Client Executive

Developed strategic recommendations and innovative solutions to
enhance the overall profitability and success of First Data.
● Surpassed the gross profit target for 2020-2021 by an impressive 150%,
showcasing exceptional performance.
● Proactively engaged with both existing clients and new prospects,
effectively promoting and selling the Clover platform. This initiative
resulted in notable revenue growth and an expanded customer base.
● Executed 50 to 70 daily cold calls, targeting merchants and identifying
potential new consumers, thereby broadening outreach efforts.
● Provided dedicated assistance to customers, aiding them in maximizing
the value of their Clover products. Served as an expert guide,
establishing trust and aiding in goal achievement.
● Demonstrated expertise in closing opportunities within established
accounts, while concurrently driving new account acquisitions.
● Effectively managed a substantial number of accounts and sales,
displaying efficient organization, prudent prioritization, and an
unwavering commitment to exceptional customer service.
● Successfully overseen the merchant portfolio of small and
medium-sized enterprises, ensuring their needs are met and solutions
are tailored effectively.
● Offered cutting-edge cloud-based and tablet-based solutions, enabling
and supporting business growth in line with modern demands.

Led and guided an 8-member Scrum team in optimizing a complex
compliance project through streamlined Agile methodologies.
● Orchestrated the team’s planning and tracking processes, while
imparting Agile principles through coaching.
● Initiated and facilitated 18 Scrum of Scrum calls, fostering collaboration
and communication across multiple Technology teams.
● Managed the Scrum framework encompassing sprint planning, backlog
grooming, daily scrums, sprint reviews, and retrospectives.
● Mentored teams in Agile practices and delivered essential training to
instill a positive Agile mindset.
● Collaborated extensively with product owners, team members,
technologists, and fellow Scrum masters to define solutions and propel
project advancement.
● Led sprint reviews and planning meetings, cultivating full team
participation and dedication.
● Utilized JIRA for Agile Scrum and Agile Kanban, effectively tracking
and managing team activities.
● Implemented Agile best practices, including continuous integration,
code/design reviews, transparency, accountability, Jira tracking,
product visioning, self-management, empowerment, and role training.

● Effectively managed a portfolio of high-value key accounts, consistently
outperforming annual revenue targets by an average of 25%.
● Cultivated and nurtured strategic relationships with C-suite executives,
leading to elevated client loyalty and a retention rate of 90%.
● Spearheaded cross-functional teams to seamlessly implement intricate
solutions, yielding a notable 15% boost in customer satisfaction and
overall project success.
● Collaborated closely with clients to identify business obstacles and
introduced innovative solutions, resulting in a substantial 20%
expansion of service offerings within existing accounts.
● Conducted regular and comprehensive business reviews with clients,
evaluating performance, uncovering opportunities, and aligning
solutions with evolving needs which led to a 30% increase in upsells.
● Leveraged data-driven insights to fine-tune account strategies, resulting
in a 10% reduction in churn and an increased client lifetime value.
● Assumed a mentoring and training role for junior account managers,
actively fostering their professional growth and making a meaningful
contribution to the overall success of the team.

● Consistently exceeded sales targets, achieving a 20% increase in
revenue through strategic client acquisition and relationship
management
● Demonstrated expertise in consultative selling, employing tailored
solutions to address client needs and drive business growth
● Collaborated cross-functionally to deliver engaging product
presentations and demonstrations, resulting in a 15% increase in
customer engagement and sales conversion rates
● Developed and executed effective prospecting strategies, expanding the
client base by 30% and enhancing market penetration
● Utilized CRM software to track leads, manage sales pipeline, and
maintain accurate records, streamlining workflows and optimizing
sales processes
● Fostered strong client relationships through exceptional communication
skills and responsive customer support, leading to the improvement in
customer retention
● Contributed to the development of sales training programs, coaching
team members on successful sales techniques and product knowledge
● Adapted quickly to industry trends and changes, consistently staying
ahead of competitors and positioning products as cutting-edge
solutions
● Collaborated with marketing teams to create targeted campaigns,
resulting in a 10% increase in inbound leads and improved brand
visibility.