Jacqueline Aaron

I recruit business owners to join our business organization to help them grow their businesses through networking, advertising, and advocacy.

• Cold calling to fill the sales funnel.
• Complete the application for board review.
• Collections for membership fees and renewals.

I am building a book of business, helping small and medium-sized business owners find efficiencies and growth with automation technology. I solicit business owners in person and on the phone to analyze their current processes to find out if we will be a good fit to work together, and then onboard them to use our company software and hardware. In this role, I;

• Cold call to find prospects to fill my sales funnel.
• Complete onboarding with financials.
• Customer service and setup of software and hardware.

In this volunteer role, I;

• Manage registrations and invoicing.
• Set up invoicing software for ease of management
• Expanded sponsorship to the full season, with social media accolades.
• Engage with the community and small business owners to ask for sponsorship increased to over $10,000.
• Engage in public speaking opportunities to promote awareness about the organization's mission.
• Develop agendas for board meetings, facilitate discussion of pertinent issues, and document resolutions.
• Provide strategic guidance to Board members on best practices for governance and decision-making.
• Develop long-range plans for business growth, resulting in an increase in annual sales.

I managed all accounts at CamDo, 70% of which were in North America, the balance international. I aided photographers and construction companies as they found a system to document their new builds and renovations. My role was heavily focused on customer relationships and answering the needs of both inbound and outbound leads.

• Manage the pipeline from the top to the bottom of the funnel using HubSpot.
• Complete demo meetings over Google Meet, and customer discovery over phone and video meetings.
• Gain an understanding of the needs of the client, so I can discuss how our system fills the need and exceeds expectations.
• Manage support calls to ensure the client is getting what is needed.

As a district manager, I spoke to business owners about the work of CFIB, as well as plans for upcoming legislative changes that will impact them. This role is heavily focused on cold calling for new business acquisition, as well as maintaining our current membership base renewals, to ensure a net member gain each quarter. Some highlights from my time at CFIB are;

• Recruit of the Year, 2017.
• John Bullock, award winner for highest sales in the province, second in the country with 148 new business members.
• President's Honour Roll
• Diamond Club 10+ times.

As an enterprise software and hardware solutions specialist, I assist business partners with the identification and implementation of hardware and software solutions that seek to enhance their business processes, as well as to enhance the operational effectiveness of their IT environments.

• Self-teach the features and benefits of the client's software to have a discussion with the prospect.
• Write all call scripts and email templates.
• Exceed all targets.
• Facilitate conference calls.
• Track all calls, discussions, and appointments in CRM software.
• Cold call and warm lead call, with exceptional results.

As an Account Manager Intern, I obtained the following skills:

• Reading and analyzing financial statements.
• Managing the sales pipeline and ensuring that new leads are input into the CRM software weekly.
• Calculating debt serviceability and other ratios to determine the company’s loan qualification.
• Discussing business and future business plans with clients, building relationships.
• Completing renewal documents before they are sent for approval, and making recommendations.
• Excelled in all online training.

I established a niche market in the dairy industry, offering customers access to fresh milk directly from the farm. We started to operate a cow-share program in 2007. In two years, I took this start-up endeavor to a successful enterprise with six-figure sales through word of mouth, no advertising. Some other highlights of my experience are:

• Established a set of operating procedures.
• I developed a business plan and enacted it.
• Received and tracked weekly orders and accounts receivable.
• Collections of past-due accounts.
• Developed close ties, and maintained excellent customer relations.
• Scheduled pick-ups for over 150 families across the province.
• I became a consistently superior cheese maker.

In September 2001, I moved into an advisor role at Clarica. This allowed me to continue in the financial services industry while doing more to help my clients plan for their future. In September 2002, I joined the business of a senior advisor to help me grow as an advisor. My duties were.

• Generating leads from cold calls as well as some soft leads and referrals to keep my pipeline flowing.
• Advising clients to purchase life, health, and disability insurance where needed.
• Advising clients on investment strategies through mutual funds, segregated funds, or guaranteed interest products.
• Work in a completely self-managed environment, where self-motivation was key.
• Work in a team environment with other advisors in my cluster to offer the best service to the client.
• Attend trade shows to develop leads.
• Maintaining an organized and professional office space.