Taylor Close Email & Phone Number

Denver, CO, US

New York, New York, United States

New York, New York, United States

- Leading the architecture of our business systems.- Implementing solutions that allow our business to scale.- Working with multiple constituencies across the organization to develop, implement, optimize and ensure compliance with processes related to Cedar's business.- Enabling and empowering data-driven decisions for all stakeholders.- Identifying.

Centennial, Colorado, United States

-Manage company wide 360 degree reporting deliverables for executive level stakeholders.-Refine and Optimize departmental processes leveraging SFDC, Pardot, and Netsuite software platforms. -Manage CRM data and process migration for mergers/acquisitions-Find creative solutions to drive automation of process to allow our team mates to work WITH our systems.

Centennial, CO

As a supporting member of both our Direct and Channel sales teams, I worked with management to deliver insight into our business, prospects, and opportunities for the sales team. Duties included creating and maintaining reporting across multiple platforms (Salesforce.com, Excel, Insight Squared, DiscoverOrg, Linkedin Sales Navigator), Data management.

Denver, CO

- Oversaw a department comprised of 3 core functions; Transfers in Processing, New Accounts Processing, and Business Development. -Developed procedures and strategy to enhance the client experience-Collaborated with Marketing and Institutional sales to drive business to the company-Managed call center integration for our move to CISCO and ongoing.

Denver, CO

-Analyzed department performance, assessed staffing needs, drafted successful staffing proposals-Improved conversion rate for new accounts from 35% to 60% through process enhancement and coaching-Regularly monitored calls and provided 1:1 feedback to employees of the call center-Planned and enacted organizational change to improve employee engagement and.

Denver, CO

-Moved from NH to CO to hire, train, and develop a team to replace the NH office. -Assumed training, coaching, supervisory, and reporting duties from the Director of Business Development-Maintained my sales pipeline, conversion rate, and sales quotas-Attended IRA training with the Retirement Industry Trust Association

Portsmouth, NH

-Selected to be the sole point of contact for financial advisor/RIA sales-Identified and qualified institutional opportunities for the company-Administered our professional directory, developing procedures, prospecting, and maintaining relationships with CPAs, Attorneys, and Financial advisors-Maintained my sales pipeline and increased total accounts.

Portsmouth, NH

-Called back on my previous sales experience to drive conversion of leads -Acted as an educator for prospects calling our office, prospecting, qualifying, and converting to clients-Maintained my sales pipeline and quotas

Portsmouth, NH

-Answered large volumes of service calls daily-Approached clients with respect and a 'can do' attitude-Owned and resolved client complaints and escalations in a timely and professional manner-Maintained 95%+ call review scores

-Billed insurance companies using HCFA 1500 and UB-92 forms.-Managed accounts including follow-up, prioritization, and maintenance.-Observe sensitive document handling guidelines (SAS 70)-Work closely with A/R to ensure proper reconciliation of accounts

North Chelmsford, MA

-Responsible for sales and organization of our parts department-Performed service duties, including setting up, repairing, and maintaining motorcycles-Interfaced with clients directly to resolve issues and determine best solutions for their needs

Burlington, MA

-Oversaw daily production of product, from cooking to packing-Sold B2B to local vendors and prospected new avenues for sales-Maintained, trouble shot, and tuned our automated bagging equipment, ensuring minimal down time and quality of product-Attended local sales events to market and sell our product

-Held seasonal jobs to include ski instructor, snack bar worker, and lift operator respectively.-Interacted with clients in a fun and professional way-Upheld safety standards

B.S., Business Administration, Entrepreneurship

Supervision: Core Competencies

Basic Training on employee supervision, motivating employees, management styles, and conflict resolution.

Education record