Sara Bertrand Email & Phone Number

Chicago, IL, US

Cambridge, MA, US

Cambridge, MA, US

• Manage elite portfolio of Global Accounts
• Lead a global team of Client Executives and Client Success Managers to deliver value and grow a major global account that doubled in CV in FY2022
• Develop client centric account plan and coordinate Forrester ecosystem to work collaboratively to provide unique value to the client

Cambridge, MA, US

• Forrester is one of the most influential research and advisory firms in the world. We help business and technology leaders use customer obsession to accelerate growth by putting their customers at the center of their.
• Manage and grow a portfolio of premier enterprise level accounts.
• Collaborate globally across the Forrester ecosystem to achieve account retention and growth across key global accounts.
• Recognized as MVP for 117%+ to target for FY2020. Achieved 124%+ to target for FY2021.

London, England, GB

• Mintel is a global and award-winning provider of Market Research. We deliver top-class data, Market research, trends & insights to impact your business.
• Own and manage all tasks related to client relationships, account retention, upgrade performance, and consultancy opportunities across a book of key CPG accounts.
• Closely involved with onboarding and mentorship of junior members of the account management team.
• Nominated to represent CPG sales on a cross-functional internal committee designed to bring learning and insights across the business globally to educate and connect teams.
• Earned promotion to Senior Account Manager for achieving 100%+ to target for FY2018, a 7% growth.

London, England, GB

• Leverage Mintel research tools and custom solutions to effectively manage and grow a book of key accounts and drive value.
• Outperformed Q2 2018 and Q3 2018 sales goals, leading to recognition as sales leader and two Sales MVP Awards.
• Prioritize the needs of clients across the CPG industry in order to drive ROI, uncover upgrade and custom opportunities, and customize solutions.
• Utilize various Mintel resources to assist clients in developing opportunities, navigating competitive landscapes, creating innovation pipelines, and optimizing communication and marketing strategies.
• Furnish valuable insight and detail for client projects by collaborating with client service managers and industry-specific global analysts.
• Mentored and trained new account managers within first year on the team.

Chicago, IL, US

• Strategized and spearheaded growth initiatives and new partnerships for Rocket Travel startup brand HotelStorm.
• Attained new strategic partnerships with businesses, organizations, and associations by targeting a variety of closed user group categories.
• Determined high-performing categories through comprehensive data analysis as well as closed 20+ new accounts per month.
• Maximized profitability and boosted brand awareness by developing creative plans to target high-performing categories.
• Optimized operations by anticipating and resolving problems before they arise in a fast-paced, startup culture.

Chicago, IL, US

• Delivered new revenue and account growth on a consistent basis, earning a promotion to Manager within 18 months.
• Promoted client goals and profit by developing new account opportunities involving a new suite of product solutions through a truly consultative approach.
• Played a key role in launching and designing a vertical-specific sales strategy aimed at growing account coverage in top markets in collaboration with Training and Operations teams.
• Identified Chicago market areas in need of growth by analyzing account data to maximize profitability and ensure consistent growth in current accounts.
• Boosted campaign performance, fostered trusting client relationships, and increased profitability by managing a book of 100+ merchants.
• Achieved an average of 150%+ to GP and new GP goals quarter over quarter with consistent closes of the highest-value account types.

Chicago, IL, US

• Consultative, solution-based sales of dynamic low-cost marketing solutions to local merchants.
• Worked with small and midsize businesses to design compelling and creative campaigns to attract new customers based on market demand.
• Managed a book of 100+ merchants to develop strong client relationships, increase campaign performance and grow profitability.
• Promoted to top 40 market in February 2014
• Generated over 3.5 million in bookings
• Q1 2015 - 192% to total GP goal, 199% to new GP goal

Itasca, Illinois, US

• Oversaw and expanded wine and spirits portfolio within one of Chicago’s largest beer distributors.
• Increased sales and effectively placed new products by targeting on- and off-premise accounts with a potential for growth within the territory.
• Organized and planned marketing programming and tasting events for all wine and spirit brands.
• Presented new products to liquor store and bar accounts by maintaining a ride-along schedule.
• Executed regular sales calls to high-volume accounts.

Built extensive time management and prioritization skills necessary to succeed in a fast paced restaurant environment. Demonstrated excellent customer service skills; invited to return year-after-year by the owner/executive chef. Travelled internationally during off-season.

Milwaukee, WI, US

Gained the ability to adapt to and prioritize the needs of a large variety of attorneys, paralegals, and administrative staff members quickly and capably. Refined precise proofreading skills in order to ensure accurate output of work. Improved understanding of the basic process of local and international legal proceedings in multiple practice areas..

Madison, WI, US

Completed a variety of delivery tasks, reception duties, and office support duties reliably and independently in order to accurately meet commitments. Developed excellent and creative multi-tasking and problem solving skills necessary to work in a fast paced legal environment. Gained vital organization and prioritization skills necessary to work within.

Bachelor Of Arts (Ba), Legal Studies, Political Science

Study Abroad - London