Over the weekend, I was cleaning out some old files on my computer and I ran across a slide show I had put together for
a presentation on client service.
Not exact matches
Business centres and coworking spaces are location - based
services, and as we discovered yesterday in Hauke's
presentation, a massive 86 % of
clients choose a business centre based
on its location.
Abrams E, Eliminating vertical transmission, Rights here, right now: Slide
presentation at XVIII International AIDS Conference, July 18 - 23, 2010, Vienna, Austria ICAP Infant Feeding in the Context of HIV slide set ICAP Video, Saving two lives: Improving retention, adherence & psychsocial support within PMTCT
services, Uploaded by ICAP Columbia on 3 Mar 2011 This video is a component of the «Improving Retention, Adherence and Psychosocial Support within PMTCT Services: A Toolkit for Health Workers,»; reinforces key PMTCT messages; can be shown to a wide range of audiences, including PMTCT clients, family members, and caregivers of HIV - exposed and HIV - infected children; including in clinic waiting rooms, as part of group education sessions, and in the co
services, Uploaded by ICAP Columbia
on 3 Mar 2011 This video is a component of the «Improving Retention, Adherence and Psychosocial Support within PMTCT
Services: A Toolkit for Health Workers,»; reinforces key PMTCT messages; can be shown to a wide range of audiences, including PMTCT clients, family members, and caregivers of HIV - exposed and HIV - infected children; including in clinic waiting rooms, as part of group education sessions, and in the co
Services: A Toolkit for Health Workers,»; reinforces key PMTCT messages; can be shown to a wide range of audiences, including PMTCT
clients, family members, and caregivers of HIV - exposed and HIV - infected children; including in clinic waiting rooms, as part of group education sessions, and in the community.
Additional features: · Powered by Android ™ 2.3 Gingerbread · Mirror mode allows you to view and share photos, videos and movies
on a larger TV via HDMI output (requires HDMI cable) · Global ready, allowing customers to enjoy wireless voice and data
service in more than 200 countries, including more than 125 with 3G speeds · Enterprise ready with advanced security policies, device and SD card encryption, complex password support, remote data wipe of device and SD card; document and
presentation viewing and editing with Quickoffice ® · Citrix ® GoToMeeting ® for Android, gives users the ability to attend online meetings while
on - the - go, and Citrix Receiver ® for Android, a universal software
client that allows companies to deliver corporate apps, desktops and data to any corporate - or employee - owned device · ESP smart dock technology for a tailored experience based
on whether DROID 3 is docked in home, office or car settings · Adobe ® Flash ® Player 10 · Front - facing camera for still shots and video chat · Video playback in 1080p HD in mirror mode
We have writers who have worked
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presentation.
The
presentation will reflect
on the current pressures
on price and how they can be met at the same time as providing a top - class environmental
service to
clients.
From the state of the industry panel to the closing CLE
presentation on the future of legal
services, the conference's common theme was freeing up attorneys to practice law and provide affordable legal
services to more
clients.
Some of the
services I provide include: Individual Coaching Assessments and Surveys Procedure and Systems Analysis and Creation Business Planning and Business Development I also do workshops and
presentations for law firms, bar associations and other lawyer's groups
on topics including: time management, legal marketing basics, law firm operations, billing practices and billing alternatives, targeting your ideal
clients, and other practice management and business development issues.
The student will also be expected to assist with other ongoing PLIAN projects, including researching, developing, and editing legal information publications; assisting in the development and delivery of legal information
presentations; supporting proposal development for future projects; managing PLIAN's social media accounts; assisting with office and administrative tasks where needed; potentially assisting in answering
client inquiries
on PLIAN's Legal Information Line and Lawyer Referral
Service; and completing other tasks as requested by the Executive Director and Office Manager.
Druces» Litigation & Dispute Resolution team works in conjunction with the Business Turnaround, Restructuring & Insolvency team in acting for
clients on a variety of insolvency processes, procedures and litigation including the
service of statutory demands, the
presentation of bankruptcy and winding up petitions, applications for and defending against asset - freezing injunctions or injunctions to prevent the
presentation of bankruptcy and winding up petitions, actions in relation to preferences and transactions at an undervalue, and other associated insolvency processes.
Participated in conferences, group meetings, trade shows and exhibitions to deliver
presentations on customer sites — Demonstrated new products /
services at various sites used by company's
clients.
