Adam Baldwin

• Cultivated stakeholder relationships, enhancing client retention and satisfaction.
• Optimized service usage, identifying upsell opportunities for account growth.
• Converted warm leads to support successful account expansion initiatives.
• Developed data-driven strategies that increased engagement and revenue.
• Resolved stakeholder issues efficiently as primary liaison.
• Collaborated with internal teams to improve service delivery and proposals.
• Retained 15 contracts valued over $300K within six months.
• Upsold 40% of customers into long-term contracts, re-engaging dormant accounts.

• Spearheaded client onboarding for Eftsure SaaS platform, ensuring seamless integration.
• Managed comprehensive customer lifecycle, focusing on retention and upselling strategies.
• Supported high-value accounts by resolving operational issues promptly.
• Utilized data analytics to identify optimization opportunities and enhance user engagement.
• Achieved successful onboarding of all new customers within designated timelines.

Retained key accounts through strategic contract renewals.

• Cultivated long-term business relationships to foster loyalty and trust.

• Achieved 15% increase in memberships through effective upselling and cross-selling strategies.
• Executed national sales strategies, generating new leads and enhancing client engagement.
• Managed nationwide portfolio of school clients, ensuring tailored service delivery.
• Identified revenue opportunities in education, advocating for school needs effectively.
• Retained 100% of accounts throughout Australia by fostering strong client relationships.

• Developed business structure and sales and marketing strategies.
• Managed client relationships and facilitated training programs.
• Coordinated workshops, events, and operational logistics.
• Established strong UK client base and expanded into Australia.

Retained UK clients during international relocation.

• Transitioned business model to online platform successfully.

• Cultivated relationships with SMBs and national partners to drive growth.
• Converted warm leads and upsold new services to increase revenue.
• Delivered product training and represented brand at industry events.
• Analyzed sales trends to inform strategic decision-making.
• Managed CRM data to enhance customer insights and reporting.
• Trained staff on CRM usage and customer service best practices for improved performance.

Achievements:

• Upsold new products across existing accounts.
• Retained all key partner accounts.
• Boosted referral sales by 20%.
• Implemented customer service and product training programs.
• Created an internal sales funnel to improve conversions.

• Established customer experience policies and service level agreements.
• Managed payments, complaints, and insurance claims efficiently.
• Facilitated cross-departmental communication to drive results.
• Guided product knowledge and set accurate customer expectations.

Consistently met key performance indicators for claims processing.

• Converted escalated complaints into loyal customers.
• Implemented call center training program that enhanced customer experience.