Who I am and Why, Knowledge and Experience

Deliver leadership to a high-performing account management team and manage resources for providing industry-leading services to network leasing clients. Render effective guidance that supports clients in growing dental business. Oversee team activities that include teams’ communication with clients virtually, over the phone, through email, and in person. Build trusted and long-lasting relationships with clients to create new business opportunities. 

● Led 5 members that yielded more than $1MM in revenue and provided Account Coordinator support for generating and managing $30MM in revenue. 

● Exceeded 2021 revenue target by 109% through the generation of over 1MM for the first time.

● Established a winning and highly productive work culture by conceptualizing and executing a robust strategy.

● Drove professional development and career growth of team members through training, coaching, and motivation.

● Minimized potential risks to the organization by completing an internal risk reduction project.

● Accomplished maximum client satisfaction through the timely and efficient resolution of issues regarding the dental business.

Managed and motivated a team of 4 members to maintain a best-in-class analytics department that met reporting needs of clients. Proficient in using a wide range of tools, such as Optum, Quest Analytics, PowerBI, SQL

● Played a lead role in adapting to the changing landscape of the organization by proactively moving forward the Analytics team with new technology, processes, and culture. 

● Acted as a team player to deliver marketing analytics services to 150+ clients and 2 Account Managers, 5 Account Coordinators, and 1 sales colleague. 

● Planned and accomplished ad-hoc projects, encompassing the creation of business dashboards, lifetime analysis, and defendable whitepapers.

● Transitioned marketing analytics team from Optum to Quest Analytics Software by completing a transformative project.

● Increased accuracy of departmental reporting by revising and presenting analytics procedures to functional and senior leaders to secure approval. 

● Tracked team performance via quantitative and qualitative measurements by developing a new process. Achieved key departmental goals by redefining team roles and setting new expectations.

● Delivered training and mentorship to encourage team development while delivering marketing analytics strategies to create data-driven actions aligned with the client and business objectives.

Devised effective sales strategies to sell products and services (B2B) and drive business growth. Facilitated successful execution of internal and external sales initiatives through strategic planning. Established communication with clients to propose best-suited products/services that meet customers’ needs. Improved collaboration among sales and communication teams to develop influential content and create a performance tracking mechanism. 

● Yielded an estimated 720K in additional annual revenue by propelling sales growth.

● Expected to generate long-term revenue through gainful negotiation of pricing and contracts. 

● Created opportunity tracking and lead management system in liaison with sales operations. 

● Promoted new products/services to diverse customer audiences by developing marketing campaigns with the departmental team. 

● Served as a client and brand advocate; represented customers and brand values during finalist presentations, conferences, and trade events.

● Convinced potential clients to buy organizational products by delivering highly engaging presentations and conducting one-to-one meetings. 

● Ensured proper tracking of lead and opportunity pipelines for existing client upsells in coordination with IT and Sales teams.

Developed and executed clients’ financial plans, including retirement and other investment goals. Acted as a part of a team that consisted of financial advisors and other support staff to provide financial support to clients. Obtained Series 6, Series 63, Michigan Life and Health, and VA licenses. 

● Expanded book of business from zero to MM$ by promoting and selling insurance and investment products.

● Drove positive financial impact for the organization by winning and managing hundreds of clients. 

Completed the Retail Leadership Program 2016 – 2018. Delivered leadership to control business prospecting for a designated geographical area. Accomplished financial performance goals of the branch by improving revenue growth, increasing operational efficiency, and overseeing cost management. Retained and grew customer base by formulating marketing strategies. Supported customers in reaching desired goals by managing, growing, and protecting clients' assets by offering various financial services. 

● Recognized by senior leadership as a top 10% high-performing Branch Manager within the company. Earned promotion to Assistant Vice President (AVP) position for showcasing outstanding performance. 

● Boosted business growth by consistently meeting sales goals (YoY) for 7 consecutive years.

● Drove professional growth of employees to senior levels through mentoring and guidance. 

● Expanded banking operations by overseeing construction, marketing, and successful opening of the first branch on the eastern side of Detroit. Spent time in the community to create awareness, spread the message, and foster new relationships. 

● Maintained a high-performance work culture by developing, leading, and coaching a team of 4-6 members.

● Met business needs across the Southeast Michigan Market by hiring and recruiting high-caliber talent for multiple positions.