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Project Management Financial Analyst

Location:
Spring, TX
Posted:
December 29, 2023

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Resume:

TREVION TRAHAN

Houston Texas

832-***-****

ad2aq4@r.postjobfree.com

Trevion Trahan LinkedIn

Results-driven professional with a track record of success in technical sales and project management, poised to leverage a diverse skill set to excel as a Sales Engineer. Demonstrated proficiency in managing complex projects, fostering client relationships, and exceeding targets. Excels at translating technical intricacies into compelling value propositions and solutions. Seeking to apply my extensive experience, strategic thinking, and persuasive communication skills to drive growth and deliver outstanding customer experiences. I desire to utilize my extensive experience in technical project management, client relationship cultivation, and results- driven sales approach to implement in a Sales Engineer role. Skills: Discovery & Qualification Proposal Writing Product Research Sales Cycle & CRM (Salesforce, HubSpot) Objection Handling Time Management Troubleshooting Persuasion Techniques Analytical Thinking Demo Presentation Cross- Functional teams Technology Sales Customer Satisfaction Microsoft Office Suite Slack, Zoom, Teams Google Suite Experience

FEBRUARY 2023 - PRESENT

Account Manager/Bear Services LP

• Contributed to technical project management and budget oversight in our Houston office, overseeing projects across the United States.

• Held a significant role as second-in-command on a major project focused on prominent oil industry clients, gaining experience in project execution and alignment.

• Collaborated with cross-functional teams to manage project budgets efficiently, demonstrating skills crucial for addressing client needs in a tech sales engineering role.

• Acquired proficiency in technical software applications used for tasks like storage tank management, elevator pits, shoring, and high-rise concrete repairs.

• Uniquely involved in negotiation and blueprint creation for diverse client projects, honing the ability to translate technical requirements into actionable plans.

• Leveraged technical knowledge to contribute to compelling value propositions for clients, laying the foundation for effective communication in a tech sales engineer capacity.

DECEMBER 2021 - JANUARY 2023

Manufacturing Operations Sales/National Oilwell Varco

• Led and supervised a diverse team of 35 individuals with varied backgrounds, honing skills in team management and communication.

• Devised an innovative distribution system for the manufacturing plant, focusing on profit maximization and operational efficiency.

• Surpassed targets by an impressive 20%, showcasing a results-driven approach and ability to exceed expectations.

• Fostered strong customer relationships through close collaboration and successful up sales efforts, underscoring customer- centric focus.

• Conducted essential technical presentations, demos, and testing to showcase product capabilities and address customer needs.

• Collaborated seamlessly with sales, marketing, and management teams, contributing to the development of comprehensive solutions.

• Played a key role in Plant and manufacturing deals and objectives, bringing a technical perspective to enhance decision-making processes.

2

JULY 2017 – PRESENT

Financial Analyst Regional Management/Primerica Financial Services

• Met one-on-one with high-level clients to assess their unique financial objectives, risk appetite, income sources, expenditure patterns, and asset portfolios.

• Delivered tailored advice on financial products and services, including investments, insurance coverage, and debt management tools, akin to understanding and recommending tech solutions.

• Oversaw the acquisition of stocks and bonds and the establishment of progressive savings strategies, showcasing the ability to handle complex technical products.

• Conducted thorough market research to remain abreast of evolving financial trends, demonstrating the capacity to stay updated on tech industry developments.

• Produced comprehensive financial documents, including income projections and investment reports, highlighting strong analytical and reporting skills.

• Maintained strict adherence to all industry rules and regulations, emphasizing the importance of compliance, which is also vital in the tech sector.

• Identified and pursued potential clients, fostering a robust client base and pipeline, like the relationship-building aspect of tech sales.

• Recruited agents and oversaw executive plans to establish the new Planning business unit, illustrating leadership and strategic planning abilities that are valuable in tech sales engineering. OCTOBER 2015 - DECEMBER 2019

SGT: Corrections Officer/ Texas Department of Criminal Justice

• Excelled in the careful and responsible management of inmates' well-being and security.

• Provided direct oversight to inmate work groups, ensuring their adherence to daily tasks while preventing escape attempts and upholding discipline within the framework of stringent rules and protocols.

• Demonstrated proactive decision-making by applying independent judgment within the parameters of agency and departmental guidelines, policies, and regulations.

• Skillfully maintained meticulous records, files, and reports, contributing to the accurate tracking and management of correctional processes.

• Applied expertise in correctional methods, techniques, practices, and procedures, enhancing institutional effectiveness and security standards.

FEBRUARY 2013 MAY 2015

Senior Product Sales Analyst/Silver Eagle Distributors

• Assumed comprehensive responsibility for overseeing client relationships, from initial engagement to nurturing long-term associations, and fostering business growth from existing clientele.

• Orchestrated the end-to-end process encompassing client management, new business development, product delivery, and efficient handling of will-call and shipping/receiving operations.

• Collaborated seamlessly with Account Managers and Territory Sales Representatives to facilitate a shared understanding of product details and availability.

• Cultivated enduring and mutually advantageous relationships with prospects, emphasizing a proactive approach to customer relationship building.

• Managed inbound and outbound calls, maintaining a minimal average speed-to-answer, thereby optimizing customer engagement experiences.

• Delivered in-person, top-tier customer service to provide comprehensive product information and address customer queries effectively.

Education

Lone Star North Harris (2022- Present) Associate degree Business Management Course Careers (2022- Present) Technology Sales Development Certificate Careerist (2022-2023) Sales & Solutions Engineer



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