Serve as the primary point of contact for clients, building strong relationships to ensure long-term satisfaction and loyalty. Regularly communicate with clients to understand their needs and provide solutions.Identify new business opportunities and upsell or cross-sell additional services to existing clients. Meet or exceed sales targets by closing deals and driving revenue growth.Oversee client accounts, ensuring that products or services are delivered as promised. Collaborate with… Show more Serve as the primary point of contact for clients, building strong relationships to ensure long-term satisfaction and loyalty. Regularly communicate with clients to understand their needs and provide solutions.Identify new business opportunities and upsell or cross-sell additional services to existing clients. Meet or exceed sales targets by closing deals and driving revenue growth.Oversee client accounts, ensuring that products or services are delivered as promised. Collaborate with internal teams to manage timelines, budgets, and client expectations.Negotiate contract terms, pricing, and service agreements with clients to achieve a mutually beneficial outcome. Ensure all documentation is aligned with company policies and legal requirements.Regularly provide management with sales reports, client feedback, and revenue forecasts. Track and monitor account performance, offering insights to improve strategies.Address any client concerns or issues that arise during the engagement, working with internal teams to resolve problems and maintain positive client relationships. Show less

Experienced Salesforce professional with 6 years of experience in implementing and customizing Salesforce Financial Services Cloud for financial institutions. Proven track record of delivering successful Salesforce projects, including client onboarding, data migration, and integration with third-party systems. Skilled in Salesforce configuration, customization, and administration, with a focus on delivering innovative solutions to meet business needs.Technical Skills:Salesforce… Show more Experienced Salesforce professional with 6 years of experience in implementing and customizing Salesforce Financial Services Cloud for financial institutions. Proven track record of delivering successful Salesforce projects, including client onboarding, data migration, and integration with third-party systems. Skilled in Salesforce configuration, customization, and administration, with a focus on delivering innovative solutions to meet business needs.Technical Skills:Salesforce Financial Services CloudSalesforce Sales Cloud, Service CloudApex, Visualforce, Lightning Web Components (LWC)Salesforce CPQ, Salesforce Maps, Einstein AnalyticsIntegration: REST API, SOAP API, Salesforce Connect Show less

Responsible for financial products of Capital One.Responsible for improving floor AD's effectiveness through consultancy & solution selling that incorporates leveraging best practices, creating customized solution to credit card holder and up-sell of financial products.Perform analysis on key customer's (‘premium customers’) spend leveraging data to help maximize spend visibility, benchmarking, identify savings opportunities, recommend solutions to improve payment processes and help… Show more Responsible for financial products of Capital One.Responsible for improving floor AD's effectiveness through consultancy & solution selling that incorporates leveraging best practices, creating customized solution to credit card holder and up-sell of financial products.Perform analysis on key customer's (‘premium customers’) spend leveraging data to help maximize spend visibility, benchmarking, identify savings opportunities, recommend solutions to improve payment processes and help demonstrate the value of Capital One.Keeping an eye on the performance of reportees and mentees and making sure they come up the learning curve soon and coaching them with voice and call feedback. Show less