Key Responsibilities:Sales and Account Management: Generating new business through inbound/outbound sales efforts, managing existing accounts, and maintaining strong customer relationships.CRM Implementation: Led the transition from no CRM system to Zoho and eventually HubSpot, streamlining sales processes.Sales Process Development: Developed and refined inbound and outbound sales processes, resulting in increased efficiency and effectiveness.Sales Collateral Creation: Produced extensive sales materials to support business development strategies.Performance Measurement: Introduced a Representative Scorecard to track and enhance sales performance.Key Accomplishments:- Expanded user base from a few thousand to over 1 million users through targeted sales strategies and exceptional customer service.- Established a robust CRM system that improved lead tracking and customer relationship management.- Implemented effective sales processes that increased conversion rates and customer satisfaction.

Anderson Marketing Group has provided businesses in Saskatoon and Saskatchewan with strategic marketing solutions to grow and gain trust in their industry for over 20 years.Key Responsibilities:New Business Generation: Spearheaded efforts to generate new business through traditional sales methods, including cold calling, door-to-door visits, and leveraging referrals.Marketing Strategy Design: Developed and implemented both short-term and long-term marketing strategies to align with client goals.Account Management: Managed and nurtured existing accounts to maintain and strengthen client relationships.Campaign Coordination: Collaborated with marketing partners to ensure the success of various marketing campaigns.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clientsKey Responsibilities:Marketing Material Development: Played a crucial role in the creation, implementation, and maintenance of corporate marketing materials designed to enhance the company's market positioning.Cross-Office Collaboration: Worked collaboratively with teams across 15 Canadian offices, facilitating discussions, sharing ideas, and developing marketing strategies to drive business growth.Advisory Team Support: Supported the nationwide transition and onboarding of new advisory teams, ensuring a smooth integration into the business.