Zach Bates Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

• Functioned as the main point of contact for enterprise and key accounts and was responsible for driving product adoption, onboarding, training, retention, and upselling.• Worked closely with the product team providing critical client feedback and acceptance criteria. • Created content for in app guidance, onboarding walkthroughs, support articles, NPS surveys, and new feature releases.• Supported clients bot domestically and internationally while working closely with an overseas support staff and development team.

Chicago, Il, Us

• My team was dedicated solely to educating Morningstar’s clients on financial industry trends and our investment research and portfolio analysis software, Advisor Workstation. The core responsibility of my role was to ensure full life-cycle client success from onboarding, to providing training and advising on an ongoing basis on how to utilize product functionalities. I consistently strove to provide thoughtful guidance to our financial advisors on how to integrate our products with their workflow to maximize efficiency. • I consistently led my team both in number of client engagements and client satisfaction. This allowed me to assist in onboarding and mentoring new team members through call shadowing, sharing product knowledge, and providing feedback. I served as a member on several different ongoing projects to improve internal workflows. • Managing a book of 3,500+ users requires that I was able to identify and prioritize clients that are at risk of non-renewal because of absence in usage or limited understanding of product functionality. When account health risks were identified, I created and executed upon a plan for re-engaging clients to provide additional value and reduce churn.• I established a close relationship with my sales partners to maximize lead generation and trial conversion. We worked closely in identifying how Morningstar’s products would solve the business needs of specific prospective clients. I assisted in product demos and created strategies to increase customer happiness and retention.• I Traveled domestically and internationally to attend financial industry conferences to lead training sessions, and visit clients to assist in account management and business development.

Chicago, Il, Us

• Hit quota for the year in Q3 at 353% of goal and number one on the stack rankings• Led the team in number of Principia migrations in my second and third quarter on the team• Maintained a book of business and worked closely with the Advisor Workstation CSC team to provide white glove service to our demanding market of New York and New Jersey• Generated new clients and revenue through outbound call campaigns and inbound calls.

Philadelphia, Pennsylvania, Us

• Generated and grew new business by successfully executing on a sales plan• Researched potential customers and prospected in assigned sales territory (Chicago)• Presented Aramark’s whole-product solutions• Built strong customer relationships and closed sales• Was the13th ranked rep in the country in my time here based on percent of revenue• Achieved Circle of Excellence winner for September and October 2013 with 147% of gross profit

Ramsey, Nj, Us

Wide Format Specialist• Responsible for calling on prospective customers, on a daily basis, inquiring about their printing devices and setting up assessments, ensuring outstanding customer service through regular follow-ups• Increased branch sales in wide format products by over 300% in my first 6 months• Worked as an overlay supporting four different teams of Account Executives to push into the Wide Format Print market

Chicago, Il, Us

Building Manager for the Ray Meyer Fitness & Recreation Center• Oversaw and managed student employees to ensure proper job performance • Maintained an appropriate balance of excellent customer service and strict policy enforcement building-wide by dealing with patron's questions and concerns• Addressed adverse situations ranging from irate patrons to medical emergencies• Served as a liaison between professional staff and student employees by: • Assisted in implementing new policies when necessary• Assigned new responsibilities through face to face interaction• Evaluated employee performance with appraisal forms

Duties and Responsibilities:Meet bi-weekly sales quotas to maximize my contribution to the store's profitProvide a unique buying experience that sets our store apart from department stores through exceptional customer service and product knowledgeResearch current trends in shoe fashion and assist in new product purchasing decisions by citing relevant past requests from customersMake special orders for customers by working with a brand agent to locate the desired product both domestically and internationally and arrange logistics

Bachelors Of Science In Commerce, Marketing, Management

Education record