Sales & Account Management Executive Assistant (Hybrid)
Resume:
A
Matthew
Alfort
Matthew.Alfort@gmai
l.com
Acworth, GA 30101
SUMMARY
Dynamic sales professional with over 25 years of experience in driving significant sales growth through innovative strategies and exceptional customer service. Proven expertise in outbound sales, lead generation, and account management, consistently surpassing targets while nurturing long-term client relationships. Proficient in CRM tools and marketing campaigns, with a focus on leveraging skills in remote or hybrid environments within sales and business development. Recognized for strong communication, negotiation, and problem-solving abilities that contribute to overall business success. SKILLS
• Outbound Sales & Lead Generation
• CRM Software (Salesforce, HubSpot,
Oracle)
• Customer Relationship Management
• Business Development & Market
Expansion
• Investor Relations & Fundraising
• Telemarketing & Cold Calling
• Microsoft Office Suite & Google Suite
• Data Analysis & Performance Metrics
• Strategic Communication &
Negotiation
• HIPAA & PHI Compliance
• Sales Management
• Call Center Operations
• Appointment Scheduling
• Market Research
• Lead Qualification
• Financial Services
• Supervisory & Training Experience
• Presentation & Public Speaking
• B2B & B2C Sales
• Customer Retention Strategies
• Order Entry & Processing
• Procurement & Vendor Relations
• New business development
• Service-driven sales
• Revenue growth
• Staff training and development
• Market trend analysis
• Market research
• Operating procedures and policies
• Sales analytics
• Client relations
• Written communication
• Sales operations
EXPERIENCE
Strategic Sales Executive
Boston, MA
Healthmetryx/ Feb 2025 to Current
• Developed and executed sales strategies to maximize revenue growth for a Startup Healthtech /Data company.
• Followed up on sales leads through outbound calling.
• Utilized CRM software to track key performance metrics related to lead generation activities.
• Generated leads by researching target markets and identifying organizations interested in providing startup funds.
• Prepared presentations highlighting key points of interest when pitching investment opportunities to potential investors.
• Maintained relationships with existing partners through regular contact via telephone calls or emails.
• Conducted research into current trends within the industry related to startup funding processes.
• I work on a part time basis/Commission only
SDR/Investor Relations/Executive Assistant
Boston, MA
Radiance BioPharma/ Apr 2024 to March 2025
• Proactively engage with investors, fund managers, and directors to secure funding for the Startup biotech and pharmaceutical company specializing in Anti- Drug Conjugate Therapies for Cancer (Oncology)
• Maintain and update CRM databases with accurate investor and lead information
• Qualify leads for funding opportunities ranging from $20,000 to over $5 million
• Collaborate with executive leadership to develop investor outreach strategies and lead generation
• Provide administrative support to business development and CEO, including CRM management and investor correspondence
Appointment Setter/Telemarketer/Lead Generation (Remote) Overland Park, KS
Bath Wizard/ Jan 2024 to April 2024
• Conduct outbound dialing using RingCentral, making approximately 700 calls weekly to warm leads sourced from online ads, conventions, and customer inquiries
• Engage in occasional cold calling to expand customer base and drive new business
• Schedule and log appointments while providing data-driven feedback on ad campaign effectiveness
• Support sales and marketing teams in executing business strategies for geographic expansion
Outbound Sales Representative (Remote) & Customer Service Representative Deerfield Beach, FL
Ecco Group USA/ Jan 2023 to December 2023
• Perform outbound sales, win-backs, and renewals of subscription technology services using CRM tools such as SalesForce
• Handle customer service inquiries related to vision insurance benefits while ensuring compliance with industry regulations
• Utilize persuasive sales techniques to drive conversions and improve customer retention
• Maintain and analyze sales metrics, contributing to team-wide performance improvements
Outbound Sales Representative/CSR (Remote)
Phoenix, AZ
Targeted-Results LLC/April 2022 to Jan 2023
• Managed high-pressure outbound sales and renewals for subscription-based technology services
• Performed customer service functions, including processing returns, cross-selling, and customer retention negotiations
