Account Executive

• Jan 2020 - Present

Client Solutions Manager

• Apr 2015 - Jan 2020

-Focus on growing the sales and profitability of PBM in all markets including new building/project acquisitions, recurring and one-time tenant sales. -Translate client needs into marketable service enhancements; work with management to design, implement & promote new features and services to the company’s portfolio. -Accountable for individual and group strategic sales and sales growth targets both for monthly and annual quotas. -Maintaining awareness of both the external and internal competitive landscape, opportunities for expansion, customers, markets, new industry developments and standards. Remove obstacles that are limiting our success. -Ensure that clients are satisfied with the company at all times and will bring in repeated business by resolving any outstanding issues. -Respond to Shortpath requests from buildings and collaborate with VP of Operations and Area Managers on a daily basis to ensure that workload is scheduled to meet client needs without disrupting standard operating procedures. -Visit sites regularly with pro-active approach of getting ahead of customers concerns. -Follow up with Operations to ensure work is performed accurately, timely and within budget. Address contract needs with building managers as necessary. -Generate proposals, work orders, purchase orders, price/close out work orders, credit/rebill memos, new customer forms, etc. -Work with Accounts Receivable to ensure proper invoicing has been completed including credit memos, new/change customer forms, etc. for own buildings. Assist other CSMs as needed. -Verify with Operations that work orders were outstanding invoices; ensure all invoices are consistent with authorized expenditures if applicable. -Respond to tenants/Ops team afterhours regarding work/projects needing to be performed. -Maintain the Pipeline documentation inclusive of addresses, names, activities, sales status. -Special projects as assigned by department management.

Adminstrative Assistant

• Sep 2009 - Aug 2012