• Initiated, planned, coordinated then implemented a cross-functional new team member ongoing customer training program (either virtual webinars or in-person) to ensure total satisfaction.• Collaborated with financial marketing and business segment specialists in providing a proven client engagement strategy training that secured new client business• Very experienced in counseling, documenting creating, and implementing numerous professionals and families with programs that took away their financial pain points and replaced with increasing their income, guaranteed retirement savings with no loss with growth, as well as securing a tax-free retirement.

Discover and cultivate beneficial relationships with small to large law firms. Achieved through a client centric focused strategy with regularly scheduled review meetings. Utilizing very strong problem solving skills to help firm's streamline areas like discovery, trial preparation, e-filing, storage of digitized documents, improving employee efficiency and cost recovery. Attain and retain clients by providing individual attention and maintaining a high level of customer satisfaction.Earned a ‘trusted advisor’ relationship status by using a skilled consultative business approach in completely understanding the firm's executive’s key business drivers, goals and objectives.

Proactively generating qualified leads that turn into new customer revenue

• 2010 # 1 Sales Representative in San Francisco Sales District • Generated and managed three of the largest revenue producing enterprise accounts in the SF Bay Area • Proactively worked enterprise level account which was losing revenue. I created and negotiated a new master service agreement that brought them up to market service rates, which eliminated the organization’s previous three years of significant financial losses. As a result the contract generated an additional 457% increase in new revenue. Worked with C-level contacts to accomplish this• Created customer care meetings to strengthen and build upon relationships at executive levels to drive additional business within each account• Demonstrated history of taking on difficult assignments, that challenged my professional growth and was able to successfully work through and overcome• Skilled at uncovering additional revenue opportunities through focused customer based account management strategies thereby exceeding retention and financial goals• Proven success providing superior customer service through attentive sales follow-up and effectively responding with a solution or easier pathway to resolve service, billing or other issues to maintain account satisfaction• Collaboration with all levels management technical support and operations teams to ensure we met the all the customer’s software implementation requirements and satisfaction levels

Created and developed strategic plans for a broad range of individuals including scientists, engineers, executives and marketing professional from various industries (e.g. Technology, Health Administration, Finance) to achieve their career goals.

• Created, devised and executed business plans gaining new clients, increasing revenue 112%.

Increased market-share 97% and revenue 107% by creating, devising, and executing a marketing plan that brought in new clients.

Created, devised, and executed a marketing plan that brought in new clients.

• Three-time Century Club Winner with a minimum of 125% over quota. • Consistently surpassed sales quotas by streamlining clients equipment requirements by 24% and costs by 33% • Addressed continual client document workflow bottleneck issues, creating a solution that reduced costs by 60%• Developed and instituted a marketing plan, for CIO’s, Director’s of Information Technology, Network Administrator’s, that addressed their document management goals, resulting in new clients• Provided superior customer service through attentive follow-up to sales and by effectively responding with a solution or an easier pathway to resolve a service, billing or other concern that needed resolution