*** ***** ****** ****** **** Pa *****

mobile 215-***-****• E mail acgg63@r.postjobfree.com

Alison Susko

Experienced account development and sales professional specializing in leadership, customer service, relationship

building and business growth. Focuses on improvement, proactive service and overcoming challenges to

continuously serve the customer better. Strives to develop new concepts & tools in order to promote effective team

training allowing individuals and teams to enhance their performance and exceed goals. Presents and speaks to

groups of up to 500 clients to deliver quality training and education. Demonstrated career growth is due to a

passion for continuous learning, implementation of best practices and innovative approaches to relationship

building.

Core Competencies

Relationship Development Public Speaking

Product Education, Training and Service Sales Strategy Development and Implementation

Software Expertise Leadership & Employee Development

Professional experience

eMoney Advisor Conshohocken, PA 2007

2014

eMoney Advisor creates innovative web solutions and financial planning software for over 15K advisors to help them

attract clients and increase their revenue. The company offers solutions to organize data and maximize visibility as

well as expert training and support services on these tools.

Vice President, Enterprise Sales and Account Development 2013 to

2014

Participated in daily hands on activities which involved servicing and selling to large Enterprise accounts. Identified

client needs, created solutions and managed client expectations throughout entire lifecycle of project.

Created customized marketing videos and training tools (web based and on site training) tailored to specific client

needs. Provided knowledge and ongoing support for clients to gain the most out of their investment.

Implemented and managed an account management team of up to 16 people responsible for providing support to 15 of

the company’s largest clients. Trained and mentored the team to practice a proactive approach and anticipate client

needs and challenges. Organized weekly meetings to help employees identify and strengthen weaknesses as well as set

goals and expectations.

Expert at developing client relationships, identifying issues upfront and retaining clients.

Managed various projects for company CEO. Prepared metrics and data for customer meetings and presentations.

Accomplishments:

Increased a large account from 150 clients to over 300 clients in less than one year.

Secured a 500K contract with one of the company’s largest Enterprise clients.

Retained over 90% of clients who were approaching contract renewal period.

Built tools and training programs to improve the account management process.

Director of Enterprise Relationships 2012

2013

Responsible for the development and management of projects ranging from a single 5k contract to a 500k contract for

multiple advisors.

Serviced and grew existing accounts ensuring a progressive working partnership was in place.

Established and built partnerships while proactively searching for new opportunities with existing and prospective

clients.

Traveled across the country to meet with clients face to face and discuss product training, new products and services as

well as strategies for working more closely together.

Accomplishments:

Secured eMoney Advisor as the primary software of choice for two of the company’s largest Enterprise clients.

During a project pilot phase, a client specifically requested that I work exclusively with them.

Senior Account Manager 2011

2012

Responsible for providing a high level of customer service for existing client base as well as streamlining

communications between all customers and the company’s internal teams.

Managed 5 10 small accounts and provided training needs in response to customer inquiries.

Met face to face with customer to provide product education and training.

Worked with advisors of specific large Enterprise accounts.

Senior Trainer 2009

2011

Presented product education and training to 500 + clients in 2 day conference sessions throughout the country.

Designed classes and built content and itinerary for training sessions.

Created personalized in house training at customer site or eMoney location.

Developed new processes and agendas for a new department that were implemented and are currently still being used.

Account Manager/Customer Service Representative 2007

2009

Provided customer service support for existing accounts and prospective clients.

Developed sales strategies for earning new business.

Commerce Bank Upper Gwynedd, PA 2004

2007

Commerce Bank is a full service financial services provider for business and personal banking, wealth management

and estate planning and investments. Commerce provides a full range of financial products to consumer and

commercial customers including: lending, payment processing, trust, brokerage and capital markets services and has

over 204 full service branches.

Assistant Manager and Customer Service Professional

Managed and led a small group of 5 6 tellers and customer service representatives.

Created contests and rewards as incentives for the team to creatively sell other banking services and refer customers to

other teams within the branch.

Dealt with customer issues by quickly identifying needs and diffusing problems.

Consulted customers in regards to business, home and personal loans, lines of credit, unsecured loans and opening

accounts.

Ensured that all internal policies, compliance and regulatory requirements were followed.

EDUCATION and professional development

West Chester University, West Chester, PA

Bachelor of Science Marketing

Employee Development Program (Internal training class eMoney Advisor)

Public Speaking classes focused on skills and expertise in public speaking

Participated in monthly class regarding different business exercises (Internal training eMoney Advisor)

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