WHITNEY BACH
Bozeman,MT
Summary
Accomplished Sales expert offering many years of exceeding financial targets with proven expertise in customer service, account management and relationship-driven sales. Highly organized in managing records and contracts. Recovers lost revenue by rebuilding relationships with dormant customers and offering targeted solutions for specific needs.
Overview
15
15
years of professional experience
Work History
Account Manager, Inside Sales
DaySmart Software
Bozeman, MT
01.2024 - Current
- Conducted customer outreach activities to build relationships with clients.
- Provided technical support to customers regarding products and services.
- Analyzed customer data to identify potential sales opportunities.
- Maintained client accounts and updated CRM system with relevant information.
- Created reports on sales performance, customer feedback, and market trends.
Account Executive
InkTavo
Bozeman, MT
05.2022 - 09.2023
- Increased close ratio to 40-50%
- Met and exceeded goal each month by 5%
- Identified customer needs to deliver relevant product solutions
- Maintained updated knowledge of changing industry, standards and trends related to accounts.
- Scheduled and ran 15-20 appointments per week.
- Utilized Salesforce to collect, organize and manage sales data and customer information.
- Negotiated and closed deals with minimal oversight
Sales Executive
PrimePay
Bozeman, MT
01.2022 - 05.2022
- Contacted current and potential clients to promote products and services.
- Used cold calling and networking to sell products and services.
- Sought out growth opportunities to forecast projected business and recognize customer demand.
- Listened to customers to understand needs and refer to optimal services.
- Executed 20-30 outbound calls each day to new potential prospects per day.
Account Executive
Smartcare
Bozeman, MT
10.2019 - 01.2022
- Maintained close ratio of 35-40%
- Surpassed annual quota by 10% each year.
- Increased profitability within accounts by cross-selling additional products.
- Identified customer needs to deliver relevant product solutions
- Scheduled and ran 15-20 appointments per week.
- Utilized Salesforce to collect, organize and manage sales data and customer information.
- Negotiated and closed deals with minimal oversight
Customer Success Manager
Smartcare
Las Vegas, NV
02.2018 - 10.2019
- Onboarded 40-50 new clients each month
- Managed a book of 120 highest processing clients
- Created, maintained, and enhanced strong customer relationships
- Monitored KPIs to assess customer engagement
- Directed 7 enterprise customer support team members and leveraged data analytics to identify areas of improvement and accountability.
- Drove customer escalations to resolution by engaging directly with clients.
Catering Sales Manager
Tahiti Village
Las Vegas, NV
06.2015 - 02.2018
- Increased repeat customer base by effectively managing service issues
- Oversaw catering operations for weddings, birthday parties, and corporate gatherings
- Managed all back-end processes to smoothly execute catering jobs, including producing proposals and contracts,
updating client files and preparing team instructions - Optimized operations based on evaluations of performance against budget targets, business goals and guest satisfaction
Associate
Chocolate & Spice Bakery
Las Vegas, NV
01.2014 - 05.2015
- Welcomed and professionally engaged guests to meet guest expectations and properly represent brand image
- Helped employees overcome problems and challenges through advice and guidance
- Demonstrated positive approach to daily operational tasks
- Delivered top quality customer service while managing multiple tasks
Assistant Dining Room Manager/Catering Sales Manager
Aureole Las Vegas
Las Vegas, NV
01.2009 - 10.2012
- Gathered guest feedback and recommended improvements to restaurant menus
- Upheld customer service standards with staff training and handling escalated service and food quality issues
- Supported restaurant manager by enforcing policies and working with employees to close skill gaps
- Monitored operations by evaluating kitchen and front staff during both peak and off-peak hours
Skills
- B2B and B2C Sales
- Customer Satisfaction
- Upselling Expertise
- Microsoft Office
- Prospecting skills
- Customer Service
- Revenue generation
- Sales presentations
- Proficient in Salesforce
Timeline
Account Manager, Inside Sales
DaySmart Software
01.2024 - Current
Account Executive
InkTavo
05.2022 - 09.2023
Sales Executive
PrimePay
01.2022 - 05.2022
Account Executive
Smartcare
10.2019 - 01.2022
Customer Success Manager
Smartcare
02.2018 - 10.2019
Catering Sales Manager
Tahiti Village
06.2015 - 02.2018
Associate
Chocolate & Spice Bakery
01.2014 - 05.2015
Assistant Dining Room Manager/Catering Sales Manager
Aureole Las Vegas
01.2009 - 10.2012
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