TONYA SHEPHARD
Covington,GA
Summary
Dedicated professional skilled in meeting organizational needs through efficient methods. Collaborative team player with a reputation for building positive relationships with colleagues and clients. Motivated by customer satisfaction and company success. Articulate, energetic, and goal-oriented individual committed to nurturing connections, forming alliances, and advancing business goals.
Overview
10
10
years of professional experience
Work History
Case Manager
Veteran Benefits Guide (Hybrid)
Las Vegas, NV
02.2024 - 01.2025
- 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.
- Managed approximately 50-100 incoming calls, emails per day from customers.
- Guided clients through application processes, ensuring accurate documentation submission.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Senior Living Advisor
A Place For Mom Inc. (Remote)
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.
- Managed approximately 25-50 incoming calls, emails and faxes per day from customers.
- Guided families through senior living options, ensuring personalized care solutions aligned with client needs.
- Streamlined communication processes between families and senior living communities, enhancing overall satisfaction and experience.
Account Executive Manager
Remind Inc. (Remote)
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 Lead
Remind Inc. (Hybrid)
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 trade shows and conferences to network with potential clients.
- Provided training to sales staff on effective communication techniques when dealing with clients.
Education
Bachelor of Science - Psychology
University of LaVerne
Pomona, CA06.1999
Skills
- Customer service oriented
- Collaborative leadership skills
- Effective time management
- Business growth strategy
- Strategic Planning & Analysis
- Effective verbal communication
- Prospecting and lead identification
- Effective organizational skills
- Project coordination and training
- Client portfolio management
- Account relationship development
- Interpersonal relationship development
- Proficient in Salesforce applications
- Thorough in quality assurance
- Engaging audience communication
- Strategic goal attainment
- Complete sales lifecycle oversight
- Client case management
- Organization and multitasking
Websites
WEBSITES, PORTFOLIOS, PROFILES
www.linkedin.com/in/tonyamshep
Timeline
Case Manager
Veteran Benefits Guide (Hybrid)
02.2024 - 01.2025
Senior Living Advisor
A Place For Mom Inc. (Remote)
11.2023 - 01.2024
Account Executive Manager
Remind Inc. (Remote)
10.2021 - 01.2023
Business Development Lead
Remind Inc. (Hybrid)
12.2018 - 09.2021
Business Development Manager
Magento Commerce (Adobe Company)
10.2014 - 11.2018
Bachelor of Science - Psychology
University of LaVerne