- Managed a portfolio of key client accounts, serving as the primary point of contact and building strong long-term relationships.- Understood each client’s needs, objectives, and challenges to provide tailored solutions via the platform. - Drove account usage through marketing campaigns with valuable platform information.- Collaborated with cross-functional teams to deliver exceptional service and value to clients. - Proactively identified growth opportunities and upsell additional products or services. - Stayed current with industry trends and best practices to provide informed guidance to clients. - Consistently met and exceeded sales and revenue targets, contributing to company’s overall success. - Successfully upsold and expanded services to existing clients. - Utilized CRM software & Bloomberg Terminal to maintain detailed client records and track account performance. - Performed virtual and on-site trainings with users.- Attended local networking events on a frequent basis.- Received positive feedback from clients for exceptional service and problem-solving capabilities.

- Previously in charge of managing monthly print newsletter projects that are designed, printed and mailed to the past patients of practices in order to generate re-activated patients. - Responsible for coordinating email and mailing lists, while making sure all subscription projects stay on schedule. - Constantly strategized with clients on marketing to past and new patients. - Utilized Monday.com, Trello, Basecamp, KEAP CRM, and other project management tools to keep client marketing projects organized. - Worked closely with graphic designers and the digital team to help with client's promotional needs.

- Working from a remote location with close communication and mentoring via video conferencing, screen sharing, internet based project management software, email and more.- Working on print marketing programs to help private physical therapy practices gain more new clients.- Targeting and matching ideal clients, to the right message, and appropriate media- Learning how to design, track, and adjust marketing campaigns for new & current clients- Collaborating with internal team members- Direct mail coordination including working with vendors for print material ordering and mailing- Mailing list management- Print marketing campaign analysis, tracking and report compilation

- Trained store associates on customer service standards, register procedures, and front-line etiquette- Resolved customer service issues- Increased sales by using cross-merchandising strategies and impulse sales opportunities

- Responsible for financial transactions including servicing client's accounts, cashing checks, balancing cash drawers, accepting loan payments, and correcting discrepancies at high-volume branch- Assumed a leadership role in the absence of the supervisor and maintained bank's normal operations and vault balancing procedures