Customer Success Manager
Resume:
Timothy Merrill
* ************ ***. - *********, ** 01876 - 508-***-**** – *******@*****.***
Highlights
Skilled multi-tasker Experienced Relationship Professional Experienced in Inside Sales and Support Strong Managerial and Financial Skills Work Experience
Applied Systems Woburn, MA
Customer Success Manager 4/2023 – Present
Provide a main point of contact for 450+ clients in the insurtech software space.
Conduct webinars, trainings, and administrative tasks while providing support proactively upon demand.
Drive adoption through data analysis and communication.
Understand the SIAA relationships between master agencies and partner agencies while acting as a liason to bring the agency clusters together.
Develop multiple relationships between departments to ensure and maintain customer satisfaction through timely communication and a sense of urgency.
Proficient in Hubspot, Zoom, Salesforce, and Powerpoint Sun Life Financial Wellesley Hills, MA
Employee Benefits Internal Specialist 4/2021 – 4/2023
Responsible for RFP intake and confirmation that case is setup accurately in QPS.
Support 1-2 External Sales Representatives from the home office to provide a point of contact for clients and prospective clients.
Work collaboratively with all internal and external partners that include underwriting departments and territory market managers to provide accurate and timely proposals for employee groups.
Effectively manage multiple relationships in order to provide the best customer experience to retain and attract clients.
Effectively negotiate rate strategies in order to achieve company sales goals, along with territory representative’s sales goals.
Utilize Salesforce in order to maintain inventory and effectively manage the sales pipeline to ensure deadlines set by brokerage firms are met in order to drive business and identify cross-selling opportunities.
Provide reports to the Field Representative to help position the case for presentations and client meetings.
Proficient in GWEW, Salesforce, QPS, SAS, SOLAR, Case Manager and Microsoft Office. SBLI Woburn, MA
Life Insurance Specialist 9/2020 – 4/2021
Responsible for conducting phone calls, emails, and assisting marketing with outreach campaigns.
Responsible for direct sales to new and existing SBLI Life Insurance clients throughout the United States.
Conduct a minimum of 40 outbound calls while redirecting inbound inquiries.
Effectively establish and maintain multiple internal relationships, while collaborating with leadership to provide a competitive advantage.
Navigate and manage the full sales cycle through constant communication until policy purchase.
Utilize multiple systems that include Intertask, Ingenium, SBLIAgent, Imageright, APPS, J & H, and Chat to effectively manage the conversation with clients and prospective clients.
Provide product information on an ongoing basis to prospective clients to ensure quality customer service at all times. Salary.com Waltham, MA
Survey Account Executive 1/2020 – 9/2020
Responsible for prospecting potential clients by conducting phone calls, emails, and assisting marketing with outreach campaigns.
Responsible for direct sales to new and existing Salary.com clients within a specified territory.
Achieve daily phone call and email metrics under the direction of company leadership, along with a monthly quota of
$15,000.
Identify new company and individual opportunities using sales intelligence tools that include, LinkedIn, Zoominfo, and Salesforce.
Effectively manage multiple relationships internally to provide a positive client experience, including working with legal to ensure contract compliance.
Navigate and manage the full sales cycle from initial contact to data access and implementation through constant communication.
Myopia Hunt Club South Hamilton, MA
PGA Assistant Golf Professional 2019 - 2020
Top 100 Golf Club in the United States as rated by Golf Digest. (#76) and host of 4 U.S Opens
Assist in the supervision and scheduling of 4 Assistant Golf Professionals, 1 Intern and 10 part time employees.
Assist in coordination of a caddie program to further service the membership, since we are a walking only facility.
Manage the club repair service, which includes, re-gripping, re-shafting, and various repairs with annual revenue of $4,000.
Promote, and conduct private instruction, ladies clinics, and a successful junior program with 50+ students through email and phone marketing campaigns with gross revenue of $10,000.
Assist managing merchandise in the golf shop, grossing $700,000 in sales of apparel, clubs, and accessories annually.
Coordinate and Supervise (40+) member tournaments per year and 10 outside outings.
Attend team meetings to discuss club schedules and events.
Provide the highest level of customer service as set by the Golf Committee and Membership. Pure Drive Golf Woburn, MA
Fitting Specialist 2022 – 2023
Acushnet Company
Fitting Specialist 2018 – 2022
Sun Life Financial Wellesley Hills, MA
Employee Benefits Internal Sales Representative 2015 – 2019 Tedesco Country Club Marblehead, MA
PGA Assistant Golf Professional 2009 – 2015
Manchester Country Club Bedford, NH
PGA Assistant Golf Professional 2007 – 2009
Campbell’s Scottish Highlands Golf Course Salem, NH Head Golf Professional 2005 – 2007
Mt. Pleasant Country Club Boylston, MA
Assistant Golf Professional 2000 - 2005
Education
Framingham State College Framingham, MA
Bachelor of Science – Business Administration 1997 – 2000 Lyndon State College Lyndonville, VT
Ski Resort Management 1996 - 1997
Accomplishments
CLASS A MEMBER OF THE PGA OF AMERICA (2007), Port St. Lucie, FL DESIGN AND IMPLEMENT JUNIOR GOLF TEAM (2013), Tedesco Country Club PASSED MA LIFE AND HEALTH EXAMS (2014)
References to be furnished upon request
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