Responsible for revenue growth and customer retention as part of a business-to-business integrated sales model.Responsible for managing customer relationships by making outbound value-added contacts, within the context of a personal contact plan, to my account base of approximately 250 small to medium businesses.Built sales opportunities by understanding the customer’s business needs as well as market and industry trends.Maintained my year to year revenue and margin goals.

Responsible for assisting in the day to day servicing responsibilities for Schwab’s record-keeping clients consistent with Schwab’s goals and guiding principles.Support a team of Client Service Managers responsible for our clients’ complete satisfaction with Schwab. Ensure daily administration assignments are done in accordance with qualified plan provisions.Research, development, and support of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports. Work collaboratively within the organization, share best practices.

Accurately forecasting and ordering approximately 50,000 cases of product weekly for Austin distribution center.Maintaining item settings for approximately 500 line items on a weekly basis.Collaborate with regional Demand Planner to ensure alignment on forecast models and adjusting them using local knowledge and sale adjustments through a WEB based tool.Leverage networking with 8 sourcing locations to ensure last minute changes to business and facility to make sure supply needs are met.Facilitate weekly meetings with District Sales Leaders to adjust forecast needs, based on the meeting’s outcome.

Ensure product fulfillment and billing is accurate for daily operations.Managing technology for the site.Communicate cross-functionally to assist team to solve operational issues.Assist in developing team to solve day-to-day operational issues and reach short & long term performance goalsAssist in organizing and facilitating team meetings to achieve continuous improvement process.

Demonstrated knowledge of products (funds, IRAs, joint accounts, corporate accounts, etc.), procedures, transactions, and systems.Counseled investors, resolving account issues while remaining in compliance with industry regulations and increasing customer retention by identifying individual client needs and encouraging investment in Janus opportunities.Provided financial transactions and trades on accounts for shareholders within required time frames.Promoted twice based on performance.Effectively used knowledge of tax issues in investments, capital gains, dividends, penalties, and distributions to provide tax information to shareholders without providing advice.Wrote correspondence to prospective and current shareholders regarding accounts, Janus policies and procedures in compliance with industry regulations, resolving issues and completing transactions.Researched accounts to resolve problems and eliminate “noise” that had a negative impact on the shareholder investment experience and as a result, retaining clients.

Responded to customer inquiries and problems concerning their account information.Gathered necessary information to document and resolve problems requiring research.Maintained knowledge of department procedures and policies currently consisting of over 200 products.Achieved above average performance in productivity and quality.Trained colleagues on new software updates and applications.

Managed all day to day operational activities.Supervised various work groups, customer service development, motivation of my team and various administrative duties.Ensured a positive customer experience by effective management of rental process to include qualifying the renter and completing contracts.Achieved individual sales goals and customer service goals.