Experience

Dr. Green Services

• Individual and Family Services
• 1 - 100 Employee

• Office Manager

  • Apr 2018 - Present

  ● operating as the lead point of contact for any and all matters specific to your accounts ● Building and maintaining strong, long-lasting customer relationships ● Overseeing customer account management, including negotiating contracts and agreements to maximize profit ● Serve as the lead point of contact for all customer account management matters ● Build and maintain strong, long-lasting client relationships ● Negotiate contracts and close agreements to maximize profits ● Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors ● Ensure the timely and successful delivery of our solutions according to customer needs and objectives ● Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders ● Develop new business with existing clients and/or identify areas of improvement to meet sales quotas ● Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts) ● Prepare reports on account status ● Collaborate with sales team to identify and grow opportunities within territory ● Assist with challenging client requests or issue escalations as needed Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Customer Relationship Management Specialist

  • Jun 2009 - Present



AppFolio, Inc.

• Richardson ,TX

• Associate Leasing Representative

  • Mar 2018 - Apr 2018

  ● Follow up on leasing inquiries via email, phone, and text ● Accurately create and notate prospect information to ensure smooth hand off to the property manager ● Respond to requests inquiries via phone calls, text, chat and email channels ● Provide high level information to the prospect to assist in the leasing process ● Creative and proactive approach to responding to prospect inquiries best utilizing resources ● Assist prospects in qualifying for a new residence by collecting appropriate information ● Service driven attitude with the ability to positively position information Show less