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 transfers, and ongoing product support in-person as well as remotely during pandemic● 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● Webmaster of regional internal website including content creation● New England lead for Compass Cares charitable giving program, including organizing successful quarterly fundraising drives

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 - Helped launch UK/Ireland program including tours of facilities, relationship-building with vendors, and building multimedia content (writing/photography) for new properties and tours

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 of Fidelity website/app and compliance regulations - Achieved consistent positive net promoter results and consistent #1 performer on client appointments booked - Branch lead for CRM best-practice adherence and transition to new client scheduling system

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 Team MVP and frequently at or near top of “hustle board” leaderboard for efficiency/activity

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 Trade Accuracy (from Dec ‘12 onward) and winner of Q3 2013 100% Error-Free Trading award - Quickly and easily passed all required financial license exams on first attempts (Series 7, 63, 66)

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