Tre Phillips Email & Phone Number

United States

• Managed a portfolio of key accounts, driving an impressive average of 112% revenue growth year over year and significantly contributing to the company's success
• Conducted market research and competitor analysis to identify new business opportunities and inform sales strategies.
• Converted more than 105% of prospected leads to contracted accounts.
• Led cross-functional teams to ensure successful execution of client projects.
• Maintained accurate records of sales activities in CRM system for reporting purposes.

United States

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Stamford, Connecticut, United States

• Responsible for account development, making 150+ warm calls daily, assessing client needs, and identifying solutions to maintain client relationships
• Filtered leads from multiple channels, supporting sales with high-potential inquiries.
• Negotiated contracts with clients, ensuring mutually beneficial terms for both partiesinvolved.
• Finalized internal reports and documents before deadline.

Connecticut

• Maintained up-to-date knowledge of bank policies, procedures, and regulations to ensure compliance at all times.
• Applied product and procedural knowledge to mitigate and solve customer problems.
• Read, wrote and analyzed instructions, financial reports and legal documents.
• Ensured data integrity by accurately inputting client information into bank's customer relationship management system CRM.