Lead and manage a high-performing Client Services department, overseeing both stateside and international teams to deliver an exceptional client experience from point of sale to funding.Direct the Retention team to enhance client loyalty, achieving a 15% increase in client retention and contributing to a 14.7% increase in company revenue.Spearhead initiatives to optimize the client journey, successfully reducing file processing time by 18% and improving fulfillment rates by 8%.Utilize Salesforce for effective pipeline and client management, and leverage Domo for data analytics to track performance metrics, identify trends, and drive strategic improvements.Establish and document comprehensive client services processes, eliminating operational single points of failure and enhancing department efficiency.Develop and implement structured training programs, collaborating with trainers to produce high-quality materials for onboarding and upskilling, resulting in 100% employee retention and a 20% team scale-up.Foster a culture of teamwork and open communication, emphasizing continuous improvement and shared accountability across the department.Build strategic relationships with outsourcing vendors to enhance service capacity and maintain high-quality standards in client processing.Collaborate closely with the VP of Customer Success and VP of Sales, providing actionable data insights to align operations and boost sales team efficacy.Design and refine accountability frameworks, processes, and workflows to increase department bandwidth, accelerate client processing speeds, and maximize fulfillment outcomes.

Led a high-performing sales team responsible for generating over 40% of the company’s annual revenue.Improved the closing rate of direct reports by an average of 6% through targeted coaching, creative problem-solving, and performance optimization, resulting in the team holding the top three Account Executive positions in the department.Conducted comprehensive audits of individual and departmental processes, implementing scalable operational solutions that increased direct report lead capacity by 23%.Developed streamlined sales processing procedures and an effective out-of-office coverage plan, reducing project communication turnaround time by 16% and enhancing account management consistency.Spearheaded the creation of cross-functional workflows for seamless partner onboarding, collaborating with Operations, Sales, and Project Management teams to ensure alignment and efficient project progression.Fostered a culture of continuous improvement and accountability, driving performance excellence and contributing to sustained revenue growth.

Consistently ranked among the top three Sales Executives by proactively identifying and qualifying new business opportunities, resulting in a high volume of closed transactions and sustained revenue growth.Oversaw the entire sales cycle from initial contact to project completion, effectively managing client expectations and ensuring seamless project execution through clear communication and diligent follow-up.Cultivated strong client relationships, generating a steady stream of referral business and establishing a diversified, self-sustaining lead pipeline.Demonstrated deep expertise in the solar industry, continuously refining knowledge of emerging technologies, incentives, and legislative changes to deliver tailored solutions that met client needs within existing project scopes.Leveraged a consultative sales approach to educate clients on solar energy solutions, building trust and driving long-term client satisfaction.Contributed to team sales strategies by sharing best practices, industry insights, and innovative sales techniques, enhancing overall team performance and lead conversion rates.

Managed a portfolio of high-revenue VIP accounts, including industry leaders such as CBS, NBC, Tiffany's, Ralph Lauren, Samsung, Nissan, Honda, United Airlines, Bank of America, Monster Energy, DOW, Subway, and Micron, overseeing an annual project revenue of over $5 million.Built and maintained strong client relationships, consistently delivering exceptional service to secure repeat business and expand project scopes across key accounts.Spearheaded onboarding and training for new hires, both domestic and international, directly mentoring and managing team members to ensure seamless integration and rapid productivity.Optimized team administrative processes and daily operations, implementing scalable solutions that enhanced efficiency and maximized capacity, contributing to improved client project turnaround times and overall satisfaction.Collaborated cross-functionally with sales, project management, and production teams to develop customized language solutions that met the unique needs of each client, driving high client retention and revenue growth.Demonstrated expertise in project sourcing and management, effectively negotiating terms and managing project timelines to consistently meet or exceed client expectations.