Sales

• Manage low-revenue accounts and outbound prospecting, ensuring small accounts receive dedicated service while driving incremental revenue through upselling
• Account Management: Serve as primary contact for transitioned accounts. Maintain accurate SFDC records (notes, calls, activity). Ensure smooth onboarding with introduction email and follow-up.
• Revenue Growth: Upsell products/services to existing accounts. Execute outbound prospecting for new small-business opportunities. Track and report performance against goals.
• Operational Excellence: Handle transactional tasks (billing, copywriting, A/R, recaps, PPTs). Collaborate with internal teams for campaign execution.
• Compliance: Follow transition rules and maintain transparency for local AEs.

Customer Sales Support, CSS Seller

Customer Sales Support – Seller

Account Executive – Hybrid Cloud, Professional Services

Personal Lines Account Manager

Sales/Design Representative