Jennifer Donchak
McCall
Summary
Dynamic Small Business Sales Account Manager at Intuit with a proven track record in relationship building and customer service. Skilled in identifying client needs and delivering tailored solutions, resulting in increased sales revenue. Known for exceptional time management and a strong work ethic, fostering long-term partnerships and enhancing customer satisfaction.
Overview
35
35
years of professional experience
Work History
Small Business Sales Account Manager
Intuit
Eagle
08.2023 - 09.2024
- Managed and delivered exceptional account service to strengthen customer satisfaction and account retention.
- Formulated trusted relationships with key accounts.
- Identified areas for improvement in customers' current systems or processes, and recommended products to customers based on their needs and interests, resulting in increased sales revenue.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Resolved customer inquiries promptly and efficiently while maintaining high levels of customer satisfaction.
- Maintained accurate records of all sales activities, including client communications, presentations, proposals, and forecasts, using multiple company software, including Salesforce CRM software.
Small Business Account Executive - Sales OB
Intuit
Eagle
04.2021 - 08.2023
- Conducted follow-up calls with prospects to identify needs, propose solutions and close sales.
- Maintained strict callback schedule ensuring effective time management.
- Maintained a high level of activity throughout the day, including calls, emails, calendar management and other administrative tasks.
- Cross-sold additional products and services to purchasing customers.
- Collaborated with new customers to give details about company offerings.
- Documented call data and sales in multiple company software.
Lead Development Representative
TSheets
Eagle
05.2019 - 04.2021
- Worked closely with Account Executives to transition qualified leads into closed deals.
- Conducted outbound prospecting activities, including cold calling and email campaigns.
- Developed an in-depth understanding of customer needs by engaging in meaningful conversations with prospects.
- Managed multiple pipelines concurrently to ensure maximum efficiency when working with leads.
Customer Support Specialist
TSheets
Eagle
10.2016 - 05.2019
- Assisted customers through the chat platform with product installation, troubleshooting, and usage questions.
- Investigated customer complaints regarding product quality or service rendered.
- Responded to customer emails and phone calls promptly, courteously, and professionally.
- Collaborated closely with other departments such as Engineering and Development to resolve complex customer issues quickly and efficiently.
- Researched customer inquiries using available resources such as FAQs and online forums.
- Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
Territory Manager/Sales Associate
Select Trade Sales & Marketing
Pleasanton
02.2009 - 09.2015
- Visited various store locations across the assigned territory daily.
- Identified out-of-stock and low-stock items, and communicated replenishment needs to the Deli Manager.
- Resolved any product concerns.
- Monitored code dates, rotated inventory, and removed damaged or expired items to uphold standards.
- Supported brokerage owners during sales calls, presenting products and product literature.
- Boosted sales through the presentation of new manufacturer products at independent grocery stores.
- Performed special projects as needed: resets, product cut-ins, rack set-ups, and new product training.
- Complete monthly surveys and job aids using Microsoft Excel and PowerPoint.
- Won several manufacturer-sponsored merchandising contests.
Claims Consultant
On-the-Job Injuries
Kirkland
11.1999 - 08.2001
- Assisted the company owner with document preparation to mediate workers' compensation claims with the Department of Labor and Industries.
- Processed requests for documents and medical records, as well as managed all critical date timelines for all cases.
- Proactively managed and fostered relationships with all professional and client contacts.
Full Time Physical Therapist Assistant
Physiotherapy Associates
Rohnert Park
07.1997 - 10.1999
- Worked under several physical therapists and athletic trainers, carrying out patient treatment plans.
- Conducted therapeutic modalities, such as ultrasound, electrical stimulation, massage, hot/ice packs, stretching, and exercise instruction.
- Oversaw and managed the Aquatic Therapy Program.
- (See Special Accomplishments.)
- Other duties included detailed record keeping, communication with physicians' offices, and insurance companies.
- Also carried out reception duties, such as answering phones and scheduling patients.
Vault Clerk/Cashier/Customer Service
Costco Wholesale
Santa Rosa
10.1989 - 07.1997
- Receive, count, and record cash receipts from each register throughout the day in a fast-paced warehouse operations environment.
- Inspect customer-written checks for accuracy, and prepare for bank deposit.
- Count and balance cash register drawers at day's end, and prepare for the next business day.
- Greeted customers and provided friendly and efficient customer service.
Education
Associate of Science Degree - Physical Therapy Assistant Certificate
Western Institute of Science & Health
Rohnert Park, CA01.1996
Associate of Arts Degree - general education
Santa Rosa Junior College
Santa Rosa, CA01.1991
Diploma -
Casa Grande High School
Petaluma, CA01.1987
Skills
- Relationship building
- Communication
- Customer service
- Organizational skills
- Multitasking
- Positive and outgoing personality
- Strong work ethic
- Time management
References
References available upon request.
Timeline
Small Business Sales Account Manager
Intuit
08.2023 - 09.2024
Small Business Account Executive - Sales OB
Intuit
04.2021 - 08.2023
Lead Development Representative
TSheets
05.2019 - 04.2021
Customer Support Specialist
TSheets
10.2016 - 05.2019
Territory Manager/Sales Associate
Select Trade Sales & Marketing
02.2009 - 09.2015
Claims Consultant
On-the-Job Injuries
11.1999 - 08.2001
Full Time Physical Therapist Assistant
Physiotherapy Associates
07.1997 - 10.1999
Vault Clerk/Cashier/Customer Service
Costco Wholesale
10.1989 - 07.1997
Associate of Science Degree - Physical Therapy Assistant Certificate
Western Institute of Science & Health
Associate of Arts Degree - general education
Santa Rosa Junior College
Diploma -
Casa Grande High School
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