Spencer E. Email & Phone Number

San Antonio, Texas, United States

Deliver training sessions to clients leveraging VantagePoint software to optimize their trading profits across stocks, futures, commodities, forex, ETFs, and cryptocurrencies through virtual consultations. Utilized each training session as an opportunity to demonstrate new features and upsell additional products.● Participated in five to seven daily meetings, conducting training sessions ranging from 30 to 60 minutes.● Boosted revenue by maintaining a robust pipeline of prospects and nurturing existing customer relationships.● Surpassed quota and achieved a monthly revenue increase of $18K by proactively identifying sales opportunities, negotiating prices, and compelling customers to make purchases.

San Antonio, Texas, United States

Identified potential clients and secured profitable accounts by analyzing market conditions then preparing competitive pricing. Acquired prospective clients by sales calls & emails. Functioned as liaison between client, carrier, shipper, and receiver. Nurtured and sustained long-term relationships with clients, while providing top-notch customer service. Ensured the timely collection, transport, and delivery of the client's items.● Built a reliable and profitable book of business.● Leveraged professional expertise to successfully bring back four high tier customers.● Exceeded defined metrics by utilizing excellent negotiation and closing skills.

Wichita, Kansas, United States

Provided exceptional financial guidance to individuals and businesses on accomplishing desired goals, while acting astrusted financial advisor. Ensured customer satisfaction and experience by addressing customer issues and identifying ideal products based on customer needs.● Acted as branch manager in lieu of primary’s absence.● Surpassed sales goals and achieved company objective by establishing trusting relationships with customers.● Volunteered to lead bankers & tellers.● Generated business by promoting services and products.● Obtained multiple referrals through current customers.

Oklahoma City, Oklahoma Area

Provided top-notch customer services, while establishing strong relationships with a book of long-term clients via phone and e-mail; conducted zoom meetings with clients to educate them on software procedure. Acquired customer trust by investigating, determining appropriate resources, and resolving client inquiries received through both phone and e-mail. Stored data and client communication into internal CRM. Assisted teammates with their responsibilities, delivered system feedback to product management on behalf of clients, and ensuring 100% accuracy of payroll processing.● Generated $2.5M of revenue by managing more than 100 accounts.● Developed strategies through cross functional collaboration with departments and higher-level specialists.● Attained top customer service award in October 2018.● Maximized client usage as well as total system utilization through effective consultation.

Edmond, Oklahoma, United States

Oversaw daily end-to-end business operations. Fostered strong relationships with product representatives by selling and promoting new items. Drove sustainable business through identifying and procuring early industry trends to surpass competition. Assisted in preparation of financial records and accounting. Served as liaison between owner and staff aimed at improving overall efficiency. Ensured availability of products and variety.● Managed overall cash and financial responsibilities.● Obtained high priority store classification by vendors due to large volume of sales.● Recognized for performing several unassigned tasks.

Bachelor Of Science (B.S.) In Business Administration, Finance, General

Major: Finance – Risk Management & Insurance | Minor: Economics

Certification

Lean Six Sigma Yellow Belt