Max Bitter Email & Phone Number

- Manage relationships for Dealer and Enterprise customers- Day-to-day operations and communications for Sell with Recurrent used-EV sales program, serving as liaison between dealership buyers and individual EV sellers

Marblehead, Massachusetts, United States

• Conducted onboarding process from day one for new real estate agents and team members involving computer setup, training on full suite of tools, facilitation of introduction to support teams, compliance/license.
• Near-100% agent retention rate over 3+ years while consistently exceeding goals for agent satisfaction surveys and ticket response speed
• Spearheaded expansion market launch for new Marblehead office in 2021
• Testing and troubleshooting of product bugs; partnering directly with product team on process improvement
• Coordinator of signage for all of New England, including maintaining vendor relationships and troubleshooting for logistical challenges and educating agents and staff on office-specific setup
• Established and executed training plans for new colleagues joining Agent Experience team

Boston, MA

- Planned and managed luxury travelers’ vacation experience start to finish, including pre- and post-trip calls, complex problem resolution during and after trips, and maintain high satisfaction ratings to ensure repeat and recommend business- Maintained partner relationships to constantly improve client experience and resolve larger-scale issues quickly.

Danvers, MA

- Account manager for two books of business for financial consultants (400+ clients each, $250k+ assets per client) - Handled complex financial/retirement issues with effective combination of phone and in-person communication - Helped identify upsell and outside asset acquisition opportunities through targeted sales plays - Trained clients on proper usage.

Merrimack, NH

- Post-cancellation asset retention through consultative selling and proper education on 401(k) and 403(b) accounts - Identified and acquired new business through education on Fidelity value proposition and trading/planning tools - Performed consistently in top 3rd of department for stack rank (weighing inflows, retention, and product sales) -3x monthly.

Merrimack, NH

- Client service and problem resolution including complex trading, transactions, and education on Fidelity tools/site - Worked exclusively with High Net Worth ($250k+) clients beginning Dec. ‘12, including complex case resolution- Consistent top performer on team in generating sales opportunities and guidance referrals to local branches - Team contact for.

Bedford, NH

- Provided technical support for affordable-housing property managers using company’s SaaS compliance platform - Educated clients on use of software and transitioned, where appropriate, upsell opportunities to proper colleagues housing program regulations and general accounting concepts

Lake Buena Vista, FL

Master Of Business Administration - Mba

Bachelor Of Arts (Ba), Communication And Journalism

Activities and Societies: Commonwealth College, Film Studies Certificate