• Represent select default law firms passionate about service and results.• Responsible for developing and executing strategic sales and marketing plans based on company goals that promote growth and contribute to overall customer satisfaction.• Develop and implement the infrastructure needed to support the success of sales (e.g. CRM selection and implementation, sales process development, creating sales performance reports, product sheets, presentations, agreement templates, etc.)… Show more • Represent select default law firms passionate about service and results.• Responsible for developing and executing strategic sales and marketing plans based on company goals that promote growth and contribute to overall customer satisfaction.• Develop and implement the infrastructure needed to support the success of sales (e.g. CRM selection and implementation, sales process development, creating sales performance reports, product sheets, presentations, agreement templates, etc.). • Build and maintain key relationships and increase brand awareness.• Design and implement Customer Experience Programs in support of customer satisfaction, retention, and increased adoption.• Identify/ attend strategic events and develop annual conference timeline. Show less

• Managed internal and external business development opportunities and developed plans and strategies for achieving sales goals.• Put in place infrastructure needed to support the success of sales including the CRM, sales process, agreement templates, reporting, product sheets, presentations, and intranet. • Oversaw client relations and developed, implemented, and enforced the Customer Experience Program.• Worked with operations to ensure a successful transition from sales and… Show more • Managed internal and external business development opportunities and developed plans and strategies for achieving sales goals.• Put in place infrastructure needed to support the success of sales including the CRM, sales process, agreement templates, reporting, product sheets, presentations, and intranet. • Oversaw client relations and developed, implemented, and enforced the Customer Experience Program.• Worked with operations to ensure a successful transition from sales and increased customer retention.• Developed key documents such as the client matrix, client guides, kickoff presentations, and onboarding expectations.• Identified strategic conferences, secured and attended meetings, conducted research, and moved opportunities forward.• Increased brand awareness and developed marketing collateral and campaigns.• Identified and researched key contacts and managed contact database.• Hired and developed Client Development coordinator. Show less

• Generated new sales opportunities through relationship building, prospecting, and networking.• Managed opportunities through the sales cycle from qualification to post-close. • Collaborated with CEO on product positioning and prioritization and identified target market, developed sales plan, marketing collateral, executed campaigns, and tracked/ measured results.• Directed and managed key partnerships such as First American Mortgage Solutions and Xerox Mortgage Services.•… Show more • Generated new sales opportunities through relationship building, prospecting, and networking.• Managed opportunities through the sales cycle from qualification to post-close. • Collaborated with CEO on product positioning and prioritization and identified target market, developed sales plan, marketing collateral, executed campaigns, and tracked/ measured results.• Directed and managed key partnerships such as First American Mortgage Solutions and Xerox Mortgage Services.• Developed conference timeline and strategy. Handled logistics, pre and post conference marketing and sales/business development efforts.• Managed association memberships including MBA, ABA, FBA, WBENC, Legal League 100, and more to ensure profiles are updated, benefits are maximized and opportunities leveraged.• Developed and maintained contact management process and CRM. Show less

• Served as project manager for top clients including JP Morgan Chase, Wells Fargo, CitiMortgage and HUD in matters related to secondary market transactions, portfolio analysis and research.• Directed and effectively managed initiatives from set up to delivery including developing project plans, internal and external communication plans, resource allocation, and developing project-related documents. • Developed innovative and customer-friendly internal and external progress reports… Show more • Served as project manager for top clients including JP Morgan Chase, Wells Fargo, CitiMortgage and HUD in matters related to secondary market transactions, portfolio analysis and research.• Directed and effectively managed initiatives from set up to delivery including developing project plans, internal and external communication plans, resource allocation, and developing project-related documents. • Developed innovative and customer-friendly internal and external progress reports later adopted as company templates.• Analyzed results and pushed projects through to successful completion within SLA.• Identified and resolved issues threatening project SLAs.• Built, developed and grew business relationships vital to the success of our projects. Show less

• Managed 7 Supervisors and 150+ representatives dedicated to corporate customer retention and sales.• Exceeded departmental goals through coaching, training, motivating and monitoring employee performance.• Achieved an average customer retention rate of over 90% on a consistent basis.• Collaborated internally with other groups within the organization to resolve customer-related issues.• Successfully handled VP and NHQ complex customer escalations at a national and corporate… Show more • Managed 7 Supervisors and 150+ representatives dedicated to corporate customer retention and sales.• Exceeded departmental goals through coaching, training, motivating and monitoring employee performance.• Achieved an average customer retention rate of over 90% on a consistent basis.• Collaborated internally with other groups within the organization to resolve customer-related issues.• Successfully handled VP and NHQ complex customer escalations at a national and corporate level.• Selected to collaboratively develop and implement enterprise-wide quality assurance programs.• Consistently exceeded service levels, AHT requirements and quality assurance requirements. Show less