Customer Service Account Executive

Heather M. Gist

**** *. ***** ***

Kansas City, MO 64155

Phone 225-***-****

************@*****.***

Has a distinguished record of accomplishment in sales, customer service, training, coaching, teaching and client relationship management. Maintains an outgoing, amicable personality and positive attitude. Strong interpersonal skills with an articulate and enthusiastic outlook. Problem = Solution. 4/2021 – Present Jack Cooper Claycomo, MO

Casual Yard Employee (Part Time)

Assist on any yard/rail needs and other responsibilities as assigned

Aid in building and adjusting loads as required per yard/rail needs

Maintain clean, orderly yard/rail area

Aid in building and adjusting loads as required per yard/rail needs 6/2022 – 1/2023 Spectrum Enterprise Overland Park, KS Enterprise Account Executive

Managed and completed sales cycle, including prospect identification, appointment setting, and effectively qualified sales calls to generate new opportunities.

Assist

Successfully developed new relationships, while also leveraging existing ones to grow and retain profitable revenue

Utilized excellent interpersonal and presentational skills to acquire new customers through networking, social media, and cold calling

Educated clients on the latest offerings relevant to their needs to add value to their businesses regarding: Dedicated Fiber, Unified Communications, Managed Networks, Security, etc.

Ran demos and diagnostic meetings to generate new business

Game-planned and executed an account strategy to deliver maximum revenue potential

Created and prioritized a pipeline of prospective new clients

Took ownership of the entire enterprise sales cycle from initial contact, demo, proposal, RFP response, negotiation, to execution

11/2020 – 6/2022 NKC School District Kansas City, MO Long Term District Substitute Teacher

Fulfilled both short and long-term substitute assignments across all subject areas

Effectively taugh students of varied academic/age levels (grades K-12) and diverse cultural backgrounds

Instructed classes of as many as 30 students

Communicated with teachers, leadership, administrators, and parents.

Built a very positive rapport with students.

2/2020 -11/2020 Lowe’s Overland Park, KS

PSE (Project Specialist Exterior)

Performed in home meetings including “owning the relationship” to assess the project, capturing measurements, confirming product selections, and gaining a scheduled commitment

Generated and aided store in lead generation

Provided detailed/comprehensive updates to Market Sales Manager

Maintained awareness of competitor pricing by conducting quarterly market price analysis

Worked with general contractors and installers to quote, sell and produce accurate jobs

Kept management aware of customer complaints, dissatisfaction, or problem projects

Maintained all collateral, samples, forms and paperwork and ensured all samples were clean, workable and prepared for client demonstrations

Produced project paperwork for Production Office

Followed up with customers to maximize sales opportunities and client satisfaction 9/2019 – 2/2020 Dignity Memorial Raytown, MO

Family Services Counselor

Sold Assurant products and services to existing and potential individual customers and associations

Identified own leads and scheduled presentations to meet assigned pre-need quotas

Coordinated site overviews with clients, including tours around the property

Provided options and associated costs, including advising client on financing options

Provided at-need clients with immediate service, providing a consoling atmosphere that enable the clients to make decisions regarding recently deceased family members

Made sales presentations, networking, gained referrals, and presented group informational seminars 3/2018 – 3/2019 TASK Construction Leawood, KS & NKC, MO Business Development Manager& Senior Leasing and Relations Manager

Networked with Insurance Agents, Adjusters, Realtors, Property Management Companies and Home Owners to help bring business and grow the Fire & Water Restoration side of the business

(but anything Interior/Exterior as well)

Point of contact for everyone involved to ensure great communication and smooth project transactions

Helped assist with insurance claims

Hired and managed contractors based on the scope of work

Purchased and distributed materials when needed to get all phases of project done based on the schedule and deadlines

Collected on past accounts and/or coordinate completion from previous Project Managers

Answered and returned calls to keep all parties on the same page

Toured potential renters

Pre-qualified potential clients

6/2017 – 3/2018 DexYP Overland Park, KS

Business Advisor

Built and maintained relationships with local business owners to help them grow

Researched and analyzed the market for favorable conditions to release particular products (SEM, SEO, ESS, Thryv, DBA) knowing ups and downs in the market

Evaluated and developed marketing services and tools based on the type of the business

Looked for competition in the market and planned strategies to overcome or survive market risks and threats

Decided budget by collecting specifications and pain points to help prioritize and distribute where it was most needed

11/2009 – 6/2017 Safe Haven ADT Security Kansas City, MO Account Manager

Performed as a Top Producer for the 2nd largest Authorized Dealer for ADT while meeting and exceeding sales goals weekly.

Built book of business & managed hundreds of relationships with Real Estate & Insurance Agents nationwide by providing and selling ADT products & services to new home owners.

Designed and provided marketing materials for both clients and Agents while maintaining a positive working relationship with ADT Corporate.

Encouraged a team effort by accomplishing related results as needed to include; resolving customer concerns, being a liaison between the client and internal/external departments, and gathering current marketplace pricing, products, new products, delivery schedules, merchandise techniques, etc.

3/2008 – 11/2009 United Planners Financial Scottsdale, AZ Partner Development Coordinator

Ensured smooth transition for all independent financial advisors from their current broker dealer to United Planners by setting up home office visits (flights, hotels, reimbursements, taking to breakfast, lunch, dinner, and out for entertainment), preparing and demonstrating transitional materials, conference calls, and the administrative workshops.

Pulled, analyzed, and scrubbed geographical data and helped create marketing materials for targeted reps.

Enrolled, prepared, and participated in quarterly trade shows while maintaining relationships with tradeshow vendors while helping recruit potential reps by keeping close contact and ensuring an extremely positive experience during a difficult and frustrating process. 8/2005 – 3/2008 Maricopa Mortgage Phoenix, AZ

Senior Loan Processor/Loan officer

9/2004 – 7/2005 United Financial Scottsdale, AZ

Senior Loan Processor/Loan Officer

3/2002 – 8/2004 OCM Mortgage Overland Park, KS

Senior Loan Processor

1/2000-3/2002 H&R Block Kansas City, MO

Executive Assistant

Awards 2009 - Top Performer or Runner Up

2009 - Top Performer

2010 - Top Performer or Runner Up

2011 - Top Performer or Runner Up

2012 - Grand Prize Winner of the Year

2013 - Top Performer

2014 - Grand Prize Winner of the Year

2015 - Top Performer or Runner Up

2016 – 1st, 2nd, & 3rd Place

Education

Liberty High School High School Diploma

University of Phoenix 1 semester shy of degree in Marketing (96 credits) Technology

Word, Excel, Access, PowerPoint, PeopleSoft, Outlook, Star, Acrobat Reader, Windows NT, Calyx Point, Real World, Goldmine, Desktop Underwriter, TMO, LPS, Omni, DU, LP, MOAI, Assetwise, ACT, Discovery Database, MCS, TSS, RSS, Security Trax, Zoho, Sales Force, Fonality, HMIS, Project Tool, Genesis, IMS, EagleView, Cwbc, Pronto, OutReach Licensing

Missouri Insurance License

Kansas Insurance License

Missouri Law (LRR)

Missouri Substitute Teacher Certificate

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