Kati Lee

WORK HISTORY

SKILLS

ABOUT KATI LEE

Identified and acknowledged the needs of external and internal customers to find appropriate solutions • Worked independently and in groups to improve efficiencies in data analysis, recruitment tracking methods, placements ratios, sales strategies, and retention of clients• Managed multiple projects and prioritized daily tasks in order to complete company and personal goals • Established relationships with external and internal customers in order to improve sales operations• Proficient in Microsoft Office ApplicationsEmployment GamePlan Financial Marketing LLC, Woodstock GA October 2007 – April 2016• Worked daily with the marketing and sales teams to create and build vital sales tools and tracking programs • Organized and directed multiple events to initiate and develop relationships with new clients• Collaborated with IT department in creating and developing effective systems • Created and launched presentations and webinars• Educated new clients on business operations as a first communication• Conducted sales training sessions with new clients• Coordinated permanent sales development relationships within the company• Uncovered new business opportunities through on-boarding process• Completed over 100 outgoing calls on a daily basis to prospective business partners• Exceeded monthly goals set to obtain and secure contracts with new clients• Created new sales opportunities by selling prospective clients on the advantages offered by contracting with the company. • Processed Life Insurance Applications• Developed relationships with carriers and clients to quickly close business• Implemented new standard practices to locate and accommodate client needs• Consistently closed business faster than industry standards in a constantly changing marketplace