Achieved individual monthly and annual target goals in terms of overall gross; net margin sale, customer numbers, and energy volumes in the defined market segment. Successful record of accomplishment for selling and closing new gas and energy contracts, for small, medium, and large customers.
Driving sales process using appropriate tools, obtaining usage information to Internal and External Parties, preparing offers, negotiating and closing of deals within an acceptable time frame, obtaining authorization on contracts, exhibits, and other required documentation, and acting as a liaison between operations and the broker/customer as needed.
Manage multiple broker relationships and maintain all aspects of the ongoing broker relationship, track all activity/progress on the account site, and provide pre and post-sales support for the broker.
Process customer requests and address issues and escalations; Resolve/engage in escalated customer service issues as related to contracted customers. Liaison between Contract Processing and Sales for contract processing related issues, worked closely with back office functions to facilitate resolution of issues.
Review retail credit requests and adjudicate based on Corporate Business Credit Policy. Prepared briefing memos, pay history override and other credit policy documentation as required.
Executed in-depth financial statement analysis, modeling of customer financial statements and trending of key financial ratios, recommended contract structures to mitigate DEB's bad debt expense given customer's credit deterioration. Managed the credit request process using various analytic tools for assessing credit risk and utilize various computer systems and web-based services to support job function.