Kari Williams
Tucson ,AZ
Summary
High energy team player, Self-motivated professional with broad expertise in lead generation, qualification and deal closing. Skilled in building customer relationships and understanding customer needs. Organized and detail-oriented in scheduling appointments and researching potential clients. Thrives in high-pressure environments and meets challenging sales targets and consistently exceeds goals with a positive attitude and strong work ethic.
Overview
18
18
years of professional experience
Work History
Sales Development Representative
Care Solace
07.2023 - 02.2024
- Increased sales leads by implementing targeted outreach strategies and personalized follow-ups.
- Developed strong relationships with key decision-makers through consistent communication and rapport-building efforts.
- Expanded client base by conducting market research to identify new prospects and potential business opportunities.
- Enhanced team performance through regular sales training sessions, role-playing exercises, and constructive feedback.
- Conducted product presentations and demonstrations, resulting in increased product adoption among clients.
- Negotiated contracts with favorable terms for both company and clients, driving mutual success.
- Achievements-Q1 61 Demos Scheduled with 50 Demos conducted, With a closed won value of $125, 031.50.
- Q2-72 Demos Scheduled with 65 Demos conducted with a closed won value of $233,682.
Sales Development Representative
Carnegie Learning
01.2021 - 06.2023
- Supporting Account Teams for K-12 school districts
- Supporting tactical sales campaigns, researching and updating account data and information through use of Salesforce and Outreach
- Thorough follow up to corresponding cadence to ensure that all prospects are being followed up in consistent, practical and timely manner
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Achievements - Created 387 opportunities for 2022 with total of $26 million in potential sales.
Account Manager
Scientific Learning
06.2020 - 12.2020
- Responsible for identifying and maximizing client opportunities, creating and executing marketing and strategic territory plans, with excellent organization and follow-through
- Negotiate agreements for services, programs and pricing within assigned account base, attain and surpass sales goals with proven ability to advance sale and build customer relationships to maintain and expand market penetration
- Prepare and present recommendations to district or school leadership that are aligned with client expectations and consistent with Scientific Learning brand.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Built relationships with customers and community to promote long term business growth.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Met existing customers to review current services and expand sales opportunities.
- Achievements -Exceeded renewal quota by $200k and was just shy of meeting new business goal of 1.2 million by $120k in less than 6 months.
Sales Development Associate
Scientific Learning
01.2020 - 06.2020
- Supporting Account Teams for K-12 school districts
- Served customers with knowledgeable, friendly support at every stage from inquiring to purchasing.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Informed customers of promotions to increase sales productivity and volume.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Achievements -promoted to Account Manager within 6 months of employment
Clinic Representative
PFS Rep for Clinic, Banner Northwest Campus
01.2018 - 12.2019
- Responsible for Checking Patients in, Scheduling and checking out all patients for Cardiology, Endocrinology, Podiatry, Heart Failure and Vascular
- Updating patient information, verifying insurance and deductibles, collecting copays, scanning, faxing, open and screen mail, providing information to callers with detailed knowledge of department areas, general knowledge of company policies, practices, and scheduling
- Provide clerical and administrative support to department staff and doctors, while maintaining high degree of confidentiality on all sensitive information
- Achievements -Chosen by department heads to lead as PX Champion for Clinic C to represent department and attend monthly meetings to help build and boost morale for Northwest Banner Campus.
Administration, Optician, and Patient Coordinator
Clear View Vision Care
10.2012 - 12.2017
- Responsible for scheduling all patients for annual exams, medical work ups, emergency visits, follow up care, Vision Therapy and consultations as well as coordinating staff and Doctor meetings.
- Provide detailed knowledge of practice, insurance benefits, billing, accounts payable, specialty procedures offered, knowledge of company policies and day to day operations
- Executed record filing system to improve document organization and management.
- Verifying patient and insurance information, providing clerical and administrative support to staff and Doctor, while maintaining high degree of confidentiality on all sensitive information per HIPAA requirements
- Recorded expenses and maintained accounting records.
