Whitney Gay

• Provided outstanding service to over 240 partners, promoting effective, and lasting business relationships.
• Achieved successful client outcomes by identifying and addressing their unique needs and goals.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.
• Stayed informed on industry developments and market trends to gain competitive advantage.
• Monitored partner performance and provided feedback on areas of improvement.
• Prepared quarterly QBR's and Sales Trainings.
• Developed strong product knowledge to provide informed recommendations based on individual partner needs.
• Enhanced client satisfaction, consistently delivering customized solutions that met unique business needs.
• Prepared investment summaries, contracts, and contract amendments.

Create positive first impressions with inbound and outbound leads.

• Run daily email/phone cadences to engage leads.

• Provide value to every conversation by sharing case studies, videos and testimonials

from Aerie.

• Built valuable relationships with Account Executives to generate meetings held and

pipeline.

• Able to identify key stakeholders within each business using Zoom Info and Sales

Navigator.

• Consistently meet and exceed monthly Meeting/ACV Quotas.

• Help manage the inbound line spreadsheet along with managing rotation in web chat.

• Help teammates with questions/ help them find pertinent information on leads as

needed.

• Attend monthly trainings held by our HR/Marketing departments to keep up to date with

new product and technology developments.

• Attended a Dental Trade Show. Setup booth and shared Birdeye with potential

customers.

• Communicate with clients and quote computer equipment needed for businesses.

• Place equipment/ licensing orders with Dell, Ingram Micro, Tech Data and other vendors.

• Oversee the day-to-day operations of the entire company including: scheduling appointments for technicians to go onsite, scheduling meetings for the CEO, COO and CFO.

• Receive equipment and prepare items for staging in the lab.

• Make daily deposits.

• Managed the daily activities of 26 Sales Associates across two locations.

• Provided bi-weekly payroll processing for both locations.

• Built document templates for departmental use which varied per location.

• Conducted interviews and exit interviews.

• Prepared weekly schedules for both locations.

• Handled store cash and deposits.

• Maintained and organized the staff calendar and the owner's calendar.

• Traveled across the country twice a year to purchase inventory for the stores.

• Successfully trained staff and increased Ace Rewards customer sign ups and Secret Shopper scores.

• Helped in the design/ functionality process of both stores from the ground up.

• Credentialed doctors with local hospitals and insurance companies.

• Prepared treatment plans and estimates for patients.

• Coordinate and prepare Lunch & Learn continuing education classes for

roughly 250 people monthly with the Marketing Coordinator.

• Maintained the Check In/ Check Out Flow.

• Dictated reports for Dr. Kyle. O'Neal.

Greet patients and check them in.

• Prepare weekly recall cards.

• Daily appointment confirmation calls.

• Organize and track patients with treatment needs.