Results-oriented Account Representative with expertise in relationship management and strategic account reviews. Delivered high customer satisfaction and retention through effective product adoption initiatives. Strengths include project oversight and fostering long-term partnerships to enhance dealership performance.
Overview
1
1
Certification
27
27
years of professional experience
Work History
Account Representative
PBS Systems
10.2023 - Current
Manage a high-volume portfolio of up to 300 dealership accounts serving as Account Representative and strategic business advisor.
Consistently exceeded performance expectations by maintaining exceptional customer satisfaction, strengthening client relationships, and driving long-term account retention.
Build trusted relationships with dealership owners, general managers, department managers, and key decision-makers, becoming the primary point of contact
Built trusted relationships with dealership owners, general managers, department managers, and key decision-makers, serving as primary point of contact.
Manage contract renewals, account expansions, and solution recommendations by aligning products and services with dealership business objectives.
Managed contract renewals and account expansions, aligning product solutions with dealership business objectives to enhance customer satisfaction.
Lead customer transition meetings following software implementation, ensuring successful onboarding and long-term customer success.
Maintain detailed customer records, account strategies, risks, opportunities, and action plans within HubSpot, ensuring accurate pipeline management and proactive follow-up.
Contributed to revenue growth by identifying expansion opportunities within existing accounts and recommending solutions that added customer value.
Dealer Engagement Specialist
PBS Systems
09.2020 - 09.2023
Collaborated with PBS departments to assist dealerships with challenges, cultivating relationships that facilitated adoption of new processes through phone engagement and dealer visits.
Enhanced product engagement by hosting Sales quarterly webinars and facilitating frequent workshops within North America.
Collaborated with other PBS departments to assist dealerships with distinctive challenges, ultimately cultivating relationships to allow for easier adoption of new processes through phone engagement and dealer visits.
Developed strategies promoting PBS features by curating video initiatives for Marketing Department, increasing product awareness among PBS customers.
Hosted Sales quarterly webinars and facilitated workshops across North America, improving product engagement among dealers.
Business Systems Specialist
Dealer Information Systems
07.1999 - 09.2020
Supported 200+ dealers across Canada by accurately recording and escalating client concerns within the DMS Suite.
Trained dealers via phone and on-site support, offering software utilization recommendations while managing software deployments and updates for clients and stakeholders.
Generated both internal and external software documentation pertaining to software releases, encompassing new and existing features.
Diagnosed IT concerns with servers, managed backup hardware, and updated as well as programmed Sales Dealer Forms for DIS customer base.
Coached and trained Junior Business System Specialists to enhance their skills within the department and software.
Education
Diploma - Computer Studies
Keyin Tech
02-1995
Skills
Collaborative solutions
Team collaboration
Project oversight
Account management
Customer communication
Dynamic teamwork
Collaborative solutions orientation
Certification
PBS Service Certification – PBS Systems July 2023
Certificate, Project Management – LinkedIn Learning December 2022
PBS Accounting Certification – PBS Systems March 2021
PBS Sales Certification – PBS Systems February 2020