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Work Background
LPL FinancialSenior Analyst: Sales Strategy & Enablement
Oct. 2022Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
J.S. Held LLCSales Enablement Lead
Feb. 2022 - Oct. 2022Managed sales enablement efforts including development of best practices, hosting lunch and learns with sales team, oversaw vendors, and drove consultative sales efforts. Key Accomplishments:
— Spearheaded updating and revising of overall sales playbooks.
— Created job aids, best practice guides, and case studies on overall usage when client facing.
— Developed client personas and sales strategies when approaching them within 3 different markets: insurance, corporate, and legal.
— Partnered cross-functionally in the development of new CRM with Microsoft Dynamics.
— Bridged gap between subject matter experts and sales team.
— Played key role in implementation of Account Based Marketing which was an enterprise wide initiative designed to increase revenue in existing accounts.
Holiday RetirementStrategic Sales Specialist
May. 2021 - Feb. 2022Charlotte, North Carolina, United StatesAt Holiday Retirement, I develop and execute sales strategies to support business growth within my nationwide assigned territories. Along with sales, I train new hires, mentor peers, and coach our teams on best practices to grow new business and close white space. My role includes:
--- Business Development --- I’m currently exceeding all of my sales metrics across multiple markets.
--- Sales Enablement --- I train team members on best practices when utilizing our CRM and other reporting dashboards.
--- Process Improvement --- I streamlined the process for sales advisors when working with new accounts by implementing a documentation process detailing current metrics, an updated SWOT, price challenges, and competitors.
![Director of Sales and Marketing [multi-site]](https://d1cg29ukvkl76a.cloudfront.net/media_files/publicmedia/7337308e5eac21ac1fef73e078f2d3e61c7b250d09c740d47fedc8c23657fbf1/profile_search-187299_experience_logo.jpg){kind=logo}
Five Star Senior LivingDirector of Sales and Marketing [multi-site]
Oct. 2018 - May. 2021Charleston, South Carolina, United StatesAfter my success as a Sales Director, I was promoted to lead sales and marketing initiatives for 3 of our major accounts in Charleston. My role included:
--- Sales --- I increased sales by 24% within 12 months.
--- Account Management --- I managed 3 accounts with a total portfolio of $4.8 million.
--- Sales Enablement --- I mentored other sales leaders on price integrity and strategizing around incentives.
--- Business Development --- I improved our referral conversions by 40% while tripling the number of professional referrals.
Five Star Senior LivingSales Director
Jul. 2017 - Nov. 2018Beaufort, South CarolinaI proved myself as an Administrative Assistant and was promoted to oversee a targeted account in Beaufort. My role included:
--- Sales --- I increased sales and exceeded all of my KPIs.
--- Sales Enablement --- I developed SWOTs for my account and conducted recurrent competition analyses.
--- Business Development --- I provided community education on services offered, partnered with department heads to engage leadership team in sales process, and developed and executed sales plans.
Five Star Senior LivingAdministrative Assistant
Jun. 2015 - Jun. 2017Pineville, North CarolinaI started my tenure at Five Star supporting sales and marketing by performing tours and coordinating administrative support for sales, marketing, and new hire training. My role included:
--- New Hire Onboarding and Training --- I managed data entry for new admissions and new hires.
--- Administration --- I supported the team with invoicing, accounts payable and technical assistance. •Kronos•Matrix•PCC•Workday•HireRight•
Blackbridge Financial Administrative Intern
Mar. 2015 - Sep. 2016Fort Mill, South Carolina, United States- Business Development
- Client Meetings
- Data Entry
- Annuities, LTC Insurance, Mutual Funds, Money Market
- Vendor Relationship Mgmt
Acacia Historical Arts InternationalFreelance Media Designer / Social Media Coordinator
Jun. 2013 - May. 2016Charlottesville, Virginia AreaPromote a professional and updated presentation of The Greater Acacia Collection. Produce and design marketing material with the use of Microsoft Word documents, Excel spreadsheets, and Power Point presentations. Create and manage spreadsheets to organize artifacts into specific genres and categories.
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