Torey Palmer
Director, Client Onboarding
Austin,TX
Summary
A strategic, analytical, and compassionate operations and sales professional with over 15 years of experience in relationship-building, mentoring talent, partnership cultivation, creative initiatives, and account retainment.
Excels in building strategic long-term relationships with clients, optimizing and creating process for efficiency, increased revenue channels, and growth opportunities. Demonstration of strong motivation and mentorship as well as presentation and communication skills.
Highly regarded amongst both peers and supervisors as a loyal and self-motivated team player with the ability to pivot and adapt exceptionally well to new challenges and contributing towards the success of an organization's goals.
Overview
21
21
years of professional experience
Work History
Director, Client Onboarding
Appcast
07.2023 - 09.2024
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Analyzed trends and provided recommendations to management regarding quality of service such as speed of resolution.
- Development a "first five meetings" process that is integral in the success and capturing of information and alignment for customer bliss
- Monitored performance metrics such as customer experience surveys to increase customer satisfaction scores.
- Evaluated business reports to build action plans to offset negative trends when present.
Sr Managing Direct, Client Onboarding
Bayard
04.2021 - 07.2023
- Grew a team of 2 to 25 of the most capable and top performing Account Managers and Mid Level Managers
- Created and optimized new client onboarding processes to help new companies be set up for success before delivery to permanent Account Teams.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Worked closely with new hires, answering questions and addressing various concerns around their development and client needs.
- Spearheaded the implementation of Hubspot CRM, for Accounts, Marketing, and Sales needs
- Created many process documents and trackers for client data sharing that continued to be used after Bayard was aquired,
- Performed on-site and virtual QBRs with many of our top spending clients.
Director of Sales & Accounts
Proactive Talent
06.2017 - 10.2020
- Company's first full-time hire that built sales department from the ground up.
- Connected with prospects and partners through multipronged approaches, ie: cold outreach, organization member networking, outsourced lead gen partners, and consultant networks to create opportunities.
- Consistently serviced accounts and partners to maintain active contacts and continuously promote additional service offerings and sales opportunities.
- Collaborated with Principals and department heads to create new service offerings and approach to increase our level of competitiveness in the market.
- Collaborated with marketing term to create presentation materials and campaigns to be used at tradeshows and networking events.
- Formulated and presented innovative sales strategies to team members and department heads at yearly retreats, as well as presented monthly and quarterly updates of the sales department to our leadership team.
- Managed and motivated team and partners to increase revenue 2x every year since 2017.
- Collaborated with VP of marketing to create an internal ambassador program to encourage lead gen from employees and consulting partners.
- Created comp and incentive plan from scratch for our BDR/SDR
- Coached BDR/SDR in successful prospecting methods and outreach cadence procedures.
Business Development Manager
TGE Resources
01.2016 - 05.2017
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Introduced and set up Zoho CRM data tracking program for the company. Previously they used Excel spreadsheets for prospecting and customer data within their ERP.
- Implemented a sales/marketing plan to increase inbound leads to support initiative of increasing new business by 20% each year.
- Participated in multiple networking events and conferences geared towards supplier diversity and women-owned company advancement on the local and national level.
- Worked directly with project managers to maintain existing customer base and create a strategic account management plan for growing the current revenue of each customer an average of 15% from previous year.
- Utilized company’s supplier diversity qualifications and services to create opportunities with fortune 500 and 1000 companies looking to increase their MWBE spend and goals.
Business Development Manager
Envirotest LLC
01.2015 - 01.2016
- Responsible for generating and maintaining a book of business of industrial and commercial clients that exceeded $150K per month in revenue.
- Participated in industrial conferences and tradeshows throughout the Gulf Coast region.
- Created and wrote proposals and agreements for all consulting services transactions (over 100/month on avg.).
- Worked with Project Managers and CEO to complete bids and RFP’s for large contract acquisitions.
- Outperformed both on average and in total sales each month over all other branches (3:1).
- Collaborated with our senior Industrial Hygienist to create a new IH revenue of $45K per month.
Sales Account Executive
Texas Disposal Systems
01.2006 - 01.2015
- Commercial Business Senior Sales Top quarterly performer exceeding over 100% of new sales quota consistently year after year
- Responsible for large-business revenue-generating accounts.
- Built strategic long-term relationships to grow customer base.
- Instrumental in the building of additional channels of business services that are still used today.
- Successfully worked independently from home office with minimal supervision.
- Active member of multiple organizations for purpose of building relationships and networking (Ambassador for Chambers of Commerce, Hotel & Lodging Association Board Member, etc).
- Beta tester for roll-out technologies and CRM’s for sales team.
- Identified, organized, and operated booths at various tradeshows, seminars, and conventions.
- Developed sustainable and profitable programs by demonstrating ROI’s to accounts in Central Texas Area.
Assistant Manager
Enterprise-rent-a-car
01.2004 - 01.2006
- Awarded for top sales performance elite dinner 9 months in a row.
- Completed management training program in first 9 months (average employee is 1 1/2-2 years)
- Promoted to Assistant Manager and Corporate Accounts Manager after my first 10 months of employment.
- Co-managed one of the largest branches in the Minneapolis-Metropolitan area.
Education
Bachelor’s Degree of Science - Sales & Marketing
MINNESOTA STATE UNIVERSITY
Mankato, MN2004
Skills
- Operations Management
- Project Coordination
- Microsoft Word, Excel, PowerPoint, and Outlook
- CRMs - Hubspot, Salesforce, Pipedrive, Guide CX
- Team Development & Managing
- Client Relations
- Account management
- RFP & Proposal development & writing
- Company ambassador (internal & external)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
RemoteHybridTimeline
Director, Client Onboarding
Appcast
07.2023 - 09.2024
Sr Managing Direct, Client Onboarding
Bayard
04.2021 - 07.2023
Director of Sales & Accounts
Proactive Talent
06.2017 - 10.2020
Business Development Manager
TGE Resources
01.2016 - 05.2017
Business Development Manager
Envirotest LLC
01.2015 - 01.2016
Sales Account Executive
Texas Disposal Systems
01.2006 - 01.2015
Assistant Manager
Enterprise-rent-a-car
01.2004 - 01.2006
Bachelor’s Degree of Science - Sales & Marketing
MINNESOTA STATE UNIVERSITY
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