Linda L.

Client services executive with 5+ years B2B experience in business development. I am skilled in: • Diary management: Booking meetings in Sydney, inter-state and overseas with existing clients, past clients as well as some cold calling • Communications: Liaising and meeting with customers on a daily basis, via the phone and in person meetings • Excel skills – The first CRM system that was put in place at my role at Investment Trends was an excel spreadsheet that I created. It contained links and filters to allow for sorting by key variables • Compiling formal documents (client proposals, purchase agreements, invoices) • Time management and organisational skills: o Experience in managing the administrative components of 40+ products across various stages in the life cycle, across 6 countries o Ability to work across 200+ client accounts, across 6 regions, simultaneously with managing new client queries Employment history: o Investment Trends, Jennings Partners, White & Partners.