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Account Transition Specialist Resume Example

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ACCOUNT TRANSITION SPECIALIST
Professional Summary
Driven business development professional who effectively builds loyalty and long-term relationships with customers while consistently exceeding sales targets.
Skills
Work History
Account Transition Specialist, 11/2016 to Current
Vanguard Investments – Phoenix, Az
  • Formulated custom business plans for incoming account managers.
  • Developed new business opportunities by effectively communicating product lines to new and existing clients.
  • Researched clients' business issues and goals to offer appropriate solutions.
  • Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales.

Data Analyst, 01/2015 to 08/2015
Porch – Seattle, Wa
  • Reviewed and updated client correspondence files and scheduling database.
  • Participated in requirements meetings and data mapping sessions to understand business needs.
  • Developed database objects, including tables, views and materialized views using SQL.
  • Coordinated statistical data analysis, design, and information flow.


Legal Intern, 05/2014 to 08/2014
Robert Hardy Attorney at Law – Burien, Wa
  • Researched statutes, decisions, legal articles and codes.
  • Produced legal documents, including contracts and real estate closing statements.
  • Prepared for trials by conducting legal research and drafting pleadings.
  • Transcribed legal documents and phone conversations.

Salesmen, 05/2013 to 08/2013
Burien Chevrolet – Seattle, Wa
  • Responded to all customer inquiries thoroughly and professionally.
  • Answered customer questions about product availability and shipment times.
  • Wrote, negotiated and finalized sales contracts.

Education
Bachelor of Science: Finance Economics, 2014
Washington State University - Pullman, Wa
  • 3.2 GPA.
  • National Honor Society member.
  • Volunteered with Palouse Area Humane Society.
  • Coursework included Business Administration, Accounting and Management Studies.
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Resume Overview

Companies Worked For:

  • Vanguard Investments
  • Porch
  • Robert Hardy Attorney at Law
  • Burien Chevrolet

School Attended

  • Washington State University

Job Titles Held:

  • Account Transition Specialist
  • Data Analyst
  • Legal Intern
  • Salesmen

Degrees

  • Bachelor of Science : Finance Economics , 2014

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