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Senior Account Manager

Accounting & Finance

A resourceful, creative, self driven professional with extensive experience working in various client-centric
roles. Skilled in account management, sales, team building, and leadership roles. Exceptionally organized
with the capability to prioritize tasks in fast paced environment. Ability to communicate effectively
through building rapport, setting expectations, as well as handling escalations by providing solutions that
best meet client needs. Proficient in Microsoft Office and various CRM platforms. Received multiple
awards and honors, including SmartFinacial Tony Robbins Award 2018, SmartFinancial Cesar Milan
Award 2018, SmartFinancial Big Kahuna Award 2019, Keller Williams Top Producing Team 2014 2015.

Current
Manage book of business consisting of over 120+ accounts for ad tech insurance company driving highly
targeted traffic to insurance agencies across the country. Overseeing new account managers and assisting
them in growing company revenue by retaining and growing client revenue. Effectively maintaining
accounts while growing book of business by signing up new or past clientele. Consistently surpass revenue
targets and key performance indicators (KPI's) which consists of $80,000 in revenue as well as generating a
minimum of 10 new accounts on monthly basis. Create strong relationships with clientele to develop
strong referral networks. Handle escalation calls and assisting with questions, requests, and concerns while
providing alternative solutions

Jeff Gonzales is a Senior Account Manager at SmartFinancial in Irvine, CA. View their experience, skills and work history on Malakye — the professional…

Jeff Gonzales — Senior Account Manager at SmartFinancial

Jeff Gonzales — Senior Account Manager at SmartFinancial

Jeff Gonzales

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California State University