Summary
Overview
Work History
Education
Skills
Timeline
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Sam Lee

Winnipeg,Manitoba

Summary

Dynamic and results-driven Account Manager and Sales Advisor with a strong track record of exceeding sales targets and fostering effective relationships across various industries. With over 2 years of experience, I have honed my skills in strategic sales, client relations, and operational excellence. Adept at identifying growth opportunities, managing complex transactions, and delivering exceptional customer service. Proven ability to work collaboratively with diverse teams and stakeholders to achieve business objectives and drive profitability. Committed to maintaining high standards of quality and compliance in all professional endeavors.

Overview

8
8
years of professional experience

Work History

ACCOUNT MANAGER

Peak of the Market l
Winnipeg, Manitoba
01.2023 - 01.2024
  • Successfully executed the sale of agricultural products to customers and the procurement of products from suppliers across North America, consistently exceeding sales targets
  • Skillfully prepared quotes, coordinated orders, and ensured efficient order processing
  • Actively sought out and capitalized on opportunities for growth, partnerships, and joint ventures, leading to increased profitability
  • Maintained and expanded a comprehensive sales prospect list, resulting in a steady stream of new business opportunities
  • Fostered effective communication and cooperation with staff, growers, customers, and suppliers, enhancing collaboration and productivity
  • Consistently performed all duties with a focus on accuracy and efficiency, ensuring customer satisfaction and operational excellence
  • Strictly adhered to all company procedures and policies to maintain the highest standards of quality and compliance.

SALES ADVISOR

NEO Financial
Winnipeg, Manitoba
01.2022 - 01.2023
  • Served as an integral team member in determining clients’ strategic and financial issues and providing comprehensive solutions through industry research and client interviews
  • Conveyed brand information to clients and educated them on product usage
  • Successfully increased revenue of sales on Credits cards, Savings Accounts, Investments, and Mortgages for a client through market research, financial analysis, and strategic recommendations.

CUSTOMER CARE SPECIALIST

Skip The Dishes
Winnipeg, Manitoba
01.2021 - 01.2023
  • Primary focus on transactions and interactions with customers and restaurant partners by phone, chat, and email
  • Ensure services delivered to clients meets contractual Key performance Indicator ('KPIs')
  • Autonomously follow operating producers and policies to reach resolution for queries and complaints
  • Verify accuracy of customer account information and update when necessary
  • Accurately tracked and recorded customer interactions in CRM platform
  • Direct customers to appropriate departments for additional support
  • Processing customer refunds, account adjustments and resolving client discrepancies.

CLIENT RELATIONS & SALES ADVISOR

TTEC
Winnipeg, Manitoba
01.2020 - 01.2022
  • Answered incoming communications from customers via phone about various topics
  • Responsible for generating action tickets based on incoming user calls and then seeing those tickets through to resolution
  • Assisted customers in identifying issues and explained solutions to restore service and functionality
  • Upsold various products to customers such as phones and insurances.

ADMINISTRATIVE ASSISTANCE & RECRUITER

ABM Easy Account Firm
Winnipeg, Manitoba
01.2016 - 01.2019
  • Provide ongoing administrivia support to senior executives, driving organizational success through the management of daily operations and special projects
  • Manage executive calendars, strategically, coordinating meeting, appointments, events arrangements
  • Purchased and maintained office supply inventories, Hired, and trained administrative assistances during a period of the company expansion, ensuring that they pay explicit attention to company policies.

Education

BACHELOR OF BUSINESS ADMINISTRATION (BBA) - Human Resources and Cooperative Enterprises

University of Winnipeg
05.2024

Skills

  • Account Management
  • Strategic Business Decisions
  • Research
  • Analysis
  • Negotiation
  • Partnership Cultivation
  • Sales Strategies
  • Trusted Advisor
  • Customer Service
  • Communication
  • CRM
  • Administrative Support

Timeline

ACCOUNT MANAGER

Peak of the Market l
01.2023 - 01.2024

SALES ADVISOR

NEO Financial
01.2022 - 01.2023

CUSTOMER CARE SPECIALIST

Skip The Dishes
01.2021 - 01.2023

CLIENT RELATIONS & SALES ADVISOR

TTEC
01.2020 - 01.2022

ADMINISTRATIVE ASSISTANCE & RECRUITER

ABM Easy Account Firm
01.2016 - 01.2019

BACHELOR OF BUSINESS ADMINISTRATION (BBA) - Human Resources and Cooperative Enterprises

University of Winnipeg

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Sam Lee