Sentences with phrase «repeat business based»

«At Westin Maui, we have a good amount of repeat businesses based upon past successes and the strong level of connection we have built with group representatives and meeting planners.

Not exact matches

The routers then collect information from nearby smart devices, giving business owners «location - based performance indicators including capture rate, median visit length, repeat visit rate, total number of visitors, and total visits for a given site,» the company says.

If your business is based on subscriptions or repeat purchases, you can adapt this model to cyclical purchases.

Good salespeople base their business on repeat sales, which is built on relationships, and lots of pastors are good at relationships (they also tend to be more trusted than an average salesperson by people who know their former profession).

Once again, truth (liar) prevails is not, repeat, is not an American and butts in on American business on a regular basis probably because no one in its own country wants its bull sh it there either.

Tapia Brothers largely serves Hispanic restaurants and has a loyal customer base with much repeat business.

The customer base, made up largely of 18 to 35 - year - old «upwardly mobile» people, augured well for future growth and repeat business across a range of products for Bubs.

[But] the soul is created [and] enhanced by the people working on it and experiencing it and these initiatives can come to life in magical ways resulting in repeat business,» says Ghizlan Guenez, CEO of The Modist, a Dubai - based e-commerce site that offers contemporary designer brands like Stella Jean and Maison Rabih Kayrouz to women whose religious, cultural or personal tastes lean to a modest style aesthetic.

West - based Bishop Fleming, the fast - growing Top 40 accountancy firm, is repeating its support for the «Young Enterprise» initiative to help school pupils to learn about business.

If you're in the business of providing sales training management to your employees, it's likely that you are repeating similar instruction to different groups on a fairly regular basis.

Increasing the number of brand advocates is the pathway to growth for dealers looking to generate repeat business and bring in new business based on positive word of mouth.»

So here's the question: With all these ebook retailers just a click away from each other, what must they do to earn your business on a repeat basis?

The third bedrock principle of Ben Graham value investing system is that a security is an ownership interest in an actual business rather than a piece of paper to be traded based on person's view about the views of other people, about the views of other people [repeat].

Here's why: Imagine that your small pet business, JOE»S PETS has been in business for three years and you've grown a steady base of repeat customers and positive online reviews.

Educational Topics Such conversations become valuable in creating repeat business, said Brent Mayabb, DVM, director of corporate affairs for St. Charles, Mo. - based Royal Canin USA.

Cat toys are great sellers, and by providing a large selection for customers, retailers can create a solid customer base and guarantee repeat business.

«KB Consulting concentrates on helping frame shops develop inexpensive, client - based programs that increase repeat business and referrals for new business.»

In addition, there is not always a base of repeat business — depending on the area of practice.

More and more, institutional legal clients who work with outside lawyers on a regular basis are creating and instituting billing guideline agreements that any lawyer or law firm will have to follow if they want to get repeat business or simply get their bills paid on time.

Plus, the attorney's base of clients that will do repeat business (or who will refer the attorney to their friends) will also grow over time.

Another rhetorical aspect here is the nature of the audience: photographers and media managers might not be lawyers, but they are repeat players in the business of using photographs and thus could be expected to know and care about technical copyright issues on an ongoing basis.

The majority of Rustom's client base is made up of repeat referrals or client recommendations leading to new business.

Assisting customers in enhancing their appearance by applying and selling facial treatments and cosmetic products, building a loyal client base and maximizing repeat / referral business.

Expanded client base through positive, professional relationships with customers that has led to repeat business and referrals.

When I first started in the resume writing business in 1995, I met a colleague whose client base was built on word - of - mouth referrals and repeat clients.

Secured consistent levels of referred and repeat business from a vast client base through successful store management, internal networking, consultative sales, and communication.

Promoted from Part - Time to Full - Time position in first year while developing extensive customer base of repeat business.

Cultivated excellent relationships with clients, resulting in a strong base for repeat and referral business.

It is also the pursuit of retaining clients and establishing a strong base of repeat business for your company.

• Hands - on experience in ensuring high levels of customer satisfaction through provision of exceptional customer services • Highly skilled in assessing customers» needs and providing both information and assistance to ensure that they are met appropriately • Deep insight into the «extra mile» mantra to drive sales and ensure repeat business opportunities • Deeply familiar with recommending merchandise based on each customer's individual requirements and likes • Demonstrated expertise in preparing sales contracts and handling payment processes for both cash and credit card transactions • Unmatched ability to serve multiple customers at the same time, without compromising quality of services • Qualified to handle merchandising, visual merchandising and stocking activities in a time efficient manner • Proficient in upholding and implementing loss prevention strategies, and effectively reducing item loss through constant check and vigilance • Adept at processing shipments and ensuring that all merchandise is appropriately represented on the floor • Competent in recommending products to customers by effectively and efficiently providing information of benefits and demonstrating product features • Well - versed in engaging customers though conversation to determine their needs and assisting them in locating their choices of products • Proven record of suggestively selling additional items and services in a bid to meet company and self - sales goals

Identify and acquire new markets, develop a solid referral base to increase the value and volume of new, repeat, and referred business.

Managed and coordinated all facts of commercial sales operations by working closely with sales team to establish a solid base of loyal customers while successfully generating a high volume of repeat business as well as securing numerous client referrals.

