· Attend annual Conferences and engage in outbound emailing and cold calls · Conduct regular check-ins with existing account holders to ensure their needs are met. · Work with clients to identify areas that we can expand our offerings in the district/school. · Collaborate between 5 different departments to ensure customers' needs are exceeded. · Handle all technology quotes and questions for the other reps. · Conducting two roles requires me to be extra organized in my daily sales activities, while hitting all targets.

· B2B/ Customer Relations/ HR duties/ Business Development/ Sales Cycle. · Coordinated the care of over $25 Million+ in assets daily. · Developed relationships directly with many CEOs. Collaborated with people of many different backgrounds. · Chaired teams to finish projects quickly, efficiently, and to the highest quality of standards. · Designed technical tools on computers to help the business run more efficiently.