Taking great care of clients, consulting with and listening carefully to ensure I design heating and cooling systems with consideration for their budgetary, value, comfort, and convenience interests. Measurement and calculations to ensure I properly assess and resolve problems and provide customized heating and cooling solutions.Preparation of project estimates and maintaining detailed record of client communications throughout the project and sales life cycle. Proficiency in HVAC design software, CRM systems, CAD, and project management tools.

By mastering optimal prompt engineering, and programming, I leveraged stand alone, integrated, and custom Ai solutions to lead sales production and minimizing lost revenue in my first month. Among my strengths are identifying and capitalizing on additional revenue opportunities by building rapport with my clients and collaborating with internal partners to ensure we achieve the optimal balance between delivering value to our clients and achieving the financial targets of the enterprise.

I listen intently to clients and communicate how our software, apps, products, and services can be tailored to their needs. I build relationships, grow client-promoters and prepare clients to maximize the value add to their lives and businesses. • Product demonstration and Sales Process - regularly led a market leading store in customer experience and revenue per device, so I helped clients find more value than they hoped for.• Lead generation - prospected consumer and business clients for referrals. • SAAS subscription sales - sold various consumer features, and services to increase business efficiency.• Salesforce CRM database management - client adds, updates, and filtered for product targeted cold calling

Developed staff that delivered results in accord with CitiMortgage's mission statement by coaching them to utilize their personalities fully in customer interactions to build relationships en route resolving delinquent accounts. When you must remind clients that they've defaulted on their largest investment, as if they didn't know and ask for a payment in the same sentence, the relationship teeters on tact. It's more complicated to build a relationship in 60 seconds after requesting a payment which most would have made if possible. I was integral to developing staff who, collectively, were the most efficient at doing just that while most frequently leading the office in dollars collected and accounts resolved. Overall production increased significantly on each team I built, and agents on my teams were often department leaders in major production categories. I accepted and employed feedback which helped me coach to deliver department leading results. • Accountable for a top performing unit who consistently exceeded goals in collections and led efficiency. • Month after month, I increased performance of agents who presented greatest risks to team performance. • Designed development curriculum, led team meetings, improved processes, and developed excellent consultative collectors who efficiently and effectively employed sales practices to deliver top-tier production. • An integral piece of a project that identified and resolved a compliance issue and saved over $1M in compensatory fines, leveraging proficiency with excel, pivot tables, functions and data visualizations to manage success of the campaign.

I was hired as Sr. Account Executive. I acquired small business clients for FedEx Kinko's by helping them make data driven decisions about their marketing. Shortly afterward I was promoted to the team's lead, and I took on the duties of closing sales for the group and assisting in other administrative and training capacities. • Ops support for a CRM program that drove $1.3 million in revenue for our client in 13 months.• Coached consultative sales process, use of siebel data tracking systems, and closing sales when support was needed.• Leveraged relationships to prospect and close small to medium business accounts.• Facilitated focus groups to gather data for development of systems to aid in efficiency of operations.

• Lead on the program’s workflow project, ensured all escalations were reconciled quickly.• Audited financial accounts to verify the accuracy of historical transactions data.• Conducted participant's benefit enrollment and account servicing.• Sold value adding services.

• Led my department in upselling of value adding services.• Technical assistance and corrected various network troubleshooting problems with customers.• Conducted research to resolve customers billing, retention and fraud prevention concerns.

Proven leader who seized an opportunity to manage a unit, and I took on duties supporting the development of others employing the techniques I had mastered. I displayed adequate skill with coaching others to have effective client conversations, and I then took on a customer service group that operated simultaneously to my sales team, and both were highly successful. • Maintained a top performing team of sales reps while also managing high performing customer service reps.• Motivated and drove the production of a teams that consistently exceeded their sales goals.• The customer service team I took on became one of the top teams in the office.