Experience

Trojan Technologies

• Canada
• Environmental Services
• 400 - 500 Employee

• Account Manager - Ins. Sales

  • Jan 2021 - Present

  London, Ontario, Canada Meeting and exceeding aftermarket parts sales and service sales targets by crafting long term, valuable relationships with our customers and channel partners. Prepare sales forecasts, lead a sales funnel of opportunities, and present the progress of weekly/monthly/quarterly key critical metrics and initiatives/countermeasures, to internal and external partners.



H2FLOW

• Canada
• Environmental Services
• 1 - 100 Employee

• Aftermarket Parts Coord/ Municipal & Industrial

  • Sep 2020 - Dec 2020

  Vaughan, Ontario, Canada



Schindler Elevator Corporation (Canada)

• Canada
• Construction
• 100 - 200 Employee

• Account Manager Existing Installations

  • May 2019 - Apr 2020

  London, Ontario, Canada Customer and Account Management • Build and maintain favorable client relationships • Ensure customer needs or enquires are met in a prompt, professional manner through effective communications, and follow customer complaints to satisfactory resolution • Interpret customer concerns and mobilize the necessary internal resources in such a way that customer satisfaction is assured while cost and employee resources disruption is minimized Portfolio Growth and Retention • Understand… Show more Customer and Account Management • Build and maintain favorable client relationships • Ensure customer needs or enquires are met in a prompt, professional manner through effective communications, and follow customer complaints to satisfactory resolution • Interpret customer concerns and mobilize the necessary internal resources in such a way that customer satisfaction is assured while cost and employee resources disruption is minimized Portfolio Growth and Retention • Understand financial goals and expectations of company, and meet and/or exceed assigned sales and customer objectives • Plan, develop and implement sales strategies to lead negotiations that are consistent with internal strategy while, at the same time, reflective of customer requirements and competitive offerings • Assemble and present information for service and fixed priced repair offerings • Identify and pursue potential customers to drive and support strategic growth objectives • Analyze customer needs and secure desirable business through application of company products and services • Work with owner and building management in obtaining maintenance agreement, renewal of agreements as well as updates to their system either to meet new code requirements or through application of new technologies • Source, analyze, communicate and apply competitive data for competitive advantage to company, and provide recommendations for market target pricing Process Management and Administration • Develop sales proposals and prepare estimates for the sale of company products and services • Prepare and maintain required customer information and files in accordance with established procedures • Work in cooperation with Contract Control on sales contract agreements / Contract Negotiations • Accounts receivable management for assigned accounts • Participate in company professional development programs to enhance working knowledge of elevator company products, services and procedure Show less



Trojan Technologies

• Canada
• Environmental Services
• 400 - 500 Employee

• Account Manager - Municipal Sector

  • Nov 2015 - May 2019

  London, Canada Area Sales Targets ($3.5 million annually). Achieve North American AMPS team targets through Value Selling Proactively quote and Value Sell the benefits of TrojanUV Genuine parts Business Analysis and Strategy Planning Manage the sales process from initial inquiry to Order Fulfillment. Convert opportunities by participating in formal proposals, invitations to bid, and supply contracts Generate technical and non-technical communications to customers arising from Technical… Show more Sales Targets ($3.5 million annually). Achieve North American AMPS team targets through Value Selling Proactively quote and Value Sell the benefits of TrojanUV Genuine parts Business Analysis and Strategy Planning Manage the sales process from initial inquiry to Order Fulfillment. Convert opportunities by participating in formal proposals, invitations to bid, and supply contracts Generate technical and non-technical communications to customers arising from Technical Assistance Center recommendations for product performance and operation improvements Promote and bid service contracts and administer service contract invoicing Customer Relationship Management/ Salesforce.com Maintain a close working relationship with customers, channel partners and internal partners Manage Salesforce.com lead opportunities and marketing campaign Manage and own customer inquiries for assigned territory and provide back-up support to team when required Communicate product upgrades and enhancements, beneficial to equipment performance and customer satisfaction, resulting in increased parts sales opportunities Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Client Advisor

  • Aug 2015 - Nov 2015

  London, Canada Area Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability… Show more Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions Proactively take ownership of resolving and preventing client banking problems Cultivate and maintain relationships with partners to work as one RBC team Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions Show less



StarTech.com

• Canada
• Computer Hardware Manufacturing
• 200 - 300 Employee

• Sales Coordinator

  • Mar 2012 - Apr 2015

  London, Canada Area -Customer Relationship Management—recorded and evaluated customer interactions to drive sales growth by deepening and enriching relationships with their customer bases. -Bid investigation & qualification: gathered information, reviewed and revised. -Provided business support to Account Managers. -Coordinated simultaneous projects with many different departments within the company, including warehouses and Supply Chain. -Met assigned deadlines; regularly handled multiple… Show more -Customer Relationship Management—recorded and evaluated customer interactions to drive sales growth by deepening and enriching relationships with their customer bases. -Bid investigation & qualification: gathered information, reviewed and revised. -Provided business support to Account Managers. -Coordinated simultaneous projects with many different departments within the company, including warehouses and Supply Chain. -Met assigned deadlines; regularly handled multiple priorities and complex tasks. -Maintained and consistently updated a database of prospects and current clients.

• Customer Service Advisor

  • Dec 2010 - Mar 2012

  London, Canada Area Provide consultative customer support and advice to StarTech.com resellers and end-users.



My Sisters' Place NY

• Individual and Family Services
• 1 - 100 Employee

• Student Placement

  • Sep 2009 - Apr 2010

  London, Canada Area -Innovated and created new ideas for small businesses to improve women’s confidence and self-reliance. -Assisted women at risk with issues such as: mental health, isolation, poverty, substance abuse, and homelessness.



Brescia University College

• Canada
• Higher Education
• 1 - 100 Employee

• Administrative Assistant

  • May 2008 - Aug 2009

  London, Canada Area -Developed volunteer program, information and workshop. (Tri-mentoring Program and Senior Year Experience). -Completed administrative duties. -Data collection and entry, records management, mailings, phone calls, special event preparation, research, and other duties as required.



Bank of Venezuela - Santander Group

• Account Manager

  • Nov 1997 - Jun 2003

  Acarigua, Venezuela -Generated financial solutions to increase income and decrease expenses. -Handled all paperwork from preliminary conversations with policyholders and third parties. Investigated competitive policy pricing strategies for automobile and life insurance products. -Successfully handled customers’ initial requests for service, working to provide financial solutions that best met their needs and resolved concerns or complaints. -Managed a portfolio of accounts, usually the agency's largest… Show more -Generated financial solutions to increase income and decrease expenses. -Handled all paperwork from preliminary conversations with policyholders and third parties. Investigated competitive policy pricing strategies for automobile and life insurance products. -Successfully handled customers’ initial requests for service, working to provide financial solutions that best met their needs and resolved concerns or complaints. -Managed a portfolio of accounts, usually the agency's largest accounts, for major high profile clients and top business leaders. -Led project management activity. Show less



Caracas Bank

• Operation Supervisor

  • May 1996 - Nov 1997

  Acarigua, Venezuela -Coordinated cash flow in the branch. -Managed accounts payables, receivables and expenditures. -Performed internal and external customer services. -Promoted teamwork and cooperation to achieve branch goals. -Monitored staff performance relative to customer service, referrals, and internal sales standards.