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Client Develop/Data/CRM Research

Location:Dallas, TX, United States (From home)

Education level: College/University
Education field: Education
Years of experience: more than 5

Skills:
OBJECTIVE

A position with a stable company that requires leadership, dedication to project/work, organizational ability, fosters professional achievement and rewards according to merit.
Please Note: While I have extensive and successful experience in sales, training, facilitating and marketing, both outside and inside, I also have experience in Research, Training, Processing, Database creating, upgrading, and verification.

2016-on going CRM and Database creator/manager-Client
Development Director Triarii Advisors
Triarii Exports

2014-July 2016 Client Development Director-The Arvense Group
CRM/Database creator/manager


2/2005 to 7/2013 Business Development Executive/Advisory Client Development Executive at: DeWolff Boberg, William W. Rutherford, and Trindent Consulting
*Contacted C-level executives on behalf of company CEO or Regional VP with regard to introducing firm and setting an initial introductory meeting.

*Researched and analyzed potential clients for contact regarding firm's services in oil and gas, manufacturing, refinery, E&P, and Utility industries.

*Researched, updated and added potential clients’ information in company database


* Assisted Managing director/CEO in evaluating, recruiting, training potential candidates for inside sales positions


* Set meetings which generated multiple million dollar projects for the company.
* Maintained first or second position in company throughout my career
* Experience in using Gold Mine, ACT! Salesforce/Isell /Insightly





10/2003 – 1/2005 DebtXS-Debt/Litigation Specialist


Presentation of Debt Settlement Program initially to clients
Continuing service with client to meet concerns.
Education/explanation to clients regarding litigation concerns
Multi-tasking work in high volume call center
Interaction with 4 departments to provide constant and successful results
On-going monitoring and revising of processes to produce more efficient tasking and results regarding over-all client and company success.



1995-2002 Independent Life/Health Insurance Agent- provided life and health policies to individuals and groups.




4/1987 - 6/1995 Outside Accounts Territory Manager Boise Cascade Office Products
Houston/TX

Generated sales in downtown/southwest Houston
Contacted key buyers/owners of small, medium/large businesses to use Boise Cascade services/systems

Consistently achieved “Inner Circle” award for goal performance/achievement

* Owned small catering business-catering
events for individuals and businesses

* Elementary Education/Teacher/Curriculum
Development Supervisor/ Reading/Math
Specialist


School Degree Location

University of Texas Bachelor's Degree
Austin - TX - US



 
 
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