Summary
Overview
Work History
Education
Skills
Websites
WEBSITES, PORTFOLIOS, PROFILES
Timeline
Generic

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)
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)
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)
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)
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)
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, CA
06.1999

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, 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