Symmetry Financial Group

Licensed Insurance Agent

HPOne

Licensed Medicare Broker

McMillian & Associates, Inc.

•	Primary business contact for assigned accounts
•	Responsible for on-boarding
•	Gather data to determine state and federal tax credit eligibility on projects
•	Log all account /project activities on CRM and project management system
•	Work collaboratively with Project Managers to complete timelines and deliverables
•	Conduct client visits and maintain client relationships

Account Manager

Progressa

•	Responsible for managing and growing the company’s relationships with referral partner channels that includes agencies, mortgage brokers, debt advisors, trustees and banks
•	Actively researching various companies that fit Progressa and Climb Credits products and services for possible new partnerships
•	Overseeing and acting as the key point of contact for assigned relationships
•	Gather, assemble, and communicate referral partner portfolio reporting to both Senior Management and external partners
•	On-board and train/educate new referral partners 
•	Manage escalations through to resolution and update referral partners appropriately
•	Participate in new business development opportunities associated with referral channel partners 
•	Capture and communicate internally, feedback from business partners to Progressa’s management team
•	Update internal tracking and reporting as required 
•	Proactive communication and leadership to help foster and promote Progressa’s brand in the financial services industry

Partner Account Manager, Business Growth

MAXXIM MOBILITY TELUS Business Solutions

•	Manage all aspects of business operation and front line Sale Support staff
•	Manage consumer, corporate and b2b accounts
•	Win, maintain and expand relationships with channel partners to achieve sales 
•	Coordinate the involvement of personnel and management resources to meet partner  performance objectives and expectations
•	Interview, coach, hire for both Sales Support and Account Executives
•	Manage channel conflict with other firm sales channels by excellent communication both internally and externally while adhering to channel rules of engagement
•	Increase sales working very closely with Account Executives
•	Communication of bulletin announcements and changes to staff to maintain knowledge requirements
•	Maintain and expand relationships with existing clients 
•	Maintain adequate hardware inventory levels
•	Manage large order fulfillments to ensure smooth rollouts

Regional Channel Manager

Consumer Impact Marketing Ltd.

•	Promote brand products to increase sales and market presence
•	Manage assigned territory by representing Motorola at various Carrier Events
•	Build relationships with front line sales teams and different levels of management
•	Conduct routine visits at all locations and provide training for new product launch
•	Established incentive programs with stores
•	Construct short-term blitz incentive programs to drive sales
•	Worked with Motorola for the entire duration that CIM was their experiential marketing agency

Motorola Brand Advocate

TELUS

•	Manage Sale Support teams in Ontario for the Wireless Business Solutions  division (WBS)
•	Manage, coach and motivate
•	Establish and maintain close, cross-functional relationships with key channel partners and Telus Support groups
•	Conduct training sessions for Sales Managers, Account Executives, Client Relationship Managers and Sale Support Reps to ensure business processes are understood
•	Manage channel conflict
 •	Responsible for maintaining adequate inventory levels
•	Manage the Repair Program for each branch

Sales Support Manager- GTA & South West - Wireless Business Solutions

•	Manage assigned vertical accounts
•	Ensure all details of agreement are in place and executed 
•	Responsible for all accounts receivable, network, hardware, account changes
•	Lead generation and account resolution
•	Work closely with Account Executives to plan and execute orders and changes
•	Manage  relationships with key partners to solidify loyalty and promote client satisfaction

Major Account Support Representative

•	Resolve escalated complex issues
•	Investigate, resolve matters with solutions that appeal to both the consumer and the company
•	Focus on maintaining client loyalty to avoid churn
•	Responsible for promoting Clearnet services while displaying corporate values

Loyalty Retention Representative

•	Answering all client inquiries over the phone
•	Resolving client issues
•	Selling Clearnet services
•	Cross functional department for both PCS and Mike networks

Client Business Analyst - Clearnet / TELUS

•	Excellent interpersonal skills
•	Creative problem solving, strategic, and analytical
•	Ability to work independently and within a team 
•	Leadership
•	People person with outstanding relationship development skills

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