- Responsible for helping patients with frame and lens selection, interpreting prescription and taking optical measurements, and placing lab orders
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Handling patient purchasing and billing
- Follow up with labs to ensure quality and timely shipment of Eyewear
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Achievements -for 2017, I sold $556,000 in glasses & contacts, highest grossing year for the Doctor's practice ever.
Business Finance Manager
Royal Automotive Group
05.2012 - 10.2012
- Responsible for driving revenue through presentation of backend product options and cost-benefit analysis for protection of newly purchased vehicles
- Reviewed documentation and identified financial discrepancies where applicable.
- Responsible for handling and processing finalized sales contract including all finance documentation, vehicle registration and monies associated with transaction as well as follow-up with financial institutions to ensure sale is properly funded.
- Achievements-sale average of $5,500 up to $12,500 per car for backend products.
Internet Sales Manager
Royal Automotive Group
09.2010 - 04.2012
- Responsible for successful first customer contact and persuading them to make appointment to come into dealership
- Excel in responding to all incoming calls and internet inquiries in timely, professional and efficient manner to provide customers with product and pricing information
- Scheduling/confirming appointments, prepping sales staff and customer follow-up to ensure excellent customer satisfaction and repeat business.
- Kept detailed records of sales and contracts.
- Managed over 50 customer calls per day
- Achievements-Exceeded sales goals and was promoted to Finance Manager
Internet Sales Manager
Chapman Automotive
01.2009 - 09.2010
- Responded to internet inquiries and phone calls in timely matter.
- Built relationships with customers and community to establish long-term business growth.
- Located merchandise across various stores to address customer needs.
- Increased sales and customer satisfaction through personalized servicing.
- Kept detailed records of sales and contracts.
- Managed over 50 customer calls per day
- Increased sales by 10%
Internet Sales Manager
Royal Automotive Group
02.2006 - 01.2009
- Responded to internet inquiries and phone calls in timely matter.
- Provide customers with product and pricing information,.
- Increased sales and customer satisfaction through personalized servicing.
- Located merchandise across various stores to address customer needs.
- Built relationships with customers and community to establish long-term business growth.
- Kept detailed records of sales and contracts.
- Implemented systems and procedures to increase sales.
- Managed over 50 customer calls per day
- Averaged 12-15 appointments weekly
Education
Associates Degree - Liberal Arts
Pima Community College
Tucson, AZ05.2002
Studied Communications From 02-05
University of Arizona
Tucson, AZSkills
- PROFICIENT IN:
- Salesforce, Sales Engagement, Hubspot, Highspot, Outreach
- Microsoft Office/Access, CRM, Excel, Revenue Cycle, Outlook, Word, ADP, Revolution, Power Chart (medical software) and DemandForce
- Sales Campaigns
- Client Needs Assessment
- Strategic Outreach
- Lead Prospecting
- Marketing Support
- Strategic Thinking
- Customer Relationship Building
- Relationship Development
Timeline
Sales Development Representative
Care Solace
07.2023 - 02.2024
Sales Development Representative
Carnegie Learning
01.2021 - 06.2023
Account Manager
Scientific Learning
06.2020 - 12.2020
Sales Development Associate
Scientific Learning
01.2020 - 06.2020
Clinic Representative
PFS Rep for Clinic, Banner Northwest Campus
01.2018 - 12.2019
Administration, Optician, and Patient Coordinator
Clear View Vision Care
10.2012 - 12.2017
Business Finance Manager
Royal Automotive Group
05.2012 - 10.2012
Internet Sales Manager
Royal Automotive Group
09.2010 - 04.2012
Internet Sales Manager
Chapman Automotive
01.2009 - 09.2010
Internet Sales Manager
Royal Automotive Group
02.2006 - 01.2009
Associates Degree - Liberal Arts
Pima Community College
Studied Communications From 02-05
University of Arizona
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