Sierra Gregory Email & Phone Number

Modesto, Ca, Us

California, United States

Modesto-Merced-San Jose-Salinas

California, United States

Bakersfield-Sacramento-Fresno-San Jose• Team targeted growth.• Accounts range from depending on the customer’s employee size.• Assign sales staff (agents) to various accounts based on location, production, and customer goals.• Identify gaps in the customer’s benefits packages they may not be aware of while offering a solution that allows for employer to retain employees and increases our revenue. • Detailed customer service with customized project plans to fit the Employers (school districts) growing benefit package and overall objective.• Communicate with corporate customer service, financial services, sales, and other departments as the go between for our client and home office. • Create customized excel timeline, training guide, marketing guide, weekly reports/updates, and regular team trainings.• Provide resources, detailed instructions, workshops and follow up with my staff to ensure the employers needs are met.• Develop processes and systems, maintain benefit records, communicate with staff and administrators, reporting of performance measures, monitor program compliance, and provide year around success. • Design and produce enrollment promotional materials to target a specific product growth.• Attend staff events, guest speak on the overall benefit package and conducting post event review with a recap email to all parties involved.• Recruit, interview, and train onboarding sales staff with the use of the Challenger method. • Maintain compliance knowledge and keep my Producers license current in CA, OK, WA and OR.• Travel at least sixty percent (3-4 days a week) within the territory to the monitor agents, drop in with customers, sponsor events and workshops. Travel outside of the territory regularly for corporate events and management meetings.

Fresno, California Area

• Install and train clients at auto dealerships and financial institutions on how to use the Dealertrack RTS software.• Project manager for new and existing clients to establish and maintain current knowledge on registration and titling software as well as CA DMV procedures.• Manage and organize onsite and remote install projects.• Content developer and designer for the Dealertrack California RTS Wiki project.• Work with IT to setup printers, communication between software and CA DMV troubleshooting.• Provides ongoing support to clients to increase utilization, both onsite and remotely.• Performs monthly statistical analysis on clients' utilization of Dealertrack products they utilize. • Performs monthly check in meetings or visits with clients to advise on their utilization counts. • Develops a plan of action for accounts that require additional support, training consultation services, consult with account personnel and recommend process changes that will enable clients to maintain compliance with state DMV rules and regulations.• Presents and offers additional product trainings for existing users in order to drive product utilization.• Records client activities using Salesforce.

Northern California

• B2B cold calling• Customer growth and retention • Education on new and innovative customer engagement platform.• Contract negotiations• Task and productivity tracking• Public speaking and automotive engagement at sponsored events.

Turlock

Include but not limited to customer service, relationship building and digital marketing. I process lead generation, do cold calling, and sales follow up. I assist in the sales of both new and used vehicles to customers and desking deals for sales associates. I also assist in the training of the sales associates in the use of our CRM and sales procedures. I do price quoting that involves the use of CDK programs, line itemization of DMV and documentation fees, sold warranties and/or service programs and local taxation. My main duties include the marketing and managing of the company and its website, updating third party vendor sites and social media accounts, monitoring and assuring that all specials/discounts are posted correctly and timely. I plan our ad building, and adjust advertised pricing to fit the changing market. I often meet with third party vendors to insure our budget is being spent effectively by adding or canceling products based on overall value. At all times I make sure that my area and the area around me is organized and well kept.

San Jose, Ca Modesto, Ca Fresno, Ca

Included but not limited to the maintaining of existing customers within an assigned territory, relationship building, and customer retention. My assigned territory included 300 businesses throughout San Jose, Monterey, Modesto, Fresno and Tulare. I would map out and service an average of 7-10 accounts daily based on efficiency with use of prescheduled appointments or drop-ins. During the account meetings I would increase customer engagement and retention by training the customers on the use of the products and discuss any account changes. I achieved monthly revenue goals by driving growth to existing customers with upsells and assisting inside sales in adding new accounts. Meetings would include one on one or group presentations with the primary decision maker(s), usually an Owner or General Manager. I made sure that my notes were detailed and visits were logged with the use of Sales Force and other company required programs.

Central California

While employed by McClatchy I focused on business to business sales and management of digital media products to automotive dealers. Primary objective was the growth and retention of their Cars.com products and training dealerships to insure their success. My assigned territory was in Merced and Modesto, California areas and included up to 70 accounts. To insure my success and efficiency to meet my monthly goals, I would map out my territory to include servicing existing customers and cold calling on prospects. Meetings would involve one on one or group presentations customized to the business’s needs. During my interactions I performed needs assessments, enrollment in products, relationship building, and continuous knowledge building of products, and providing value to their packages. Often times I accepted payment transactions on billing, called on past due balances, and renewed contracts. I maintained success by keeping detailed notes, logging my visits, and making sure there we physical as well as digital copies.

Merced, California Area

Working with customers interested in purchasing the Honda brand in new and used vehicles. During this time I did multiple jobs including maintaining their online advertising presence, overseeing other internet staff, and working deals to insure customer satisfaction.

High School

Education record