• Supervised and trained new interns
on selected projects.05 / 05 — 08/05 xyz music company New York, NYMARKETING INTERN • Responsible for developing marketing strategy for college market • Participated in developing firm
presentations to research the market atmosphere • Contacted current and perspective partners to introduce the firm, inform about products and
services, and gather pertinent records • Gathered and compartmentalized pertinent information
on sales,
clients, and demographics into XYZ Database, Outlook, and Excel and PowerPoint Documents • Set up one -
on - one conferences and attended
client and presentational meetingsSKILLS / PERSONAL • Study Abroad in city, Australia, February — June 2007 • Computer Skills: MS Excel, Word, PowerPoint, Access, Bloomberg, Reuters, familiar with VBA, Flash, and web page design • Languages: fluent in Hebrew, basic Spanish • President, ABC Fraternity, 2005 — 2006 • Help the Homeless, AIDS & Relay for Life Walker • Social Activities & Hobbies: Avid runner and guitarist.
Delivered powerful yet captivating
presentations on company's insurance policies, and
services that converted 43 %
clients to enroll in our firm
Every
presentation and conversation centered
on how we could help our
clients in their job search using new technology and social media, career related products and
services, career document development, coaching
on job search stages and strategies, and even our own business's growth.
Key Responsibilities - Responsible for overall relationship between the organization and vendors - Develops and maintains relationships with current
clients - Maintains
client database - Tracks
client orders - Provides information to
clients on medical systems over the phone and occasionally in person - Sends informational mailings to customers - Provide technical support of equipment over the phone and
on site - Enters and maintains data and local customer database - Effectively contribute and communicate solutions - Respond to internal communications (telephone calls, emails, voice mails) Additional Qualifications: - Great listening and
presentation skills - Excellent internal and external customer
service skills - Outstanding
client relationship and development skills - Ability to develop and implement sales strategy.
• Skilled in developing various themes and events while keeping the
client's preferences in mind • Strong organizational, time management and task prioritization skills along with insightful ability to complete projects flawlessly
on a strict timeline in limited budget • Excellent communication and interpersonal skills, profound ability to negotiate productive deals with vendors • Apt at idea conception, project outline development, theme approval, vendor negotiations and event marketing • Track record of delivering high quality thematic event planning
services and attaining 100 %
client satisfaction • Well versed in meeting with
clients, discussing the event details and developing a clear understanding of their expectations • Strong
presentation skills, solid ability to demonstrate sample themes using multimedia and graphic software • Great attention to detail, fully able to manage given budget effectively • Special knack for developing ample marketing strategies for social events and implementing the same real time, through social media and other advertisement channels • Diverse knowledge of different cultures of the world, hands
on experience in planning cross cultural weddings and multinational conferences catering for expected norms form both sides • Expert in menu setting, venue selection, décor supervision, theme setting and project promotion • Well practiced in overseeing the team of vendors,
service suppliers, photographers, caterers and helpers • Hands
on experience in coordinating various non-government organization based fundraising and donor communication activities • Strong numeracy skills with proven ability to manage budgets up till $ 15M effectively • Particularly effective in devising print material, social media and TV / radio ad based campaigns for promotion of social events • Demonstrated ability to design invites, make stay and travel arrangements for the guests and remind them regarding important dates • Expert in pre-planning, onsite management and post program evaluation • Ability to work autonomously while maintaining a dynamic work environment and keeping up a motivational team spirit among the employees
Presentations Training / Mentor Customer
Service Communications Event Planning Budgets Database Management Project Management Media Relations PROFESSIONAL EXPERIENCE Fitness Instructor — Farmington Valley YMCA, Granby, CT 2007 to Present Motivate
clients to reach and maintain wellness goals, and team leader of «Lose to Win» program, inspiring diverse individuals, providing education
on healthy lifestyles, physical fitness and wellness initiatives.
