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Work Background
TriNetEnterprise Account Executive
Apr. 2019Orange County, California AreaPromoted to execute high-level relationship management for the most complex, enterprise-level accounts. Accountable for customer satisfaction and retention, as well as revenue growth.
● Retained 91% of assigned portfolio, exceeding 85% retention target.
● Engages customers in strategic analysis to position TriNet as a key partner
● Applies deep business acumen to anticipate client needs.
● Partners closely with client success teams and championed quality service delivery.
TriNetClient Relationship Executive
Jul. 2018Irvine, CAResponsible for overall client satisfaction with TriNet’s products and service, as well as driving increased revenue from client renewals and ensuring continued growth.
● Managed ongoing relationships with the C-suite of client accounts and served as the highest point of escalation for client concerns.
● Exceeded client retention and revenue targets for assigned book of business.
● Analyzed and presented pertinent data to client stakeholders in an effort to help them meet their goals.
● Managed client renewal process, conducted contract negotiations and achieved revenue growth targets.
● Partnered with sales representatives to build relationships with major prospective clients during the sales process.
● Marketed new products to existing clients resulting in numerous service upgrades and add-on product solutions.
● Ensured resolution of client issues by engaging internal teams and executing service recovery plans.
● Successfully engaged in the NPS process to drive client satisfaction.
Samuelsen, Gonzalez, Valenzuela & Brown LLPDirector Client Relations
Jan. 2013Promoted to develop, nurture, grow and retain relations with large insurance companies, large “big-box” retailers, and Fortune 500 corporations with multi-million dollar legal budgets.
● The Point-of-Contact, worked directly with client VPs, Directors, and Risk Managers.
● Created and implemented training and client development programs across 10 offices encompassing more than 70 Attorneys
Samuelsen, Gonzalez, Valenzuela & BrownClient Relations Manager
May. 2012CaliforniaCompletely built and launched all branding and marketing initiatives and results including:
● Successfully attracted new business from Fortune 500 Companies and insurance carriers.
● Developed and sustained a network of brokers, employers, third-party administrators and insurance carriers to promote the brand and generate new business.
● Conducted educational seminars and events to increase positive client relations and identify prospects.
● Utilized Salesforce for business development and customer relations.
● Strategized and assisted in the creation and implementation of marketing collateral, website content, tradeshow presence and re-branding of company logos and images.
● Facilitated cross-organizational collaboration to streamline marketing across the region.
● Tracked and presented direct marketing initiatives and ROI results.
● Identified and responded to Requests for Proposals (RFPs) increasing new business opportunities and driving revenue growth.
Digistream InvestigationsDirector, Brand Sales
Jun. 2008 - May. 2012Promoted to attract and retain national accounts including Fortune 500 companies and recruit, train and manage the Account Management and Business Development Team.
• Increased company-wide sales by 200% from 2009 to 2012.
• Developed nationwide marketing strategies and campaigns including email and social media marketing. • Implemented tracking and reporting of direct marketing initiatives.
• Created and implemented written marketing materials, website content and re-branding of company logos and images. • Instrumental in instituting key business development decisions including the release and branding of new products, services and internal departments. • Launched 5 offices across the country attracting business from national accounts.
Digistream InvestigationsRegional Sales & Marketing Manager
Jan. 2006 - Jun. 2008Greater Los Angeles AreaDeveloped, managed, and implemented regional marketing strategies encompassing promotions, promotional products, and direct marketing in alignment with business objectives. • Utilized tradeshows, conferences, and networking events to increase marketing exposure, attract new business clients and establish networking contacts. • Improved customer service quality and professional relationships with clients. • Presented industry training seminars to clients and prospects. • Increased sales and revenue by 200% within first 12 months of business.
• Promoted to national and brand sales position. • Implemented company wide utilization of CRM: Salesforce.com.
Maloof Sports & EntertainmentCoordinator, Partner Services
Jan. 2004 - Dec. 2006Developed a network of vendors, facilities, entertainers, and caterers to meet specific needs of high-profile clients including but not limited to Wells Fargo and Verizon. • Created and executed compelling client branding and promotional initiatives. • Coordinated corporate hospitality ensuring the highest client satisfaction.
• Facilitated client and vendor communications to produce arena signage and branding materials for multiple events and promotions.
• Conceptualized special events and trips for VIP Corporate Partners.
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