Karis A. Koehn Email and Phone Number
Karis A. Koehn work email
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Karis A. Koehn personal email
Karis A. Koehn phone numbers
Karis A. Koehn is a Executive Director at The Mortgage Xchange. She possess expertise in lead generation, cold calling, new business development, solution selling, building relationships and 5 more skills. Colleagues describe her as "Karis is an enthusiastic and excellent worker. She is a great team mate and she works hard to maintain good customer relations. I hope to work with her again in the future."
The Mortgage Xchange
View- Website:
- mortgagexchange.com
- Employees:
- 2
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Executive DirectorThe Mortgage XchangeLee'S Summit, Mo, Us
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Business DevelopmentBroker Action Coalition May 2024 - Present -
Svp Of Business DevelopmentAime Dec 2022 - May 2024Philadelphia, Pennsylvania, Us -
Vp Of PartnershipsAime May 2021 - Dec 2022Philadelphia, Pennsylvania, Us
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Enterprise Account ExecutiveVerisk - Marketing Solutions Jun 2020 - May 2021Jersey City, Nj, Us -
Vp Of SalesVolly Mar 2019 - Mar 2020Woburn, Massachusetts, UsVolly is the mortgage and banking industries most innovative end to end marketing platform. It seamlessly integrates marketing automation, CRM, point of sale, portfolio retention, and digital & direct-mail marketing management – with best-in-industry creative marketing services. You can reach me at kkoehn@myvolly.com. -
Vice President Of SalesVolly May 2017 - Mar 2019Woburn, Massachusetts, Us
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National Director Of SalesVolly Dec 2012 - May 2017Woburn, Massachusetts, UsSoftVu’s Marketing CRM maximizes ROI by automating communication to your sales pipeline and existing customer base. We create, manage, distribute, and track automated marketing strategies for direct to consumer markets in the Mortgage Lending, Senior Living, and Debt Services industries.We’ve been helping our clients with CRM and automated email messaging for over 15 years. Our state-of-the art software has evolved into the perfect blend of simplicity and power.Flexible and adaptive to your existing or new sales process, our software allows your company to professionally engage your contacts.
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Board MemberLeadscouncil Sep 2017 - Dec 2019Us -
Director Of Business DevelopmentAvenir Consulting, Llc Apr 2011 - Dec 2012AVENIR offers outsourced business development programs designed for generation of a multimillion-dollar pipeline, proposal and presentation preparation, assessment and project follow-up.Responsible for promoting Marketing, Business Development and Lead Generation services to CPA firms across the United States. Main duties included lead generation, qualifying prospects, proposal generation and contract negotiation. Assisted with on boarding of new clients. Onboarding tasks included working side by side with clients to gather information on each industry segment and translating data to talking points for inside sales staff. Continually followed up with clients to ensure deadlines were met in order to launch direct calling campaigns.
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Sales ConsultantProstaff Scheduling Software (Taylor Software, Inc) May 2007 - Apr 2011Provided optimal customer service and B2B selling skills while promoting the ProStaff Scheduling System to accounting firms that conduct business in U.S. and Canada. Reported to the CEO while performing cold-calling and following up with prospects who request demonstrations of scheduling software. Conducted on-line and on-site demos, and created and presented proposals. Facilitated software training and consulted on best practices for implementation of software. Networked at accounting trade shows to develop future client potential.
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Scheduling ManagerCbiz Accounting Tax & Advisory Of Kansas City Jan 2000 - May 2007Cleveland, Oh, UsOrganized schedules for nearly 80 staff members with national accounting firm. Reported to President of Kansas City office and met with Partners and Managers to assist them in overseeing workflow and staff performance. Developed reports to assist Midwest Regional Director to track regional staff utilization, staff availability, and staff budgets. Controlled design of staff schedule. Followed-up with Staff, Managers, and Partners to ensure productivity in compliance with schedules. Performed conflict resolution. Traveled to other company offices to advise them on implementing effective staff scheduling. -
Investment AssistantCommerce Bank Aug 1998 - Jan 2000Kansas City, Mo, UsProvided administrative, operational and client service support for three Portfolio Managers. Prepared client presentations and reports.
Karis A. Koehn Skills
Karis A. Koehn Education Details
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University Of Missouri-Kansas CityHenry W. Bloch School Of Management -
Midamerica Nazarene UniversityBusiness Administration
Frequently Asked Questions about Karis A. Koehn
What company does Karis A. Koehn work for?
Karis A. Koehn works for The Mortgage Xchange
What is Karis A. Koehn's role at the current company?
Karis A. Koehn's current role is Executive Director.
What is Karis A. Koehn's email address?
Karis A. Koehn's email address is ka****@****att.net
What is Karis A. Koehn's direct phone number?
Karis A. Koehn's direct phone number is +181668*****
What schools did Karis A. Koehn attend?
Karis A. Koehn attended University Of Missouri-Kansas City, Midamerica Nazarene University.
What skills is Karis A. Koehn known for?
Karis A. Koehn has skills like Lead Generation, Cold Calling, New Business Development, Solution Selling, Building Relationships, Negotiation, Leveraging Relationships, C Level Sales, Problem Solving, Presentations.
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