Sara Rote

• Increased sales revenue by implementing effective sales strategies and building strong customer relationships.
• Maximized sales revenue by consistently meeting and exceeding monthly sales targets.
• Increased overall sales by developing and executing effective territory sales strategies.
• Increased sales revenue by implementing strategic sales plans and monitoring market trends.
• Developed unique sales approach and identified client needs to expand sales.
• Boosted sales revenue by implementing customer-centric coaching strategies for the sales team.

• Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
• Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
• Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
• Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
• Enhanced communication between clients and providers through consistent follow-ups and progress updates.
• Achieved positive client outcomes by developing and implementing comprehensive case management plans.
• Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
• Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
• Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
• Developed and implemented comprehensive case management plans to address client needs and goals.

Managed a case load of 450-500 clients daily and made sure all cases were moved along accordingly. It was my duty to follow-up and provide updates frequently, obtain financial documentation, and communicate effectively to my team of tax professionals. I dealt with simple tax prep cases and also very heavy cases with clients that were dealing with a levy, lien and/or revenue officer. It was very interesting insight being in this position; as I got to interact with so many different individuals and help them out of such stressful financial circumstances.

Primarily responsible for ensuring efficient workflow from all representatives in my department, as well as providing detailed reports to the owner of the company on a weekly basis; conducting biweekly or monthly meetings regarding work performance.

Daily duties entailed completing tasks, answering customer care calls and assisting clients with payment adjustment or questions regarding the process of the tax resolution program, filing, scheduling appointments, scheduling interviews and interviewing candidates, training all incoming employees, corresponding via email with clients to ensure highest level of satisfaction for services, organizing paper mail received from clients, scanning and uploading financial documents to clients files, scanning documents and faxing to the IRS per requests from a tax preparer, case manager, or enrolled agent, ordering transcripts from the IRS via phone.

Being promoted to a leadership position gave me the opportunity to grow personally, help others, and gain respect professionally.