Kati Lee

Background

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 Applications Employment 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