larry lamb

* Provide Sales support, and gain customers trust, develop customer relationships and retain existing customers * Work together with the Sales Team to provide consistent, accurate, and timely sales support in order to achieve sales goals * Accurately prepare contracts, templates and confirmations as it relates to the product and services for each market and customer * Assist in creating customer delight through proactive customer communication to identify potential concerns, reinforce positive service qualities

* Performed research regarding account issues or inquiries * Stayed current with all products, Fund changes, Fraud warnings, and all other Policy and Procedural changes in regards to mutual funds * Maintained high level of Accuracy and Efficiency * Entered financial and non-financial transactions * Responded in a professional, timely and empathetic manner to both telephone and written inquiries from internal and external clients * Held FINRA Series 6 license

As a Senior Sales Support Specialist on the National Key Accounts, I ensure accurate deal structure of Power, Natural Gas and other product offerings. Assist in contract renewal effort. Identify customers up for renewal and provide updated pricing. Generate and review contracts for various product offerings. Seek out opportunities for margin uplift, blend and extend or cross sell. Act as a liaison between the sales originators, customers, sales channels and Operations departments to resolve customer issues. Remain current on competitive and market conditions. Provide input on market activities to the appropriate marketing and management personnel

* Managed contract process * Process Price Requests * Run credit checks for new prospects * Request historical usage data from the utility and follow-up as necessary * Prepared and send contracts to sales channels * Submitted credit approval requests to finance for approval * Revised processes & implement improvements for Partner Portal and other sales tools * Supported Sales Managers while they are traveling or visiting with channels * Supported Sales Managers and channels utilizing cross functional teams * Researched channel commission, billing, enrollment issues and escalate to appropriate departments * Created weekly pipeline and sales funnel reports for VP * Utilized proprietary databases to provide sales channels with customer information * Created cases or tickets to resolve sales channel issues * Participated in and complete special projects as needed * Updated and distribute the daily pricing matrix * Attended the weekly sales/credit cross functional meeting to identify issues and discover new efficiencies

* Contract Administrator * Accurately prepared contract templates that correspond with the products and services procured by our customers as communicated by the Account Executive * Monitored pre-executed contracts to ensure that contract language revisions are within the company's limits as established by legal to shield from risk * Provided exhibits, schedules and/or confirmations for extending, changing or locking in new or existing deals * Customer Interest Acct Manager/Data Analyst * Developed positive relationships with external customers and ensuring their long-term customer satisfaction. * Developed positive relationships with the non-regulated direct Account Executives * Managed of enrollments, metering issues, terminations, drops and EDI transactions for the ERCOT region

* Key Account Management * Account Development/Acquisition * Consultative and Solution Sales * Networking and Relationship Building * Contract Negotiations * Frontline Technical Support * Created Sales Proposals * Sales Presentations/Closing

* · Develop and maintain partnerships with Business Development Managers * · Develop and maintain relationships with Customer * · Develop and maintain relationships with cross functional operations groups * · Drive assigned issues to resolution – owner of issue is responsible to develop full understanding of resolution (root cause, action taken and net result) and provide global solution. Responsible for task team coordination for global solution.

Activities and Societies: National Society of Leadership and Success