David P. Email & Phone Number

Indiana, United States

Indianapolis, Indiana Area

• Designed and formulated an email outreach program to maintain strong customer relationships, resulting in a renewal retention rate increase of 23%.• Demonstrated high expertise of MS Excel, Zoho, and Salesforce CRM to track/analyze renewals; additionally, key conversion trends throughout the sales cycle. • Implemented an automated renewal email reminder to streamline the process resulting in an above-average email open/close rate of 39%.

Indianapolis, Indiana Area

• Conducted proactive consultative needs analysis for new and existing customers, developing product solutions which met the needs of each customer.• Achieved company sales standards by discussing and implementing marketing campaigns/customer-centric promotions.• Built an efficient sales tracking tool within Excel, which preserved accurate records of monthly sales and increased the speed of data entry.

Indianapolis, Indiana Area

• Distributed aftercare products; accredited for being within the top 10% of sales leaders.• Provided tech support for a wide variety of hardware and software concerns.• Contributed to product education via email, telephone and live remote support.• Maintained a survey rate of 90% for customer satisfaction.

Columbia, Md

• Conducted 50+ outbound calls to current and potential clients to detect credit needs and offered viable solutions.• Provided in-depth analysis of financial credit obligations; suggested payment restructuring programs based on debt-to-income risk tolerance.• Steered qualified opportunities to the appropriate sales executives for further development and closure.

Pikesville, Md

• Established and cultivated significant relationships with Century 21 and Coldwell Banker's Brokers and Realtors.• Administered 75+ outbound calls per day, which resulted in top 10% of sales leaders consistently.• Approved loans by issuing checks and forwarding applications to the loan committee; rejected loans by explaining deficiencies to applicants.