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 solutions. Full understanding of competitive marketplace • 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• Miscellaneous duties included; order office supplies, plan company meetings/parties, backup for logistics coordinator, attend networking functions and tradeshows.

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