Contact Centers, Customer Service, CX, IT Service, Technical Support, Help Desk, Service Desk, Service Management, Support Center, Technical Service Responsible for training and services sales, lead generation and account management for the Northeast territory. Proven track record of building, sustaining, and expanding strategic accounts. Grow sales within territory through outbound calls/emails and customer relationship development by understanding the customer environment and knowledge of ICMI & HDI services to meet those needs. Extensive experience in relationship building with C-level executives and the ability to build a compelling business/ROI case for strategic initiatives

NFINIT is a leading provider of enterprise-class connectivity, cloud, colocation, and technology services for businesses in any industry nationwide. As a Customer Relationship Manager I ensure the success of your clients in this full stack technology services company.We maintain a consultative approach, taking time to understand our clients’ unique challenges and requirements, and helping to place their workloads in the most optimal environment.

Lucas Group associates are North America’s premier executive recruiters, serving mid-tier to Fortune 500 clients. With teams of recruitment experts across the country, our broad reach delivers demonstrated hiring results. We work across all major industries and functionalities to find and place the transcendent talent that will propel financial value for your company or firm.Specialize in technical, engineering and science executive search and placements.

SaaS Associate Inside Sales ManagerProviding support for the sales managers in the West Coast office and their respective territories.Supported prospective end-users through the sales and evaluation process2017 102% of sales goal2018 98% of sales goal

Training Specialist - SaaS Fin Tech PlatformTo further the education and success of eMoney Advisor users the training department hosts three day workshops in the two bi-coastal offices as well as hosting live sessions in a variety of cities across the United States.Part of conference team for the west coast based office -attended financial technology and financial advisor/industry focused conferences.

Success CoachSaaS Onboarding and implementing new subscribers to the eMoney platform.Established a training system to get new users up and running between 30 to 90 days and provide them the fundamentals and knowledge to not only use the tools but to do everything from successful integration of the platform in their office to best practices for prospecting new clients.

Customer Support - Financial Tech SaaS solutionBuild relationships with existing clients as a point of contactAnswer inbound inquiries from licensed users regarding functionality of eMoney Advisor softwareTroubleshoot any technical issues via phone and email regarding eMoney Advisor softwareDocument all interactions with licensed users in appropriate database

As part of the Chiropractic division I established relationships with potential new clients, determined where they needed enhancement with establishing or improving their online presence. Price quoting and paperwork processing for new ordersDetermining with the potential client the best decision for level of service for the client that solves their needs and fulfills their aspirations for on online serviceConducting consultations via screen sharing to demonstrate our product for the potential new client.Conducting analysis of aspirations and improvements for potential new clientsQualifying leads to set secondary appointments for consultations with potential new clientsDocumenting communications with potential clients and current clientsMake outbound prospecting calls to generate leads as potential new clients

Assistant department manager requirements consisted of training new employees and coaching existing employees with selling drills and establishing contest with se rewards.Sales projections on a daily, monthly and yearly basis to achieve a set percentage of increaseSales tracking for the department and employees and employee projections to achieve sales and service awards.Scheduling for 16 sales employees.Promoted to Assistant Department Manager position in April 2013Completed management training due to my success as a well qualified sales person with directive skills November 2012.As a sales associate, promoted in April 2012 to a larger sales floor to maintain sales with higher volume requirements.As a sales associate, promoted in October 2011 to a higher volume department with larger sales goals.Ensured provision of excellent customer service to enhance productivity.Ensured to present a professional appearance; maintain a dress code; and a positive attitude towards the company, product and staff while maintaining my position of training new personal.As a sales associate, served as a resource for general product knowledge to all customers and staff.