Sales Acquisition
Demonstrated experience with clear, user-friendly written communication.
Demonstrated experience with email, chat and phone support.
Demonstrated experience with client updates.
Demonstrated experience with Trainer of Trainers.
Demonstrated experience with peer education.
Sales Acquisition open to new opportunities
Manage a portfolio of 18 active business-loan customer accounts with regular, scheduled communication and follow-up.. Explain onboarding steps, account activity and repayment requirements clearly to business owners.. Maintain accurate customer records and account documentation, keeping status and follow-up dates up to date.. Coordinate with internal teams to resolve customer issues and keep customers informed of changes.
Managed client accounts and records for international real estate and appraisal clients using Pipedrive CRM and WordPress.. Handled multiple concurrent client cases by phone, email and chat within defined response-time expectations.. Worked with technical, operations and sales teams to resolve customer issues.
Handled 10–15 customer calls per day while coordinating 8–10 appointments daily across multiple U.S. states.. Acted as the coordination point between homeowners, agents and photographers, giving all parties timely, clear updates.. Handled sensitive customer and account information with discretion and attention to detail.
Managed corporate client relationships as the primary point of contact for account and service-related issues.. Coordinated with operations teams and followed up on client requests to ensure timely resolution.
Led teams of 10–15 representatives during field marketing campaigns, coordinating schedules and on-site logistics.. Coordinated between creative, field and client teams to deliver campaigns under strict timelines.