Highlights Create and maintain the schedules of several executives, utilizing their preferred applications Master of Office Management: support high level executives while simultaneously keeping the office running smoothly and efficiently Superior customer
service and problem - solving skills Schedule meetings and make travel plans Compose and send various documents and emails for executives Gather research data and assemble documents and
presentations Maintain updated
client files Excellent communication skills Experience Executive Assistant 2/1/2011 — Present Ace Company — Teller, GA Coordinate all daily activities for the office while providing exemplary support to the chief executives Schedule regular executive meetings and appointments Employ sleuthing skills to research and collate data for
presentations, reports and other documents Collaborate
on projects and
presentations with other employees utilizing Any.do Maintain the company's social media platforms to develop greater brand awareness Keep
client files organized and revised when needed Ensure order around the office by managing regular cleaning of the space
• Welcome
clients and witnesses and respond to their inquiries regarding legal
services and fees • Conduct legal research by consulting verified sources and provide feedback in the form of reports • Draft trials briefs along with other legal documents and correspondence • Interview
clients and witnesses and record their responses according to specified procedures • Manage exhibits and evidence and prepare them for
presentation in courtrooms • Search for and retrieve records
on request and ensure both data integrity and confidentiality
• Provided existing
clients with information
on their accounts such as balances and overdrafts • Set up accounts so that they were available to
clients during all hours of the day • Presented the bank's
services and products to corporate
clients through well - developed
presentations • Performed cold calling and lead follow - ups tasks to ensure that personal and organizational goals were met efficiently
In the event you are preparing your senior leadership resume for
presentation to
clients, you may want to highlight and place emphasis
on your company's mission, products,
services, and value proposition in ways that strengthen existing
client relationships while also conveying
service attributes that are attractive to new business prospects.
• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and
clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted
clients and affiliates during
on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals,
presentations and calls • Prepared complicated documents and
presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer
service skills, handled time - sensitive & stressful situations related to customers
• Generated leads through cold calling activities and followed up
on provided leads to generate business • Scheduled meetings with hospital personnel to provide them with an overview of the company's pharmaceutical products • Presented the company's product information through
presentations and seminars •
Serviced existing
clients by providing them with information
on new pharmaceutical products • Gauged current competition, performed research
on their products and created analysis of comparisons
• Demonstrated ability to prepare and revise legal correspondence and memos • Focused
on handling highly confidential information with discretion and integrity • Committed to organizing and prioritizing cases according to their nature of urgency • Adept at handling research work using legal references and Internet resources • Particularly effective in maintaining attorneys» schedules and handling appointments • Familiar with court rules and filing procedures and making
service on opposing parties • Proficient in using online
services such as Westlaw and Lexis for legal research information • Documented success in generating revenue by documenting and inputting attorney's billable time and reimbursable expenses • Strong organizational skills aimed at ensuring that clerical and administrative support is constantly available to attorneys • Qualified to dig out precedence information and assist in building up cases • Expert user of Power Point, Word and Excel to assist in creating
presentations, handling correspondence needs and developing spreadsheets • Exceptional knowledge of using email applications to correspond with
clients and ability to type 90 words per minute
Business Development and Sales Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing sales and marketing
presentations, overseeing business development functions, and managing / leveraging key business relationships Perform needs - based analyses and situational assessments for
clients to position most appropriate product /
service, generating increased revenue through improved close ratios as well as referral / repeat customer business Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential
clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques,
client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install support staff to aid in effective sales, marketing, and
client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key
client queries and resolve them in an expedited manner, promoting sustained revenue growth through
client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus
on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products /
services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions, and guidance Utilize knowledge of various technology - based applications, including ACT, Genesis, Calyx Point, Encompass, DU / LP, and Assetwise Act as a liaison between
clients, vendors, sales and support staff, and other members of the executive management team
Professional Experience RMB Group — A Division of MF Global Inc. (Chicago, IL) 2009 — Present Account Executive • Establish and cultivate relationships with
clients globally to provide investment solutions as a full
service commodities ($ 7.8 million AUM), equities ($ 2.2 million AUM), and options broker partnership • Solicit futures and securities trade recommendations based
on extensive technical and fundamental, utilizing polished communication and
presentation skills, generating over $ 1 million in production • Aid in the growth and management of the firm's international
client listing through regular correspondence with
clients, including the production and distribution of a monthly newsletter
Business Manager — Duties & Responsibilities Manage daily operations, customer
service, and sales staff ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Collaborate with junior level sales people to develop action plans to govern their performance Responsible for purchasing, logistics, company inventory, and product development Set and strictly adhere to budgets and schedules Oversee corporate accounting ensuring profitable and fiscally responsible operations Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, site visits, and other pertinent data Build and strengthen relationships with key
clients, partners, and community leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and
