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Sales Manager

Burbank, California, United States
January 27, 2018

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P.O. BOX 4127




Senior level Client Relations and Account Manager, offering exceptional communication skills and experience leading clients in a variety of industries from banking to manufacturing. I am masterful at transforming customer relationships that improves profitability for my companies. Education

§ B.S. Economics, California State University, Northridge, CA

§ Six Sigma Greenbelt Cert training, VillaNova University, PA Business Strengths


• Extensive expertise in strategic sales support and effective client relationship management.

• Trained in several strategic sales models including Mitterling, Solutions Selling and Outsell

• Proactive in directing client experience with goal to consistently exceed client expectations through tracking and developing business opportunities within each relationship.

• Team with sales force to create a proactive relationship model for new and current clients to increase client satisfaction and transforming clients into partners.


• Optimize marketing philosophy focused on being an indispensable source of education information and support with the goal of being first in the industry and client’s mind.

• Leverage initiatives of company’s marketing department to ensure client has full knowledge of all offerings and takes advantage of them.

• Consistently work to identify and develop business expansion opportunities by utilizing existing relationships to identify sales opportunities, increases referrals, maintain renewals and positively effect the bottom line. COMMUNICATIONS

• Skilled in public speaking and presentation from seminar settings to individual one-on-one sales presentation as well as post sale implementation and effective problem resolution.

• Experienced trainer for internal employees and clients in web enabled products managing workflow, professional client management corporate etiquette and train-the-trainer.

• Skilled at resolving root issues, utilizing creative problem solving techniques and presenting effective solutions for difficult client situations.


REMARKETING OF AMERICA (aka Credit Union Financial Services LLC) May 2016 – March 2017 Client Relations Manager

Developed and implemented procedures for managing client relationships including onboarding, product training, problem solving and improving communications. Created program for ensuring clients compliance with CFPB guidelines for third party vendor complaints. Resume




Created collateral communicating various programs and procedures to ensure understanding and partnership with clients and company to remove roadblocks to successful execution.

Established Client Relations department and proposed model to be implemented throughout organization. Collaborated with sales and operations teams to create culture of successful client relationship management. Implemented, managed and supported several proprietary products.

ZIONS BANK CORPORATION, California Bank and Trust, Woodland Hills, CA March 2010 – February 2015 Vice President, Commercial Special Assets

Developed and implemented strategic process for selling underperforming commercial notes for the bank. Process included extensive qualification requirements for note buyers, built and maintained document data room via Intralinks, created and executed marketing plan to qualified note buyers. Negotiated over $200MM sales of commercial real estate notes to qualified investors. Leader for special projects for the Commercial Special Asset division relating to federal, state and internal reporting requirements specific to extraordinary circumstances due to economic downturn. Lead the Project Team of 3 to 5 colleagues supporting, loan officers and credit analysts to meet stringent monthly, quarterly and annual reporting deadlines. Developed streamlined procedures to efficiently create the over 200 required reports which varied in complexity and data required.

Nevada State Bank, Las Vegas, NV August 2008 – January 2010. Vice President, Corporate Secretary

Coordinated with CEO and Chairman all board meetings and communications. Partnered with Executive committee assisting with two bank acquisitions and ensuring clear communications with FDIC and other agencies as required. Managed internal and external communications for CEO and partnered with Sales Development team as needed for moving their various agendas forward. Aided new compliance officer with implementing training for new requirements set forth by Federal Government agencies and as required by parent bank, Zion’s. CITY NATIONAL BANK, Los Angeles, CA August 2005 – August 2008 Assistant Vice President, Commercial and Private Banking Provided high level organizational and effective communications between EVP, Key Leaders, partner divisions, line and staff groups of the organization. Provided specialized facilitation and support in highly confidential and sensitive situations. Partnered with Sales Manager and Executive Support team creating efficient organization structure supporting new Sales Force and expanding business development efforts. INSTITUTIONAL SHAREHOLDERS SERVICES (ISS), Rockville, MD September 2003 – August 2005 Client Relations Executive

Orchestrated relationship management process for client base consisting of $9MM in annual revenue in six western states. Managed team of operation support staff in Rockville, MD and Tokyo, Japan. Managed roll out of several enterprise wide products, developed customized best practices for clients to manage workloads relating to specific products. Kept executive team informed of client perspective needs, to ensure successful partnerships and growth within client organization. Trained client relationship managers and other strategic team members in the art of professional client relationship management, maximizing client/company success. Successfully integrated working from a home office in Burbank, CA and in the field resulting in enhanced relationships with other sales team and clients. SMARTFORCE (now SkilSoft), Orinda, CA March 2001 – April 2002 Learning Manager – Sales Development

Managed client relationships in Southern California territory working in conjunction with sales and technical teams building a variety of major accounts. Developed enterprise wide role out of e-learning products to corporate client base. Partnered with clients to further e-learning initiatives accomplishing client’s business goals. Successful as project manager and works on special projects enhancing global training initiatives, site improvements and customer support. Thomson Financial (Primark/Disclosure), New York, NY April 1997 – March 2001 Senior Account Manager – Institutional Sales

Responsible for all account management within Western/Pacific Northwest and Southwest territory consistently achieving 100% of account goals and base renewals annually. Involved in pre and post sales training for majority of products maintaining brand loyalty. Partnered with both client and regional sales teams to expand presence within organization and strengthen client relationships. Resume




Financial Times – Interactive Data, Lexington MA September 1989- April 1997 Senior Account Manager

Liaison between product management and clients providing support for sales goals and company initiatives. Created and presented sales raining and client presentations. Supported and trained clients on array of global pricing products. Advocated for the client as well as provided extensive product analysis and troubleshooting problem solutions.

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