Client Manager & Consultative SaaS Sales

Whitney Murphy

Client Manager

Charlotte, NC ****9 803-***-**** ******.*******@*****.***

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in dynamic, fast-paced settings. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

• www.linkedin.com/in/whitney-murphy-1095a1120

• Consultative Sales • Training & Development

• Problem-Solving • SaaS

• Account Management • B2B Sales

• Salesforce • Collaborative & integration

• Revenue growth • CRM software usage

• Pipeline management • Data analysis

• Presentation skills

Client Manager III, 02/2024 - 01/2026

TrueCommerce – Charlotte, NC

Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.

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Handle complaints, provide appropriate solutions, and alternatives within appropriate timeframes, and follow up to achieve resolution.

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Professional Summary

Websites, Portfolios, Profiles

Skills

Work History

Perform duties and provide service in accordance with established operating procedures and company policies.

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• Maintain client files with sales contracts, records of client interactions, client notes, and other information. Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.

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Collaborate with the finance and legal departments on invoicing accuracy for applicable products, services, software, and contracts.

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Partner with business leaders to deliver services that support company objectives and are consistent with corporate values.

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Deliver exceptional customer service by proactively anticipating client needs and providing tailored solutions.

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Support sales efforts by creating compelling presentations highlighting the unique value proposition offered to potential clients.

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Collaborate with cross-functional teams to identify opportunities for growth and expansion of services offered.

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Maintain revenue targets consistently by identifying upselling opportunities and securing long-term contracts with key accounts. Ranking within top 15% of sales team.

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• Maintained retention goal of 98%-115%.

Client Success of Capital Sales, 01/2022 - 10/2023 Levelset a Procore Company – Charlotte, NC

Utilize established CRM protocols to build effective relationships with business owners across construction industry

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Perform online demonstrations of materials financing and Procore SaaS for relevant stakeholders within each company and construction sites.

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Maintained a well-documented and organized pipeline, materials financing, and how it would positively affect their working capital

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Increase capital sales by closing customers through qualifying and collecting relevant business information and documents

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• Cross-department collaboration to ensure the health of accounts and approvals for underwriting

• Help bridge the gap between General Contractors and Sub Contractors.

• Achieved sales goal month over month 85-100%

• Responded to individual client support issues via phone, email and chat.

• Created and maintained help desk documentation to answer common support questions.

• Took initiative to investigate and manage issues outside documented occurrences. Worked alongside implementation and engineering team to implement Procore software for new and recurring users.

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Partnered with General Contractors and Sub-Contractors on to understand their needs and gaps of knowledge.

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Senior Loan Officer, 01/2020 - 01/2022

Better Mortgage – Charlotte, NC

• Used established CRM protocols to build effective relationships with loan applicants.

• Performed detailed assessments of applicant requests, requirements, and potential issues.

• Conducted educational meetings with applicants as needed on behalf of policies and regulations.

• Completed and submitted all loan applications and maintained timely consultation with applicants.

• Served as lead quality liaison between realtors, loan processors, and underwriters.

• Helped assure office-wide compliance with office procedures and state and federal guidelines

• Contributed to and participated in all training and team-building events and activities.

• Achieved ranking for inclusion on Scotsman Guide Top Originators

• Consistently met metrics for listing in top 30% sales attainment.

• Monitored metrics and developed actionable insights to improve efficiency and performance. Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.

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Senior Loan Consultant, 01/2016 - 01/2020

OneMain Financial – Charlotte, NC

• Handled all required research and paperwork to complete credit applications for new clients.

• Performed detailed analysis of credit reports to identify and address delinquencies and other issues. Provided comprehensive educational data to clients on loan products, terms, conditions, timing, and state and federal guidelines.

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Managed review, client communication, and collection processes for past due accounts in accordance with state laws.

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Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.

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• Ranked within the top 30% of the district for credit insurance sales

• Consistently achieved monthly sales goals for Charlotte office.

• Recognized for maintaining all credit insurance products to levels above company standards. Sales Manager, 01/2014 - 01/2016

Acceptance Now – Sumter, SC

Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

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Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.

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• Handled customer relations issues, enabling quick resolution, and client satisfaction. Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.

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• Store was among top 20% of district for achieving collections standards.

• Reviewed, analyzed, and reported on daily, weekly, and monthly store operations.

• Examined past-due accounts and implemented remediation procedures as needed.

• Assumed district manager responsibilities as needed. Bachelor of Science: Business Administration, 08/2015 - 02/2018 Liberty University - Lynchburg, VA

Associate Degree: Administrative Office Technology, 08/2011 - 08/2013 Central Carolina Technical College - Sumter, SC

Nationwide Multi-state Licensing System & Registry (NMLS), 1941107 Procore Admin Part 1: Configure Settings, 04/2026

Procore Admin Part 2: Configure Users & Projects, 04/2026 Youth Ministry volunteer, Elevation Church, Coordinator of new volunteer training. Education

Certifications

Community Service & Volunteer Work

Contact this candidate