services Ensure customer satisfaction by maintaining friendly, supportive contact with existing
clients Study internal literature to become an expert
on products and
services Represent company brand with poise, integrity, and positivity
Executive Management Duties & Responsibilities Provide effective solutions to complex issues such as cost budgeting, pricing strategies, vendor negotiations, revenue projections, purchasing and sales negotiations, business development tactics and industry competition Identify and develop talent among team members with targeted recruitment, focused training efforts and the promotion of a performance - based work environment that leverages individual talents for group benefit Utilize needs - and situation - based assessments to manage costs and capital outlays and determine potential ROI Participate heavily in all marketing, branding, public relations and communications activities Develop leadership team and support staff to aid in efficient business operations, sales and marketing functions, and
client service execution, delegating important tasks and assignments while monitoring for effective resolution Lead through example with consistent work ethic, attitude, and professionalism, while performing sales
presentations, overseeing market operation and business development, creating new revenue channels and managing key vendor and
client relationships Collaborate in all phases of strategic planning with senior - level management, while furnishing oversight and guidance regarding effective acquisition strategies, pricing, market trends, and operational structures Assess and expand key markets and potential business ventures while ensuring operational efficiency and solid execution of corporate mission Create and implement marketing and sales strategies while tracking progress versus established internal and external benchmarks, focusing
on both revenue generation as well as cost control Maintain a strong working knowledge of the products,
services and respective marketplace, including pricing and regulatory trends, competitor strategies, general economic conditions and other business metrics Act as a liaison between staff,
clients, and other management members to resolve issues in a timely manner
Senior Sales Engineer — Duties & Responsibilities Experienced manager with a background in telecommunications hardware and software Oversee product lifecycle including sales, configuration, installation, and customer support Design and implement staff development and recognition programs enhancing skills sets and morale Monitor team performance and streamline workflow to enhance overall efficiency Manage customer
service operations for hardware and software related issues Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through effective team and project management tactics Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key
clients, partners, and industry leaders Provide exceptional customer
service resulting in
client satisfaction and repeat business Represent company brand with poise, integrity, and positivity
Zenum Technologies (City, ST) Date — Date Founder • Managed daily operations, personnel, marketing, and sales for technology company • Directed sales and customer
service representatives ensuring profitable operations • Created and implemented marketing and sales strategies to expand company revenue • Developed and executed product
presentations for manufacturers, partners, and
clients • Built strong relationships with distributors, marketing associates, and end users • Attended industry networking events to cultivate long - term relationships with potential business partners and
clients resulting in substantial new business • Negotiated distributor contracts, product pricing, and product availability • Conducted technology forecasts to stay
on the cutting edge of product development
Marketing Director — Duties & Responsibilities Experienced administrator with a background in sales, marketing, and customer
service Design and implement comprehensive email marketing campaigns and all collateral material Analyze email trends garnering insight into market conditions and competitor efforts Utilize metrics to determine campaign efficacy, impacted audience, and other key data Develop sales leads through networking, market analysis, cold calling, and other tactics Determine consumer incentives to engage and secure potential
clients Collaborate with multiple departments including product development, customer
service, and sales Create and implement processes and procedures to cut costs and enhance daily operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Develop and lead training in customer
service and sales best practices resulting in enhanced team skill sets Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key
clients, partners, and community leaders Provide exceptional customer
service resulting in
client satisfaction and repeat business Represent company brand with poise, integrity, and positivity
Business Manager — Duties & Responsibilities Provide full
service construction and contracting
services including electrical, plumbing, masonry, roofing, etc.. Manage daily operations of home sales, construction, and contracting businesses ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee sales, customer
service, and construction site personnel Set and strictly adhere to budgets and schedules Maintain compliance with all applicable zoning codes, laws, and safety protocols Oversee company finances ensuring profitable and fiscally responsible operations Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, site visits, and other pertinent data Build and strengthen relationships with key
clients, partners, and industry leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and
services Ensure customer satisfaction by maintaining friendly, supportive contact with existing
clients Represent company brand with poise, integrity, and positivity
Financial Advisor / Consultant • Identified and developed leads of prospective
clients of financial planning and investment
services, focusing
on generating sales to potential and existing
clients as well as maintaining high - quality customer
service, growing
client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate
clients, generating genuine rapport and establishing productive relationships with
clients, colleagues, and staff • Promote high - quality
client service with extensive research and the quality
presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth
clients
Sales and Business Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while assisting in and performing sales
presentations, collaborating in business development functions, and both managing and leveraging key business relationships Perform and aid in the execution of needs - based analyses and situational assessments for
clients to position most appropriate products and
services, generating increased revenue through improved close ratios Collaborate in all phases of strategic planning with management and other sales professionals, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential
clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques,
