Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
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Tonya Shephard

Tonya Shephard

North Las Vegas,NV

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

9
9
years of professional experience

Work History

Case Manager

Veteran Benefits Guide
Las Vegas, NV
02.2024 - Current
  • Maintained accurate case records and documentation according to agency guidelines.
  • Monitored client progress through regular follow-up contacts.
  • Maintained up-to-date case records with case activity status.
  • Assisted individuals with eligibility for available benefits.
  • Provided direct service and support by handling referrals for advocacy issues or resolving complaints.

Senior Living Advisor

A Place For Mom Inc.
Las Vegas, NV
11.2023 - 01.2024
  • Maintained a high level of professionalism while interacting with customers via phone, email and text.
  • Ensured compliance with all applicable laws related to consumer protection regulations.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Documented customer correspondence in CRM to track requests, problems and solutions.

Account Executive Manager

Remind Inc.
Las Vegas, NV
10.2021 - 01.2023
  • Coached, developed and motivated team to achieve sales revenue goals.
  • Organized and conducted meetings with clients to discuss their needs and explain services offered.
  • Prepared reports detailing customer activity, sales trends, market analysis, and competitor data.
  • Conducted training sessions for staff on sales techniques, customer service protocols.
  • Evaluated existing processes to determine ways to improve efficiency within the organization.
  • Developed and implemented strategies to increase client base, resulting in a 25% growth in sales.

Business Development Team Lead

Remind Inc.
Las Vegas, NV
12.2018 - 09.2021
  • Provided mentorship to Account Executive direct reports and SDR in order to drive regional success with inbound sales
  • Continuously improve team's output and quota achievement through team selling
  • Created reports and presentations to showcase business development activities, successes, and opportunities.
  • Conducted trainings to educate staff on best practices for client engagement and lead generation.
  • Prepared detailed forecasts based on historical data and current market conditions.
  • Identified, evaluated, and pursued new business opportunities to expand corporate reach.

Business Development Manager

Magento Commerce (Adobe Company)
Los Angeles, CA
10.2014 - 11.2018
  • Identification, qualification and development of new business opportunities
  • Exceeding 120% of quarterly target due to inbound and outbound sales approach
  • Successfully execute B2B sales campaigns to increase market share and revenue
  • Identified potential clients, built relationships, and negotiated contracts.
  • Maintained a database of existing customers and prospective leads.
  • Drafted proposals for prospects in response to their requests for information.
  • Attended tradeshows and conferences to network with potential clients.
  • Provided training to sales staff on effective communication techniques when dealing with clients.

Education

Bachelors of Science - Psychology

University of LaVerne
Pomona, CA

Skills

  • Customer Service Focused
  • Team Building and Leadership
  • Time Management/Flexibility
  • New Business Development
  • Strategic Planning & Analysis
  • Verbal and Written Communication
  • Lead Identification and Generation
  • Organizational Skills
  • Project Management/Trainer
  • Customer Portfolio Management
  • Account Management
  • Rapport and Relationship Building
  • Salesforce Software
  • Detail-Oriented
  • Presentations and Public Speaking
  • Goal Setting and Achievement
  • Full-Cycle Sales Process
  • Case management

References

References available upon request

Timeline

Case Manager

Veteran Benefits Guide
02.2024 - Current

Senior Living Advisor

A Place For Mom Inc.
11.2023 - 01.2024

Account Executive Manager

Remind Inc.
10.2021 - 01.2023

Business Development Team Lead

Remind Inc.
12.2018 - 09.2021

Business Development Manager

Magento Commerce (Adobe Company)
10.2014 - 11.2018

Bachelors of Science - Psychology

University of LaVerne
Tonya Shephard