Caty Vance Email & Phone Number

Denton, Texas, United States

• Enabling tax & accounting professionals & businesses of all sizes in the Dallas-Fort Worth Metroplex to drive productivity, navigate change, & deliver better outcomes through our award-winning Research and Learning.
• Thoroughly understand customer workflow and how our solutions will benefit them
• Provide product demonstrations to effectively position the value of our tools

Coppell, Texas, United States

• US Small Firms Tax & Accounting, CCH Research & LearningB2B sales, lead discovery sessions with prospective customers in a consultative fashion to understand their needs and translate that into effective solutions
• Created and executed strategic account plans to develop a healthy pipeline and deliver maximum revenue potential
• Utilize sales software to input lead communication, maintain individual pipeline, forecast sales/revenue

Carrollton, Texas

• B2B professional sales, present mailing solutions to generate new business and company growth
• Continued learning of equipment and mailing solutions, to include that in the competitive market
• Utilize sales software to input lead communication, maintain individual pipeline, forecast sales/revenue

Carrollton, Texas

• Maintained customer relationships to ensure account growth and highest level of customer satisfaction
• Consistently met and exceeded company goals, averaged $570K revenue and $135K hard sales per quarter
• Extensive product knowledge of company equipment and mailing solutions
• Understanding of internal organization and processes, assisted in new hire and team training

Carrollton, Texas

• Utilized superior relationship building and customer service skills, average $85K booked sales and 9 new customers per month.
• Created customer project quotes using CRM system Shopworks
• Collaborated with our creative/art department to create new ideas, presentations and proofs
• Monitored production to ensure projects are produced accurately and shipped in a timely manner
• Worked directly with product development on import projects by creating custom apparel and monitoring production
• Built and fostered relationships with the internal team and customers to grow the business

Rhome, Texas

• Prospected and enrolled new customers on refrigerant buyback program and purchasers
• Built and maintained over 1,200 customer relationships
• Maintained excellent internal communications with each department to ensure accurate work flow
• Updated account information in Salesforce and processed receiving reports
• Created and compiled customer reports for the general manager, marketing department and sales team to ensure financial goals were achieved
• Collaborated with marketing director with ideas and creation of sales materials

Coppell, TX

• Provided excellent customer service to clients, carriers and internal work team
• Organized and maintained all warehouse paperwork; managed warehouse stock to ensure customer orders shipped in full
• Created customer orders, deliveries and shipments in SAP; provided daily updates of service metrics in Sharepoint
• Conducted research as needed and prepared reports for management

Roanoke, Texas

• Provided excellent customer service to clients, carriers and internal work team
• Organized and maintained all warehouse paperwork; managed warehouse stock to ensure customer orders shipped in full
• Created customer orders, deliveries and shipments in SAP; provided daily updates of service metrics in Sharepoint
• Conducted research as needed and prepared reports for management

Denton, Texas

• Provided excellent customer service to clients
• Responsible for general office duties to insure exceptional efficient order