Renée R.

Account Executive at ITR Economics
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston

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5.0

/5.0
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Christian Michael Vitone

I had the opportunity to work directly with Renée, and was quickly impressed with her strategic Client Management and Sales skills. She is exceptionally bright, blessed with a quick wit, and a charming personality. Renée is a motivated, driven individual, who would be a tremendous asset to any Sales or Client Management organization. I give Renée my highest recommendation!

Nick Rice

Renée and I had the chance to Collaborate on multiple projects and I found her to be a responsible, creative, and enthusiastic addition to our team. She treated everyone with the utmost respect & courtesy. In addition to producing inspired contributions, the most notable thing I remember is her eagerness to fully listen to everyone involved. She has a way of pulling a team together and drawing out the strengths of each member. She leads by example and believes that

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Credentials

  • Sandler Bronze Level Certification of Sales Professional
    Sandler
    Apr, 2023
    - Nov, 2024
  • Federal Retirement Consultant
    Federation of Federal Employee Benefit Advocates
    Nov, 2020
    - Nov, 2024
  • Life, Accident, & Health Insurance Producer
    State of New Hampshire Insurance Department
    Jul, 2020
    - Nov, 2024
  • WSET LEVEL II CERTIFICATION (Wine & Spirits)
    Wine & Spirit Education Trust
    Apr, 2017
    - Nov, 2024
  • Notary Public
    New Hampshire Secretary of State
    Apr, 2020
    - Nov, 2024
  • Inbound
    HubSpot Academy
    Aug, 2022
    - Nov, 2024
  • Inbound Sales
    HubSpot Academy
    Aug, 2022
    - Nov, 2024
  • HubSpot Sales Software
    HubSpot Academy
    Aug, 2022
    - Nov, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Account Executive
      • Aug 2022 - Present

      Consultative sales- Connecting companies with economic forecasting solutions, management consulting services, economist keynote speakers, and unbiased, apolitical, accurate data for use in financial and strategic business planning. Consultative sales- Connecting companies with economic forecasting solutions, management consulting services, economist keynote speakers, and unbiased, apolitical, accurate data for use in financial and strategic business planning.

    • Associate Advisor- Client Relations
      • Feb 2021 - Mar 2022

      - Collaborative creation & execution of holistic long-term financial portfolio & income plan design.- Acquisition of clients through direct consultation & portfolio analysis. - Co-host "Financial Game Plan" radio show, highlighting finance-related topics weekly.- Direct client support regarding accounts, financial instruments, and events.- Client brand education, activation, and retention.- Maintenance of CRM, portfolio planning software, and other financial programs.

    • Client Relations Strategist
      • Feb 2020 - Mar 2021

      - Development, maintenance, nurturing & retention of client relationships. - Up-selling and/or cross-selling services and financial instruments, as appropriate, to existing client base and referrals.- Buildout of referral programs & expansion of sales pipeline.- Sourced new business via social media/ direct mail/ radio lead/ CRM pipelines - Produced SOPs for client onboarding, tax preparation, estate planning, sales funnel management, and nurture campaigns.- Copy/content production for for digital marketing campaigns. Show less

    • Marketing and Brand Manager
      • Mar 2017 - Feb 2022

      -Brand strategy initiatives in local market. -Monitor industry trends and provide relevant content on social media platforms. -Content creation for website & social media platforms as marketing funnel, driving traffic through website, promoting call-to-action. -Website optimization for search (SEO) and analytics monitoring -Edit, draft, and revise employee handbook and written SOPs -Brand strategy initiatives in local market. -Monitor industry trends and provide relevant content on social media platforms. -Content creation for website & social media platforms as marketing funnel, driving traffic through website, promoting call-to-action. -Website optimization for search (SEO) and analytics monitoring -Edit, draft, and revise employee handbook and written SOPs

    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Regional Territory Manager
      • May 2019 - Jan 2020

      - Sales & cross-sales of online medical bill-pay software, including guest-pay function, patient-driven payment plan setup, and card-on-file options. - Relationship management of key accounts, ensuring retention & contract renewals. - Automatic past-due payment reminder software sales, including text, voicemail, and e-mail. - Implementation of text message, voicemail, and e-mail medical appointment reminders, resulting in greater appointment density. - Online review, testimonial, and rating software sales for increased traffic and "stickiness" on key online platforms. - Escalation assistance with back-end teams for technical support. - Product demos & complex solution presentation to key decision makers. Show less

  • Nature’s Remedy of MA
    • Westborough, Massachusetts
    • Marketing Manager
      • May 2018 - Feb 2019

      - Content creation/ execution of social media campaigns, blog content, web pages, & investor newsletter while navigating cannabis industry regulations. - Technical writing production and presentation on extraction techniques (CO2 supercritical & hydrocarbon), green energy facility operations, & other environmental initiatives of "off-grid" cultivation. - Investor relationship maintenance & monthly newsletter production. - Multi-state RFP application production for both retail sales & cultivation facility operations, ensuring adherence to state & CCC regulations, and municipality bylaws. Show less

    • United States
    • Beverage Manufacturing
    • 700 & Above Employee
    • Territory Manager- Pernod Ricard Portfolio
      • Feb 2016 - Apr 2018

      - Relationship development & maintenance with key decision makers. - Support of both retail (B2C) & wholesale (B2B) channel partners. - Go-to-market initiatives, leveraging relationships and salesmanship to support portfolio over competitors in key locations. - Addition & expansion of target accounts within territory. - Presentation at wine & spirit tasting events, trade shows, & educational seminars. - Achievement of sales goals in product placement & volume of multi-channel sales. #1 ranked Jameson salesperson FY17 Liberty Division, nationwide Top 5 ranked ABSOLUT salesperson FY17 Liberty Division, nationwide Top 5 ranked Malibu salesperson FY17 Liberty Division, nationwide Show less

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Sales Director- Personal Training Department
      • Jul 2013 - Mar 2015

      - Monthly sales target creation for all personal trainers and salespeople. - Creation of referral and warm lead program creation & execution. - Sales process and contract closing assistance for salespeople. - Month-over-month growth of gross contract sales & reports of numerical data sent to owners on a weekly basis. - Marketing content creation, including direct mail, web copy, & printed in-club offers & promotions. - Monthly sales target creation for all personal trainers and salespeople. - Creation of referral and warm lead program creation & execution. - Sales process and contract closing assistance for salespeople. - Month-over-month growth of gross contract sales & reports of numerical data sent to owners on a weekly basis. - Marketing content creation, including direct mail, web copy, & printed in-club offers & promotions.

  • Napa East Wine Bar
    • Nashua, New Hampshire
    • Wine Bar Manager
      • Sep 2011 - Jul 2013

      - 100+ selection wine list creation & cocktail program collaboration w/sommelier. - Coordination and execution of wine & spirit paired private dinners. - Host of winemakers & distillers on premise for educational functions. - Maintenance of liquor inventory. - Scheduling of staff. - Guest satisfaction assurance. - 100+ selection wine list creation & cocktail program collaboration w/sommelier. - Coordination and execution of wine & spirit paired private dinners. - Host of winemakers & distillers on premise for educational functions. - Maintenance of liquor inventory. - Scheduling of staff. - Guest satisfaction assurance.

Education

  • Lamoille Union High School
    1994 - 1998
  • Southern New Hampshire University -Manchester campus
    Bachelors Degree, English Language and Literature, Secondary Education

Community

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