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Account Manager Resume Example

Resume Score: 80%

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ACCOUNT MANAGER
Professional Summary

Experienced Managing Director with a demonstrated history of working in the financial services industry and corporate event planning. Engaging and personable with the ability to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to customer service. Demonstrated strong track record of success in highly competitive market settings. High-level sales cycle knowledge and excellent communication skills.

Skills
  • Coordinating Documents
  • Scripting Expertise
  • Sales Reporting
  • Sales Analysis
  • Client Development
  • Business Strategy
Work History
Account Manager, 01/2019 to Current
Peak Source LLC – Manhattan, NY

Primary Role: Provide strategic advice to the Partners so that they'll have an accurate view of the market and the company's future. Responsible for delegating responsibilities and supervising the work of Senior Management, Sales Managers, Funding Specialist, and Underwriters by providing guidance and motivation to drive maximum performance. Constantly doing industry research and carrying out regular SWOT analysis to mitigate any potential risks through industry and market changes. Responsible for building and enhancing the company's public profile at events, speaking engagements, and managing relationships with our private banks.

Key Focuses entailed:

  • Securing high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Reinvented team interaction with prospective clients by developing innovative and creative sales pitch implemented into sales team strategy.
  • Exceeded sales goals and market competitions through effective negotiation of product and material pricing, delivery rates and employee payment terms.
  • Developed a highly profitable pipeline based on multiple sales penetration techniques.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
Senior Funding Manager, 03/2018 to 01/2019
Berkman Financial – Manhattan, NY

Primary Role: Responsible for designing and implementing a strategic sales plan that expanded Berkman's customer base. Recruited, selected and directed the sales staff in meeting or exceeding corporate goals.

I lead a direct sales team of 27 Funding Specialist by providing coaching, training and mentorship. Responsible for setting individual sales targets for each member of my team. I was also in charge of overseeing the transition of all finalized transactions.Assessed customer account histories to determine previous compliance with payment plans and loan terms.

Daily Focus points:

  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Conducted pre-funding and funding activities for over 500 monthly applications.
  • Reviewed and validated details of loan applications and closing documentation.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
New York Operations Manager, 01/2017 to 01/2018
Studio D Home Staging – Brooklyn, NY
  • Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and 10-member management team with related direct reports.
  • Protected company assets from loss such as theft or damage by setting and enforcing effective security policies.
  • Strengthened performance metrics tracking and analysis to enhance tactical and strategic company plans.
  • Developed and implemented daily operations plans such as delivery routes, employee assignments and delivery strategies.
  • Established and administered annual budget (For NY accounts) with effective controls to prevent overages, minimize burn rate and support sustainability that related to the companies objectives.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Reviewed financial reports each day and investigated variances with accounting staff to keep records accurate.
Event Design Manager, 07/2008 to 08/2016
Great Performances – Manhattan, NY
  • Designed and executed all corporate, wedding, non-profit, and exclusive large-scale events at top catering company in New York City.
    • Executed visual makeover for cafe, bar, and concessions set up for Apollo Theater, BAM cafe, and Signature Theater with a $2,000 budget.
    • Managed labor and delegated tasks to ensure proper execution and timely event flow.
    • Conceptualized and realized design and décor ideas to create the desired look and feel of each event.
    • Negotiated and collaborated with vendors to ensure a functioning timeline and customer satisfaction.
    • Handled key collaborations with caterers on food selection, arrangement, presentation, and delivery.
    • Designed and composed invitations, and controlled guest lists and RSVP notifications.
    • Owned the life cycle of all GP design inventory while fulfilling event request orders.
  • Chaired all design team meetings and issued action items.
Education
Bachelor of Science: Actuarial Science, 07/2012
St. Johns University - Queens, NY

My degree had a main concentration in Actuarial Science that was designed to teach strategic planning and the financial consequences of risk through developing quantitative analysis skills.

Key coursework:

  • Economics
  • Mathematical Statistics
  • Corporate Finance
  • Accounting

Graduated and maintained a 3.8 GPA on the Dean's Honors List

The Dean's Honors Program participation requirements included:

Enrollment in Dean's Honors-designated courses
Participation in a subsidized Global Destination Course
Completion of at least one internship course (New York Times)
Participation in workshop/speaker/career development activities each semester
Maintenance of a 3.5 cumulative GPA, both overall and within student's major

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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Peak Source LLC
  • Berkman Financial
  • Studio D Home Staging
  • Great Performances

School Attended

  • St. Johns University

Job Titles Held:

  • Account Manager
  • Senior Funding Manager
  • New York Operations Manager
  • Event Design Manager

Degrees

  • Bachelor of Science : Actuarial Science , 07/2012

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