Payal Kumar Email & Phone Number

Worked with consumer and small business clients to understand financial priorities and provide solutions based on needs. Collaborated with team to analyze customer data and created sales strategies to increase revenue growth for the financial center.-Built and deepened more than 500 quarterly customer relationships by promoting sales of financial products and cross-departmental collaboration-Utilized Salesforce to create an appointment strategy that increased product usage by 95%-Exceeded quarterly revenue goals by 25%

Hayward, Ca

Acted as a front-line contact for the Student Service Center; answering general inquiries face-to-face and over-the-phone. Managed multiple ongoing projects related to recruiting and open house events for the College of Business & Economics.-Used HubSpot to create, run, and manage targeted email campaigns and achieved 30% higher registration in business courses during the first registration period-Performed A/B testing to analyze which versions of the email campaign achieved better results and communicated insights with the team to improve future campaigns

Union City, Ca

Used Quickbooks to record vendor bills, process payments, reconcile vendor statements, record payroll from ADP and PayChex reports, reconcile bank and credit card accounts for 7 clients.-Created a referral strategy with local accountants to generate more leads