• Adhered to privacy laws and compliance regulations regarding FTC and sales practices
• Utilized CRM tools, softphone dialers, and other proprietary platforms to streamline customer interactions
Virtual Customer Service Representative
Indianapolis, IN
BCforward/ Feb 2021 to Jan 2022
• Provided remote customer support for Accenture, Anthem, and other corporate clients
• Managed confidential client data while ensuring adherence to HIPAA and PHI compliance
• Utilized Microsoft Office Suite, Oracle, and Webex to handle inbound customer interactions and document case resolutions
Sales Manager
Acworth, GA
Brookstone Pet Sitters/ Sep 2007 to Apr 2020
• Led marketing, client acquisition, and customer retention strategies for a local pet services business
• Provided hands-on support during peak seasons to meet client demands Virtual Customer Service Representative
Seattle, WA
Amazon.com/ Oct 2016 to Aug 2017
• Managed inbound customer service via phone, email, and chat for Amazon customers
• Processed refunds, returns, and financial transactions, ensuring smooth customer experiences
• Part of an exclusive team handling North American financial instrument inquiries and specialized programs
Personal Assistant
Kennesaw, GA
Doris Patterson (Realtor) March 2010 to August 2015
• Responsible for staging and cleaning properties listed by my employer for sale or lease, prepared and edited such as flyers and sale/lease agreement to expedite and facilitate efficient said transactions.
• Other duties include greeting guests at condo rentals and providing information regarding the property including but not limited to price, square footage, utility information; provided vital and pertinent information regarding geography/community details such as restaurants, public school districts and private school offerings, and recreational offerings.
• Managed and maintained executive's calendar, scheduling appointments and coordinating meetings
• Screened phone calls and emails, prioritizing messages and responding on behalf of the executive as needed
• Prepared meeting agendas, presentations, and materials ensuring all necessary documents were available in advance
• Handled confidential information with discretion while maintaining a high level of professionalism at all times
• Assisted with personal tasks such as managing household staff schedules or organizing family events when required
• Performed research tasks such as gathering data or compiling reports to support decision-making processes
• Provided administrative support by drafting correspondence letters or preparing official documents for signature
• Anticipated needs of the executive by proactively identifying potential issues or challenges before they arise
• Served as point-of-contact for clients/customers/vendors resolving inquiries promptly
Senior Account Executive
Philadelphia, PA
G&M Platinum Group, Inc./ Sep 1999 to Jun 2007
• Managed a large portfolio of client accounts, generating over $2 million in annual revenue through strategic sales and relationship management.
• Developed and implemented successful sales strategies, consistently exceeding sales quotas and contributing to a 350% increase in company revenue.
• Hired, trained, and mentored 12 sales representatives (6 full-time), establishing both Outside Sales and Inside Sales teams.
• Streamlined sales operations and improved efficiency by leveraging Siebel CRM for client data management and sales tracking.
• Developed strategies for increasing sales volume through existing clients as well as new ones.
• Led sales efforts, including cold calling and account management for high-end clientele.
• Increased company revenue by over 350% through targeted sales initiatives.
• Trained and mentored junior account executives, driving performance improvements.
Assistant Store Manager
Newtown, PA
Village Health Foods/ Aug 1995 to Sep 1999
Key Responsibilities:
Store Management: Managed daily operations including opening and closing procedures, inventory ordering, and store maintenance. Customer Service & Sales: Operated cash registers, handled credit card transactions, and ensured effective merchandising to enhance customer experience. Team Training: Assisted in training new employees on operational duties, ensuring team competence and compliance with store standards.
Achievements: Streamlined store operations, from inventory management to customer service, significantly improving store efficiency and customer satisfaction. Played a pivotal role in communication between staff, management, and external partners, providing detailed weekly reports on customer interactions, distributor issues, and delivery logistics.
