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Jason Gupta

Associate Client Relationship Manager @Freeman Company

Irvine, CA, US
EMAILS
j••••••••@freeman.com
MOBILE NUMBERS
+13•••••••40

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WORK HISTORY

Mar 2022 — Present

Associate Client Relationship Manager @Freeman Company

Cultivate and manage relationships with new prospects while strengthening partnerships with existing clients, aligning efforts with regional sales goals and objectives to drive company growth and expand into new markets.•Strategically set and achieve regional sales targets, averaging $1.5+ million annually, while broadening company resources and penetrating new markets.•Deliver advanced customer service through clear communication, strong interpersonal skills, and strategic sales approaches; promptly address escalations to ensure client satisfaction and retention.•Serve as the primary account representative, fostering long-term client relationships and identifying opportunities to upsell products and services throughout the sales cycle.•Prepare and present proposals for prospective clients, including pricing, contract terms, and service offerings, ensuring compliance with company policies and procedures.•Lead account management initiatives, including managing multiple CRM systems, preparing transaction reports, generating work orders, collecting payment information, creating production schedules, and estimating event costs.•Supervise on-site operations and conduct inspections as needed, acting as a liaison between operations, show management, and branch logistics teams to ensure seamless planning and execution.

EDUCATION

N/A

California State University, Fullerton

Bachelor of Arts

SKILLS

Event ManagementDonor ResearchOrganizational BehaviorInformation ResearchSocial NetworkingSocial Media MarketingPublic RelationsMedia RelationsFundraisingFacebookCampaign ConceptsNonprofitsRecruitingHuman ResourcesClient Relations SkillsMajor GiftsLogisticsStrategic CommunicationsDonor ProspectingPress ReleasesMajor Gift CampaignsTacticsNon-ProfitsEvent PlanningSocial Media

ABOUT JASON GUPTA

With over a decade of experience leading teams and optimizing CRM systems, I specialize…

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