Alexander Tran
Alpharetta
Summary
Experienced business development executive with a successful track record in managing multi-state distributed businesses. Skilled in hiring, developing, and retaining high-performance teams. Motivated leader who excels at building strategic relationships to support key business initiatives. Expertise in change management, management transition, and merger integration. Valuable experience in navigating complex organizational structures. Known for excellent interpersonal and communication skills. Effectively managed matrixed organizations throughout career.
Overview
7
7
years of professional experience
Work History
Sales and Business Development Executive
Southeast Computer Recyclers
05.2024 - Current
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Increased client base by identifying and pursuing new business opportunities through market research and networking.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Negotiated contracts with key stakeholders, resulting in favorable terms for the company and long-term partnerships.
Client Specialist
Baird Wealth
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted in the development of comprehensive financial plans for clients, addressing their investment, retirement, insurance, and estate planning needs.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Developed customized tax strategies for individuals and businesses, resulting in significant savings.
Patient Account Coordinator Lead
Peachtree Orthopedics
09.2022 - 12.2023
- In and out-bound calls, scheduling, preparing correct forms and paperwork for patients
- Excellent communication through the patients and team, organization within the desk and patients accounts
- Coordinated through patients billing discrepancies and balances
- Worked with all centers teams through out the building ( surgery center, doctors office, urgent-ortho, MRI imaging ) to have a smooth process with patients
- Contacted all health insurance plans for benefits, authorization and precertification
- Worked at multiple locations throughout the company to help fill in/ train other employees
- Consistently went above and beyond for patients who had trouble with their process whether it was scheduling, insurance, billing problems
Manager
Vanidy Nail Salon
08.2018 - 09.2022
- Had Desk duties while managing over 15 employees, Made schedules, in-bound calls, collecting payment, Took payments, Managed financial payment for all employees, Data entry, Upkeep of store.
- Created monthly reports for senior management summarizing operational performance metrics.
- Established processes to ensure efficient workflow throughout the organization.
- Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
Footwear Team Lead
Dicks Sporting Goods
04.2017 - 08.2018
- Maintained Footwear deck, assisted customers with any needs, requests
- Provided customer service all over store in other departments
- In charge of footwear inventory, back stock, floor sales and footwear associates
- Handled Loss and Prevention in own department.
Education
Kennesaw State University
Kennesaw, GAChattahoochee Technical College
Marietta, GASkills
- CRM software knowledge
- Sales and Marketing
- Team Leadership
- Customer Service
- Decision-Making
- Business development and planning
- Negotiations
- Client Needs Assessment
- Strategic Planning
- Administrative Skills
- Candidate tracking
- Knowledge in Orthopedic, PT, medical field
Accomplishments
- Best Physical therapy clinic out of 12 locations company wide.
- Voted best clinic in state of GA
- patient satisfactory above 94%
- Assisting in managing over 150+ financial accounts of over $190 million worth of assets.
- Raised clientele percentage by a healthy margin in current position.
Timeline
Sales and Business Development Executive
Southeast Computer Recyclers
05.2024 - Current
Client Specialist
Baird Wealth
11.2023 - Current
Patient Account Coordinator Lead
Peachtree Orthopedics
09.2022 - 12.2023
Manager
Vanidy Nail Salon
08.2018 - 09.2022
Footwear Team Lead
Dicks Sporting Goods
04.2017 - 08.2018
Kennesaw State University
Chattahoochee Technical College
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