Resume Summary:
Store Operations Lead
Highlights:
Operational Management: Oversaw all aspects of store operations, from opening to closing, ensuring a clean, well-stocked, and organized retail environment. Financial Transactions: Proficiently managed cash and credit card transactions, maintaining accuracy and security in all financial dealings. Inventory & Merchandising: Directed inventory control and merchandising strategies to optimize sales and customer experience.
Key Achievements:
Enhanced operational efficiency through effective staff training and inventory management, directly contributing to increased sales and customer satisfaction. Acted as a key liaison for communication, providing comprehensive weekly reports to management on customer feedback, supplier relations, and logistical challenges.
• Assisted in continuous development of effective store associates to achieve desired sales and results.
Customer Service Representative-Team Lead
Langhorne, PA
ICT Group/ Oct 1991 to Aug 1995
• Customer Service & Telemarketing: Managed both inbound and outbound calls in a high-volume call center for major companies in telecommunications, cosmetics, media, publishing, retail, and ticketing.
• Team Leadership: Promoted to Team Lead within 1.5 years, overseeing team performance and ensuring adherence to stringent guidelines.
• Performance Metrics: Consistently met and exceeded all set metrics, enhancing team productivity and customer satisfaction.
• Supervisory Duties: Conducted quality assurance audits, provided constructive feedback, and managed team performance; recommended terminations with detailed reports.
• Sales and Collections: Expert in upselling, arranging payment programs, and collecting past due payments, significantly contributing to revenue.
• Training & Development: Trained team members on legacy telephony systems and mainframe operations, ensuring operational efficiency.
• Interdepartmental Collaboration: Worked closely with other team leads and reported to management, fostering a cohesive work environment.
• High-Pressure Environment: Thrived in one of the largest U.S. call centers, developing strong multitasking abilities, patience, diligence, and efficiency under stress. Customer Service & Telemarketing: Managed both inbound and outbound calls in a high-volume call center for major companies in telecommunications, cosmetics, media, publishing, retail, and ticketing. Team Leadership: Promoted to Team Lead within 1.5 years, overseeing team performance and ensuring adherence to stringent guidelines. Performance Metrics: Consistently met and exceeded all set metrics, enhancing team productivity and customer satisfaction. EDUCATION
Master of Arts: Biological and Cultural Anthropology (Did not graduate) Georgia State University August 2018
Atlanta, GA
BS: Anthropology
Kennesaw State University- Jan 2010 to May 2016
Kennesaw, GA
BA: Geography
Kennesaw State University Jan 2016 to May 2016
Kennesaw, GA
WEBSITES, PORTFOLIOS, PROFILES
• https://www.linkedin.com/in/matthew-alfort-0a810899 CERTIFICATIONS
• Google Prompting Essentials, Google, 03/01/25
• Google AI Essentials, Google, 01/01/25
• HIPAA Compliance Training at Numerous Companies
• Ethics & Compliance Training at Accenture and Anthem ACCOMPLISHMENTS
• Increased company revenue by over 350% at G&M Platinum Group, Inc.
• Managed approximately 700 weekly outbound calls at Bath Wizard.
• Ensured compliance with HIPAA and PHI regulations at BCforward.
• Provided remote support for major corporations like Accenture and Anthem at Amazon.com.
• First President of Mu Upsilon; Kennesaw State University’s Chapter of Gamma Theta Upsilon: International Geographic Honor Society
• Conducted Extensive Research with Dr. Garrett Smith for creating positive educational outcomes for Prison Populations thus reducing recidivism
• Performed Extensive Ethnography and Mixed Method Anthropological Study on Non-Traditional University Students
• Non-Traditional Student invited to the Kennesaw State Extensive Honor’s Program
• Member of Numerous Honor Society’s
LANGUAGES
• English, Fluent
• German, Intermediate
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