Account Manager/Executive Assistant Insight Global - CFA Institute
Documented account changes and customer data with relevant software tools, while defining and exceeding expectations concerning client needs and business objectives
Managed assigned sales territories to achieve and exceed sales goals and account acquisition objectives by planning, conceptualizing, and researching to achieve measurable results.
Used data analytics to identify trends and make keen observations, identifying meaningful KPIs and metrics to drive business imperatives while using discretion, confidentiality, and good judgment to protect C-level matters.
Collaborated with other admin team members to provide seamless support for the company by performing tactical and strategic administrative support tasks for upper executive-level employees