• Partner with schools across the country to promote and use Educational Improvement Tax Credit (EITC) program. • Find and develop new prospective schools that are eligible for EITC and funding through the state programs. • Execute contracts and presentations for all newly signed schools. • Develop new leads and continuously track through CRM. • Develop and maintain consistently positive client relationships through in-person and online meetings. • Coordinate business… Show more • Partner with schools across the country to promote and use Educational Improvement Tax Credit (EITC) program. • Find and develop new prospective schools that are eligible for EITC and funding through the state programs. • Execute contracts and presentations for all newly signed schools. • Develop new leads and continuously track through CRM. • Develop and maintain consistently positive client relationships through in-person and online meetings. • Coordinate business development through team members and outside consultants. • Analyze state/country/area/market potential while tracking sales and status reports. • Inform staff on client needs, interests, status, activities, and new services among other necessary updates. • Enroll in continuing education courses related to EITC and other school programs (EDS, OSTC, etc.) as well as generally keeping up with best practices and promotional trends.• Proactively follow up with leads in a timely manner with dedication to future partnerships. Show less

•   Received the 2021 Rising Star Award for the entire sales department.•   Recommend and select AnswerNet products for clients based on individual/company needs.•   Describe products and explain their benefits and uses to potential clients.•   Communicate with customers in person, by phone, and by email to understand their needs•   Maintain a working knowledge of the company's various products and services.•   Establish and nurture relationships with past, present, and… Show more •   Received the 2021 Rising Star Award for the entire sales department.•   Recommend and select AnswerNet products for clients based on individual/company needs.•   Describe products and explain their benefits and uses to potential clients.•   Communicate with customers in person, by phone, and by email to understand their needs•   Maintain a working knowledge of the company's various products and services.•   Establish and nurture relationships with past, present, and potential clients to facilitate future sales.•   Find potential clients through networking, cold calling, and industry research to increase sales.•   Use data to help customers understand how products can help them achieve their goals.•   Contact warm and cold leads to sell outbound call center services to potential clients.•   Keep CRM updated to include contact information, scope of project, and timelines.•   Write sales proposals to prospective customers complying with all guidelines. Show less

Worked for various clients throughout the US for internal and external communications. Also consulted on communications delivery methods for a variety of clientele.

Worked as a communication specialist at Vanguard. I maintained, developed, and edited internal websites (full pages, design, etc.) including CrewNet and SharePoint. I also wrote and edited full articles and profiles for our entire Institutional division (over 2000 employees). Additionally, I was a mulit-media expert (audio, video, voiceover, editing) for several business groups. I filmed, edited, and produced videos for several groups as well as work behind the scenes (lighting, set-up… Show more Worked as a communication specialist at Vanguard. I maintained, developed, and edited internal websites (full pages, design, etc.) including CrewNet and SharePoint. I also wrote and edited full articles and profiles for our entire Institutional division (over 2000 employees). Additionally, I was a mulit-media expert (audio, video, voiceover, editing) for several business groups. I filmed, edited, and produced videos for several groups as well as work behind the scenes (lighting, set-up, direction, etc.). Detailed responsibilities included:Internal Client ConsultationConsulted with internal clients from departments within Vanguard’s Institutional division to develop effective communication plans for their specific audiences. Produced communication materials for audiences ranging from less than 100 to over 2,000 utilizing multiple channels (web, audio, video, and print).Project Management- Led our team for the project of communications of all divisional and department initiatives. - Sales project including weekly communications and updates.Writing Services- Daily communicated updates via web and emails to the entire division.- Targeted messaging with specific instructions or information for a particular audience.Web Servies- Was mostly the sole provider of internal CrewNet updates for the entire division.- Was responsible for developing and maintaining over 1000 internal CrewNet pages for the Institutional department (over 5 divisions consisting of over 2000 employees).- Created and maintained articles and pages on SharePoint for the entire Institutional division.Editorial Services- Proofread and copy-edited material written by colleagues to ensure content accuracy and brand and voice consistency as well videos and web pages for our team. Video production- Advised internal clients on the appropriate use of video for conveying specific messages. Using their intended audience and key information to provide recommendations. Show less

Internship with Corporate Communications. I was responsible for day to day corporate communications, updating the CrewNet corporate site, and editing content. I also assisted with articles and publishing editions of CrewsNews. I participated in the annual communication of the Partnership Announcement.

Was an RFP Specialist/writer for Institutional Sales Goup of Vanguard. I developed, edited, and sent final RFPs to current clients and prospects from small to jumbo sized companies. I became a senior specialist working mostly with large and jumbo clients for custom and critical RFPs. I was also a freelance writer for the company's newsletter. I also contributed articles and editorial services to several internal writing departments.

Presentation Specialist within Institutional Sales group. I was responsible for developing, creating, and sending final sales presentations to current clients/prospects. I began to mostly work on large and jumbo sized clients for the purpose of high-end, customized presentations.

Appointed by managing director from numerous candidates to represent the United Way through the Vanguard Loaned Executive Program. As a United Way Loaned Executive, I was responsible for maintaining current client relationships as well as further developing client contributions. I was interacting with hundreds of clients preparing for their annual United Way campaign. I assisted their internal communications through face to face meetings, phone, and email.

Sales associate for High Net Worth Development Group. I was responsible for assisting and directing assets of more than $250,000 to our high net worth client services as well as advisory services. I worked with Institutional, Asset Management, and Retail Operations sales groups. I maintained a relationship with the client throughout the asset rollover process. I helped bring in the most one time rollovers of over $1 million dollars during my tenure with the group

Financial Representative for Vanguard. I began in the Voyager area (client with assets between $250,000 to $1 million). I was there less than one year before being promoted to the Vanguard Flagship Service, working with high-net worth clients who assets were over $1 million. I had a base of over 200 clients in Flagship. I was responsible for financial planning, asset retention, brokerage services, cross-selling, and account maintenance.

Sales Executive for the New England Financial Group; my client base included individuals and small to medium sized businesses for: life/health insurance products (group and individual), disability, and investment products such as mutual funds, stocks, and annuities.