Bilal S

EDUCATION

Bachelor of Accounting & Finance, Virtual University of Pakistan, Pakistan (2017 – 2021)

WORK EXPERIENCE

Inside Sales Representative @ ESW Capital/IgniteTech, USA, Remote (Mar 2024 – Present)

• Develop and maintain in-depth knowledge of various products to effectively demonstrate value to customers.
• Deliver customer-centric sales calls, addressing concerns such as pricing or product issues through strong problem-solving.
• Summarize customer interactions in professional, well-written emails and ensure timely follow-up on action items.
• Liaise with internal teams such as Orders to Cash and Central Support to request quotes, invoices, and license provisioning.
• Leverage GenAI to enhance communication quality and streamline daily tasks and responsibilities.

Account Manager @ BBE Marketing Inc, USA, Remote (Aug 2021 – Feb 2024)

• Communicated with clients to understand future needs and align company solutions for client satisfaction.
• Achieved a 150% increase in client onboarding by identifying upsell opportunities and customizing strategies.
• Collaborated with research and admin teams to deliver services and address client requirements.
• Led regular meetings and account reviews to provide insights for optimizing business relationships.
• Created process models and flowcharts to identify and improve inefficiencies in business operations.
• Tested new features prior to deployment to ensure smooth implementation and positive user experience.
• Trained new employees and monitored their performance to meet project deliverables.

Lending Specialist @ Bank of Montreal, Ontario, Canada (May 2013 – Oct 2016)

• Handled complex lending applications not automatically processed by the AI system.
• Asked relevant questions to assess client needs and mitigate risk.
• Built long-term relationships with customers by offering appropriate lending solutions.
• Reviewed financial documents and property evaluations to assess lending feasibility.
• Updated and maintained CRM records accurately.
• Addressed objections effectively while presenting key product benefits.
• Increased team Net Promoter Score from 25% to 45%.
• Attended knowledge-sharing sessions to stay updated on product offerings.

Customer Service Representative @ Rogers Telecommunications, Ontario, Canada (Dec 2011 – May 2013)

• Resolved customer inquiries via phone, email, and live chat channels.
• Issued invoices, sent billing reminders, and resolved disputes with appropriate solutions and incentives.
• Created account aging schedules and analyzed variances for reporting.
• Advised customers on payment plans, settlements, and refinancing options.
• Maintained accuracy in accounts receivable ledgers and journals.

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