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Account Manager, Sales, Technology, Finance

Location:
San Mateo, CA, 94403
Salary:
45000
Posted:
April 05, 2012

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Resume:

GRAHAM A. PICKLES

**** ******** ***, *** *****, California 94403

650-***-****

sbqd2y@r.postjobfree.com

QUALIFICATIONS PROFILE

Proactive, self-motivated, and intellectual professional, offering more than eight years of broad-based experience in sales, account management, and marketing. Equipped with proven success in elevating business and enhancing initiatives that generate market penetration. Show competency in e-commerce sales and marketing techniques, financial services, hospitality department management, and commercial real estate sales. Exemplify adeptness in cultivating long-term client relationships to effectively meet organizational goals and quotas. Technically proficient in Windows, Mac OS, Google Docs, Microsoft Office Suite, Salesforce.com, Sugar, ACT, and other CRM platforms. Possess working knowledge of HTML.

- Exceptional visionary with advanced and innovative way of thinking that continually identifies and seeks new opportunities, ensuring that the total sale down to the smallest detail, meets organization’s needs while upholding corporate standards

- Embrace and promote cultural expansion into new areas of cross-functional teams; respected leader who works independently and adapts leadership styles into a variety of situations

- Accustomed to utilizing out-of-the-box strategy to deliver first-rate service, expand customer base, and ensure repeat business

- Depict adeptness in online affiliate marketing mediated through Google Ad Network

- Exemplify ability to streamline workflow of client communications, such as management of in-coming RFP's, oversight of on-going campaigns, and results presentation

COMPETITIVE ADVANTAGE

Enterprise Management

Operational Streamlining

Revenue and Profit Maximization

Process Optimization

Marketing and Advertising

Extensive Product Knowledge

Strategic Planning and Execution

Conflict Resolution

PROFESSIONAL EXPERIENCE

Plum District.com ~ San Francisco, CA

NATIONAL ACCOUNTS MANAGER Apr 2011–Present

Supervise and streamline the implementation and quality control for all national online promotions. Administer affiliate relationships through GAN with large vendors, and offer analysis support to management. Utilize various social media channels, such as Facebook and Twitter for marketing promotions.

Career Highlights:

- Produced $300K of gross revenue through strategic sourcing and closing of numerous online partnerships

- Maximized the overall sales in new and underperforming territories by 15%-20%

- Performed one-on-one contract negotiation with each client, and successfully retained over 90% prospects every discussion

- Diligently monitored the creation, alterations, and implementation of non-standard contracts, ensuring 100% accuracy

- Functioned as the key point-of-contact for returning clients, sustaining positive relationships and supporting client retention and renewals

Insight Wealth Strategies ~ San Ramon, CA

BUSINESS PROCESSING MANAGER / CONTRACT Feb 2011–Apr 2011

Prepared required client documentation for account openings, asset transfers, and numerous types of service. Rendered assistance to the principal CFP with fulfillment of all their duties, including meeting preparation. Analyzed and processed financial transfers and service requests.

Career Highlights:

- Provided expert oversight to sales progressions and took integral part with closing, conversion, and retention activities

- Expertly qualified leads that successfully generated additional revenue

- Fostered open communication between clients and office staff to ensure streamlined interactions

Sperry Van Ness ~ Half Moon Bay, CA

CONTRACTOR Jun 2010–Dec 2010

Conducted thorough database research and analysis on commercial real estate ownership, property profiles, and tenant status.

Career Highlights:

- Provided professional assistance with sales plans and strategies development, effectively tailoring ideal property to potential needs of tenants and clients

- Identified and coordinated accurate client and owner profiles to modify and boost service

Fisher Investments ~ San Mateo, CA

CLIENT ACCOUNT COORDINATOR Mar 2008–Jan 2009

Managed broad-based CRM database development and maintenance. Led the execution of necessary due diligence, contract accuracy oversight, and document preparation. Demonstrated in-depth knowledge on various types of financial transfers, such as ACAT, non-ACAT, rollovers, and surrenders.

Career Highlights:

- Conceptualized and developed analysis and strategy to high-net-worth clients on new account setup, transfer procedures, and time expectations

- Completed training on diverse financial markets, products, and strategy; gained knowledge on various investments, such as mutual funds, bonds, and annuities.

- Earned distinction and acknowledgment for overseeing and coordinating secure client information with utmost care and discretion

- Displayed success in transferring and reconciling more than $30M in client assets

- Effectively dealt with several financial custodians, involving Charles Schwab, Merrill Lynch, Smith Barney, and Pershing LLC

- Supervised full spectrum of processes in establishing and maintaining client relationships to ensure repeat business and loyalty

EDUCATION

BACHELOR OF ARTS IN COMMUNICATIONS: 2007

San Francisco State University, San Francisco, CA

COMMUNITY INVOLVEMENT

Coach, Half Moon Bay High School Football Program

Volunteer, San Francisco Food Bank



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