Strategic Revenue Leader, Client Growth Expert

Michelle Duenez

Ventura, CA ***** 805-***-**** ***********@*****.***

Executive Summary

Dynamic leader with 20+ years of experience driving revenue growth through portfolio management, client engagement, and strategic upselling across financial services, hospitality, and operations. Skilled in leading high-performing teams, optimizing client portfolios for retention and profitability, and implementing customer-focused initiatives that elevate service standards. Proven ability to identify growth opportunities, build trusted relationships, and execute strategies that enhance organizational performance and market presence. Core Competencies

Portfolio Management • Strategic Upselling • Client Retention • Revenue Growth • Team Leadership • Operations Management • Cross-Functional Collaboration • Relationship Management • Budget Oversight • Process Optimization Professional Experience

Customer Service Agent Supervisor Red Coat

Unifi Service (Delta Airlines Contract) – Santa Barbara, CA March 2024 – Present

● Lead and coach a frontline team delivering premium customer experiences across check-in, boarding, and baggage operations.

● Resolve complex customer concerns with empathy and efficiency, turning service challenges into loyalty opportunities.

● Monitor operational performance and implement process improvements to enhance client satisfaction and staff productivity.

● Train new agents on upselling premium services and maintaining brand standards for Delta Airlines.

Tasting Room Manager

Four Brix Winery & Pier City Cider – Ventura, CA March 2013 – July 2025

● Directed all tasting room operations, ensuring an elevated customer experience that maximized membership conversions and sales.

● Developed staff training programs focused on consultative upselling, product education, and relationship-building.

● Increased wine club and cider memberships through strategic client portfolio management and community engagement.

● Partnered with ownership to shape brand strategy, manage budgets, and align marketing initiatives with revenue goals.

Executive Office Manager / Relationship Manager

Wm. L. Morris LLC – Fillmore, CA March 2017 – June 2018

● Managed portfolios of high-value property clients, providing customized solutions to strengthen retention and profitability.

● Created targeted marketing campaigns to attract and retain commercial accounts.

● Oversaw budget planning and financial reporting for multiple properties, ensuring optimal asset performance.

Account Sales Manager / Consultant

Axxess Ventura – Ventura, CA November 2011 – June 2017

● Expanded partner portfolios through consultative sales strategies with schools, nonprofits, and small businesses.

● Drove upselling campaigns and partnership renewals, consistently surpassing sales and retention goals.

● Represented the brand at events and built community relationships to increase program visibility and engagement.

Marketing Director

Valley Care IPA Identity Medical Group – Ventura, CA August 2015 – October 2016

● Designed and executed marketing strategies to grow patient portfolios and service line engagement.

● Oversaw branding, digital presence, and cross-channel marketing campaigns aligned with executive growth goals.

● Fostered collaborations with hospital partners to enhance service delivery and patient satisfaction.

AVP / Relationship Manager

Pacific Western Bank – Ventura, CA August 2009 – October 2011

● Managed a portfolio of business and high-net-worth clients, achieving 300% of annual sales goals.

● Delivered personalized financial strategies to maximize profitability and deepen relationships.

● Identified cross-sell and upsell opportunities in lending, deposit, and investment products.

Regional VP / Branch Manager

Affinity Bank – Ventura, CA March 2007 – August 2009

● Directed all branch operations and portfolio growth strategies, leading a high-performing sales and service team.

● Consistently exceeded quarterly financial targets through proactive business development and upselling initiatives.

● Represented the bank in regional business events, strengthening community and client engagement.

Premier Banking Relationship Manager

Bank of America – Santa Barbara, CA February 1996 – February 2007

● Managed a high-value client portfolio, specializing in customized financial solutions and cross-product integration.

● Consistently exceeded portfolio growth and client retention targets.

● Recognized for leadership in client development and top-tier service delivery. Education

Associate Degree in Business Marketing Ventura Community College July 2024 Professional Highlights

● Grew wine club and cider memberships by double digits through personalized sales strategies and hospitality engagement.

● Consistently exceeded revenue goals and client retention targets across multiple industries.

● Developed and trained high-performing teams recognized for excellence in customer experience and sales execution.

● Built long-term partnerships across community organizations, and regional networks.

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