Account Executive/Customer Service Representative

**** ********** ****** ******, ** *****

****.********@*****.*** • 951-***-****

RYAN GRIMES

PROFESSIONAL SUMMARY

Account Manager with extensive expertise in business development and client relations. Demonstrates a visionary approach to team leadership. Committed to fostering strong relationships and delivering tailored strategies that align with future growth and strategic advancements. EMPLOYMENT HISTORY

OUTBOUND ACCOUNT EXECUTIVE II Nov 2023 - Present Intuit, Inc

● Engaging clients with tailored software solutions, boosting retention by 66%.

● Effectively leads a team of 12, achieving 176% monthly and 121% quarterly targets through strategic guidance.

● Upsold enterprise solutions to 65% of clients, increasing deal size by 50% with personalized service.

● Exceed performance metrics consistently, reaching 140-240% quota attainment through effective strategies.

● Coordinate the collection of client payments across multiple accounts while maintaining a positive client experience.

● Provided guidance, consultation, and assistance to supervisors, administrative staff and senior leadership on strategies, compliance matters and policy implementation to support informed decision making

● Monitor timeliness and accuracy of multiple reports to ensure data integrity, tracking deadlines, validating data and coordinating with relevant departments.

● Providing customer service for database users by addressing inquiries, resolving client issues and ensuring a positive customer experience across the board. JUNIOR LOAN OFFICER Aug 2017 - Jul 2023 Academy Mortgage Corona, CA

● Helped to maintain or extend existing accounts and develop new accounts

● Created detailed business plans to facilitate the attainment of goals and quotas

● Creating spreadsheets in Microsoft excel to keep order and maintain business relationships

● Remain in frequent contact with clients in my responsibility to understand their needs

● Negotiated agreements and kept records of sales and data INBOUND AND OUTBOUND SALES AGENT May 2014 - May 2017 OSCAR TORTOLA GROUP at Keller Williams Realty Corona, CA

● Was in direct control of lead generation and client relations for a team of 12 real estate agents in the Southern California region.

● Point of contact/liaison between the prospective buyer, seller and the regional real estate expert.

● Utilized multiple CRM systems to assist realtors and prospective clients seeking homeownership

● Created a training program and database so that the team of 12 real estate agents could track new business, ongoing transactions and future clients.

● Conducted daily outbound calls to warm and cold leads to nurture relationships and converted inquiries into appointments for agents

● Prospected and followed up with buyers and sellers leads via phone, text and email to set qualified appointments for the real estate team and helping to maintain a full pipeline of clients. EDUCATION

MASTER OF BUSINESS ADMINISTRATION 2013 Cal State University Fullerton BACHELOR OF SCIENCE IN BUSINESS MANAGEMENT Jun 2011 Everest College

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