Keith

Summary:

Consultative sales professional specializing in renewable energy solutions. Educated homeowners on the financial and environmental benefits of solar energy, tailored proposals to meet individual needs, and guided clients through the sales and installation process from start to finish.

Key Responsibilities:

- Generated and qualified leads through networking, referrals, and direct outreach.

- Conducted in-home and virtual consultations to assess energy usage and recommend solar solutions.

- Delivered customized proposals, explaining cost savings, financing options, and system performance.

- Partnered with operations and installation teams to ensure smooth project execution.

- Maintained relationships with clients post-sale to encourage referrals and satisfaction.

Major Achievements & Highlights:

- Consistently ranked among top producers by exceeding monthly and quarterly sales goals.

- Helped homeowners reduce energy costs while promoting clean energy adoption.

- Built a strong pipeline of referral-based business through trust and customer education.

Summary:

Consultative sales leader responsible for driving new business development and building lasting client relationships across payroll, HR, and workforce management solutions. Partnered with small-to-mid-sized businesses to identify needs, deliver tailored ADP solutions, and support long-term client success.

Key Responsibilities:

- Managed the full sales cycle: prospecting, presenting, negotiating, and closing new business accounts.

- Consulted with business owners and executives to assess payroll, HR, and compliance challenges.

- Delivered customized ADP solutions, including payroll, time & attendance, and HR software platforms.

- Maintained and grew a client portfolio while consistently meeting and exceeding sales quotas.

- Built and nurtured relationships with referral partners, CPAs, and business networks.

- Conducted product demos, onboarding, and training to ensure smooth adoption of ADP solutions.

- Partnered with internal teams to provide post-sale support and ensure client satisfaction.

Major Achievements & Highlights:

- Consistently exceeded monthly and quarterly sales targets.

- Ranked among top performers in territory for new business growth.

- Developed strong referral networks that generated ongoing business opportunities.

- Recognized for consultative approach and ability to translate client needs into tailored solutions.

Summary:

Account Manager supporting national debt settlement companies by managing client relationships, streamlining financial processes, and ensuring compliance with regulatory standards. Served as the primary liaison between partner organizations, clients, and internal teams to deliver seamless account management and operational excellence.

Key Responsibilities:

- Acted as the main point of contact for debt settlement partners, ensuring smooth communication and alignment on client needs.

- Oversaw client account portfolios, monitoring settlements, payments, and progress toward debt relief goals.

- Coordinated with cross-functional teams (operations, compliance, customer service) to resolve issues quickly and effectively.

- Provided guidance to clients on account processes, timelines, and program expectations.

- Ensured accuracy and timeliness of ACH withdrawals, disbursements, and account reconciliations.

- Maintained up-to-date knowledge of debt settlement regulations and company policies to protect clients and partners.

Major Achievements & Highlights:

- Successfully managed a high-volume portfolio of accounts, helping clients reduce debt and reach financial stability.

- Improved partner satisfaction by providing proactive updates, resolving issues before escalation, and streamlining communications.

- Identified process gaps and collaborated with leadership to implement solutions that reduced errors and improved efficiency.

- Recognized for building strong, trust-based relationships with both clients and debt settlement partners.