

Family Medicine at Willowbend
08.2015 - 02.2018

Bachelor of Science - Business

Collin Community College

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