Summary
Overview
Work History
Education
Skills
Websites
Languages
Personal Information
References
Certification
Timeline
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Natalia Forward

Natalia Forward

Burlington,ON

Summary

With over 15 years of professional experience, my roles have involved sales, business development, liaising with clients, planning, presentations, and research. I specialize in building lasting client relationships and developing effective strategies for growth. My career has provided exposure to a number of industries like Finance, Real Estate, Investing, Commercial servicing and business solutions. Entrepreneurial key account specialist with strong sales and relationship management experience. Strategic thinker for engagement and long term customer loyalty

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Account Executive

Durabond Janitorial Services
2018.01 - Current
  • Establishing and monitoring sales targets
  • Securing sales revenue in excess of $2,000,000 annually
  • Key Account Management, reviewing existing service levels and with key partners
  • Identifying new business opportunities, aligning business strategies
  • Preparation of regular sales and key account management updates for senior leadership
  • Improved customer engagement, identifying and addressing issues in a quick and effective manner
  • Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
  • Increased account retention by building strong relationships with clients and addressing their needs promptly.
  • Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
  • Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
  • Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
  • Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
  • Networked at events and prospected for new customers with diverse strategies.

Dealing Representative

Equiton Capital
2021.01 - 2021.08

My role involved marketing private investment opportunities to accredited investors, managing and growing ongoing client relationships and develop and implement sales strategies. Communicating within the regulations of KYP & KYC, and articulating industry and economic trends, investment performance and appropriate risk.

SALES ASSOCIATE, Investment & Retirement Planning

Royal Bank of Canada
2017.01 - 2018.01
  • Handle confidential client information and details
  • Scheduling and booking meetings with clients for IRP's
  • Actively pursuing new business opportunities for IRP's
  • Maintaining and establishing relationships with new and existing customers

SALES ACCOUNT MANAGER

Durabond Janitorial Services
2015.01 - 2017.01
  • Establishing a customer base for Durabond maintenance services commercial, industrial, residential and institutional
  • Frontline customer representative responsible for budgets, service overview and analysis
  • Presentation development and budget design
  • Contract review and negotiations with customers
  • Successfully established a new customer baseline of 37 customers first year resulting in revenue in excess of $1,000,000 annually

BUSINESS SOLUTIONS ADVISOR

XEROX Butterfly Office Solutions
2014.01 - 2015.01
  • Identifying customer needs and requirements correctly ensuring proper customer support
  • Identified to support product exchange, resulting from strong customer relationships and expedited reaction time for key customer base
  • Provided customers with new product updates relative to their requirements, in addition to comparative quotes and recommendations
  • Working within and respected customer budgets, demonstrating savings for customers on a regular basis
  • Responsible for regular daily sales targets and new customer business introductions to services and solutions
  • Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
  • Contributed to annual revenue goals by selling new services and developing new accounts.

REAL ESTATE BROKER (JR)

Blackwood Commercial Real Estate
2007.01 - 2009.01
  • Responsible for identifying and developing new business
  • Facility meetings and client tours of commercial real estate
  • Ensuring the "right solution for customer needs", aligning customer budget expectations and guidelines are met
  • Negotiation of lease agreements with landlords, property managers, lawyers and customers
  • Establishing and maintaining relationships with landlords and customers
  • Created and implemented a sales training program accelerating new hires and profitability

Education

Exempt Market Proficiency - Investments And Finance

IFSE Institute
09.2020

Faculty of Foreign Languages - Teacher of Foreign Languages

Penza State Pedagogical University
Russian Federation
07.2006

Skills

  • Key Account Management
  • Strategy development
  • Public relations
  • Customer service
  • Sales
  • Excellent planning skills
  • Negotiation skills
  • Process Improvement
  • Management
  • Client Relationship Management
  • Relationship Building

Languages

English
Full Professional
Russian
Native or Bilingual
German
Elementary

Personal Information

Title: SALES ACCOUNT MANAGER

References

  • Lavelle Lindo, VP National & Strategic Relationships, 647-883-0258, Equiton Capital
  • Joel Natareno, Investment Financial Planner, 905-516-6444, RBC
  • Hugh MacDonald, Director Logistics & Distributions, 416-453-1545, Wajax

Certification

Exempt Market Proficiency IFSE Institute, Toronto, Ontario

Timeline

Dealing Representative

Equiton Capital
2021.01 - 2021.08

Senior Account Executive

Durabond Janitorial Services
2018.01 - Current

SALES ASSOCIATE, Investment & Retirement Planning

Royal Bank of Canada
2017.01 - 2018.01

SALES ACCOUNT MANAGER

Durabond Janitorial Services
2015.01 - 2017.01

BUSINESS SOLUTIONS ADVISOR

XEROX Butterfly Office Solutions
2014.01 - 2015.01

REAL ESTATE BROKER (JR)

Blackwood Commercial Real Estate
2007.01 - 2009.01

Exempt Market Proficiency - Investments And Finance

IFSE Institute

Faculty of Foreign Languages - Teacher of Foreign Languages

Penza State Pedagogical University
Natalia Forward