Manager- Client Solutions
Current- Leads sales & marketing department and team of direct reports- Manages full lifecycle inside sales process including upsell/ cross-sell- Identifying/ initiating new sales opportunity by prospecting/ leveraging existing clients, presentations, consultations, and contract negotiations - Collaborate with interdepartmental leaders to leverage their expertise in the sales cycle- Collaborate with internal partners, and lead sales cycles for holistic solutions and complementary consultations and services for clients - Provide current forecast and pipeline information on a monthly, quarterly, and annual basis to VP- Analyze P&L, create Power BI Reports, and present to VP- Manages book-of-business of 3,800 clients - Develops and maintains relationships with c-suite executives - Illustrates a deep understanding of client priorities-Spearhead sales and marketing campaigns- Represent department at company/ sponsored events- Develops interdepartmental flowcharts and SOP to streamline processes- Develop training materials and operational workflows - Content creator- Updated product brochure/ intake forms, created 1-pagers/ PowerPoints/ promotional videos/marketing PowerPoint slide deck/ HTML blasts/ email templates - Proficient in Salesforce- Build reports, compile and analyze data to deliver top-line business insights that drive higher revenue - Built and maintains KCU / SharePoint site- Develops staff, specifically in Advisor facing roles to generate referrals - Leads huddles/ meetings/ podcasts/ training classes of 10-150 attendees on Cambridge services-Hosts monthly webinars with 100-200 internal and external attendees Projects and Achievements- Met established revenue target in 2022 and 2023Developed and executing annual sales plan to exceed $2.9 million target 2024Prepping for SIE Licensure 2023 Aspiring Leaders Program2023 CPR/ AED Certified2023 Certified Corporate Coach (CCC) Certification