Kassan Nicholson

Experience

• 

  AvidXchange, Inc.

  Aug 2016 - Oct 2017

  Account Relationship Manager

  Business to business sales. Leverage various relationship building techniques in order to educate and enroll suppliers in automated payment solutions.Successfully build rapport and sell E-Payment Solutions over the phone via out-bound calls Utilize sales techniques to overcome hesitations.

• 

  Wells Fargo

  Oct 2017 - Jan 2022

  Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially.Restored customer confidence daily managing relationships, translating into opening 30+ new personal/business accounts a month via client referrals. Drive profit through both inbound and outbound calls by utilizing consultative sales techniques selling Wells Fargo Consumer Credit Cards

  • Personal Banker

    Aug 2019 - Jan 2022

  • Sales Specialist II

    Oct 2017 - Aug 2019
• 

  Barings

  Jan 2022 - now

  Work closely with sales/ relationship manager to deliver excellent end-to-end service for assigned clients, develop and maintain a strong understanding of client portfolios and service levels. Manage, coordinate and respond to incoming client queries, work collaboratively with internal business partners including sales, product management, client reporting, onboarding, investor relations, legal, compliance and GTO as needed to resolve.Ensure all responses to client queries and requests for information are clear, accurate, comprehensive and timely. Deliver client communications on regular and key events, working with internal business partners including sales, product management, communications, legal and compliance to agree messaging and timing. Show less

  • Senior Associate - Client Service Manager

    Apr 2025 - now

  • Client Service Manager

    Jan 2022 - Apr 2025