Summary
Overview
Work History
Education
Skills
Timeline
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RICHARD FERGUSONQ

Buford

Summary

Dynamic Account Executive with 8+ years of experience in B2B and B2C sales, account management, and revenue growth across financial services and customer success sectors. Proven ability to exceed quotas, close high-value deals, and retain key accounts through consultative selling and strategic relationship building. Skilled in CRM systems, pipeline development, and delivering tailored solutions that drive client success.

Overview

4
4
years of professional experience

Work History

Customer Success Specialist

Amerisave Mortgage
04.2024 - Current
  • Partner with clients across the mortgage lifecycle, managing 60–80 interactions daily while maintaining CSAT scores above 95%.
  • Increased client retention by 18% YoY through proactive engagement and account strategy.
  • Supported 1,000+ clients, ensuring seamless onboarding and retention to protect long-term account value.
  • Achieved 85% first-contact resolution, strengthening trust and reducing escalations.

Business Development Specialist

Better Business Bureau
02.2022 - 09.2023
  • Drove a 28% increase in memberships by positioning BBB accreditation as a trust-building tool for SMBs.
  • Built and nurtured relationships with local business leaders, chambers of commerce, and associations.
  • Delivered sales presentations and consultative pitches, closing new accounts and expanding regional reach.
  • Leveraged CRM tools to track outreach, renewals, and client growth.

Inside Sales Specialist

ABOVE LENDING INC
06.2022 - 02.2023
  • Consistently exceeded loan origination quotas, averaging $500K+ in monthly funded loans.
  • Increased closed deals by 30% through consultative discovery and tailored financing solutions.
  • Spearheaded market expansion, generating a 15% boost in new client acquisition over 6 months.
  • Collaborated with underwriting and CX teams to improve deal turnaround times by 20%.

Education

SALES SPECIALIST PROGRAM - Sales

SV ACADEMY
01-2022

Skills

  • New Business Development & Prospecting
  • Key Account Management
  • Contract Negotiation & Closing
  • B2B & B2C Sales Operations
  • Pipeline Development / Lead Generation
  • Strategic Sales Planning
  • Customer Retention & Upselling
  • CRM Systems: Salesforce, HubSpot, Keap
  • Cold Calling / Outreach Campaigns
  • Revenue Growth & Sales Forecasting

Timeline

Customer Success Specialist

Amerisave Mortgage
04.2024 - Current

Inside Sales Specialist

ABOVE LENDING INC
06.2022 - 02.2023

Business Development Specialist

Better Business Bureau
02.2022 - 09.2023

SALES SPECIALIST PROGRAM - Sales

SV ACADEMY

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