Kayla Clark
Fullerton
Summary
Experienced Intake Coordinator with a proven track record in conducting efficient intake interviews and accurately summarizing data. Quickly establishes rapport with clients, providing compassionate assistance and thoughtful guidance. Skilled in managing client files and prioritizing tasks for maximum productivity. Proactive Outside Sales Manager with a decade of expertise in credit card processing and home improvement sales. Committed to delivering exceptional and personalized customer service, consistently closing sales, and leading teams through exemplary customer service skills.
Overview
13
13
years of professional experience
Work History
Business Development Manager
SoCal Workers Comp Attorneys
09.2024 - Current
- Increased retained client base by 10x each month, identifying new business opportunities and cultivating strong relationships with key decision makers.
- Retained 80% of all potential new clients on the first interaction. Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Generated new business with marketing initiatives and strategic plans. Wrote one blog weekly to generate natural website traffic.
- Met with the marketing team on a weekly basis to strategize new marketing tactics.
Intake Coordinator
Sweet James
09.2023 - 09.2024
- Met all client needs with engaged attention and knowledgeable service while meeting sales goals through effective promotion of retaining the legal expertise of Law Firm.
- Demonstrated strong organizational and time management skills while managing tasks, and retaining 5-7 new clients daily.
- Carefully documented statements, observations, and evidentiary materials flawlessly for attorney review and court use.
- Supervised and motivated field investigators and collaborated with personnel to identify strengths and areas of weakness.
Dispatch and Sales Coordinator
NexGen Air Heating And Plumbing
12.2022 - 09.2023
- Deployed and assessed strategies for retaining customers and maximizing account servicing opportunities to promote revenue consistency.
- Employed closing sales techniques, upselling and customer loyalty incentives to boost sales.
- Researched local markets to identify and flesh out lists of new leads for sales team follow-up.
- Spearheaded team-building sales meetings to inform supervisors of changes and promote successful sales strategies.
Director of Sales and Marketing
Vinyl Window Broker
12.2021 - 11.2022
- Directed the schedules of all outside sales reps, and coordinated the entire company calendar.
- Spoke with prospective clients and introduced them to products and services we provided.
- Worked with the marketing team to produce quality leads for outside sales reps.
- Cultivated and maintained strategic alliances with key partners and vendors.
Sales Manager
Electronic Commerce
07.2013 - 03.2020
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Contact prospective customers to present information and explain available services.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Prepare forms or agreements to complete sales.
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Outside Sales Manager
Small Business Growth Alliance
06.2012 - 07.2013
- Determine price schedules and discount rates.
- Confer with potential customers regarding equipment needs and advise customers on types of equipment to purchase
- Monitor customer preferences to determine focus of sales efforts.
Education
Bachelor of Arts - English
University of Nevada - Las Vegas
2012
Skills
- New Business Production
- Proven Sales Closer
- Tech Saavy
- World Class Communicator
- Business development and planning
- Customer service
- Team leadership
- Strategic planning
- Client relationship building
- Sales and marketing
- Verbal and written communication
- CRM management
Accomplishments
- Exceeded quarterly objectives by as much as 400% on a regular basis.
- Devised 4 successful new programs focused on firm growth and referral partnerships.
- Won "Rising Star 2024" for excellent Sales performance.
Additional Information
Reference letters available upon request.
Timeline
Business Development Manager
SoCal Workers Comp Attorneys
09.2024 - Current
Intake Coordinator
Sweet James
09.2023 - 09.2024
Dispatch and Sales Coordinator
NexGen Air Heating And Plumbing
12.2022 - 09.2023
Director of Sales and Marketing
Vinyl Window Broker
12.2021 - 11.2022
Sales Manager
Electronic Commerce
07.2013 - 03.2020
Outside Sales Manager
Small Business Growth Alliance
06.2012 - 07.2013
Bachelor of Arts - English
University of Nevada - Las Vegas
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