Dynamic Business Development Professional with 10+ years of experience driving revenue growth through SaaS solutions, CRM tools, and consultative sales. Expertise in lead generation, pipeline management, and leveraging analytics to deliver measurable results. Proven track record of exceeding targets and optimizing sales processes in remote and in-office environments.
Develop and Maintain deep expertise of LegalZoom products and best practices to provide value to customers.
Provide personalized support that aligns with the company brand and voice, directly. impacting customer retention.
Build customer relationships through lead management using Salesforce, Zendesk.
Uncover customers needs and present an accurate high-level overview of products and services.
Efficiently educate customers on the business formation process of filing LLC's, Corporations, Nonprofits, DBA's, Tax/Accounting services.
Remotely establish a lead pipeline for Annual reviews, Annual reports, Amendments, and legal forms.
Routinely answer incoming calls and conduct outbound calls to customers Respond to emails sent by customers to solve business problems and maintain business compliance with state.
Coordinate the subscription process to ensure timely solution deployment and billing.
Maintain monthly KPI's and NPS scores: $50k in revenue per month, Maintain NPS Average of 90%
-Relationship management: put our customers at the center of everything we do. Exemplify our Sales culture. Serve and educate customers on the product portfolio. Escalate issues to the DDO, and Corporate Office if unable to resolve the issue directly with the customer.
-Cash handling: Handle and count currency, cash, and coins to include managing a cash drawer, counting cash deposits, moving cash from secure safe to cash drawer and other cash handling requirements. Responsible for bank deposits or bank pick-ups. Balance individual batch receipts with store sales reports at end of day and assist with resolving over/shorts as needed.
-Loan processing: Perform necessary customer verifications to validate information presented. Accurately process loans and transactions per company policy.
Compliance: Responsible for compliance with company/State policy and procedures including Federal regulation where applicable.
-Inbound/Outbound calls: Answer telephone inquiries in response to general questions, customer applications, requests or other issues. Place outgoing customer courtesy and collection calls in accordance with federal regulations and store operating procedures.
-Brand Ambassador: Promote the Check ‘n Go brand professionally and ensure store appearance (internal and external) is maintained to company standards. Assist in the execution of all Company marketing plans and programs, ensuring precise and timely set-up, excellent execution and within established deadlines. Build business-to-business partnerships.
-Store operation: Responsible and accountable for operations, development and training necessary for store achieving metric targets. Coordinate and maintain store staff schedule. Assist in covering other locations within
the district. Support store staff to ensure excellent customer service and embodiment of Sales culture.
CRM management
Social media marketing
Cross-functional team leadership
Client acquisition
Lead generation
Business analysis
Consultative sales
New business opportunities
Pricing strategy
B2B/B2C
Email campaigns
Problem-solving