Charlotte, North Carolina, United States
An aspiring individual focused on my ability to maximize persuasive attributes and exceptional customer service to generate and retain customers towards achieving the company's sales objectives. Possess 7+ years of successful sales experience including 2+ years of experience in SaaS space, Zero-touch deployment, and modernizing IT infrastructure (Cloud/Security/Digital transformation). Recognized as one of the top performers, I am eager to take on new challenges as an Account Executive. Key Highlights (2021): - Won President’s Club award in 2021. President's Club is the most prestigious and highest of performance awards, a program that rewards top performers across Orange Nation each year. - Won Passport to Paradise 2021. The passport to Paradise program is focused on increasing client hardware category across all channels including diversification, YoY growth, and leveraging hardware sales to acquire new customers (NBAs) - Finished 2021 with 226% of annual plan and 100% account retention.
• Successfully finished first year with 147% of annual target and outperformed Q3 and Q4 with 214% and 162% in sales respectively, with 100% percent account retention • Effectively managed an existing book of business and proactively reached out to prospective clients regarding new campaigns with a solution-driven approach to generate active leads • Relentless in learning about the ever-changing world of enterprise technology by partnering with vendors and coordinating with interdepartmental teams. • Not afraid to break ground on new relationships and skillfully overcome challenges with customers. • Educate and encourage customers to use the digital portal to streamline contracts, renewals and to build standards specific to their needs • Closely work with a field account executive to strategize, diversify, and grow an active book of business
• Proactively contacting clients and helping them choose their vehicle by explaining the features and how it will benefit the client. • Actively working on leads and alerts to communicate with clients about ongoing promotions and analyzing how the promotions can benefit the clients • Collaboratively working with inter-departments/employees to ensure highest level of customer satisfaction. • Maintain high level of confidentiality and handle client’s information in a protected manner.
• Proactively contacting clients and assisting them with investment and lending needs. • Contributed to branch and personal sales goals by recognizing sales and referral opportunities and effectively referring customers to partners including Nesbitt burns and Private banking. • Actively taking part in wealth meeting and proactively sharing best practices and ideas with peers to look for opportunities and minimize risk. • Leading the branch in our area with maximum ratio of e-signature and digital banking adoption. • Strong work ethics and complying with regulatory environment, including operational, legal and ethical.
• Maintaining YTD sales revenue of over 200%. • Recognized for maintaining high degree of accuracy to process transactions in timely manner. • Responsible for ordering cash parcel, maintaining treasury, office supplies and loading ABM’s when necessary. • To reconcile night and ABM deposits and accurately keying settlement in customer connect.
• Analyze weekly and monthly sales report and present it to station manager. • Actively sell in store promotion of products and loyalty cards to new and existing clients. • Manage and overlook the daily data entry in Envoy, retail site manager software. • Develop and implement marketing strategies by studying market research and trends to determine consumer demand. • Actively engaged with Senior Territory Manager during periodic inspection and quarterly audits. • Plan budgets and authorize expenditures.
•Resolves product or service problems by clarifying the customer's complaint; determining the cause and explaining the best solution followed by expediting correction or adjustment to ensure customer satisfaction. •Checking shift reports on daily basis and calculating total payments received during a time period, and reconciles this with total sales. •Dealing with daily cash balances, depositing money and checks, and maintaining accounts, including employee hours. •Responsible for displaying, cleaning and rotating merchandise in an effort for maximum sales opportunities.