Tessa Schaefer
Nashville,TN
Summary
Skilled account management and sales professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Account Manager
SoftwareOne
06.2024 - Current
- Manage a portfolio of 90 accounts across the tri-state area, ensuring high levels of customer satisfaction through strategic IT vendor collaboration (Microsoft, Adobe, Oracle, Microsoft, DocuSign)
- Achieved 2024 Q3 quota attainment of 153% and Q4 at 118% with a 28% overall growth within book of business in 2024 H2 demonstrating consistent over-performance against sales targets and KPI's
- Analyze client needs and market trends to tailor license and service solutions effectively
- Conduct various KPI's- 20 targeted calls daily, 5 opportunities weekly, bi-weekly focused GTM initiatives
- Develop customized account plans for clients to help them achieve their IT business goals
- Conduct weekly, bi-weekly and QBR performance reviews and feedback sessions to ensure client satisfaction
- Successfully resolve escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Cross-functional collaboration with internal teams
Territory Account Manager
Coca-Cola Consolidated
10.2023 - 06.2024
- Conducted 60 onsite client visits per week across hospitality, higher education, and healthcare sectors in Middle Tennessee
- Fostered relationships through addressing and resolving client needs while expanding sales opportunities across 300 accounts
- Achieved the top rep of the Mid South region through a 20% increase in product sales within the first four months via targeted sales initiatives
- Tracked sales performance metrics regularly, adjusting strategies as necessary to meet or exceed targets.
Territory Account Executive
Toast, Inc.
07.2022 - 10.2023
- Managed full cycle SaaS sales motion onsite directly with restaurant owners
- Developed territory-specific sales strategies to target high-potential accounts and drive sustainable growth
- Utilized CRM tools to efficiently manage leads, track progress against goals, and maintain accurate records of all client interactions
- Created customized solutions for clients in collaboration with technical teams addressing specific pain points of each client successfully
- Developed and maintained relationships that led to MUO and upsell opportunities
- Exceeded all quota metrics during a three-month ramp period, demonstrating strong sales acumen
- Consistently provided excellent customer service, addressing any concerns or issues promptly and professionally to ensure complete satisfaction
Project Engineer
AJ Kirkwood and Associates, Inc.
08.2021 - 05.2022
- Provided analytical support to the Project Manager and VP for specialty construction projects valued between $500k-$10 million
- Conducted weekly field visits to monitor project progress and quality standards
- Fostered internal collaboration to achieve project goals.
- Managed RFIs, POs, and change orders, ensuring project timelines and budgets were adhered to
- Conducted weekly field visits to monitor project progress and quality standards
Assistant Service Manager/Customer Service Team Lead
Horizon Lighting
05.2019 - 08.2021
- Managed operational workflows to assist in managing 15 electricians and a customer service team of four
- Collaborated with IT to develop time-saving processes for in-house software, enhancing ticket turnaround time and technician efficiency by 10%
- Coordinated schedules and assigned work orders to maximize productivity within the service department
- Implemented training programs for customer service representatives, improving customer retention, service quality, and efficiency
- Conducted daily reviews and feedback sessions with customers to ensure service delivery standards were met
- Served as a knowledgeable point-of-contact for customers seeking information about new install quotes, troubleshooting, emergency calls and billing discrepancies
Operations Assistant
Horizon Lighting
09.2018 - 05.2019
- Facilitated superior customer service for a base of 2,500 clients by analyzing and addressing root causes of lighting issues
- Cross-functionally collaboration with various departments to resolve customer concerns promptly
- Improved customer satisfaction by promptly resolving issues and answering inquiries via phone and email
Purchasing Agent
Masters Electric
07.2014 - 09.2018
- Conducted detailed cost analysis for procurement and distribution of commercial electrical materials for higher education and industrial projects
- Established strong rapport with vendors resulting in improved payment terms without compromising quality or service levels.
- Managed POs, RFIs, change orders, permits, and bid submissions, ensuring timely and accurate project execution
Education
Associates Degree -
Saddleback Community College
06.2020
Skills
- Client relationship building/management
- Strategic planning
- Issue resolution
- Account development
- Upselling
- Contract negotiation
Certification
- Procore Certified: Project Manager (Core Tools)
- Procore Certified: Project Manager (Project Manager)
- Bluebeam
- OSHA 10
Timeline
Account Manager
SoftwareOne
06.2024 - Current
Territory Account Manager
Coca-Cola Consolidated
10.2023 - 06.2024
Territory Account Executive
Toast, Inc.
07.2022 - 10.2023
Project Engineer
AJ Kirkwood and Associates, Inc.
08.2021 - 05.2022
Assistant Service Manager/Customer Service Team Lead
Horizon Lighting
05.2019 - 08.2021
Operations Assistant
Horizon Lighting
09.2018 - 05.2019
Purchasing Agent
Masters Electric
07.2014 - 09.2018
Associates Degree -
Saddleback Community College