Sonya R. work email
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Sonya R. personal email
17 years of face-to-face sales experience and account management with C-level executives including contract negotiations regarding credit application process, analysis of credit products, and potential outcomes for appropriate deliverables for new and current business clients. 9 years in commercial and corporate investment banking.
Independent Iso
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Account Executive AvpIndependent Iso Aug 2021 - PresentRemote- Dallas/FtwResponsible for Customer Acquisitions and closing deals while maintaining positive customer relationships. Through cold calls and face-to-face relationships. Duties also included presenting products and services. Building and maintaining relationships with clients and key personnel within customer companies. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients.
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Regional Account Executive LlWorldpay Mar 2020 - Aug 2021Dallas-Fort Worth MetroplexResponsible for identifying high profile regional account opportunities, securing agreements for both rental and direct sale programs via the phone and in-person customer visits. Year-end 2021 over 200% of goal -
Client Relationship ManagerIndepedant Iso Aug 2019 - Mar 2020Dallas/Fort Worth AreaClient Relationship Manager I Independent ISO – 09/2019-PresentBuilding and maintaining relationships with clients and key personnel within customer companies. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients.
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Relationship Manager IiJpmorgan Chase & Co. Feb 2017 - Aug 2019Dallas/Fort Worth AreaRetained, managed, and expanded client/bank relationships across all channels (CB/CIB). Managed portfolio of strategically assigned accounts while maintaining strong relationships with key decision makers with JPMC, assigned client accounts, and the industry in order to ensure retention of all firm-based accounts. -
Account ExecutiveJpmorgan Chase & Co. Jul 2010 - Feb 2017Dallas/Fort Worth AreaSolicited clients from 38 assigned Chase branches in the Northeast working with bankers, Relationship Managers, and Area Managers to meet monthly sales goals. Key components of the role included selling new merchant processing services to new and existing business via telephone (inbound and outbound). Achieved 2016 YTD performance 144% signed net rev goal, 120% of contract goal achieved, individual year-end RPI index rank across all channels. Top 5 rep.
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Insurance AgentIndependent Broker / Non-Captive Aug 2008 - Jul 2018Dallas/Fort Worth AreaSolicited outside new businesses for insurance programs to suit individual clients, often covering a variety of risks. Sold various types of insurance policies to businesses and individuals on behalf of insurance companies including life, medical, Medicare supplements, and dental insurance. Interviewed prospective clients to obtain data about their financial resources, needs, and the physical condition of the person or property to be insured. Contact underwriter and submit forms to obtain binder coverage. -
Account Relationship ManagerCentury Healthcare (Chc) Nov 2007 - Aug 2008Dallas/Fort Worth AreaSolicited outside new business client and administered pre-sale and post-sale activity with Quotes/RFPs for all lines of coverage. Provided Geographical Access Reports to expose trends. Supply/create sponsor applications, enrollment communications, and marketing materials.
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Account Relationship ManagerLiberty Mutual Insurance May 2006 - Nov 2007Dallas/Fort Worth AreaRetained and crossed sales multiple lines of medical and ancillary business to gain revenue goal with multiple lines of business. Consulted and negotiated renewals and rates for quality and value to the clients to achieve profitable growth. Serviced a broad spectrum of large case groups up to 7,500 lives for products consisting of Group Life, Short- & Long-Term Disability. -
Account Relationship ManagerAetna, A Cvs Health Company May 2001 - May 2006Dallas/Fort Worth AreaRetained and crossed sales, multiple lines of medical and ancillary business to gain revenue goal. Consulted and negotiated renewals for quality and value to the clients to achieve a profitable growth in South Texas Market. Worked collaboratively with management, administration, underwriting agents, and clients to provide a high level of service and solutions that meet both the client and Aetna needs.
Sonya R. Skills
Sonya R. Education Details
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Business Administration And Management, General -
Business Administration And Management, General -
Business Administration And Management, General
Frequently Asked Questions about Sonya R.
What company does Sonya R. work for?
Sonya R. works for Independent Iso
What is Sonya R.'s role at the current company?
Sonya R.'s current role is 13+ years in payments l FinTech | B2B l payment Security l Saas l eCommerce l AR Automation DFW.
What is Sonya R.'s email address?
Sonya R.'s email address is so****@****pay.com
What schools did Sonya R. attend?
Sonya R. attended Ashford University, Utsa College Of Business, Tarrant County College.
What skills is Sonya R. known for?
Sonya R. has skills like Management, Investment Banking, Banking, Marketing, Medicare Supplements, Negotiation, Customer Service, Customer Relationship Management, Contract Negotiation, Account Management, Sales Management, Sales.
Not the Sonya R. you were looking for?
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Sonya R. Peeples, PMP®
Pmo Leadership | Project Mgmt | Safe | Agile | Waterfall | Mergers & Acquisitions | Banking | Telecom | InsurancePelham, Al -
Sonya R. Calooy, MaEd, ACC, CPTD
Magnolia, Tx2bhge.com, bakerhughes.com
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