Account Coordinator- Strategic Partnerships

• Apr 2023 - Present

Worked with new and existing ISV Partners, supporting partners in their needs and focusing on building, developing, and retaining ISV Partner relationships. Actively created an ease of doing business. Worked Sales orders, Statement requests, front end credits, bonus issues, residual issues, agent profiles, ELAP, Cancellations, and call tags. Solicited feedback for improving program offerings; collect, summarize and submit customer input on new products, services and process improvements… Show more Worked with new and existing ISV Partners, supporting partners in their needs and focusing on building, developing, and retaining ISV Partner relationships. Actively created an ease of doing business. Worked Sales orders, Statement requests, front end credits, bonus issues, residual issues, agent profiles, ELAP, Cancellations, and call tags. Solicited feedback for improving program offerings; collect, summarize and submit customer input on new products, services and process improvements. Maintained and improved ISV Partner satisfaction and support levels; responded quickly to customer feedback; developed strong and lasting professional relationships with partners and their staff. Obtained and examined all relevant information to assess complaints and determine possible causes to prevent these issues from occurring in the future. Reviewed and consulted with partners on, Underwriting, Deployment and other internal teams as necessary to assist with boarding new merchants. Established a range of decisions, escalating when necessary and updating proper parties. Developed and kept a current and in-depth knowledge base of industry trends, products, services, and competitor offerings. Built relationships that promote portfolio growth with ISV Partners. Responsible for growing ISV Partner’s year over year MTD net and production. Partnered with cross-functional departments to build and maintain strong personable working relationships & collaborated on helping solve E2E for office issues and create a better ISV Partner experience. Multitasked a variety of responsibilities that contribute to the sales growth of ISV Partners.

Inside Sales Account Executive - DAG

• Feb 2021 - Apr 2023

Spearhead inside sales program execution and upselling of accounts to a better merchant agreement for both the merchant as well as the company. Re-establish relationships with inactive accounts and rescued troubled accounts while promoting loyalty with continuous improvement initiatives and high quality standards. __________ Highlights - Streamline business operations while maintaining a pipeline, adding 10 new merchants a week and making 50+ plus cold calls per day… Show more Spearhead inside sales program execution and upselling of accounts to a better merchant agreement for both the merchant as well as the company. Re-establish relationships with inactive accounts and rescued troubled accounts while promoting loyalty with continuous improvement initiatives and high quality standards. __________ Highlights - Streamline business operations while maintaining a pipeline, adding 10 new merchants a week and making 50+ plus cold calls per day. - Strengthen process of daily interaction with underwriting team, back-office teams, deployment, and customer services for a seamless customer experience. - Utilize deep understanding of customer base to drive implementation of customer satisfaction initiatives that deliver tremendous value.

Inside Sales Representative - Associate

• Sep 2020 - Jan 2021

HR Benefits Software Consultant Central Region

• Jan 2020 - Aug 2020

Client Solutions Representative

• 2019 - 2020

Developed new business and increased sales of PlanSource products and services to insurance brokers, HR benefits professionals, and other channels. Conferred with existing and potential customers to assess requirements and propose best HR Benefit Software solutions. __________ Highlights - Implemented and improved up-selling strategies, encompassing recommendation of accessories and complementary purchases to offer the best possible client experience. - Leveraged… Show more Developed new business and increased sales of PlanSource products and services to insurance brokers, HR benefits professionals, and other channels. Conferred with existing and potential customers to assess requirements and propose best HR Benefit Software solutions. __________ Highlights - Implemented and improved up-selling strategies, encompassing recommendation of accessories and complementary purchases to offer the best possible client experience. - Leveraged consultative sales approach to understand customer needs and recommend relevant offerings to achieve organization and customer service objectives. - Promoted HR Benefits Administration Software as a Service by identifying marketable products and setting up displays/presentations based on assessments of clients’ buying trends and inventory needs. - Explored expertise in Salesforce, ShoreTel, Jabber, WebEx, & Microsoft Office Suite both remotely and on-site to deliver results.

Legal Intake Specialist - SSDI

• 2014 - 2019

Worked in process cadence with UNUM, The Hartford, Mutual of Omaha, Guardian, and many other Long-Term Disability carriers. __________ Highlights - Supplied Legal Intake for SSDI representation and secured up to 30 new contracts daily. - Assessed information from interviews and medical records, consultation, and diagnostic evaluations to find clients' abilities, needs and eligibility for services. Worked in process cadence with UNUM, The Hartford, Mutual of Omaha, Guardian, and many other Long-Term Disability carriers. __________ Highlights - Supplied Legal Intake for SSDI representation and secured up to 30 new contracts daily. - Assessed information from interviews and medical records, consultation, and diagnostic evaluations to find clients' abilities, needs and eligibility for services.