Julia Bennett Email & Phone Number

As a Senior Account Manager I lead the East Coast Account Management team. I perform all Account Manager level responsibilities as well as train new team members and have a greater level of authority to negotiate renewal and upsell opportunities. For fiscal years 2022 and 2023 I exceeded sales quota by 112% and 132%.

Remote

As an Account Manager with Trovata my responsibilities included developing and overseeing Account Management best practices and strategies for all of Trovata's East Coast clients. My primary goal was to empower clients in strategically leveraging Trovata to optimize their treasury and finance operations. Additionally, I managed client programs such as renewals and upsells, onboarding, training, proactive client outreach, speaking events, as well as, drove automation and internal processes for a seamless customer experience. I collaborated closely with the Integrations and Engineering teams to ensure that clients received maximum value from all the benefits Trovata has to offer and advocated for client product enhancement requests. My focus was on assisting CFOs, Treasurers, and finance leaders in making informed, data-driven decisions to enhance their treasury and finance teams' performance

Remote

As an Account Executive I managed a diverse book of 550+ medium to large size businesses with a keen focus on net retained revenue and net new revenue. I exceeded sales targets consistently, earning recognition and an exclusive invitation to AvidXellence, a prestigious event reserved solely for top performers. My focus was building and nurturing strong relationships with client stakeholders within the Finance Department, ensuring their continued satisfaction and fostering growth as they partnered with AvidXchange.

Remote

As an Account Manager I successfully managed a portfolio comprising over 430 small to medium-sized businesses, surpassing the annual sales target by 25%. Collaborating closely with Marketing, I co-created campaigns aimed at boosting sales, resulting in 38 new opportunities with a 68% closure rate. Additionally, I led the development of a comprehensive price performance analysis template and provided guidance to the entire Account Management team helping implement best practices for enhanced performance.

Charlotte, North Carolina Area

As a Market Outreach Associate I conducted outbound calls, identified prospective customers and facilitated introductory meetings for the sales team, while also nurturing relationships with potential clients to support the sales efforts.

Charlotte, North Carolina Area

As a Performance Manager I continuously surpassed performance targets while leading teams of up to 15 sales agents, supporting the Sales Department in daily operations, and coaching sales teams to achieve their performance objectives.

Charlotte, North Carolina Area

Assisted Performance Managers with daily operations and motivated sales teams to hit performance goals.

Charlotte, North Carolina Area

Provided expert knowledge to clients, maintained top 50% performance ranking.

Madrid Area, Spain

Wilmington, North Carolina Area

Bachelor Of Arts - Ba, Psychology

Activities and Societies: Sigma Kappa Sorority

Tesol, Teaching English As A Second Or Foreign Language/Esl Language Instructor