Account Manager at Pinnacle Trailers (2023-01 – Present)
Consistently achieved sales goals, developed critical relationships with regional logistics companies, and provided industry-leading solutions for flatbed, step deck, lowboy, chip, and trash trailer requirements.
- Increased total sales to $4.5M in 2025, representing an 18.4% year-over-year gain from $3.4M in 2023 and continuously ranking as a top-performing sales representative among multiple territory/account managers.
- Negotiated agreements for transactions exceeding $350K and maintained profit margin goals by leveraging consultative sales techniques, and positioning value-based solutions to secure optimal pricing.
- Secured over $100K in annual trailer rental sales and worked with commercial logistics companies ranging from small businesses to large operations to provide customized equipment solutions that aligned with business needs.
- Expanded the client portfolio to include $1B+ organizations and diversified revenue streams by developing new commercial client relationships, attending trade shows across 5 states, and implementing targeted social media marketing campaigns to generate qualified leads across the territory.
Inside Sales Representative at Pinnacle Trailers (2019-09 – 2023-01)
Provided sales support and customer relationship management for commercial trailer sales, coordinated inventory across multiple locations, and developed marketing initiatives to generate qualified leads and drive revenue growth.
- Managed inbound sales inquiries and qualified leads through consultative needs assessments, educated prospects on trailer specifications and features, and transitioned qualified opportunities to field sales representatives.
- Coordinated inventory management for 800+ units across 4 locations and tracked availability for flatbed, step deck, lowboy, and chip trailers among others to ensure accurate stock levels, optimize fulfillment timelines, and provide customers with outstanding support.
- Strengthened regional brand presence and generated new business opportunities by representing the company at trade shows, developing social media marketing campaigns, and creating promotional materials to generate strong leads.
Financial Relationship Specialist & Digital Coach at Regions Bank (2018-05 – 2019-09)
Delivered exceptional customer service and technical support for digital banking platforms, resolved complex account issues, and identified cross-selling opportunities to expand client relationships and drive branch revenue growth.
- Resolved technical issues for online and mobile banking platforms, supported account access problems, assisted customers with digital enrollment processes, and provided step-by-step guidance on mobile deposit and online bill pay.
- Processed financial transactions including ACH transfers, wire transfers, check orders, and account modifications to ensure accuracy, maintain regulatory compliance, and deliver seamless service that aligned with customer expectations and banking protocols.
- Identified sales opportunities through consultative conversations and recommended appropriate banking products such as savings accounts, credit cards, personal loans, and wealth management services to deepen client relationships and achieve branch sales targets.
Business Support Representative II at First Citizens Bank (2016-08 – 2018-05)
Managed customer support for commercial banking clients, processed business account transactions, and coordinated with relationship managers to deliver exceptional service that impacted portfolio retention rates.
- Processed 50+ business calls daily within a call-center environment and managed transactions spanning commercial deposits, withdrawals, account reconciliations, and merchant services support to ensure timely and accurate handling of high-volume financial activities.
- Assisted commercial clients with account maintenance requests, resolved discrepancies, and maintained compliance with BSA/AML regulations and internal banking policies.
- Supported relationship managers and business bankers by preparing account documentation, generating financial reports, and serving as a key point of contact for business clients requiring operational assistance and problem resolution.