client service, pricing, and market trends Apply talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Utilize and work closely with support staff to aid in effective sales, marketing, and
client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key
client queries and resolve them in an expedited manner, promoting sustained revenue growth through
client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus
on revenue generation and cost control Develop and maintain a strong working knowledge of respective products,
services, and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions, and guidance Act as a liaison between
clients, vendors, sales and support staff, and executive management
Sales Manager — Duties & Responsibilities Experienced manager with a background in sales, marketing, team training, and customer
service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Design and implement comprehensive marketing campaigns and all collateral materials Enhance brand awareness among target demographics by 74.9 % resulting in increased revenue Spearhead creation and launch of internet sales initiatives Increase new business by 37 % through effective networking, in person sales, and cold calling Set company sales records by increasing sales from $ 200,000 to $ 11,000,000 Consistently recognized with company awards for excellence in management, sales, and
service Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Develop and lead training in customer
service and sales best practices resulting in enhanced team skill sets Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key
clients, partners, and community leaders Provide exceptional customer
service resulting in
client satisfaction and repeat business Serve
on multiple strategic planning committees to guide business development initiatives Represent company brand with poise, integrity, and positivity
Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer
service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key
clients, partners, and community leaders Provide exceptional customer
service resulting in
client satisfaction and repeat business Perform all duties in a professional and courteous manner
Administrative Assistant — Duties & Responsibilities Provide administrative support
services across a variety of highly technical fields Represent company brand with poise, integrity, and positivity Coordinate reappointment and re-credentialing process for allied healthcare providers Oversee applications, primary source verification, and outstanding information retrieval Perform legal research and writing
on a variety of medical compliance topics utilizing LexisNexis Direct the layout, print, and distribution process for forty medical publications Strictly adhere to all department budgets and project timelines Manage calendars, travel arrangements, and complete itineraries for senior leadership Handle accounts receivable, accounts payable, QuickBooks, billing, and reimbursements Responsible for tracking and replenishing office supplies and information technology hardware Create
presentations, charts, and reports regarding organizational structure, workflow, and efficiency Direct logistical aspects of company events including venue, registration, A / V, and refreshments Implement new electronic recordkeeping software to streamline processes and enhance security Study internal literature to become an expert
on products and
services Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Train new team members ensuring they understand the brand and adhere to company policies and procedures Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Skilled in Microsoft products, Visio, Lotus Notes, GroupWise, C++, HTML, Oracle, VBA, and VB.NET
Sales Representative — Duties & Responsibilities Direct sales and customer
service ensuring professional and profitable operations Draw upon considerable medical training and experience to identify and meet
client needs Consistently recognized as company leader in sales, customer
service, and team development Streamline organizational structure and workflow resulting in enhanced company efficiency Set and strictly adhere to departmental budgets and project timelines Design and implement staff development programs enhance team skill sets Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key
clients, partners, and community leaders Develop a rapport with customers and orient them to various products and
services Maintain customer satisfaction by maintaining friendly, supportive contact with existing
clients Study internal literature to become an expert
on products and
services Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer
service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage
client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Study internal literature to become an expert
on products and
services Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing
clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and
Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, a
Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse
client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and
client base Recruit, train, and direct customer
service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert
on products and
services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, a
services Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, a
services Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and
clients Craft effective
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Maintain sales and customer
service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers,
clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer
service, technical support, and sales
Financial
Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and po
Services Specialist — Duties & Responsibilities Recruit, train, and direct customer
service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert
on products and
services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and po
services Develop and manage varied financial portfolios for more than fifty
clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Build and strengthen relationships with small business
clients through effective
client service Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and
client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
Retail Sales Manager — Duties & Responsibilities Oversee customer
service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer
service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Study internal literature to become an expert
on products and
services Interact with support staff and company resources effectively to create the best consumer experience Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Study internal literature to become an expert
on products and
services Interact with support staff and company resources effectively to create the best consumer experience Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer
service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing
clients Study internal literature to become an expert
on products and
services Interact with support staff and company resources effectively to create the best consumer experience Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing
clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership
Professional Experience Merrick Contracting
Service (Glendora, CA) 1998 — Present Owner / Operator • Managed daily operation of commercial and residential construction company • Constructed custom homes and completed varied subcontract work • Directed construction crew of eight individuals ensuring timely project completion • Established project budgets, timelines, and necessary equipment and materials list • Oversaw compliance with all applicable zoning laws and building regulations • Responsible for sales, marketing, accounting, and human resources • Hired, trained, managed, and reviewed company personnel • Set company policies including on - site safety procedures and requirements • Delivered excellent customer service ensuring client satisfaction and repeat business • Generated significant business through networking, sales presentations, and other tactics • Built a reputation for honest, professional, and timely
Service (Glendora, CA) 1998 — Present Owner / Operator • Managed daily operation of commercial and residential construction company • Constructed custom homes and completed varied subcontract work • Directed construction crew of eight individuals ensuring timely project completion • Established project budgets, timelines, and necessary equipment and materials list • Oversaw compliance with all applicable zoning laws and building regulations • Responsible for sales, marketing, accounting, and human resources • Hired, trained, managed, and reviewed company personnel • Set company policies including
on - site safety procedures and requirements • Delivered excellent customer
service ensuring client satisfaction and repeat business • Generated significant business through networking, sales presentations, and other tactics • Built a reputation for honest, professional, and timely
service ensuring
client satisfaction and repeat business • Generated significant business through networking, sales
presentations, and other tactics • Built a reputation for honest, professional, and timely
serviceservice
Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer
service across a variety of industries Generate monthly sales in excess of $ 3 million through effective networking, marketing, and other sales tactics Design and implement comprehensive marketing campaigns including all collateral material Hire, train, and supervise large sales and customer
service staff ensuring effective and profitable operations Recognized and promoted for excellence in management, staff development, and record breaking sales Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen professional relationships with
clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert
on products and
services Successfully collaborate with customer
service, marketing, and sales departments Provide exceptional customer
service resulting in
client satisfaction and referrals Represent company brand with poise, integrity, and positivity
Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer
service across a variety of industries Generate sales in excess of $ 75 million through effective networking, marketing, and other sales tactics Design and implement comprehensive business development plans, marketing initiatives, and business models Recognized and promoted for excellence in management, staff development, and sales Cut company expenses by 16 % while increasing revenues through effective management decisions Train and direct large staffs ensuring they understand the brand and adhere to sales best practices Conduct research
on prospective leads and existing
clients to assist in developing sales strategies Craft effective sales
presentations and proposals, tailoring them to
clients based
on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen professional relationships with
clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert
on products and
services Successfully collaborate with customer
service, marketing, and sales departments Provide exceptional customer
service resulting in
client satisfaction and referrals Enforce corporate compliance with all applicable regulatory authorities and bodies of law Represent company brand with poise, integrity, and positivity
Sales, Marketing and Business Development — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while aiding and performing sales and marketing
presentations, overseeing business development functions, and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments for
clients to position most appropriate products and
services, generating increased revenue through improved close ratios Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential
clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques,
client service, pricing, and market trends Identify and utilize talent among team members with focused product and
service training along with the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Utilize support staff to aid in effective sales, marketing, and
client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key customer and vendor queries while resolving them in an expedited manner, promoting sustained revenue growth through
client retention and the leveraging of cross-sales opportunities Create, implement and achieve marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus
on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products /
services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance as well as adhering to all related laws, policies, procedures and guidelines Act as a liaison between
clients, vendors, sales and support staff, and executive management
Business Development Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing technical marketing
presentations, overseeing business development functions and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments to position and implement most appropriate
services Collaborate in all phases of strategic planning with senior - level management and
clients, including budgeting,
service strategies, technical considerations, insurance vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential
clients, while furnishing oversight and guidance regarding effective business acquisition strategies, technical assistance, project management, pricing and industry trends Utilize talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing and technical
client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key
client queries and resolve them in an expedited manner, promoting sustained revenue growth through
client retention, referral marketing and the leveraging of cross-sales opportunities Execute marketing and sales strategies and related promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus
on revenue generation, cost control and product success Develop and maintain a strong working knowledge of respective products and
services and related marketplaces, including regulatory trends, customer demands, home care and infusion considerations, product advances and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance Act as a liaison between
clients, vendors, sales and support staff, and executive management