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, 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
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