Danelle Mcgregor, Email & Phone Number

-Sales and negotiation: Consistently achieved over 20% growth in sales revenue year-over-year.-Client relationship management: Managed a portfolio of key clients spending over $1 million annually, maintaining a 95% retention rate.-Problem-solving and troubleshooting: Resolved 90% of customer inquiries and technical issues on the first contact.-Excellent communication and interpersonal skills: Received commendations for outstanding customer service and communication skills.

Denver, Colorado, United States

-Oversaw and coordinated a wide range of key activities to drive improvements in efficiency and optimize processes toenable a quicker response.-Searched for, identified, and capitalized on key opportunities to drive client development, retention, and businessgrowth and development.-Served in an integral role by performing the identification, development, and implementation of professionaldevelopment programs and initiatives.-Led the delivery of first-class and exceptional service to achieve maximum client satisfaction, as well as engaging inregular follow-ups.-Carried out the administration of a full caseload of clients and formulated and fostered close and lasting relationships toachieve maximum retention.

- Functioned as the primary point of contact for all matters specific to client accounts to achieve client satisfaction andretention.- Oversaw and executed key duties and tasks related to customer account management, such as navigating thenegotiation and closing of contracts and agreements.-Operated with a strong and ongoing focus on developing and driving new business with existing clients and searchingfor opportunities to meet sales quotas.-Administered and maintained a large case load and led the creation and development sensitive plans to meet andexceed client needs.- Led the creation, development, and implementation of new department-wide processes, including Asset AllocationModel Procedures and Re-Enrollment for Auto Enrollment process.-Obtained and maintained a thorough knowledge of the company’s services to operate as a partner and productknowledge base.-Interacted clearly and effectively with internal and external stakeholders to provide information on the progress andstandings of monthly and quarterly initiatives.-Tasked with administering blocks of sensitive plans with an emphasis on rebuilding and improving relationships with keyclients.-Performed the tracking, monitoring, and documentation of course preparation activities and provided support in thedevelopment and analysis of training needs.-Spearheaded all aspects of the creation, development, and documentation of new processes and procedures to meetconversion requirements.-Navigated the organization and coordination of the logistics of training events, seminars, and conferences as part ofassigned duties.

-Conducted extensive research and analysis into documentation and performed the processing of corrections for allfunctional areas.-Chosen to serve as a member of the Super User Group and conducted the evaluation and assessment of new systemupdates.-Contributed extensively to a wide range of new system testing tasks and meetings regarding future enhancements tocompany systems.-Furnished in-depth support and assistance to the quality assurance team through employment of an in-depthknowledge base.