Account Executive

• Feb 2021 - Present

• On-board new Broker Dealer and/or Independent Advisor (BD/IA) clients • Primary contact for all assigned BD/IA clients on questions regarding their program administration through our proprietary compliance management system (CMS), Renaissance. • Check-in with client administrators during program’s duration and document via Netsuite. • Maintain the Netsuite database containing the contract renewal information for all assigned BD/IA clients • Contact all assigned BD/IA clients to renew contracts, offer a new contract or a continuance of existing contract, or add new services. •Work with the Content Team on custom client project requests, via the Spiceworks platform •Assist in the testing of each application prior to a client launch and advise Account Executive Manager of system issues • Perform data entry of information to maintain database(s) through custom software, Netsuite. • Responsible for accuracy, efficiency and retrieval of processed data. • Interact with department management and other staff on matters affecting client data • Make recommendations for improvement or enhancement to job processes to ensure standards in data entry, collection and retrieval. • Provide client support & backup to Account Executive department teammates • Assist with special projects as directed by Account Executive Manager • Contribute to the Sales Executive team to promote growth of existing BD/IA client accounts • Responsible for sales quota, forecasting and budgeting. Show less

Special Education Teacher

• Aug 2012 - Feb 2021

Kohl's Summercamp: Lead Teacher

• Jun 2018 - Aug 2018