Summary
Overview
Work History
Education
Skills
Affiliations
Professionaltitle
Timeline
Generic

Toni Furtick

Austin,Texas

Summary

Results-driven Sales Specialist with 20 years of experience specializing in business formation and tax services. Proven ability to consistently exceed sales goals while providing exceptional client service and problem-solving solutions. Expertise in LLC and corporation formation, guiding new business owners through complex tax processes, and developing tailored strategies to meet diverse client needs. Adept at collaborating with cross-functional teams to streamline processes and enhance the client experience. Seeking a challenging and rewarding role where I can leverage my expertise to drive revenue growth and contribute to organizational success.

Overview

28
28
years of professional experience

Work History

SALES SPECIALIST/Account Manager

LEGALZOOM INC.
Austin, Texas
01.2019 - Current
  • Helped launch an extremely successful new initiative to cross-sell tax services to new and existing clients, resulting in a new revenue stream increasing company profitability.
  • Achieved consistent ranking in the top 20% of sales representatives nationwide.
  • Maintained a client retention rate of 85% through proactive follow-up and personalized support.
  • Monitor accounts, identify upsell/cross-sell, understand customer setups, build pipelines, follow playbook, conduct timely email/phone follow-ups.
  • Provided guidance to over 200 new business owners annually on LLC formation and business tax requirements.
  • Identified and resolved numerous complex client issues, leading to positive client testimonials and an increase in referrals.

BUSINESS SALES SPECIALIST

ZenBusiness
Austin, TX
04.2024 - 12.2024
  • Identified customer needs by asking questions and advising on best solutions.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Contacted customers and engaged in conversation through use of effective interpersonal and people skills.
  • Utilized needs analysis techniques to build professional networks and identify sales opportunities.
  • Set appointments to present solutions to prospective customers.
  • Generated qualified leads through outbound calls averaging 50-75 daily.
  • Produced sales quotes and finalized deals.
  • Managed lead tracking system updates on a regular basis (Salesforce).
  • Developed relationships with key decision makers upselling when ever possible.

ACCOUNT MANAGER

YELLOWBOOK USA
Greenville, SC
01.2007 - 01.2009
  • Exceeded B2B sales goals, generated/maintained new accounts, managed existing accounts, met publication/online deadlines, consistently achieved monthly goals
  • Generated and maintained Y new accounts, while diligently managing and retaining the existing account base
  • Reduced advertising costs and boosted sales opportunities by over 55% through innovative internal and external prospecting techniques

AREA SALES MANAGER

SOUTHTEL WIRELESS INC.
Charlotte, NC
01.2003 - 01.2004
  • Oversaw operations/sales in 4 wireless store locations, developed business, led sales teams; managed advertising/marketing, stayed updated on industry tech, analyzed sales performance, and developed outside sales team for local businesses
  • Developed successful sales teams, liaised with carrier agents, and pioneered outside sales targeting local businesses, elevating revenues and community engagement

GENERAL MANAGER

SUMMIT FITNESS INC.
Charlotte, NC
01.2001 - 01.2003
  • Managed million-dollar health club operations/sales, led staff, delivered sales presentations, fostered client relationships, tracked regional trends, built/directed a motivated sales force, and developed strategies for revenue goals
  • Oversaw the operations and achieved $X million in sales revenue for a dynamic health club
  • Led a 50+ member staff, resulting in enhanced service, close client relationships, and high satisfaction levels
  • Implemented programs and incentives, resulting in a 25% increase in customer retention and satisfaction
  • Instrumental in the rapid turnaround of the center's overall performance, elevating monthly revenue by over 26% within 3 ½ months and transforming summit fitness inc's least productive location into the second top-producing one

GENERAL MANAGER

COOP’S HEALTH & FITNESS
Greenville, SC
01.1998 - 01.2001
  • Oversaw million-dollar health club operations/sales, managed employees, maintained customer accounts, and addressed inquiries/complaints promptly
  • Managed 55 employee, maintaining customer accounts, addressing inquiries, and resolving complaints promptly

SALES MANAGER

COOP’S HEALTH & FITNESS
Greenville, SC
01.1997 - 01.1998
  • Implemented creative marketing, trained sales reps on solution-based selling, enhanced scripts, consistently exceeded quotas as a sales manager, and led a successful sales team
  • Achieved a consistent 7% over quota as Sales Manager, while recruiting, training, and leading a successful sales team

Education

J Sargeant Reynolds College
Richmond, Virginia

Skills

  • Business Formation (LLC & Corporation)
  • Client Relationship Management (CRM)
  • Tax Assistance for New Businesses
  • Sales Strategy & Goal Achievement
  • Consultative Sales
  • Problem-Solving
  • Excellent Communication (Written & Verbal)
  • Cross-Functional Collaboration
  • Client Retention - Upselling

Affiliations

  • Red Cross - Set up and promoted blood drives
  • Susan G Coleman - Breast Cancer fundraiser
  • Chamber of Commerce
  • Member of Phi Theta Kappa National Honor Society

Professionaltitle

Strategic Account and Sales Management Leader

Timeline

BUSINESS SALES SPECIALIST

ZenBusiness
04.2024 - 12.2024

SALES SPECIALIST/Account Manager

LEGALZOOM INC.
01.2019 - Current

ACCOUNT MANAGER

YELLOWBOOK USA
01.2007 - 01.2009

AREA SALES MANAGER

SOUTHTEL WIRELESS INC.
01.2003 - 01.2004

GENERAL MANAGER

SUMMIT FITNESS INC.
01.2001 - 01.2003

GENERAL MANAGER

COOP’S HEALTH & FITNESS
01.1998 - 01.2001

SALES MANAGER

COOP’S HEALTH & FITNESS
01.1997 - 01.1998

J Sargeant Reynolds College
Toni Furtick