Brenda Filipowicz

• Prospected and acquired new clients through cold calling, networking, and targeted outreach to maintain a robust sales pipeline.

• Identified key decision-makers and built strategic relationships to drive revenue growth.

• Conducted market research to develop tailored pitches and solutions aligned with client needs.

• Coordinated and led meetings between clients and senior leadership to present proposals and close deals.

• Collaborated with internal teams to develop pricing strategies and client-focused proposals.

• Navigated objections and negotiated effectively to reach mutually beneficial agreements.

• Maintained strict confidentiality of client records, including financial documents, credit reports, and banking information, in compliance with industry regulations.

• Assisted clients with account inquiries, order processing, and issue resolution to ensure high levels of customer satisfaction.

• Managed client database, provided sales documentation, and supported CRM updates to streamline the sales process.

• Developed and executed targeted marketing strategies to generate and promote sales opportunities.

• Tracked sales performance, deal registrations, and trends to support forecasting and strategic planning.

• Monitored and reviewed pending orders to ensure timely follow-up and excellent customer experience.

• Identified areas for process improvement and provided onboarding, training, and coaching to new team members.

• Prospected new leads through cold calling and nurtured existing client relationships through effective account management.

• Responded to inbound leads from phone and online channels, qualifying prospects based on their position in the buying/selling process.

• Maintained detailed records of tasks, goals, and lead performance to optimize conversion rates and meet key benchmarks.

• Conducted telephone interviews and surveys to gather data and feedback for various market research projects.

• Participated in the design and execution of research studies, ensuring accuracy and relevance of collected data.

• Maintained high performance standards in line with compliance guidelines and daily productivity targets.

• Built rapport with respondents through professional phone communication, enhancing response rates and data quality.

• Handled follow-up calls to address respondent questions and ensure timely return of research materials.

• Adhered to company dialing protocols, operational procedures, and quality objectives to support project success.

• Identified complex issues within research workflows and developed innovative solutions to improve efficiency and outcomes.

• Managed end-to-end recruitment operations for diverse roles, demonstrating strong organizational skills and attention to detail—key traits in financial operations and client management.

• Created detailed job requisitions and maintained candidate records, ensuring data accuracy and compliance with company policies and regulatory standards.

• Conducted onboarding sessions covering documentation, policies, and procedural compliance—experience applicable to onboarding clients in regulated financial environments.

• Built and maintained a high-quality pipeline of candidates through proactive outreach and data-driven sourcing strategies, leveraging CRM systems and applicant tracking tools.

• Scheduled and coordinated interviews across multiple stakeholders, ensuring seamless communication and process efficiency—paralleling coordination between internal teams and clients in finance.

• Matched candidate profiles to job requirements based on critical analysis of skills, compensation expectations, and fit—transferable to assessing client needs and financial product suitability.

Maintained ongoing professional relationships, emphasizing long-term engagement and service—mirroring relationship management in client-focused financial roles.