Porscha Lau

Account Executive @ Wealthsimple

Calgary, Alberta, Canada

About

Experience

  • Account Executive at Wealthsimple
    Mar 2024 - Present · 2 yrs 4 mos

  • Director of Operations at 88Media
    Aug 2023 - Oct 2025 · 2 yrs 3 mos

  • Partnerships at Neo Financial
    Jan 2023 - Sep 2023 · 9 mos

  • Account Manager at Uline
    Jun 2021 - Dec 2022 · 1 yr 7 mos

    • Managed accounts with a portfolio over $15M • Qualified leads on phone and email to determine potential prospects before booking appointments • Brought value to customers by solution- based selling to determine which products best suited them • Understood quoting, margins and gross profits of the business while upselling products and services • Effectively managed territory by growing existing customer base, finding new leads, and cold calling • Contact mapped individuals on calls that would move the sales needle the farthest and will help multiply the business • Constantly closing sales deals on calls and following up on potential sales

  • The Coca-Cola Company (4 yrs 8 mos)
    • Sales Development Manager
      Nov 2019 - Jun 2021 · 1 yr 8 mos

    • Account Development Manager
      Oct 2018 - Nov 2019 · 1 yr 2 mos

      • Grew route from -20% to +4.5% YTD since taking over • Managed over 300 accounts with over $1.5M in sales by negotiating deals, in-store promotions and created marketing activations to continuously grow the route • Opened new accounts, negotiated contracts, forecasted sales and determined retail prices for outlets • Worked with a variety of customers (e.g. 7-11s’, hospitals, restaurants, convenience retails, gyms) and stakeholders (e.g. GFS) to streamline delivery processes • Familiar with DSD and ISD distribution processes

    • Account Manager
      Nov 2016 - Oct 2018 · 2 yrs

      • Grew designated route QTD +11.74%, YTD +6.08% in revenue vs prior year • Managed over 60 national large store accounts and closed as much as $3.5M at the end of year 2018 • Strategically placed coolers, incremental displays and point of sale promotion programs to maximize sales • Forecasted demands for sales to ensure sufficient supply for the ad • Worked closely with store managers, owners and cross-functional teams to enhance customer service and optimized sales opportunities • Exercised creativity through placing coolers in new positions (e.g. End caps) or creating own displays through Microsoft Excel