William Cox
Baton Rouge,LA
Summary
Detail-oriented and competitive leader, eager to apply academic background and years of professional experience toward continuing a successful career in the sales/account management industry.
Aiming to provide an exceptional customer experience using interpersonal skills to create exponential value for both the company and clients. Attained sales/account management experience across multiple industries such as: healthcare, financial products, and logistical services.
Overview
6
6
years of professional experience
Work History
Research Associate
Premier Wealth Management
01.2022 - Current
- Assist top producing financial advisor with all market research, client relations and administrative duties.
- Helped team meet regulatory requirements by coordinating documentation and filings.
- Prepare meeting packets, financial performance reports, spreadsheets and documents outlining key market details for each account.
Business Operations Manager
Relief Healthcare
06.2020 - 12.2021
- Successfully coordinated all aspects of day-to-day operations including all large-scale projects, assuring completion in most efficient and cost-effective ways.
- Initiated sales opportunities with perspective clients within our targeted market
- Helped grow company sales and overall profitability in one year from $35,000 to almost $930,000.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Reviewed company's strategic plans and developed departmental goals and standards to support our business plan
Account Executive
Vine Vault
03.2019 - 06.2020
- Working directly with wineries in Napa and Sonoma Valley, role consisted of creating and cultivating business relationships with many well-known names in region
- Assisted logistics manager to minimize costs and efficiently transport orders from
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Helped customers navigate choices between services with support for questions such as terms, pricing, and availability
- Qualified leads, built relationships and executed sales strategies to drive new business
Relationship Banker
IBERIABANK
06.2017 - 01.2019
- Created, cultivated, and managed client relationships in both retail and commercial capacities.
- Identified client’s financial needs and recommended appropriate products and services after thorough, effective consultations
- Member of office team that led regional market for three straight quarters, recording 80% increase in deposit and loan growth.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Education
Bachelor of Arts - Business Management/Marketing
Louisiana Christian University
Pineville, LAHigh School Diploma -
The Dunham School
Baton Rouge, LASkills
- Customer Relationship Management
- Promotions and Marketing Strategy
- Account Management
- Product Knowledge
- Complex Problem Solving
- Coachability
- Interpersonal & Communication
- Client Presentations
- Time Management
Affiliations
Le Cercle de Bacchus
Board Member (2019-present)
The Dunham School Alumni Council
Committee Member (2017-present)
Additional Information
- LCU Baseball Team (2012-2015)
- Four-Year Letterman (2012-2015)
- Academic All-Conference Selection (2014 & 2015)
- Dean’s List (2014-2015)
- 2nd Team All-Conference- Utility Infield (2015)
Timeline
Research Associate
Premier Wealth Management
01.2022 - Current
Business Operations Manager
Relief Healthcare
06.2020 - 12.2021
Account Executive
Vine Vault
03.2019 - 06.2020
Relationship Banker
IBERIABANK
06.2017 - 01.2019
Bachelor of Arts - Business Management/Marketing
Louisiana Christian University
High School Diploma -
The Dunham School
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