Holden Holsinger

Experience

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  VETP Undergraduate Club

  Apr 2018 - May 2020

  Founder and Co-Chair

  • Created a new on-campus organization to bring together international and domestic students to create long-lasting friendships • Fostered a safe, judgement-free environment where international students can make friends with domestic students and improve their English skills • Planned events to introduce club members to meet members of the community and discover the resources available to international students

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  Quicken Loans

  May 2018 - Aug 2018

  Mortgage Banking Sales Intern

  • Connected clients to mortgage banking sales force to increase company revenue • Exceeded goal conversion rate• Attended rigorous sales training to improve influence and persuasion skills • Participated in a collaborative project to innovate and improve upon the internship program • Provided constructive feedback and coaching to help employees improve their lead conversion rates

• 

  Thomson Reuters

  May 2019 - Aug 2019

  Software Sales Intern

  • Qualified B2B leads to generate pipeline for software packages and training opportunities• Managed database of ongoing clients on CRM software• Learned the art of consultative and relationship selling to create partnerships • Spoke with prospective clients to suggest solutions to business problems and improve their margins• Attended and participated in sales meetings, receive continuous product instruction and sales process training• Finished as a finalist in a sales competition out of 15 sales interns Show less

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  Washington Avenue Advisors

  May 2020 - Sept 2020

  Financial Associate

  • Prospected and met with high net worth clients • Overhauled the company CRM, increasing efficiency and targeting methods• Developed a system for mass communications and targeted marketing• Moved financial literacy program into a virtual format to increase company margins

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  Paycom

  Nov 2020 - Mar 2021

  Inside Sales Representative

  ● Thrived in a remote work environment ● Met with C-Level executives to provide recurring company revenue● Held a high leads: meetings set ratio● Networked with CPAs to build passive revenue streams● Trained region of around 24 employees on financial planning, budgeting, and insurance topics● Worked with CRM and sales enablement tools including ZoomInfo, Klue, and Seismic

• 

  ACA Group

  Aug 2021 - now

  Promoted to lead a team of highly motivated client success managersProvided coaching and feedback to teamTrained team on the procedures of the rule and the nuances of regulatory complianceWhile leading the team, continued to serve as client success manager Executed retention initiatives to expand and strengthen client relationshipsDeveloped a system to utilize inbound marketing data to identify cross-sell and upsell opportunitiesSupported a team of two account executives in managing an international territoryWorked with C-Level executives at multi-billion asset managers to present thought leadership and industry updates on the regulatory landscape

  • Team Lead - Client Success Manager

    Jan 2024 - now

  • Enterprise Client Success Manager

    May 2022 - Jan 2024

  • Inside Sales Representative

    Aug 2021 - May 2022