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Work Background
Customer Success Manager
SiteMax Systems Inc.Customer Success Manager
Jan. 2021 - Feb. 2022Vancouver, British Columbia, CanadaCurrently managing Onboarding and Implementation of SiteMax for all new customers. Responsible for creating the bridge between sales and customer success, while ensuring a smooth transition into our platform. -Onboarding & Initial Setup -System and Process training -Consulting on workflows -Building custom forms and templates for field operations -Educating on Site & Safety data collection and management -Working with Development team to drive product and feature enhancements
Account Executive
Zeemac Automotive Fleet AgencyAccount Executive
Oct. 2017 - Jan. 2021Vancouver, Canada AreaZeemac is an automotive fleet agency doing business in BC and Western Canada for over 60 years. Our team works with private businesses and municipalities to custom-build, lease, manage, and plan fleet related needs. As an Account Executive my role includes: -experience working with C level decision makers for small and medium businesses -submitting bids for municipal RFP's, RFQ's, and private projects -working closely with management to make strategic sales team decisions -end to end sales cycle execution -coordinating with vendor partners to secure pricing, timelines, and delivery -ongoing account management for key accounts and municipal clientele -deep and crossing selling into existing accounts
Financial Securities Advisor
Freedom 55 FinancialFinancial Securities Advisor
Jul. 2015 - Mar. 2017Vancouver, BCHelping individuals create financial plans to accomplish their goals in the present and future. Educating on financial opportunities and retirement planning. Identifying opportunities for wealth creation and preservation. Protecting your most precious assets. Financial Planning, Wealth Management, Risk Management, Investment Services, RRSP's, TFSA's, Retirement Planning, Life Insurance, Group Planning.
Sales Intern
PerfectMINDSales Intern
Mar. 2015 - May. 2015North Vancouver, BCProviding software solutions for small business management
Bartender/Shift Leader
Cactus Club CafeBartender/Shift Leader
Jun. 2010 - May. 2015Vancouver, Canada AreaAs a bartender: -Leading and organizing the bar team on weekend nights -Managing cash outs and restaurant closing duties -Building the business by driving repeat visits from guests As a shift leader: -Managing up to 15 employees on shift -Creating nightly schedules -Maintaining promotional budgets -Ensuring smooth interaction between front and back of house staff
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