• Highly experienced in conducting site survey to determine the best position for satellite service equipment • Demonstrated expertise in placing mounts, satellite dishes and receivers while ensuring consistency of service • Exceptionally well - versed in laying out complex cabling networks and ensuring that cables are properly pulled and grounded as per protocol • Deeply familiar with selecting and installing satellite equipment according to the specific needs of each customer • Effectively able to instruct / educate customers on using satellite equipment and repairing and maintaining it on a regular basis • Exception customer service skills aimed at ensuring customer satisfaction for repeat business opportunities and referral • Unmatched ability to design, install and maintain industry level satellite services and equipment • Adept at ensuring signal strength according to industry standards, by performing detailed tuning activities • Proficient in calculating costs and quotes for both residential and commercial properties based on the size and type of equipment required for each project • Competent in performing troubleshooting and repairing activities to ensure that all faults are fixed in a timely manner, and to minimize downtime

• Track record of developing repeat business customer base by providing the best customer services through regular communication and sales information.

ACHIEVEMENTS • Increased customer base by 60 % through novel marketing initiatives • Decreased food wastage costs by 6000 $ per month by introducing «Waste Not Want Not» policy by giving customers choice of portion • Attained Waiter of the Quarter Award 3 times in 1 year following delivery of exceptional customer services • Suggested corporate deals for restaurant patrons which resulted in repeat business in teh form of corporate lunches and dinners

They also are able to tell what is «working» based on the volume of repeat and referral business, as well as client feedback, they receive.

Utilized clientele system to develop a repeat business customer base in order to regularly communicate new merchandise and upcoming events and product replenishment.

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 managemBusiness 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 managembusiness 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 managembusiness 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 managembusiness 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 managembusiness 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

Bromak are a specialist recruiter in the construction & property sector and have built a strong reputation and enjoyed repeat business year on year recruiting and supplying labour and construction professionals in to an impressive client base ranging from regional privately owned construction companies to large PLC & national building contractors & developers.

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

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

National Securities Corporation (Chicago, IL) 4/2008 — 9/2008 Investment Advisor • Consistently exceeded sales goals through cold calling, networking, and other sales tactics • Analyzed client portfolios and created detailed reports regarding investment performance • Offered investment advice based on market conditions and customer needs • Provided excellent customer service resulting in client satisfaction and repeat business • Served as a mentor to junior associates ensuring efficient and effective operations

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

Customer Service Supervisor Duties & Responsibilities Create training / development plans for staff and service team members, providing on - going performance feedback Provide continuous assessment of service associates, while furnishing oversight and guidance regarding effective issue resolution and customer management techniques Interact with customers in a professional manner to improve the client experience Perform need - based client assessment to provide effective solution Generate referrals and consistent repeat business through effective service Maintain a strong working knowledge of the product and respective marketplace Address client queries and resolve customer issues in an expedited manner Act as a liaison between clients and other staff members and departments Manage phone systems, and direct incoming calls to their appropriate channels Provide on - site support to other staff and coordinate all daily business efforts Assist managements with various duties as assigned

Customer Service and Administration Duties & Responsibilities Interact with customers in a professional manner to improve the client experience, resolving queries and issues in a timely and professional fashion while making all customer needs the top priority Implement quality assurance processes to ensure administrative accuracy and promote operational efficiency Assist in the execution of needs - based client assessment to facilitate successful product / service utilization Collaborate and communicate effectively with all departments and members of company management, acting as a liaison between customers and all staff members as well as representing institutions within the community Generate referrals and consistent repeat business through effective service and timely follow - up Meet and exceed marketing and sales strategies while tracking progress versus established benchmarks Maintain a strong working knowledge of company products and services, respective marketplace, competitor strategies, industry regulations, and other pertinent information, applying all knowledge to related job functions Provide relevant guidance / leadership to new staff training efforts and coaching, consistently leading by example Oversee critical document control and management, maintaining all files in an organized manner Perform continuous assessment of client service operations while furnishing oversight and guidance regarding effective customer service and issue resolution techniques Adhere consistently to all established policies, guidelines, procedures, related laws, and other related constraints Utilize various technology applications to drive customer service and administrative processes Assist management team and senior department members with various other duties as assigned

Medical Sales Respresentative — Duties & Responsibilities Experienced manager with a background in sales, marketing, 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 Direct company charitable events creating community goodwill and respect for the brand Author and distribute company newsletter, press releases, and other official correspondence Consistently meet or exceed sales goals through networking, in personal sales, cold calling, and other tactics Generate company record of $ 8 million in sales while doubling client base 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

Insurance Underwriter — Duties & Responsibilities Experienced manager with expertise in underwriting, sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee health insurance underwriting determining client insurability and company risk Discover client needs, tailor insurance packages, and present quotes Utilize industry software to analyze risk, generate quotes, and author reports for senior leadership Build and strengthen professional relationships with internal sales representatives and external brokers Consistently exceed sales goals through networking, in personal sales, cold calling, and other tactics Recognized and promoted for exceptional team management, sales, and customer 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Provide exceptional customer service resulting in client satisfaction and repeat business Set and strictly adhere to departmental budgets and timelines Represent company brand with poise, integrity, and positivity Continually participate in ongoing professional development opportunities to enhance skill set

Sales Manager — Duties & Responsibilities Experienced sales manager with expertise in sales, marketing, and customer service across a variety of industries 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 exceed sales goals through networking, in personal sales, cold calling, and other tactics Increased new account generation and sales by 300 % within one year at Decisionmark Recognized and promoted for exceptional sales results, team management, and customer 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 Proficient in Photo Shop, SalesForce.com, Microsoft Office Suite, and other computer software Represent company brand with poise, integrity, and positivity

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network