Sarah Fleming Email and Phone Number

Responsible for the management of the Inside and Outside Sales Team- Setting goals and KPIs and ensuring the team has the resources and processes in place to reach goals- Coaching, developing and training inside sales people- Challenging and evolving sales practices for more seasoned outside sales people- Develop and manage strategic relationships for key clients and centres of influence - Member and active contributor to firms Senior Management Committee, which is responsible for determining and executing firms strategic vision and objectives

Responsible for the management of the Inside Sales Team- Hire, train, coach, develop and manage internal wholesalers to exceed expectations and become high performers- Developed and implemented KPI's for inside and outside sales team which has increased efficiency and streamlined client experience- Proposed, planned and managed the implementation of a large Salesforce CRM integration- Manage and maintain the Salesforce database which includes client data as well as the measurement and management of our sales team- Member and active contributor to firms Senior Management Committee which is responsible for determining and executing strategic vision and objectives

Responsible for growing and serving our retail client base in Ontario and Quebec- Prospect new clients via phone and email - number one on the team in all areas - meetings, new reps and sales - 165% of target for 2016- Maintain a high level of client service - product updates, firm views, positioning, etc., for all clients in the territory- Strategically manage our territory towards goals and lead the development and implementation of the territory's annual business plan- Team player - share ideas and best practices with the rest of the inside and outside team- Event management - plan and execute internal employee events and external client events

Responsible for market research and business development in the mid market industrial, manufacturing, technology, retail and not for profit sector- Conducted secondary research to identify and qualify prospects which resulted in over a dozen new client meetings- Increased client service by developing a client relationship management program for new accounts- Crafted service agreements and credit proposals for incoming RFP’s

The primary focus was to work closely with the partners in the management of 125 high net worth families by providing effective client service and contributing to business development and sales related activities- Established trusting relationships with over 125 high net worth families by providing superior service, communication, preparing and analyzing financial reports, and creating financial plans to meet specific requirements- Created a business development initiative which directly contributed to the acquisition of 14 new client families and a 50% increase in fee-based revenue- Increased team performance by initiating and implementing a goal focused development plan for partners.- Increased customer satisfaction by proactively analyzing situations and identifying key issues and then working with the appropriate support parties to have them rectified

Responsible for running the back office operations for $3 billion in SMA assets.- Improved efficiency and reduced costs by creating financial models to identify risks- Trained new teams on platform software which minimized phone calls and errors