Responsible for supporting field sales activities for the southeast region, with the intent to drive key performance indicators and sales resultsAssisting Sales Executives and local Business Development Managers with many of the components of their job functions including telemarketing support, creating presentations, other sales administrative support, and other developmental activitiesBuild rapport with prospects in order to develop and manage a pipeline of both self-generated and company provided potential prospectsSchedule face-to-face appointments for Business Development Managers (BDMs) and collaborate with the team to ensure the successful and timely submission of proposals as well as providing insight on market conditions, annual sales data, and providing trend analysis on findings; determine recommendations for immediate or future bid opportunities to identify innovative business opportunitiesPull wage analysis information to assist region’s BDMs in developing proposals, pricing, and contracts for new clientsMaintain credibility of CRM automated records, historical data, and contact information to continuously assess and report on sales cycle activity, pipeline development and sales goal tracking through the use of the CRM tool and ongoing communication to senior managementDrive company growth through sales efforts by contributing to the Region meeting and/or exceeding sales expectationsEvaluate and clarify client requests prior to proposal submission and participating in pre-proposal meetings while proactively seeking out ways to improve the Allied Universal prospect and customer experience; design and implement processes to streamline efficienciesManage, as well as network within community relationships, attend and get actively involved with identified associations (BOMA, ASIS etc.)

Maintained caseload of client issues to ensure completion within service level agreements Worked with various business partners to provide resolution to complex issues for clientsDrafted resolution documents in business formatting to ensure cohesive and professional responseSurpassed the provided case-closure goal by 57% while maintaining quality assurance pass rate of 99%Utilized Tableau to report metrics for my team

Contracted through Associate Staffing for Wells Fargo Advisors. Maintained caseload of client issues to ensure completion within service level agreements Worked with various business partners to provide resolution to complex issues for clientsDrafted resolution documents in business formatting to ensure cohesive and professional responseSurpassed the provided case-closure goal of 1.46 cases per day by 57% while maintaining quality assurance pass rate of 99%Utilized Tableau to report metrics for my team

Created training documents to standardize the co-sell motion as it related to the Microsoft-Azure Deals DeskResponsible for identifying owning Account Managers/Sales teams for co-sell opportunities and supporting Salesforce pipeline alignmentOutreach to Account managers/Sales teams notifying them of co-sell opportunitiesUpdated digital co-sell platform with account progress deal informationFacilitated co-sell team meetings to kick start joint account planningMonitored deal progress, aligning Account Managers to tasks and assignmentsClosed CRM pipeline with successful opportunities, updated with account bookings details

Subject Matter Expert on Cisco and Microsoft products and servicesIncorporated SmartSheet to track progress, share documents, and create ad-hoc reports. Worked with Salesforce to research customer information and log deal status updates. Helped Cisco customers to understand the potential benefits of migrating their workloads to the cloud

Offered advice and guidance guidance to 30-50 clients per day related to retirement planning Provided quality research, customer service and support to retirement plan clientsMaintained up-to-date knowledge of Vanguard’s wide array of products and servicesAssisted with the onboarding of new retirement plan clients online and over the phoneWorked to guide individual and small business clients towards the mutual funds and Exchange-Traded Funds that best suited their needs

Provided quality customer service to Vanguard clients over the phoneResponded to a wide range of inquiries from Vanguard clientsMaintained up-to-date knowledge of Vanguard’s products and servicesIdentified referral opportunities for the Personal Advisory Services ProgramCompleted required licensing exams to secure Series 7 and Series 63 licenses.

Top seasonal salesperson. Exceeded customer expectations with quality service and attention to detailTeamed with 18-member staff to provide fine dining experience in rustic lodge settingIn charge of opening and closing restaurant

Worked as a seasonal float employee and worked at 7 branches in the Charlotte areaHandled customer service requests in-person/phone; Processed traditional bank transactions Identified referral opportunities to bank partners to create value for client and bankManaged risk related to credit, operational, regulatory & legal aspects of personal interactions